Today's Call — Only Poongsan, Everything Else on Watch

The only new name I picked up today is Poongsan. The price action's had some real legs lately and the mood around it hasn't been bad either, and the price itself didn't feel stretched, so I leaned on that combo and dipped in with a small position. That said, the company's actual fundamentals, any clear catalyst, and the risk side of things are all just middling — so this is less conviction, more testing the water. Hanwha Aerospace and KB Financial stay on the watch list; nothing decisive enough has shown up yet to pull the trigger, so I'm holding off a bit longer. My existing holdings gave me no reason to touch anything today, so I'm just riding with what I've got.