020150.KS LOTTE ENERGY MATERIALS Corp Loading...

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03:15
Jun 04
Lee Kwon-hee CEO, Economist 815 Money Talk (815머니톡)
Advanced copper foil vital for packaging
As semiconductor packaging becomes more advanced, the copper foil used in circuit boards (회로박) requires extremely smooth surfaces to minimize resistance and heat. Lotte Energy Materials and Solus Advanced Materials are the key domestic producers of this advanced foil, positioning them to benefit from the trend.
020150.KS 1ST
MED
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.KS 1ST
HIGH

About 020150.KS Analyst Coverage

Buzzberg tracks 020150.KS (LOTTE ENERGY MATERIALS Corp) across 1 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked. Latest voices: Lee Kwon-hee, Lee Ju-hyeon.