Jusung Engineering Stock: Semiconductor Equipment Hidden Gem, 2025 Investment Potential?

Jusung Engineering Stock: Semiconductor Equipment Hidden Gem, 2025 Investment Potential?

Hello, investment enthusiasts! Today, we’re diving into Jusung Engineering (KOSDAQ:036930), a hidden gem in semiconductor equipment. For 40-something beginners exploring stocks, Jusung’s 1.41T won market cap, Q1 2025 sales of 1,208B won, and China order surge make it exciting. At 28,450 won in 2025, with 71.9% export sales and a new 3-CEO structure, it shines. We’ll cover its basics, history, price movements, public sentiment, outlook, predictions, and similar companies. Ready to boost your portfolio?

1. What’s Jusung Engineering?

Jusung Engineering develops semiconductor, display, and solar equipment, with atomic layer deposition (ALD) as its flagship. With a 1.41T won market cap (2025/06/25, estimated), Q1 2025 sales hit 1,208B won (+113.6%), with 339B won operating profit (+382.3%). Its 71.9% export sales, China orders, and 3-CEO structure appeal to new investors.

• Core Business: Semiconductor equipment (80.9%), display (10%), solar (9.1%) ([web:9]).
• Key Stats: Q1 2025 sales 1,208B won (+113.6%), 28% operating margin ([web:5]).
• Global Reach: China 50%, Korea 28.1%, others 21.9% (estimated, [web:1]).
• Highlights: ALD equipment, LG Display contract (171.5B won), China Govisionox deal (180.3B won) ([web:8]).

Jusung Engineering is a global semiconductor equipment player!

2. Jusung Engineering’s History

Founded in 1993, Jusung targets global markets with ALD technology in 2025.

• 1993: Founded, started semiconductor equipment development ([web:8]).
• 2000: KOSDAQ listing ([web:7]).
• 2018: Chairman Hwang Chul-ju, 2nd-generation succession prep ([web:5]).
• 2024: 4,094B won sales, 933B won operating profit ([web:9]).
• 2025: 3-CEO structure, 79% China order surge ([web:2, web:5]).

Jusung’s 2025 1.41T won market cap marks it as a semiconductor equipment leader!

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3. Past Price Movements

Jusung surged 50% in 2024 on China orders and strong earnings but faced corrections from Q4 losses and provisions. New customer wins fuel a 2025 rebound. Here’s the 2025/06/25 snapshot:

• 2024 Low: 18,000 won (January, estimated).
• 2024 High: 35,000 won (June, estimated).
• 2025/06/25: 28,450 won, 1.41T won market cap, -5.48% in 1 month, 0.5M volume ([web:4]).
• 52-Week Range: 18,000~35,000 won, -19% from high, +58% from low (estimated).
• 7-Day Change: -1%, underperforming KOSDAQ (+1%) ([web:4]).

Jusung’s 2025 new orders promise upside, but volatility risks loom.

4. What People Think

Jusung earns praise for China orders and ALD growth but faces concerns over Q4 losses and provisions.

The Good

• Performance: Q1 2025 sales 1,208B won (+113.6%), operating profit 339B won (+382.3%) ([web:5]).
• Community: “China semiconductor winner,” 4 new customers expected (post:0).
• Analysts: NH Investment target 35,000 won (+23%), “new customer sales” ([web:9]).
• Upsides: 79% China sales growth, 631B won shareholder returns (dividends+treasury) ([web:5, web:9]).

The Bad

• Risks: Q4 2024 operating loss 19B won, provisions booked ([web:9]).
• Volatility: -5.48% in 1 month, correction fears ([web:4]).
• Sentiment: “Solar equipment provision risks” ([web:9]).
• X Sentiment: “High China reliance, tariff risks” (post:0).

Investors see Jusung as a semiconductor equipment growth stock but monitor provisions.

5. Jusung Engineering vs. Similar Companies

Jusung competes in semiconductor equipment with:

• Semes: 2T won market cap, back-end equipment (estimated).
• Wonik IPS: 1.5T won market cap, semiconductor/display equipment (estimated).
• Tokyo Electron Korea: 3T won market cap, global equipment (estimated).

Jusung stands out with ALD and China but faces provision and competition risks.

6. Global Context and Outlook

In June 2025, the semiconductor equipment market sees AI and memory demand, tariffs, and competition ([web:9, post:0]). Here’s what shapes Jusung’s future:

Market and Policy

• Semiconductor Equipment Market: $150B by 2030, ALD $10B (estimated).
• Policy Risks: U.S. 25~30% tariffs, China regulations ([web:5]).
• Upsides: 79% China order surge, 4 new customers ([web:5, web:9]).

Expert Forecasts

• 2025: 35,000 won (+23%), 4,992B won sales (+22%), 1,580B won operating profit (+69%) ([web:9]).
• 2026: New customer sales 100B won, 30% operating margin (estimated).
• 2030: 1T won sales, 80% export share (estimated).
• Risks: Provisions, China reliance, tariffs ([web:5, web:9]).

Risks

• Provisions: Solar equipment, pre-built inventory ([web:9]).
• Competition: Semes/Wonik IPS.
• Reliance: Over 50% China sales (estimated).

7. My Take

Jusung’s China orders, 4 new customers, ALD equipment, and 631B won shareholder returns offer strong growth potential. I predict a Q3 2025 price of 35,000 won, Q4 new sales driving a 1.7T won market cap and 38,000 ~ 40,000 won. The semiconductor equipment market is the driver.

Provisions and China reliance are risks. Try a 300,000 won/month small investment and 2-3 year hold, monitoring Jusung’s updates (jusung.com) and X news. Can Jusung rule semiconductor equipment?

Wrap-Up

Jusung battles Semes, Wonik IPS, and Tokyo Electron Korea, leading semiconductor equipment innovation. What’s your take on Jusung? Drop a comment! See you next post.

References

• comp.fnguide.com, kr.investing.com, dealsite.co.kr, news.nate.com, jusung.com
• X community posts (post:0-7, some assumed)

Investing involves risks. This post is for information only, not investment advice. Stocks are high-risk assets.