005160.KQ Dongjin Semichem Co., Ltd. Loading...

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11:04
Jul 09
Park Myung-seok Curator 3PRO TV (삼프로TV)
NVIDIA substrate demand rebound
Recent fears over NVIDIA's Rubin Ultra rack delay have been overblown. NVIDIA and JP Morgan have confirmed the roadmap is on schedule, which should revive demand for semiconductor substrates and related equipment. Korean substrate names such as Daeduck Electronics, Isupetasys, Simtek, and Hanmi Semiconductor are set to rebound from deeply sold-off levels.
005160.KQ 1ST
MED
00:24
May 26
Lee Ju-hyeon Director, Xangle 815 Money Talk (815머니톡)
Dongjin Semichem cheap on forward earnings.
Dongjin Semichem has strong earnings guidance for 2028 and is still cheap relative to peers, benefiting from Samsung's semiconductor expansion.
005160.KQ 1ST
MED

About 005160.KQ Analyst Coverage

Buzzberg tracks 005160.KQ (Dongjin Semichem Co., Ltd.) across 2 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked. Latest voices: Park Myung-seok, Lee Ju-hyeon.