Dongjin Semichem Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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05:30
Jun 30
Jun 30
Capex rally broadens to equipment and materials
Massive semiconductor capex and cluster investments are lifting the entire semiconductor equipment and materials supply chain. Front-end equipment stocks have already broken historical valuation highs, and analysts are now turning to materials and landside plays, driving names like Wonik IPS, TES, Eugene Tech, PSK, PSK Holdings, Jusung Engineering, TCK, and Dongjin Semichem higher.
MED
13:30
Jun 22
Jun 22
Materials stocks solid, limited near-term upside
Semiconductor materials companies such as Doosan (CCL), Dongjin Semichem, and Wonik QNC have solid, established positions in the supply chain. While near-term upside may be more limited than equipment, they are not unattractive and can perform steadily.
LOW
03:21
Jun 18
Jun 18
Rotate to cheaper semiconductor materials stocks.
It's time for a rotation within the semiconductor 'So-Bu-Jang' (materials, parts, equipment) space. While equipment stocks have run up to high valuations (35-40x P/E), materials stocks like Dongjin Semichem, Soulbrain, and ENF Technology are trading at a much more attractive ~15x P/E. As the capex cycle is just beginning, these relatively cheaper materials companies offer a better entry point to play the theme.
HIGH
11:17
Apr 27
Apr 27
Chip materials benefit from capex surge.
Korean semiconductor three-company capex is expected to rise about 41% year-over-year, and among equipment and materials suppliers the materials names are relatively attractive with less volatile share prices. Soulbrain, Dongjin Semichem, BCNC, and Woldex are worth checking.
MED
11:19
Apr 22
Apr 22
Laggard semiconductor materials next rotation.
Within semiconductors, front-end, back-end, and equipment stocks have already rallied, but materials names have lagged. As the semiconductor cycle broadens, materials such as Soulbrain and Dongjin Semichem should receive rotational interest.
MED
00:59
Apr 22
Apr 22
Semiconductor materials benefit from stacking process.
Semiconductor materials lagged equipment and parts. Advanced stacking consumes large amounts of chemicals as consumables that cannot be reused, so Soulbrain and Dongjin Semichem should benefit as process intensity rises.
MED
00:57
Apr 15
Apr 15
Korean semi materials catch-up
Semiconductor materials lagged equipment and parts, but Samsung/SK hynix fab expansion and HBM capacity growth should create balanced demand; Soulbrain and Dongjin Semichem are key material beneficiaries.
MED
00:57
Apr 15
Apr 15
Less-crowded Korean semi names offer value
Within strong semiconductors, less-crowded equipment/materials names such as CoMiCo, Dongjin Semichem, Wonik QnC and Wonik Materials have valuation and breakout appeal.
MED
11:10
Apr 14
Apr 14
Semiconductor materials have upside
If fab utilization recovers and the semiconductor upcycle broadens, Korean semiconductor material suppliers such as Solbrain and Dongjin Semichem have remaining upside.
MED
03:21
Apr 13
Apr 13
Dongjin Semichem benefits from US plant.
Dongjin Semichem is one of the few strong IT names, rebounding after a weak period; its U.S. plant operation in H2 could make it stand out within IT.
MED
11:01
Apr 11
Apr 11
Korean semiconductor equipment names benefit
NAND technology upgrades and the KOSDAQ policy backdrop support Korean semiconductor materials and equipment names, with demand from 475/459-layer transitions and NAND node upgrades; Neosem, Exicon, TCK, Eugene Technology, TES, Dongjin Semichem, Jusung Engineering, Leeno Industrial, ISC, and Hanmi Semiconductor were named.
MED
00:55
Apr 10
Apr 10
EUV pellicle localization benefits suppliers
US semiconductor equipment strength and EUV pellicle localization make Dongjin Semichem and S&S Tech worth watching.
MED
00:19
Apr 07
Apr 07
Samsung beat lifts chip materials/equipment.
Samsung's earnings surprise is reigniting Korean semiconductor materials/equipment. Wonik IPS, Doosan Tesna, Simmtech, SNS Tech, Dongjin Semichem, PSK, TCK, and KoMiCo are rebounding from recent consolidation.
MED
00:51
Jan 28
Jan 28
Chip materials benefit from utilization.
Korean semiconductor materials and consumables names benefit as fab utilization rises and local sourcing grows. Leeno Industrial, ISC, SNS Tech, FST, Hansol Chemical, Dongjin Semichem, and Foosung are cited as names to watch.
MED
02:41
Jan 22
Jan 22
Dongjin Semichem has EUV, US momentum.
Dongjin Semichem is improving governance and has positive momentum from EUV photoresist and a US expansion. The speaker says it should also be watched.
MED
00:41
Jan 07
Jan 07
Korean semi equipment break out.
DB HiTek, PSK, DI, and Dongjin Semichem show strong breakouts as semiconductor materials and equipment leadership broadens.
HIGH
About Dongjin Semichem Investor Commentary
Across the available history and selected sources, Buzzberg tracks Dongjin Semichem across 2 sources: 15 bullish vs 0 bearish calls from 9 authors. Historical directional balance: 94% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 16 total trade ideas tracked. Latest voices: Park Geun-hyung, Yoo Chang-hee, Park Ji-hoon.