Market interest is shifting to semiconductor materials, parts, and equipment | Park Se-ik Executive Director & Chesley Head of Learning & Dr. So Hyun-chul [Byeoljubujeon / 26.08.15.Sat]

Summary

The video examines how liquidity rotation after single-stock leveraged ETF regulations lifted KOSDAQ and semiconductor materials/parts/equipment names. Park Se-ik gives a deep fundamental breakdown of TCK's near-monopoly SiC ring business for high-layer 3D NAND and estimates valuation upside. Im Director adds TCK chart and Samsung SDI relative-strength analysis; Dr. So Hyun-chul argues Samsung SDI is fundamentally better than LG Energy Solution.

• KOSDAQ saw liquidity shift after restrictions on Samsung Electronics and SK Hynix single-stock leveraged ETFs.
• Semiconductor materials, parts, and equipment led weekly KOSDAQ gainers.
• TCK's SiC ring business is analyzed as a high-layer NAND consumable near-monopoly with tight inventory.
• TCK valuation scenarios suggest upside in base and bull cases, with downside risk from delayed fab investment.
• Technical analysis favors buying TCK on pullbacks toward 200,000-230,000 KRW.
• Samsung SDI is identified as the secondary-battery sector leader over LG Energy Solution.
• Fundamental arguments for SDI include no overhang, Samsung Display stake value, prismatic strength, and earnings turnaround.