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00:25
May 07
Lee Ju-hyeon Director, Xangle 815 Money Talk (815머니톡)
CCL/copper foil shortage, pricing power
CCL (copper clad laminate) and copper foil stocks face a severe supply bottleneck due to surging demand from high-performance semiconductor substrates. Doosan, Solus Advanced Materials, Lotte Energy Materials, and SKC are key players and will see pricing power and volume growth.
020150.KQ 1ST
HIGH

About 020150.KQ Analyst Coverage

Buzzberg tracks 020150.KQ across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.