Calls
12
#247
Alpha Score 71.3
Yeom Seung-hwan
Director, LS Securities
Win Rate
63.6%
Return
+4.4%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 07
$1656000.00
+61.4%
Samsung Electronics and SK Hynix are the cheapest globally on forward earnings with continuously rising target prices; in a strong bull market driven by AI, you must own the leading semiconductor stocks or risk underperformance. Buy on dips like the morning decline.
AI/Semi
Long
May 07
$271500.00
+25.0%
Samsung Electronics and SK Hynix are the cheapest globally on forward earnings with continuously rising target prices; in a strong bull market driven by AI, you must own the leading semiconductor stocks or risk underperformance. Buy on dips like the morning decline.
AI/Semi
Long
Jun 11
$184400.00
+8.7%
Hyundai Department Store and the broader department store sector are being re-rated due to strong luxury sales growth (20% growth) driven by performance bonuses, and the stocks are not expensive; they can outperform near-term until large-cap semiconductors regain momentum.
Consumer
Long
Jun 11
$183.95
+7.2%
The KOSPI correction is a buying opportunity, not a sell signal, because the Korean economy and exports are fundamentally strong, semiconductor demand is intact, and upcoming events like Micron and Samsung earnings will shift attention back to positive fundamentals.
Macro
Long
Jun 11
$682.02
+8.3%
Korean cosmetics exports are booming, especially to the US and Europe, making Korea the world's second-largest cosmetics exporter and even potentially surpassing France. The export data and global K-beauty trend support the sector, although its small market cap limits it to a secondary allocation.
Macro
Long
May 29
$168950.00
-19.9%
Hyundai Motor Group is the best way to invest in robotics, especially through Kia (which has lagged Hyundai in price but shares the same Boston Dynamics and robotics exposure). The group has proven its ability to generate revenue from industrial robots (e.g., Boston Dynamics' Atlas doing useful tasks), and the valuation is attractive compared to small-cap KOSDAQ robotics stocks that trade at 100x+ P/E with uncertain supply relationships. Kia is preferred because it has more upside catch-up potential.
Consumer
Long
May 29
$725000.00
-33.7%
Hyundai Motor Group is the best way to invest in robotics, especially through Kia (which has lagged Hyundai in price but shares the same Boston Dynamics and robotics exposure). The group has proven its ability to generate revenue from industrial robots (e.g., Boston Dynamics' Atlas doing useful tasks), and the valuation is attractive compared to small-cap KOSDAQ robotics stocks that trade at 100x+ P/E with uncertain supply relationships. Kia is preferred because it has more upside catch-up potential.
Consumer
Long
May 22
$132.78
+17.0%
If the Iran war ends, oil prices could drop to around $80, which would reduce inflationary pressure and allow interest rates to fall. Lower rates would benefit growth stocks, particularly biotech and robot stocks. This setup makes biotech and robot sectors attractive for a long position once oil declines.
Healthcare
Long
May 22
$84.38
-
Lithium is a security mineral as the US has designated 60 critical minerals including lithium, and moves to reduce China dependence will benefit Korean lithium-related companies.
Energy
Short
May 22
$142.54
+26.0%
If the Russia-Ukraine war ends, oil will decline because the pre-war oversupply condition will return, though infrastructure damage will slow the decline. WTI crude is expected to fall to the low $80s from near $100.
Energy
Long
May 12
$624000.00
-27.1%
ESS (Energy Storage Systems) and domestic battery manufacturers will benefit from growing data center demand for backup power and voltage stabilization. US policy restricting Chinese batteries (CATL) pushes Fluence and others to switch to Korean batteries, benefiting Samsung SDI, LG Energy Solution, and Hanjung NCS (which is restructuring to pure ESS).
Energy
Long
May 12
$440500.00
-24.7%
ESS (Energy Storage Systems) and domestic battery manufacturers will benefit from growing data center demand for backup power and voltage stabilization. US policy restricting Chinese batteries (CATL) pushes Fluence and others to switch to Korean batteries, benefiting Samsung SDI, LG Energy Solution, and Hanjung NCS (which is restructuring to pure ESS).
Energy
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Yeom Seung-hwan has 12 trade ideas tracked on Buzzberg across 12 tickers since May 2026. Ranked #247 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, 000660.KS, KOREAN SHIPBUILDING SECTOR.
