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00:19
Jul 06
Choi Ho Vice President Chesley Investment Advisory (…
Simtech socket pivot drives re-rating
Simtech is a memory package substrate company that has diversified into the high-growth Nvidia socket market. The socket theme provides a differentiated catalyst, while the broader memory substrate cycle also supports a recovery. The recent pullback offers an attractive entry for a multi-year re-rating play.
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HIGH

About 심택 Analyst Coverage

Buzzberg tracks 심택 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: Choi Ho.