KNsol is showing strong performance. Securities analysts' reports that the company is recording the largest new orders for cleanrooms and dry rooms seem to be influencing the stock price.
As of 9:19 AM on the 19th, KNsol is trading at 17,720 KRW, up 3.57% from the previous day.
Researcher Jo Jeong-hyun from Hana Securities explained, "KNsol recorded an order backlog of 359.4 billion KRW in 2021, 437.6 billion KRW in 2022, and 737.4 billion KRW last year." He added, "With the expansion of semiconductor investments, a mid- to long-term increase in order backlog is expected. The largest clients are Samsung Electronics and SK Hynix, and together with competitor Sinsung ENG, they dominate the cleanroom industry."
He further stated, "Infrastructure investments by front-end semiconductor clients will be concentrated in 2025 and 2026. Considering that the secondary battery market is at its bottom this year, the expansion of new orders next year is even more encouraging." He also predicted, "The full-scale order acquisition for Samsung Electronics' P4 and North America Taylor factory projects is expected to begin in 2025, and SK Hynix's Yongin cluster expansion will start from 2025."
Researcher Jo forecasted, "Mid- to long-term order expansion will remain valid, and entry into the immersion cooling business will be a key driver for future performance growth."
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