001570.KS Kumyang Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions
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11:04
Jul 09
Jul 09
NVIDIA substrate demand rebound
Recent fears over NVIDIA's Rubin Ultra rack delay have been overblown. NVIDIA and JP Morgan have confirmed the roadmap is on schedule, which should revive demand for semiconductor substrates and related equipment. Korean substrate names such as Daeduck Electronics, Isupetasys, Simtek, and Hanmi Semiconductor are set to rebound from deeply sold-off levels.
MED
13:30
May 21
May 21
Secondary battery sector is undervalued and due to rally.
The Korean secondary battery sector (KOSPI large-cap names) is the only major sector still near the bottom and will eventually rally. Samsung SDI is winning large orders, and the entire cathode supply chain will benefit. He is preparing for this rotation by studying Cosmo New Materials, Nano New Materials, and Geumyang.
MED
About 001570.KS Analyst Coverage
Buzzberg tracks 001570.KS (Kumyang Co., Ltd.) across 1 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (50%). 2 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Park Myung-seok, Jeong Tae-geun.