Leeno Industrial (058470) recovered to the 70,000-won range, rising more than 3% during the session. This came as securities firms raised their earnings forecasts amid robust exports of semiconductor test sockets, supporting investor sentiment.

As of the morning of the 9th, Leeno Industrial is trading at 71,600 won, up 2,400 won (3.47%) from the previous trading day, showing strong momentum.

LS Securities Raises Q2 2026 Operating Profit Forecast In a report issued on the 6th, LS Securities revised up its estimate for Leeno Industrial's Q2 2026 operating profit from 679 billion won to 702 billion won. This raises the year-over-year growth rate from the previous 27.1% to 31.4%.

The brokerage cited the steady increase in exports of key products such as Leeno Pin and IC Test Socket as the background for the earnings upgrade. It analyzed that exports of these products in April and May increased 33.2% year-over-year on a dollar basis, and 42.3% on a won basis, aided by favorable exchange rate effects. The fact that exports account for approximately 80% of total sales was also evaluated as a positive factor for earnings improvement.

LS Securities projected that even under conservative assumptions for June supply volumes, both Q2 revenue and operating profit would show growth of more than 30%.

Expanding AI Semiconductor Demand and Future Variables Leeno Industrial, which possesses high technical capabilities in test sockets and pins used for semiconductor inspection, is expected to see earnings growth driven by increasing demand for high-value-added test equipment amid the expansion of the AI semiconductor, high-performance memory, and advanced packaging markets.

The market is paying close attention to the possibility that the recovery of the global semiconductor industry and the expansion of AI data center investments will lead to growth in the test socket market. In particular, as the importance of inspection processes for high-performance semiconductors grows, Leeno Industrial's product competitiveness is expected to become even more prominent.

However, the industry believes that future exchange rate fluctuations, the pace of global semiconductor investment, and capital expenditure plans of major customers could act as additional variables affecting earnings and share prices.

[This article was written with AI assistance, and the content is based on publicly available data and market information. Some information may change over time, so please be sure to verify official materials, including disclosures from the Korea Exchange and corporate filings, before making investment decisions. This article is not intended to recommend the purchase or sale of any specific stock or to solicit investment, and the final judgment and responsibility for investments lie with the reader.]