ISU Petasys (007660) is continuing its short-term rally. Following a surge of more than 7% in the previous trading day, the stock rose in the 1% range intraday on the 26th, and brokerages are positively evaluating the company's capacity expansion, product mix improvement, and price upcycle.

■ Rose as Much as 2% Intraday... Volume Exceeds 380,000 Shares

As of 10:19 a.m. on the 26th, ISU Petasys was trading at 108,300 won, up 1,400 won (1.31%) from the previous trading day. During the session, it rose as high as 109,300 won, widening its gain to the 2% range. At the same time, trading volume stood at 385,388 shares.

ISU Petasys also closed at 107,700 won on the 25th, up 7,100 won (7.06%) from the previous trading day. After rising 0.81% on the 24th and sharply expanding its gains on the 25th, the stock continued its strength on this day, with buying inflows flowing in over the short term.

■ Yuanta Securities Issues 'BUY' Rating

Yuanta Securities issued a new report on ISU Petasys titled 'Capacity and Mix, Now the P-Cycle as Well,' presenting a 'BUY' investment opinion. The brokerage found the company's earnings growth drivers in capacity expansion and a rising proportion of high-value-added products. It judged that if improvements on the product price side are added, momentum could build not only for top-line growth but also for profitability expansion.

In particular, the environment of growing demand for high-layer-count printed circuit boards (PCB) driven by increased investment in AI data centers and network equipment is cited as a factor that could work in ISU Petasys's favor. Analysts say that if capacity expansion leads to actual revenue growth and the proportion of high-specification products increases, the product mix improvement effect could be reflected in earnings.

■ Meaning of 'P-Cycle'... Earnings Leverage Widens When Price Improvement Overlaps

The 'P-cycle' mentioned by Yuanta Securities is interpreted to mean that positive changes may appear not only in volume but also in product prices. If increased production, expansion of high-value-added products, and price improvement occur simultaneously, the earnings leverage effect could grow larger.

[Stocks may experience greatly expanded price volatility depending on domestic and international market trends, industry supply and demand, corporate earnings and disclosures, raw material prices, and policy changes. As sharp short-term swings are possible depending on shifts in investor sentiment, future direction should not be determined solely by intraday fluctuations. Please comprehensively check official disclosures, earnings, business progress, and market supply and demand. This article is not intended to recommend buying or selling specific stocks or to guarantee investment returns. This article was written with AI assistance.]