RF Materials, Hanwha Engine, and SFA Semiconductor have raised growth expectations due to their entry into the U.S. market and increasing power demand in the AI era.
MBN Gold Manager Park Byeong-ju previously recommended RF Materials in a late August broadcast, predicting a rise in its stock price.
Benefiting from supplying pump laser components to U.S. company Lumentum Holdings, RF Materials recently showed an upward trend with its highest trading volume in four months. With the continued strength in the U.S. stock market, RF Materials' upward trend is expected to continue.
Particularly, with the rapid increase in power demand and the growing need for emergency generators in the AI era, engine demand is expected to expand.
In the age of Artificial Intelligence (AI), generators are emerging as essential components, and as Hanwha Group companies enter the North American generator market, Hanwha Engine's engine supply is expected to increase.
Net profit is estimated to be approximately 78.5 billion won after tax deductions.
SFA Semiconductor, which recorded losses from 2025 to 2026, is expected to see a full-fledged turnaround starting in the fourth quarter of this year. Increased outsourcing volume for Samsung Electronics' DDR5 and benefits from final testing are key factors in performance improvement, and the generation of 40 billion won annually in new high-value-added sales is also expected to have a positive impact.
MBN Gold Manager Park Byeong-ju explained that the increase in Samsung Electronics' semiconductor back-end process outsourcing and test operations are key factors in the stock price increase.
According to technical analysis, SFA Semiconductor has entered a standard deviation range where buying interest is flowing in, and the stock price is shifting to an upward trend. Manager Park set SFA Semiconductor's purchase price at 6,630 won and the first target price at 7,100 won.
The expansion of Samsung Electronics' semiconductor back-end process outsourcing and the resulting increase in test process utilization are expected to have a positive impact on SFA Semiconductor's performance and stock price. This upward momentum increases the possibility of breaking through the previous high.
Investors need to make investment decisions carefully, referencing the suggested purchase and target prices. Entering the upward standard deviation range can be interpreted as a positive signal, but volatility due to changes in market conditions must be considered.
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