[Featured Stock] Philoptics Highlights Strong Momentum with Glass Substrates and Apple Foldable...
Philoptics is on the rise. It is interpreted that the securities firm's analysis emphasizing the need to focus on Apple's foldable and solar-related business sectors, in addition to glass substrates, has had an impact.
As of 10:13 AM on the 14th, Philoptics was trading at 26,200 KRW, up 1,800 KRW (7.38%) from the previous trading day.
Kwon Myung-jun, a researcher at Yuanta Securities, said, "Glass substrates are gaining attention due to the growth and expansion of the artificial intelligence (AI) industry," adding, "Glass substrates have advantages such as low thermal conductivity and a flat surface, enabling fine micro-packaging and reducing power consumption, which is why they are attracting attention."
He stated, "Philoptics has already secured multiple equipment lines, including TGV (Through Glass Via) for processing micro-holes in glass plates and Singulation for separating glass substrates into individual units," emphasizing, "The company also holds references delivered to clients, and as global companies' interest in glass substrates is expanding, benefits from increased investment are expected."
He also stressed the importance of focusing on foldable and solar equipment. He said, "There are limited companies worldwide capable of providing foldable displays for Apple," and added, "Since the preparation time for product launch takes more than a year, investment in foldable displays within display companies is expected. Philoptics manufactures and supplies laser equipment related to foldable displays, so related sales expansion is also anticipated."
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He emphasized, "Uncertainty in the solar industry is expected to stimulate demand for high-efficiency solar panels," adding, "This year is also a period when sales of laser equipment for solar applications are expected."
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