10 103590.KS Iljin Electric Co.,Ltd Loading... : Bullish and Bearish Analyst Opinions

After the initial semiconductor-led rebound reaches around KOSPI 7,400, sector rotation is expected into oversold KOSPI stocks with strong free cash flow growth, low PER, and improving profitability. A quant screen identified Hyundai Mobis, Hyundai Motor, Doosan Enerbility, Naver, Samsung SDI, LG Electronics, Hana Ocean, LS Electric, HD Hyundai Electric, Isu Petasys, Hana Solution, Daeduck Electronics, Hana Engine, DB Tech, and Iljin Electric as such candidates.

APR shows strong cosmetics revenue growth in the US, Japan, and emerging markets, with sales exceeding 3 trillion won. The stock trades at 23x forward PE, not expensive given robust earnings growth and margin improvement. The share price has been resilient, and the speaker would add on pullbacks. Target price 500,000 won suggests upside from current 380,000.