Investor demand is surging in related sectors due to expectations of AI data center demand and government policies.
Notably, overlapping buying patterns are observed in similar stocks within these sectors. Conversely, some stocks like PINO, which have recently experienced high volatility, are seeing selling pressure and declining.
A buy recommendation was issued, focusing on the individual issues of BitgwaJeonJa rather than the overall optical communication theme. BitgwaJeonJa is involved in international projects, which acts as a prominent factor compared to other stocks. As the importance of optical transceivers, essential for data transmission in AI data centers, is highlighted, the selection for international projects is analyzed to be a driving force for its rise. Experts view this stock as a thematic play, suggesting that breaking the 4,000 won mark will be a critical point.
The future outlook for the optical communication sector is positive, with key factors including the 5G standalone mode spectrum auction scheduled for next year and the US announcement of restrictions on Chinese-made optical transceivers. Amidst this situation, government-led efforts to localize optical communication components are accelerating, and this policy support is analyzed to have driven BitgwaJeonJa's limit-up today. Furthermore, the expansion of AI data centers is expected to lead to the spread of demand for ultra-high-speed data centers, further increasing the demand for optical communication components. Experts predict that if BitgwaJeonJa leads the trend as the market leader, there is ample possibility for buying pressure to spread across the entire optical communication sector.
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