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000150.KS Doosan
Components & materials · KOSPI · 한국어 페이지
Copper-clad laminate (CCL) for AI accelerator boards. CCL exports from Jeungpyeong county track the electronics division's quarterly revenue (correlation 0.97).
Current-quarter revenue estimate
Quarter ending Sep 2026 · reports Nov 10, 2026
Our estimate
₩699B
₩628B–₩771B
vs a year ago
+59%
vs consensus
—
Low confidence · within ±5% in 3 of 4 backtested quarters, average error 5.2%. Model: Trade data (Korea Customs Service).
Key supply-chain flow
CCL exports from Jeungpyeong, Korea · to Sep 2026
+29%last 3 months vs a year earlier
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
CCL exports from Jeungpyeong, Korea Korea Customs Service | Production shipments | A Direct link | 0.77 | Sep 2026 |
Korea CCL exports Korea Customs Service | Price benchmark | C Industry context | 0.49 | Sep 2026 |
Korea → Taiwan CCL exports Korea Customs Service | Company shipments | D Weak link | 0.27 · leads 2Q | Sep 2026 |
Japan CCL exports (Osaka · Kansai) Japan MOF trade stats (e-Stat) | Price benchmark | D Weak link | -0.17 | Sep 2026 |
Korea PCB exports Korea Customs Service | End demand | D Weak link | -0.18 | Sep 2026 |
CCL exports from Gimcheon, Korea Korea Customs Service | Production shipments | D Weak link | -0.40 | Sep 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.