Hanmi Semiconductor: a solid company, but I'm only dipping a toe in for now

I picked up a fresh position in Hanmi Semiconductor today. The core business fundamentals are just too solid to ignore. That said, the valuation isn't cheap and the risk profile and technical momentum aren't backing it up yet, so this wasn't a high-conviction buy — more like a small toehold for long-term watching. Korea Zinc and KB Financial I left alone, just watching; the case for stepping in hasn't built up enough yet, so I didn't force it. My existing holdings had no real reason to be touched today, so I left them as they are. The macro backdrop wasn't leaning clearly either way, so overall it was a day of not overreaching.