Hi, I’m Gangnam Father, an investment professional covering power generation assets at a Korean energy company.
By day I invest in power plants; after hours I manage my own portfolio. I write about Korean equities, energy and the power grid, AI infrastructure, real estate, and the tools I build with AI coding agents (“vibe coding”). Also a proud dad.
Most posts are written in Korean first. The ones I think are useful to a global audience, especially deep dives on Korean stocks that get little English coverage, are translated and collected here.
Latest in English
- Samsung SDI: Why I’m Not Adding At ₩567,000, And Where I WouldBroker targets range from ₩402,000 to ₩1,000,000, and at a battery-cell multiple the stock already looks fully priced. My scenarios, buy zones and breakout conditions. Part 3 of 3.
- Samsung SDI’s Turnaround: Is It Following SK Hynix’s Playbook?Samsung SDI is following SK Hynix’s 2022-2024 turnaround sequence, but its stock has run twice as far at the same stage. Inventory, advances and the growth “delta” say wait for 3Q26. Part 2 of 3.
- Samsung SDI Is Back In The Black, But Check The Quality Of EarningsSamsung SDI is profitable again for the first time in seven quarters. Strip out tariff refunds, GM JV compensation and US tax credits, though, and the core business is roughly breakeven. Part 1 of 3.
About me · Threads @gangnam_father · 한국어 홈
Nothing on this site is investment advice. All posts are personal records; do your own due diligence.
