010170.KQ Taihan Fiberoptics Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions

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08:36
May 07
Daehan Optical rally is unsupported.
Daehan Optical Telecom's rally is based on a misunderstanding that NVIDIA's investment in Corning benefits them directly; the fundamental link is weak, so the stock is risky.
MED
00:25
May 07
Optical comms winner from AI data centers
Optical communication stocks should benefit from NVIDIA's investment in Corning and the broader shift from copper to fiber optics in AI data centers, reducing power consumption. Korean names Daehan Optical Telecom and RFHIC are well-positioned.
HIGH
11:14
May 04
Optical fiber demand rises in AI.
Optical communication stocks benefit from structural increase in internal data center connections using optical fiber; companies like Seongwoo Electronics and Daehan Gwangtongshin are well positioned.
MED
10:30
May 04
Lee Jae-kyu PB Deputy Manager, SK Securities 3PRO TV (삼프로TV)
Optical usage expansion benefits component suppliers.
Optical fiber stocks such as Sungwoo Electronics and Daehan Optical Telecom benefit from structural demand growth as optical communication usage expands from external links to internal data-center connections, mirroring the earlier AI semiconductor supply-chain expansion.
MED
07:00
May 04
AI communication stocks strong uptrend
AI infrastructure buildout is driving demand for communication components. Stocks like RFHIC (218410.KQ), SOLiD (050890.KQ), and Daehan Gwangtong (010170.KQ) are seeing strong price action and continue to rally. Jensen Huang mentioned communication as the next leg, supporting these names.
MED

About 010170.KQ Analyst Coverage

Buzzberg tracks 010170.KQ (Taihan Fiberoptics Co., Ltd.) across 2 sources. 4 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (80%). 5 total trade ideas tracked.