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00:22
Jun 12
Park Byeong-chang Director, MP Partners 3PRO TV (삼프로TV)
KOSDAQ equipment stocks in structural uptrend
The KOSDAQ market cap top tier has been reshaped by semiconductor equipment and parts stocks (Jusung Engineering, Reno Industrial, Woning IPS, EO Technics, PSK, HPSP, Eugene Technology, ISC etc.). This shift is driven by real earnings growth as the AI cycle moves from memory to the equipment cycle, not just a thematic bubble. The upcoming KOSDAQ revitalization policy (premier league) will concentrate institutional inflows into these top-cap names, making them the biggest beneficiaries. The front-end semiconductor equipment ETF has already surged, confirming the structural uptrend.
반도체 전공정 장비 ETF
HIGH

About 반도체 전공정 장비 ETF Analyst Coverage

Buzzberg tracks 반도체 전공정 장비 ETF across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Park Byeong-chang.