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04:14
Jun 04
Kim Rok-ho Team Leader, Hana Securities Research Center 3PRO TV (삼프로TV)
Front-end equipment names have valuation upside.
Front-end semiconductor equipment stocks (TES, VM, PSK) have high earnings visibility due to the DRAM and foundry capex cycle and are trading at attractive valuations after a recent correction driven by supply, not fundamentals. These names offer valuation upside and are top picks within the sector.
VM 1ST
HIGH
03:19
Jun 04
Kim No-ko Analyst 3PRO TV (삼프로TV)
Semicon equipment oversold, buy.
Semiconductor equipment names (Tes, VM, PSK) have been unjustly sold off due to leverage ETF rotations and KOSDAQ weakness, despite their strong fundamental visibility from DRAM/HBM capacity expansion. These front-end equipment stocks offer a buying opportunity with significant upside.
VM 1ST
MED

About VM Analyst Coverage

Buzzberg tracks VM across 1 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked.