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00:23
May 11
Lee Ju-hyeon Director, Xangle 815 Money Talk (815머니톡)
Semi equipment stocks benefit from capacity expansion.
Korean semiconductor equipment stocks (Wonik IPS, Eugene Technology, TES, PSK) will follow the strong memory cycle. As Samsung and SK Hynix expand capacity, equipment orders will rise, and these stocks are still undervalued relative to the cycle. They move together and are attractive on dips.
095610.KQ 1ST
MED

About 095610.KQ Analyst Coverage

Buzzberg tracks 095610.KQ across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.