Calls
20
#1154
Alpha Score 4.0
Yeom Seung-hwan
Director, LS Securities
Win Rate
25.0%
return
-11.8%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 07
$271500.00
+3.7%
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 Memory
Long
May 07
$1656000.00
+4.5%
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 Memory
Long
Jun 11
$183.95
-2.7%
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.
Equity Indexes
Long
Jun 11
$34.10
-39.7%
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.
Equity Indexes
Long
May 12
$624000.00
-23.4%
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).
Batteries & Storage
Long
May 12
$440500.00
-22.0%
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).
Batteries & Storage
Long
Jul 28
$338.96
-8.7%
Apple is the only major US big-tech company that is not heavily investing in AI capex. In the current environment, where markets are growing concerned about mounting AI infrastructure debt and the sustainability of massive spending, Apple's lack of AI investment is being reinterpreted as a positive safe-haven attribute, driving relative outperformance.
AI Hardware
Long
Jul 15
$68.78
-0.8%
Put 10–20% in financial stocks (banks and securities) because Q2 earnings will be strong and these stocks offer attractive dividends. Many dividend stocks have corrected, pushing dividend yields higher, and summer is a favourable time to buy dividend-paying stocks when investor interest is low.
Thematic ETFs
Long
Jul 15
$983.12
-1.9%
Memory semiconductor stocks Samsung Electronics, SK Hynix, and Micron are severely undervalued. Current share prices have priced in a drastic earnings decline, but even if profits halve, P/E would remain around 5–6x, which is not expensive. Supply remains tight—cleanroom capacity cannot increase until H1 next year—while real AI demand persists and long-term supply agreements provide multi-year visibility. Earnings estimate cuts (e.g., for HBM) are temporary, not a signal that the cycle has peaked. The upcoming July earnings reports from these companies will likely resolve memory peak-out uncertainty and trigger a significant rebound.
AI Memory
Long
Jul 10
$205500.00
-9.0%
AI data center expansion drives massive demand for power equipment. US peers like GE Vernova are at all-time highs, while Korean transformer makers HD Electric and LS Electric have pulled back and offer an attractive entry to play the AI-induced grid upgrade cycle.
Grid Equipment
Long
Jul 10
$863000.00
-16.8%
AI data center expansion drives massive demand for power equipment. US peers like GE Vernova are at all-time highs, while Korean transformer makers HD Electric and LS Electric have pulled back and offer an attractive entry to play the AI-induced grid upgrade cycle.
Grid Equipment
Long
Jun 30
$19.75
-10.9%
The 622 trillion won semiconductor mega cluster will require immense power, making renewable energy and ESS (Energy Storage Systems) crucial beneficiaries, alongside the construction companies needed to build the infrastructure.
Thematic ETFs
Long
Jun 11
$184400.00
-49.3%
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.
Retail & Mobility
Long
May 29
$168950.00
-22.5%
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.
Autos & EV
Long
May 29
$725000.00
-42.8%
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.
Autos & EV
Showing 15 of 20 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Yeom Seung-hwan has 20 trade ideas tracked on Buzzberg across 20 tickers since May 2026. Win rate 25% across 20 evaluated calls, average return -11.8%. Ranked #1154 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, 000660.KS, EWY.
