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11:01
May 04
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 815 Money Talk (815머니톡)
Supply chain beneficiary of semi inflow
After foreign investors accumulate large-cap semis, they will rotate into semiconductor equipment and materials (SME) stocks for greater upside. These include PSK Holdings, TFE, Daeduck Electronics, Techwing, Fadu, Leeno Industrial, and others, all of which are leveraged to the same AI/semiconductor growth and have stronger momentum.
031980.KQ 1ST
HIGH

About 031980.KQ Analyst Coverage

Buzzberg tracks 031980.KQ across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.