Added to YB: 2026-05-08
Pitch date: 2026-05-05
067310.KQ [bullish]
HANA Micron Inc.
-4.39%
current return
Author Info
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Company Info
HANA Micron Inc. provides semiconductor back-end process packaging solutions in South Korea. The company offers packaging products, such as flip chips, laminated, lead frames, and wafer level packages; test solution that covers wafer test, package test, and module test; test platforms to serve various applications including SOC, RF, PMIC, Sensor, etc.
Market Cap
KRW 2.5T
Pitch Price
KRW 44.4K
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.12
P/E
66.01
EV/Sales
2.45
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Trade idea: Hana Micron (067310.KQ)
067310.KQ: Turnkey OSAT for Samsung/SK Hynix. Memory-focused pure-play in strongest cycle in 3yrs. Vietnam now profitable after 4yr losses. HBM sold out through 2026-2027, advanced packaging bottleneck = spillover to Hana. FY25 rev $1.04B (+23% YoY), swung to $25.9M profit. 2026 est $1.32-1.56B rev (40-50% growth). Pivoting to 2.5D/3D integration. Net debt $670M (D/E 1.84x). Stock 4x'd off 2024 lows; further 2-3x upside if Samsung HBM4 recovers, SK Hynix allocation grows 30-50%/yr, debt drops. High risk/reward, levered to AI capex via Samsung/SK Hynix. Q1 earnings May 18th key catalyst.
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