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SK Securities lifted its target price on chip-equipment maker Wonik IPS to 190,000 won on the 13th, arguing that orders accumulated rapidly since Q1 will start flowing into earnings from Q3. The firm still expects Q2 operating profit to fall 41% year-on-year to 21.6 billion won, reflecting the typical multi-quarter lag between equipment orders and revenue recognition, so near-term prints may stay weak before the backlog converts. The key watch item is Q3 revenue recognition of the order backlog, which would validate the re-rating and support Korean semiconductor capex-related equities.
As a Research signal, watch whether it changes price action, volatility, or flows around 240810.
Original Source: 토큰포스트
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