089110.KQ TKG Namsun Co Ltd Loading...

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10:30
May 06
Lee Jae-kyu PB Deputy Manager, SK Securities 3PRO TV (삼프로TV)
Glass substrate stocks are attractive alternatives
Glass substrate stocks (SKC, Philoptics, J&TC, Camtronics) are attractive as substitutes for overextended semiconductor giants. They benefit from the AI semiconductor supply chain, Intel-Apple alliance, and sample supply starting in April, with SKC leading in glass substrate technology. These names have lagged but are now showing strong momentum.
089110.KQ 1ST
HIGH

About 089110.KQ Analyst Coverage

Buzzberg tracks 089110.KQ (TKG Namsun Co Ltd) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.