Citi's analyst rating for KB LAMINATES (Overweight) is based on its position as the world's largest copper-clad laminate manufacturer, which allows it to pass on rising copper costs to downstream PCB manufacturers, thereby boosting its earnings growth. In contrast, JOHNSON ELEC H received a Neutral rating due to its weaker bargaining power as the world's largest automotive micro-motor manufacturer, which puts pressure on its earnings amid the recent surge in copper prices.
