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08:30
May 05
Lee Ju-hyeon Director, Xangle 815 Money Talk (815머니톡)
Optical fiber supercycle, buy Korean stocks.
Optical fiber is entering a supercycle akin to semiconductors, driven by AI data centers requiring high-density, high-bandwidth connections inside GPU clusters. Demand for premium optical fiber is surging due to space constraints and bend sensitivity, creating a new market expected to grow 5x. Korean companies Seongho Electronics, DaeYang Optical Communication, and RF Materials Solution are cited as top picks or basket candidates by Eugene Investment & Securities, and the speaker endorses the view.
180400.KQ 1ST
HIGH

About 180400.KQ Analyst Coverage

Buzzberg tracks 180400.KQ across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.