PSK(031980): Benefiting from memory capex
> Memory makers are aggressively making facility investments.
> Aggressive capex in the memory industry should continue until 2008.
> The company leads the asher equipment market in terms of technology and market share.
> Expanding customer base will result in stable sales.
> New products will create new earnings momentum from 2007.
> Recommend BUY with TP of KRW18,000. |
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