
cludc
4.2K posts

cludc
@cl_udc
clean living under difficult circumstances











Some interesting Korean names I’ve been looking into: 1) APR Corporation - imo the only cosmetics name globally worth owning. Insane socials ground game and huge ramp coming from offline penetration in US + SKU expansion beyond their very successful Medicube product. You’ll say its run up a lot, I’m confident its going higher. Excellent management. 2) Park Systems - Metrology leader, solid pure play on AFM. 3) Wonik IPS - ALD/CVD/PECVD for memory. Key equipment makers for Samsung foundry. 4) ISC Co - kind of like Korean Teradyne. Margins expanding as early system level test socket market basically a duopoly between ISC and Winway. Still cheap. 5) Mico Ltd - kind of like Korean Element Solutions. Precision cleaning + ceramic chamber components. 6) Hyundai Rotem - TANKS.



Glass and Substrate will still face severe shortage in 2028.




















