"Buy Before June" - Securities Firms Recommend Stocks Expected to Rise Until 2028 [Weekend Money]

Domestic Wireless Communication Equipment Stocks, Including RFHIC
"Uptrend Expected After U.S. Spectrum Auction in June"

With the U.S. spectrum auction scheduled for June, securities analysts have issued positive outlooks for domestic wireless telecommunications equipment stocks.

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Hongshik Kim, a researcher at Hana Securities, stated in a recent report titled "Telecom Equipment—Buy Domestic Wireless Telecom Equipment Stocks Before June," that "even if the stock prices reflect expectations quickly, the upward trend for domestic wireless telecom equipment stocks is expected to continue at least until the first half of 2028." He added, "Given the recent surge in stock prices, the rally in domestic wireless telecom equipment stocks from 2025 to 2028 is likely to be longer and more robust than the rally from 2018 to 2020."

Kim emphasized that concerns about a "market peak" for U.S. and domestic telecom equipment stocks, including Ericsson, RFHIC, KMW, Solid, and HFR, are premature. He cited the overwhelmingly larger market size compared to wired telecom equipment and the numerous upcoming events as key reasons. In particular, he pointed out that "the main spectrum auction in the U.S. is set to begin in June, and the domestic AI RAN business is expected to take shape after the end of June." He continued, "After the auction, there will likely be announcements of telecom operators who secured spectrum and the selection of U.S. telecom suppliers in the third quarter. This is expected to draw more investor attention than ever before, and the major domestic wireless telecom equipment companies selected as suppliers can be expected to see a strong stock price rally."

In the end, this wireless telecom investment is essentially a network investment aimed at the successful deployment of physical AI. It marks the beginning of a four-year long-term big cycle, starting with the rollout of 5G SA in 2027 and leading up to the commercialization of 6G in 2030. As a result, Kim forecasts that these stocks will continue to rise through the first half of 2028.

Meanwhile, Kim recommended significantly increasing allocations to U.S. companies for wired optical communications and to domestic companies for wireless communications. He specifically advised investing in domestic outsourcing wireless telecom equipment companies highly likely to supply to Samsung, Ericsson, Fujitsu, and Nokia. The domestic companies he named were RFHIC, KMW, Solid, LIG NEX1 CUBER, HFR, and OE Solutions.

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