Hana Securities: "Package Substrates Emerge as Key Bottleneck in AI Supply Chain; Samsung Electro-Mechanics and Daeduck Electronics Most Preferred"
Predicted impact: Low
Broker sector preference note; no size or deal given.
353200 · KOSPI · ₩353200 · 대덕전자
Trailing 12 months from filed financial statements, as of H1 2026. Dividend yield: the 2025 dividend per share from the annual report ÷ today's price.
52-week range−30.3% from the high
₩36,050Today: ₩127,200 – ₩139,000₩198,000
Returns
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+8.1% on Oct 28, 2026.
Possible reasons, not certainties. Not financial advice.
Signals describe activity, not recommendations. Not financial advice.
Estimated leveraged-ETF rebalance on Oct 28: buy ₩2B at the close (1.2% of 20-day average trading value)
On its 35 biggest days of the last 60 (moves of 3%+), the estimated pressure averaged 0.6% of trading value and pointed the same way 27 of 35 times.
Mostly via futures: index funds hedge with KOSPI 200 / KOSDAQ 150 futures, spread here over the index's largest members by market value.
Final after the close. An intraday "if the close were now" estimate needs real-time prices, which we don't have yet.
Estimate based on ETF size and daily moves; actual trades may differ.
Held by 32 funds.
Estimated from the funds' index or underlying stock.
Daeduck Electronics (대덕전자, KRX: 353200) is listed on KOSPI, in the Electronic components sector. The company is a Korean printed circuit board (PCB) manufacturer that produces and sells PCBs, mainly substrate boards for semiconductor packages and MLB boards. Its shares closed at ₩138,000 on Oct 28, 2026, up 8.07% on the day, giving it a market value of ₩6.8T.
The company is a Korean printed circuit board (PCB) manufacturer that produces and sells PCBs, mainly substrate boards for semiconductor packages and MLB boards. Its boards form circuits that electrically connect semiconductors and passive components in electronic products, and production is made to order for customers including semiconductor, electronics, and information and communications manufacturers. Its sales are made mainly in South Korea, with significant exports to China, the United States, and Vietnam, and it operates production sites in Korea and Vietnam.
Written by AI from the company's latest annual report.
Predicted impact: Low
Broker sector preference note; no size or deal given.
High impactPredicted impact: High
₩615B facility investment is about 45% of last year's revenue and about 9% of market value.
Predicted impact: Low
Market commentary repeating the substrate shortage theme already covered in recent analyst items.
Titles in Korean until English translations are added.
Also known as: Daeduck Electronics / 대덕전자 / 353200 / KRX:353200
Source: KRX statistical information