Doosan, CCL sales for optical modules 1,360billion won... visibility for capacity expansion
Eugene Investment & Securities said on 10Doosan Electronic BG’s optical-module CCL sales were 1,360billion won, and that visibility for new production capacity expansion exists. 2It forecast quarterly sales at 6,765billion won and operating profit at 2,069billion won.
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Eugene Investment & Securities said on 10Doosan Electronic BG’s optical-module CCL sales were 1,360billion won and that it has sufficient capacity to respond to additional demand.
In the same report, Eugene Investment & Securities researcher Lee Joo-hyung said 2quarterly sales would be 6,765billion won and operating profit 2,069billion won.
The report projected sales would rise year on year by 42% and operating profit by 52%.
Operating profit margin was 30.6%, and the report said stable high profitability is expected to continue.
The report cited higher CCL prices and rising demand for high-performance materials, driven by increased investment in artificial intelligence data centers, as the background to the improvement in earnings.
CCL is a substrate material with copper foil laminated on both sides of an insulator, and it is a core basic material for printed circuit boards.
The report said Doosan Electronic BG is expanding its product portfolio around high-value-added applications such as network equipment, semiconductor packaging, AI accelerators, and optical modules.
It also added that expanding CCL sales, along with visibility on new capacity expansions, is a factor for share revaluation.
Sources: 파이낸셜뉴스 산업
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