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059090.KQ MIKO
Power & cooling · KOSDAQ · 한국어 페이지
Chip parts (cleaning, coating, ceramic heaters) plus heat recovery steam generators for gas power — a lagging play on data center power build-outs.
Current-quarter revenue estimate
Quarter ending Sep 2026 · reports Nov 14, 2026
Our estimate
₩421B
₩341B–₩502B
vs a year ago
+72%
vs consensus
—
Medium confidence · within ±5% in 5 of 10 backtested quarters, average error 8.5%. Model: Operating data (US EIA).
Industry flow
US planned combined-cycle gas capacity (HRSG demand) · to Sep 2026
+94%last 3 months vs a year earlier
No company-specific flow — this is an industry-wide flow for context.
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 |
|---|---|---|---|---|
US planned gas generation capacity (EIA 860M) US EIA | End demand | A Direct link | 0.91 | Sep 2026 |
US planned combined-cycle gas capacity (HRSG demand) US EIA | End demand | A Direct link | 0.90 | Sep 2026 |
Korea chip equipment parts exports Korea Customs Service | Production shipments | B Linked | 0.58 · leads 1Q | Sep 2026 |
Memory big-3 capex (Samsung · SK hynix · Micron) company capex disclosures | Customer capex | B Linked | 0.52 | Jun 2026 |
Chip equipment parts exports from Anseong, Korea Korea Customs Service | Production shipments | B Linked | 0.51 · leads 2Q | 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.