commitment
If a communication equipment supply shortage occurs, RFHIC is expected to see a steep multiple expansion like past optical communication equipment stocks, so continuous expansion of position is recommended.
A commitment by report author. Statements are as reported by the cited publishers — not verified by DecisionGateway.
통신장비 공급 부족 상황 진입 시 과거 광통신 장비주와 같은 가파른 멀티플 확장이 기대되므로 지속적인 비중 확대를 추천한다.
Related claims
RFHIC's earnings peak-out controversy is premature given that wireless communication is its main business, and its stock price is highly correlated with wireless communication equipment stocks expected to see industry improvement in 2027.report author · predictionRFHIC's stock price corrected after a Q3 earnings surprise due to concerns about an earnings peak, but growth is expected to continue with the entry into the Q4 seasonal peak and a full-fledged improvement in the wireless communication industry including the 2027 US frequency auction.report author · predictionRFHIC's wireless communication segment is expected to begin in earnest in 2027 due to the US 4.0GHz frequency auction and the possibility of additional auctions.report author · predictionRFHIC's consolidated operating profit in Q4 2026 is expected to be higher than in Q3, with defense, optical communication and wireless segments all forecast to be strong.report author · predictionIntensifying physical AI hegemony competition is expected to significantly expand multiples if the US, Korea, Japan and others transition to AI base stations and communication equipment supply becomes short.report author · predictionRFHIC's financial forecasts are: 2025 revenue 185.8 billion won, operating profit 30.9 billion won, operating margin 16.6%; 2026 revenue 262.1 billion won, operating profit 62.7 billion won, operating margin 23.9%; 2027 revenue 318.0 billion won, operating profit 75.3 billion won, operating margin 23.7%.report author · prediction