[Market Focus] Doosan Tesna Rises on Analyst Optimism Over Growth Amid Expanding AI Demand

Doosan Tesna is showing strong performance. This is attributed to growing interest in the company's growth potential, as securities analysts highlight the expanding demand for artificial intelligence (AI).

As of 3:01 p.m. on March 18, Doosan Tesna was trading at 86,900 won, up 5.08% from the previous day.

Son Injun, a researcher at Heungkuk Securities, stated, "First-quarter revenue is expected to be 82.2 billion won, and operating profit is projected at 11.9 billion won. Although this represents a decline from the previous quarter due to weak mobile demand, we anticipate a significant improvement year-on-year. Solid results in automotive semiconductors (Auto) and the AI sector are expected to offset the weakness."

He added, "With a surge in AI demand exacerbating foundry capacity shortages across the industry, client companies are now expanding new orders in earnest. The portfolio, which was previously centered on mobile, is rapidly shifting toward AI semiconductors."

Son further commented, "In particular, AI-related revenue is expected to increase substantially from the second half of this year, while the system-on-chip (SoC) segment is forecast to grow by more than 50% year-on-year. The Auto segment is also expected to maintain a stable utilization rate and support overall performance."

This content was produced with the assistance of AI translation services.