34 348210.KQ Nextin Inc. Loading... : Bullish and Bearish Analyst Opinions

Park Se-ik favors Korean semiconductor equipment and materials, especially companies with high China revenue. He argues that as China's semiconductor expansion continues, Korean equipment/materials suppliers with competitive technology and high China sales, such as Jusung Engineering, Nextin, and SNS Tech, may deserve a different P/E tied to China's growth rather than only the Samsung/SK hynix memory cycle. He also names KOSDAQ semiconductor equipment names like HPSP, Park Systems, Leeno Industrial, and Jusung as a key KOSDAQ axis.