KOSDAQ Semiconductor Supply Chain Stocks Fall 31% in One Month Despite Q1 Profit Surge Up to 237%

According to E-Daily, KOSDAQ semiconductor supply chain stocks fell an average of 31.16% over one month through July 22, underperforming the broader KOSDAQ index decline of 22.19%. IoTechnics dropped 38.11%, ISC fell 24.46%, and SeoJin Systems declined 46.30%.

Yet Q1 earnings showed strong growth: ISC's operating profit surged 237.8% year-over-year to 23.6 billion won, IoTechnics climbed 105.8% to 29.8 billion won, and RinoEng increased 35.4% to 47.3 billion won. Foreign investors remained net buyers, purchasing over 1.3 trillion won of these five stocks in the same period, with ISC attracting 366.3 billion won.