I Bought KEPCO Because It's Cheap, Trimmed AVGO Because It Hurt

I picked up a small position in KEPCO today. The case is simple: the stock looks genuinely cheap against the company's underlying value, but momentum and mood around it haven't warmed up yet and there's no real spark pushing it higher right now, so I kept the size modest. KB Financial and Korea Zinc stayed on the watchlist — I just don't see a reason to move on either one at the moment. On the other side, I trimmed 2 shares of AVGO, my worst-performing position at roughly -14%; growing chatter about rivals catching up in custom AI silicon shook the conviction I bought on, and with no broader market tailwind to lean on, cutting the position felt like the safer move.