166090.KQ Loading... : Bullish and Bearish Analyst Opinions
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06:08
Jun 15
Jun 15
Undervalued Korean semiconductor equipment stocks poised to re-rate.
Korean semiconductor front-end equipment/material stocks (TCK, Dongjin Semichem, Soulbrain, Hana Materials) are undervalued relative to US peers Lam Research and Applied Materials, which trade at forward P/Es of 46x and 29x respectively. Driven by NAND high stacking (increasing etch/deposition steps) and a longer-than-expected Capex cycle due to AI/HBM, these Korean companies are poised for valuation expansion. TCK, in particular, at 28x forward P/E with strong tie to Lam Research orders, stands to benefit most as its valuation could catch up to US peers.
HIGH
11:16
Jun 13
Jun 13
Hana Materials tied to Tokyo Electron boom.
Hana Materials supplies etching parts mainly to Tokyo Electron, which is hitting new highs; its strong results will flow through, and the stock just broke yearly highs, confirmed by the monthly chart.
MED
About 166090.KQ Analyst Coverage
Buzzberg tracks 166090.KQ across 1 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked. Past 7 days: 2 bullish. Latest voices: Park Se-ik, Taekuk.