097520.KS MCNEX Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions

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11:00
Jun 20
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.
HIGH
00:53
May 15
MCnex camera module for humanoids
MCnex is a camera module maker that will benefit from the physical AI theme, as all humanoid robots require cameras. It is relatively stable technically and has room to rise.
MED

About 097520.KS Analyst Coverage

Buzzberg tracks 097520.KS (MCNEX Co., Ltd.) across 1 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Lee Ju-hyeon, Lee Kwon-hee.