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10 pages

Daeduck Electronics

Good Companies and Cheap Stocks Are Different Lists: Anatomy of Fourteen Korean Valuations

The Supply Gap Spilling Beyond HBM: Reading Three Hana Securities Reports as One Story

Is Any KOSPI or KOSDAQ Stock More Attractive Than Samsung on a 6-Month View? Not Replacement, but Axis Diversification

Korea Quality Re-Rating Watch 2026-06-30: Daeduck, Kolmar & Mirae — AI Memory Cycle

Samsung and SK Hynix Are 90.8% of Korean Semis: Where ETF Flow Is More Sensitive

Pamicell Flow Analysis — Between Doosan and ST Pharm; Daeduck Is Still Far Away

KOSPI May 13 V-Reversal — All-Time High 7,844 (+2.63%) Through ₩3.76tn Foreign Selling, on a Day That Should Have Been Risk-Off

Korean Semiconductors Rally May 6, 2026 — Samsung +14.4%, SK Hynix +10.6%, ₩3.1T Foreign Buying: Reading the Two-Stage Spread to Substrate and Equipment

Korea AI PCB Ecosystem: 10 Companies Across FC-BGA, CCL, SoCAMM, Materials and Equipment

AI PCB and Substrate Thesis: GPU, CPU, NIC and CCL Demand Are One System Bottleneck