An analysis has been released on stocks expected to benefit from Apple's foldable phone related parts and the growth of the semiconductor industry.
The small robot 'Microduck' launched by Hugging Face is considered a key growth driver for Robotis. Each robot is equipped with 15 Dynamixel XL3 units, a core component of Robotis.
Korea Investment & Securities estimates that Robotis will gain a total of 78 billion won in sales opportunities due to Microduck's success.
Robotis is currently the only company in its industry experiencing excess demand. This means that the volume customers want to purchase is greater than the current production capacity.
Currently, the order backlog for actuators is over 5 million units, and the annual production capacity for this year is around 300,000 units. Robotis has set a goal to expand its production capacity to 1.5 million units next year through its Uzbekistan factory.
Demand for HRSG (Heat Recovery Steam Generator), a core product of BHI for LNG combined cycle power plants, is increasing. New HRSG orders in the first half of this year amounted to approximately 500 billion won, and projects worth over 400 billion won are scheduled for the second half.
The annual new order value is projected to exceed 1 trillion won this year, with expected sales of 1.2 trillion won and an operating profit of 133.8 billion won, achieving record-high performance.
Approximately 4.9GW of this project is planned to require HRSGs.
BHI has a history of supplying products to Calpine in the U.S. in the past, making additional orders highly likely.
Apple's foldable phone is expected to create a high-priced market of over 3 million won. The price, which is about 1.2 million won higher than existing flagship models, leaves room for an additional 560,000 won in component costs.
This is expected to boost sales for related component manufacturers such as Finetex and BH. Estimated shipments for Apple's foldable phone are 6 million units this year and 15 million units next year.
This company supplies mask pack sheets to major brands such as Mediheal and Medicube.
With the full-scale launch of its ODM (Original Development Manufacturing) business, it expects approximately 15 billion won in sales this year. It is expanding its production lines with the goal of operating a second factory in January next year.
CellbiohumanTech possesses PT cell material that enhances skin adhesion and moisture retention, using its price competitiveness to replace existing materials. It has also developed semi-gel, targeting a more luxurious feel, to expand its supply of premium products.
In the semiconductor industry, memory semiconductors play a crucial role, accounting for 50-55% of total revenue. The importance of Korean memory semiconductors is growing further as key components for the AI industry.
Increased demand for on-device AI expands the industry spectrum, driving continuous growth in the memory semiconductor market.
It possesses technology to transfer vast amounts of data exchanged between chips within an AI chip at ultra-high speeds.
Demand for IP is expected to increase with the growth of the on-device AI market, and a new order worth 1.98 billion won has been announced.
A stop-loss price of 9,000 won was suggested based on trend deviation, advising reference to the price strategy.
Flitto, an AI software related stock, has recently shown a rebound. It is currently at a proper starting point, and the upside is expected to open up even further.
It was suggested to comfortably look at Flitto's second target price of up to 12,000 won.
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