ToBornSun

ToBornSun-투자는 본인의 선택 야퍼이자 아빠로 크립토, IPO종목, 야구, 아재개그 등 X로 입에 풀칠해 보고자 다양한 포스팅을 싸지르고 있습니다 도와주세요

[ToBornSun @ToBornSun_]

원달러환율 1550원 돌파

환율은 계속 오르고 미장은 하락하고
코루는 -20%

이대로라면 다음주 코스피 8000붕괴는 따논 당상인데;

젠슨황 형도 왔는데
부디 밤새 환율 진정과 미장 반등이 나와주기를..

[ToBornSun @ToBornSun_]

@Polariseorg 0x54e8f75937FDdEbf825fEc00e31C00fd0C48BdA3

[Polarise @Polariseorg]

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[ToBornSun @ToBornSun_]

@ceolmh3 갑분사는 5월생 아니고선 다 안좋네요ㅋㅋ

[DeepDive @DeepDive_KR]

Even with the KOSPI officially on track to close up nearly 100% YTD, Korea still remains full of hidden gems that haven’t fully escaped the so-called “Korea discount” despite massive earnings acceleration underneath the surface.

The list below is a good place to start. Korea still has a surprising number of companies trading below 5x P/E despite posting triple-digit earnings growth, and many of these names still appear relatively underpriced versus the market’s current leadership names on a YTD basis.

More data: https://t.co/HzFqj2kmgj

Here we go👇

1. SAMJI ELECTRONICS CO., LTD (037460)
Electronics and PCB/module supplier tied to Samsung’s smartphone, telecom, and automotive supply chain. More of an electronics turnaround play than a direct AI memory beneficiary.

▶️Revenue YoY +113.5% / Net Income YoY +1,329% / P-E 2.41x / YTD +251.3% / Market Cap ~$560M

2. MIRAE Corporation (025560)
Semiconductor and display factory automation equipment maker supplying robotics and manufacturing systems used in semiconductor fabs.

▶️Revenue YoY +336.7% / Net Income YoY +6,163% / P-E 11.3x / YTD +148.4% / Market Cap ~$120M

3. WITS Co., Ltd. (459100)
Industrial power-control and electronic systems company supplying modules used in semiconductor manufacturing and industrial automation equipment.

▶️Revenue YoY +70.7% / Net Income YoY +1,950% / P-E 17.7x / YTD -2.5% / Market Cap ~$62M

4. Q.S.I Co., Ltd. (066310)
Optical semiconductor and laser diode company exposed to optical communications and AI data center connectivity trends.

▶️Revenue YoY +9.1% / Net Income YoY +1,065% / P-E 31.8x / YTD +109.2% / Market Cap ~$97M

5. HanaMicron Inc. (067310)
One of Korea’s key semiconductor OSAT players focused on memory packaging and testing, directly exposed to HBM and advanced AI memory demand.

▶️Revenue YoY +62.8% / Net Income YoY +12,581% / P-E 24.8x / YTD +92.9% / Market Cap ~$2.3B

6. VM Inc. (089970)
Semiconductor process equipment maker supplying etching and cleaning-related systems used in advanced semiconductor manufacturing.

▶️Revenue YoY +396.4% / Net Income YoY +1,534% / P-E 32.7x / YTD +117.0% / Market Cap ~$1.1B

7. TLB Co., Ltd. (356860)
High-end PCB and memory module substrate supplier positioned around DDR5, HBM, CXL, and SoCAMM-related AI server growth.

▶️Revenue YoY +43.1% / Net Income YoY +861.2% / P-E 48.9x / YTD +123.9% / Market Cap ~$862M

8. HAESUNG DS Co., Ltd. (195870)
Semiconductor leadframe and package substrate supplier serving automotive semis, power semiconductors, and memory packaging markets.

▶️Revenue YoY +37.2% / Net Income YoY +1,765% / P-E 51.1x / YTD +86.9% / Market Cap ~$1.2B

9. TSE Co., Ltd. (131290)
Semiconductor testing interface company producing probe cards and test sockets used for GPUs, HBM, and high-performance AI chips.

▶️Revenue YoY +81.5% / Net Income YoY +2,133% / P-E 32.2x / YTD +258.8% / Market Cap ~$1.7B

10. Jeju Semiconductor Corp. (080220)
Fabless memory semiconductor designer focused on low-power DRAM and mobile/IoT memory solutions tied to edge AI and on-device AI trends.

▶️Revenue YoY +272.6% / Net Income YoY +1,704% / P-E 36.2x / YTD +287.9% / Market Cap ~$2.7B

[ToBornSun @ToBornSun_]

@kiwonKi07635197 그동안 미래산업의 행보가 워낙 안좋았어�� 아직 시장의 신���를 받지 못해서 이정도밖에 안되지만 하이닉스 관련하여 진짜가 나온다면 그때부턴 아예 몇 조짜리 새로운 기업이 되지 않을까 생각합니다

[ToBornSun @ToBornSun_]

미래산업(025560)

지난 금요일 상한가 이후 어제 시초가 고가 후 하락
오늘 5일선 터치 후 반등중

임원이 어제 1.8억원어치 장내매수(36,113원 5천주) 후
오늘 중국업체 공급계약공시

SK하이닉스, 중국업체 등 납품공시가 이어지는 가운데
회사 상황을 가장 잘 아는 임원의 장내매수는 굿시그널👍

[DeepDive @DeepDive_KR]

외국인�� 찾아낸 미래산업(025560)이라는 국내 코스피 소형주인데요, 반도체 검사 장비 업체인데, 실적이 걍 미쳐버렸습니다.ㅋㅋ

매출은 47.5억 → 207.4억, 전년동기비 +337%
매출총이익은 27.1억 → 71.7억, 전년동기비 +165%
영업이익은 2.9억 → 48.9억, 전년동기대비 +1,572%
순이익은 0.94억 → 59.1억, 전년동기대비 +6,163%

YTD 2배 정도 올랐는데, P/E는 아직도 7배 수준입니다.ㅋㅋ

최근 한달만 봐도 SK하이닉스, 중국 업체들 등등 가리지 않고 계약건이 계속 올라오네요 ㅋㅋㅋ와우

얘네 이런거 어떻게 찾아오는거야 ㅋㅋㅋㅋㅋ😂

[ToBornSun @ToBornSun_]

@BULLOFBRITAIN There was another public disclosure today regarding a supply contract with Yangtze Memory Technologies worth 3,575,806,836KRW. Additionally, yesterday, an executive acquired 5,000shares through insider buying at 36,113KRW. In my view, this represents a highly positive indicator

[ToBornSun @ToBornSun_]

@kiwonKi07635197 오늘도 +25%에 사신분들은 다시 마이너스까지 찍어서 불안하실듯 합니다만 실적이 받쳐주니 흔들리지만 않으면 다시 기회가 올거라 생각합니다

[ToBornSun @ToBornSun_]

@namnin_kr 저도 여의도에서 일하는데 가까운 곳에 계시다니 반갑네요~
새로운 출발을 축하드리며 성공을 기원하겠습니다!

[ToBornSun @ToBornSun_]

에스에이엠티(031330)

DeepDive님의 https://t.co/j1i0h1suEW 에서 발견한 에스에이엠티

순이익증가율이 무려 1,932%가 찍혀있길래 이게 뭐지 하고 봤더니
1분기 영업이익이3,273억원?
근데 시총은 현재 약1.9조원

반도체 제조가 아닌 유통업이라는 한계가 있지만 추가 상승여력은 꽤나 커보임

[DeepDive @DeepDive_KR]

✅ New Feature Release 05.22.2026

This is probably the best feature I’ve added since launching the site at the beginning of May. Feeling pretty proud of myself ngl 😂

https://t.co/ev9RxA6NN5

First of all, let’s admit that the Mirae Corp pick was an absolute banger. Shout out to @BULLOFBRITAIN 💪

But should we just write it off as a coincidence?

Nah, I don’t think so. I strongly believe there are tons of undervalued companies in Korean market that just haven’t been discovered yet.

So I built a page where you can easily browse companies with extraordinary earnings growth or who made a business turnaround, from the loss making shitco to the money printer, all in one place.

Only companies with positive Revenue (QoQ/YoY) and positive Net Income (QoQ/YoY) are listed on this leaderboard.

Moreover, there’s a Sector Earnings Momentum section where you can easily see which sectors performed best in the latest quarter.

I also created the Growth-Value Map, which helps you quickly spot companies showing exceptional growth that haven’t been rerated yet.

The best picks will appear in the Sweet Spot of the 4 quadrant map.

Based on Q1 2026 earnings results, Eugene Investment & Securities (001200) stands out as the top choice right now. They are a stock brokerage firm.

✅Revenue +164.6% YoY
✅Net Income +775.2% YoY
✅YTD +50%
✅P/E 4.55x

You can also choose specific sectors you want from the map.

All Data is being updated daily basis with the closing price of the previous trading day, or when there's new earnings release.

This is Not financial advice, just FYI.

Hope you find some hidden gems here!

[ToBornSun @ToBornSun_]

@DeepDive_KR 매일 아침 -20%, -30%에 주문걸어두는것도 괜찮은 습관일듯 합니다
종종 이런게 터져주니까요

[ToBornSun @ToBornSun_]

@DeepDive_KR 그렇군요 증권사들이 실적은 다 좋아지고 있는데 반도체 섹터로 돈이 증권주로 안오는게 문제인거같아요
그래서 유진도 실적발표후에도 타 증권주랑 같이 빠진거같고요
시장의 관심만 받는다면 최소 2배는 오르지않을까 생각해봅니다

[ToBornSun @ToBornSun_]

@DeepDive_KR 단타족인데 이번엔 길게봐볼까합니다(이런 생각하면 망하던데;;;)

[ToBornSun @ToBornSun_]

@minto_000_ 민:민들레영
토:토

[ToBornSun @ToBornSun_]

@Binance_intern Laszlo Hanyecz, who bought two pizzas for 10,000 BTC, is eating pizza with Binance's CZ while crying as he looks at the current Bitcoin price.
🍕#BinancePizza @Binance_intern