[Edaily Reporter Shin Ha-yeon ] ISUPETASYS(007660)is up by more than 8% in early trading.
According to MP Doctor on the 25th, as of 9:07 a.m. today, ISUPETASYS is trading at 116,100 won, up 8.20% from the previous trading day.
This is believed to have stimulated investor sentiment following an analysis by securities analysts that profitability is expected to improve as mass production of Multi-Lam products begins in earnest in the second half of the year.
Hwang Ji-hyun, an analyst at NH INVESTMENT & SECURITIES, stated in a report released today, “We believe there is a high likelihood that earnings consensus will be revised upward in the second half as mass production of Multi-Lam products gets into full swing,” adding, “The positive impact on product mix resulting from the full-scale mass production of Multi-Lam products in the second half has not been fully reflected in the consensus.”
She noted, “Based on first-quarter samples, multi-layer products accounted for 59% of the total; considering this, their share is expected to approach 50% among mass-produced products in the second half,” adding, “Since the average selling price (ASP) of multi-layer products is 2 to 3 times higher than that of existing products, margins are also expected to rise.”
He continued, “The current consensus is conservatively reflecting the positive impact on product mix resulting from the increased share of multi-layer products in the second half,” and added, “As mass production gains momentum in the second half, there is a high likelihood that earnings forecasts will be revised upward.”