131970.KQ Doosan Tesna Inc. Loading...

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00:48
May 06
Jang Woo-jin 3PRO TV (삼프로TV)
OSAT companies benefit from foundry diversification.
OSAT (outsourced packaging and testing) companies like Nepes and Doosan Tesna will benefit as Apple diversifies foundry orders away from TSMC to Intel and Samsung, increasing demand for packaging services.
131970.KQ 1ST
MED
11:00
May 01
Kim Dong-yeop CEO, Decenter 815 Money Talk (815머니톡)
AI capex surge benefits semi equipment/materials
The semiconductor equipment and materials (소부장) sector remains attractive because AI infrastructure investment by global big techs (over 1,000 trillion KRW) continues to expand, driving chip orders and related supply chain stocks. Companies like Komico and Doosan Tesna that receive orders from Samsung and SK hynix are particularly well-positioned.
131970.KQ 1ST
HIGH

About 131970.KQ Analyst Coverage

Buzzberg tracks 131970.KQ (Doosan Tesna Inc.) across 2 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked.