Professional
Added to YB: 2024-10-23
Pitch date: 2024-09-30
095340.KQ [bullish]
ISC Co., Ltd.
+90.92%
current return
Author Info
No bio for this author
Company Info
ISC Co., Ltd. develops, manufactures, and sells semiconductor test sockets worldwide. The company offers memory test, logic test, burn in, RF, and camera module sockets.
Market Cap
KRW 1.2T
Pitch Price
KRW 55.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
36.03
P/E
39.26
EV/Sales
6.39
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Baron Emerging Markets Fund New Position: ISC Co., Ltd.
095340.KQ: ISC, dominant global supplier of elastomer test sockets for semiconductors. Superior to pogo pin tech for advanced chips. 70%+ market share, strong moat. Levered to AI/HPC chip boom. Forecast 20%+ earnings CAGR over 3-5 years. New position in advanced semiconductor/AI theme.
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