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11:00
Jun 20
Lee Ju-hyeon Director, Xangle 815 Money Talk (815머니톡)
Equipment has unpriced H2 momentum
Semiconductor equipment makers, especially those linked to HBM4 (like Hanmi Semiconductor, TES, VM) and front-end (like Wonik IPS), have additional upside because second-half order and earnings momentum is not yet fully priced in. The recent ETF-driven rebalancing is complete, and the underlying catalyst of new HBM capacity expansion remains intact. A semiconductor equipment ETF offers a convenient one-click way to play the theme.
032640.KQ 1ST
HIGH

About 032640.KQ Analyst Coverage

Buzzberg tracks 032640.KQ across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Lee Ju-hyeon.