Samsung Securities predicted on the 31st that Mando will benefit greatly when the U.S. enters the EV renaissance.
The investment opinion maintained 'buy' and raised the target price from 72,000 won to 80,000 won.
"The benefits of Tesla, GM, Ford, and Rivian, which have local production facilities, are expected to be the biggest," Samsung Securities said. "They are all major customers of Mando."
"We are expected to supplement inventories to bridge the gap between demand and supply as the shortage of semiconductors for vehicles has eased since June," Samsung Securities said. "Hyundai and Kia are expected to improve their operation rate centered on their Korean and U.S. plants.".
Reporter Lee Dong-hoon usinvestmentidea2020@gmail.com
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