Investment Strategy for Abatech, RFHIC, Duksan Hi-Metal, etc.

Abatech, with a current market capitalization of approximately 170 billion won, is regarded as a company with rapidly growing sales.

Recently, institutional investors have been continuously injecting buying volume of 100,000 shares, and the company has a sales structure oriented towards LG Group, including LG Electronics, LG Innotek, and LG Display.

Abatech is currently undergoing MLCC line expansion after completing the testing phase.

The goal is to expand production lines to 10 by the second half of this year and into next year, which is expected to lead to increased orders.

Spillover effects from Murata's discontinuation of general-purpose MLCC production are also anticipated.

RFHIC consistently performs in the defense sector, and the growth of its subsidiary, RF Materials, is also notable.

The company has been receiving continuous orders from a subsidiary of RTX, a global defense company, indicating strong ongoing momentum in the defense sector.

The target price has been raised to 72,000 won, and if it surpasses this price, it is expected to rise to 80,000 won.

Duksan Hi-Metal is a specialized company in solder balls, which connect semiconductor substrates and chips.

It successfully turned to profit in the second quarter, and in September's export data, solder ball export value surged by 107.6% year-on-year, while export unit prices also rose by 75.8%.

This indicates a seller's market and anticipates a rebound benefit from the expanding semiconductor post-processing market.

Over the past three trading days, institutional buying has led to a breakout above the 120-day moving average.

If the stock firmly settles above the 120-day line with significant trading volume on a closing basis, it could short-term rise above 15,000 won. The buying price is from tomorrow's opening at 11,800 won, the target price is 15,500 won, and the stop-loss price is 10,000 won.

Duksan Hi-Metal's subsidiary, Duksan Neoco, is scheduled to be listed on September 30.

This subsidiary also recorded profits in 2025 and Q1 this year, with significant revenue contributions expected from the aerospace and defense sectors around 2027.

Semiconductor post-processing performance is expected to improve in the second half compared to the first half.

Samsung Electronics and SK Hynix are proceeding with new fab expansions, and orders are anticipated to significantly increase from Q4 2026.

Following this trend, semiconductor materials, components, and equipment (SooBuJang) stocks are expected to continue a super cycle until 2028.

Nepes Ark is gaining attention due to expanding demand for foldable models of Galaxy and iPhone.

It is particularly highlighted as a beneficiary of PMIC (Power Management IC) due to the application of Exynos 2700, and has recently confirmed a clear bottom and entered a full-fledged trend reversal phase.

Neuromeka is a company with core collaborative robot technology in Korea, pursuing new ventures such as humanoid and mobile robots.

Investment issues for the Pohang Yeongilman Physical AI Industrial Complex and the utilization of POSCO-centric Yeongilman district infrastructure are anticipated.

The recent continuous buying by institutional investors, including investment trusts, is also a positive sign.

The stop-loss price is set at 14,500 won.

The current stock price is deemed a trend reversal point with stabilization at 20,000 won, and a concurrent rise with the overall robot sector confirming its bottom is expected.

This is interpreted as an effort to secure business scalability through the construction of a physical AI infrastructure connecting from the Gumi Industrial Complex to Pohang.