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06:08
Jun 15
Park Se-ik CEO, ex-Chief Strategist Chesley Investment Advisory (…
Undervalued Korean semiconductor equipment stocks poised to re-rate.
Korean semiconductor front-end equipment/material stocks (TCK, Dongjin Semichem, Soulbrain, Hana Materials) are undervalued relative to US peers Lam Research and Applied Materials, which trade at forward P/Es of 46x and 29x respectively. Driven by NAND high stacking (increasing etch/deposition steps) and a longer-than-expected Capex cycle due to AI/HBM, these Korean companies are poised for valuation expansion. TCK, in particular, at 28x forward P/E with strong tie to Lam Research orders, stands to benefit most as its valuation could catch up to US peers.
064800.KQ 1ST
HIGH

About 064800.KQ Analyst Coverage

Buzzberg tracks 064800.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: Park Se-ik.