Calls
31
#845
Alpha Score 0.7
Yoo Chang-hee
CEO
Win Rate
19.4%
Return
-12.8%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 21
$1948000.00
+37.2%
Semiconductor leaders remain unchanged; Samsung Electronics and SK Hynix are still the core holdings and should be kept through volatility. The rally confirms that the previous winners (semiconductors) will continue to lead, so investors should hold or buy into dips in these stocks.
AI/Semi
Long
May 21
$298750.00
+13.6%
Semiconductor leaders remain unchanged; Samsung Electronics and SK Hynix are still the core holdings and should be kept through volatility. The rally confirms that the previous winners (semiconductors) will continue to lead, so investors should hold or buy into dips in these stocks.
AI/Semi
Long
Jun 18
$100000.00
-18.9%
Nuclear, shipbuilding, and transformer stocks that maintain their 20-day moving averages are the best dip-buying candidates. Doosan Enerbility (nuclear), Hyundai Electric (transformers), and HD Hyundai Heavy Industries (shipbuilding) have strong trends and were sold off today purely due to rotational flows into semiconductors. This pullback is a buy opportunity as underlying themes remain intact.
Energy
Long
Jun 04
$1731000.00
+15.1%
Samsung Electro-Mechanics (009150.KS) has corrected sharply but is unlikely to collapse in a single candle. A bounce is expected around the 150,000 won level, making it a tactical long opportunity for a short-term rebound.
AI/Semi
Long
May 21
$675000.00
-16.4%
Hyundai Heavy Industries (HD Hyundai Heavy Industries) is attractive because it is linked to AI data center demand for engines, showed relative resilience during the recent selloff, and rebounded quickly. It is a candidate for new buying if the market continues to recover.
Other
Long
May 21
$670000.00
-27.4%
Hyundai Mobis is well-positioned due to its new actuator production mandate for Hyundai Motor Group’s robots, making it a key beneficiary of the robotics trend.
Consumer
Long
May 21
$235000.00
-16.6%
LG Electronics has the potential to benefit from the shift to robot manufacturing, as it can leverage its manufacturing capabilities and has opened both Chinese and American standardization routes.
Consumer
Long
May 14
$328000.00
-40.9%
Solar energy stocks are rallying on expectations that rising data center power demand will boost renewable energy. Google's announcement of space data center collaboration adds momentum. Key names include Hyundai Energy Solutions, OCI Holdings, and S-Energy.
Other
Long
May 14
$2485.00
-60.8%
Solar energy stocks are rallying on expectations that rising data center power demand will boost renewable energy. Google's announcement of space data center collaboration adds momentum. Key names include Hyundai Energy Solutions, OCI Holdings, and S-Energy.
Energy
Long
May 14
$245000.00
-52.0%
Solar energy stocks are rallying on expectations that rising data center power demand will boost renewable energy. Google's announcement of space data center collaboration adds momentum. Key names include Hyundai Energy Solutions, OCI Holdings, and S-Energy.
Energy
Long
Jun 22
$1648000.00
-12.5%
Semiconductor materials companies such as Doosan (CCL), Dongjin Semichem, and Wonik QNC have solid, established positions in the supply chain. While near-term upside may be more limited than equipment, they are not unattractive and can perform steadily.
Other
Long
Jun 22
$38950.00
-16.3%
Semiconductor materials companies such as Doosan (CCL), Dongjin Semichem, and Wonik QNC have solid, established positions in the supply chain. While near-term upside may be more limited than equipment, they are not unattractive and can perform steadily.
Other
Long
Jun 22
$187900.00
-8.1%
As semiconductor capex expands to build new fabs, front-end process equipment orders will be the first to surge. Companies such as PSK, Tes, Eugene Tech, and Wonik IPS possess dominant market shares often above 50% and exceptionally high operating margins (~50%), ensuring they benefit early and sustainably from the capex cycle.
Other
Long
Jun 22
$181700.00
+0.9%
As semiconductor capex expands to build new fabs, front-end process equipment orders will be the first to surge. Companies such as PSK, Tes, Eugene Tech, and Wonik IPS possess dominant market shares often above 50% and exceptionally high operating margins (~50%), ensuring they benefit early and sustainably from the capex cycle.
Other
Long
Jun 22
$30.76
-1.0%
As semiconductor capex expands to build new fabs, front-end process equipment orders will be the first to surge. Companies such as PSK, Tes, Eugene Tech, and Wonik IPS possess dominant market shares often above 50% and exceptionally high operating margins (~50%), ensuring they benefit early and sustainably from the capex cycle.
Macro
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Yoo Chang-hee has 31 trade ideas tracked on Buzzberg across 31 tickers since May 2026. Win rate 19% across 31 evaluated calls, average return -12.8%. Ranked #845 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, 000660.KS, 034020.KS.
