The value case was clear, so I only bought in pieces

Today I picked up some SK Hynix, split into pieces. The earnings power and the price tag are hard to ignore, but the flow and mood around it have been rough lately, so going all in felt reckless. I bought a slice and I'm holding the rest back until things actually turn. Hanwha Ocean and KB Financial are still just on my watchlist — not convinced enough yet to step in. Everything else in the book stayed untouched, no reason to mess with it today.