Midas Sohn

The author is an analyst for NH Investment & Securities. He can be reached at midas.sohn@nhqv.com -- Ed. KNJ has announced plans to invest W20bn in further facility expansion. The new lines will mainly produce SiC focus rings. Once the expansion project is completed in 2024, cumulative capacity (annual sales basis) is anticipated to reach W68bn.

The author is an analyst for NH Investment & Securities. He can be reached at midas.sohn@nhqv.com -- Ed. In 2H23, the domestic economy is expected to ride a sliding path. In times when external environments turn murky, we advise investment in firms boasting individual growth catalysts. In this report, we screen out eight small/mid-cap plays with such strong individual growth momentum. I.

The author is an analyst for NH Investment & Securities. He can be reached at midas.sohn@nhqv.com -- Ed. Asflow’s 1Q23 results met our forecasts. From 2Q23, the supply of high-margin large-diameter construction parts should begin. In addition, sales of IT equipment parts that were delayed are beginning to be reflected in earnings. The supply of facility construction parts for the US plant should begin from 4Q23.