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23:00
Jun 12
Kim Min-soo CEO 815 Money Talk (815머니톡)
KOSDAQ 소부장 stocks catch up globally.
KOSDAQ's rebound is led by semiconductor materials, parts, and equipment (소부장) stocks, not by biotech or batteries. Global megacycle capex, China's 450 trillion won AI-focused computing investment, and US restrictions on direct sales to China are funneling orders to Korean equipment and materials suppliers. Relative to global peers like Applied Materials, Korean 소부장 stocks remain undervalued and are playing catch-up, supported by equipment shortages, rising ASPs, and broadening order backlogs.
098460.KQ 1ST
HIGH

About 098460.KQ Analyst Coverage

Buzzberg tracks 098460.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: Kim Min-soo.