[Featured Stock] RFHIC, Samsung Electronics Vendor... "Representative Beneficiary Stock if Trump Returns to Power"

RFHIC is showing strength. It is interpreted that the analysis by securities firms, which views the company as a beneficiary stock due to the re-election of Donald Trump as U.S. President and its status as a Samsung Electronics vendor, has influenced this trend.

As of 9:40 AM on the 13th, RFHIC was trading at 14,600 KRW, up 660 KRW (4.73%) compared to the previous trading day.

Hong-sik Kim, a researcher at Hana Securities, said, "With Trump's re-election, there is a high likelihood that the competition for dominance in the 4th industrial revolution will reemerge, and as a leading Samsung vendor, RFHIC is expected to benefit. Despite the upcoming frequency auctions in the U.S. and Korea in 2025, the price-to-book ratio (PBR) is at 1x, marking the lowest multiple in history."

Researcher Kim analyzed, "With President Trump’s successful re-election, a global ICT environment similar to that of 2017-2018 is expected. The U.S.-China competition, which began as a trade dispute, has evolved into a competition for dominance in the 4th industrial revolution, and this time it is likely to become more segmented with intensified competition in AI/IoT infrastructure."

He emphasized, "If sanctions against Chinese telecommunications equipment companies intensify further and the market trend shifts to favor Samsung Electronics vendors, attention should be paid to RFHIC. This is because RFHIC is a leading parts supplier to Samsung Electronics and has already ceased transactions with Chinese companies for Samsung Electronics’ U.S.-bound GAN TR business."

This content was produced with the assistance of AI translation services.