356860.KQ DRB Industrial Ltd. (formerly Simmtech / certain series) Loading... : Bullish and Bearish Analyst Opinions
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09:00
Jul 23
Jul 23
Substrate stocks oversold, ready to turn up
Korean semiconductor substrate stocks (Isu Petasys, Simmtech, TLB) have corrected aggressively and are now at levels that represent a potential bottom. The underlying substrate shortage in Taiwan persists, and positive earnings results could trigger a trend reversal. The speaker views the current weakness as an opportune bottom-fishing entry before fundamentals reassert.
MED
03:20
Jul 06
Jul 06
Weak momentum among substrate stocks.
TLB is showing weak momentum compared to other substrate stocks. It will take a long time to recover and requires other leading substrate stocks to move first before it can gain traction.
MED
08:26
Jun 30
Jun 30
PCB substrate stocks rally AI server demand
PCB substrate makers for advanced packaging (FC-BGA) are rallying on strong AI server demand and technical support. Stocks like Daeduck Electronics, Simtech, TLB, Korea Circuit, and Isu Petasys are showing resilience at key moving averages and rejecting further declines, indicating institutional accumulation. The sector remains a beneficiary of the AI build-out and should be watched for continuation.
MED
13:30
Jun 11
Jun 11
Korean PCB stocks cheap on memory upgrade.
Korean PCB makers are benefiting from memory specification changes (HBM, increased layers) that require more PCB capacity. Valuations remain undemanding, so a buy-and-hold approach is warranted. Companies include Korea Circuit, Simmtech, Daeduck Electronics, TLB, Haesung DS, and Isu Petasys.
HIGH
About 356860.KQ Analyst Coverage
Buzzberg tracks 356860.KQ (DRB Industrial Ltd. (formerly Simmtech / certain series)) across 2 sources. 3 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (75%). 4 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Lee Kwon-hee, Lee Ji-eun, Park Ji-hoon.