리노 리노공업 Loading... : Bullish and Bearish Analyst Opinions

Korean semiconductor equipment and materials companies (소부장) are showing relative strength and resilience despite the broad market sell-off, supported by capital expenditure news such as Intel's expansion. These stocks are likely to lead a market recovery and are the first to rally when sentiment improves. If they fail to hold up, KOSDAQ will struggle.

Leeno Industrial is seeing strong foreign buying, with JP Morgan recently acquiring a 5% stake. This improvement in foreign ownership is driving the stock higher after a period of internal issues.

Semiconductor equipment and materials stocks have fallen sharply, and foreign investors are actively buying them now because they expect a technical rebound as the memory cycle remains strong.

KOSDAQ semiconductor equipment companies are rising to top market-cap ranks on strong earnings, benefiting from AI capex cycle. ETF rebalancing and potential KOSDAQ premier league will attract institutional flows, making many names still undervalued.