Category: RESEARCH

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintain) Target Price : KRW 2,800,000 (Maintain) Core Momentum : Persistent DRAM supply tightness and HBM-led ASP increases are expected to sustain earnings growth, while improving AI infrastructure financing conditions support further valuation re-rating. 📊 1. [Valuation & Key…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | DRAM Supply-Demand · AI Infrastructure Finance · Valuation Re-rating / 2026-08-14” »

Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 370,000 (Maintained) Core Momentum : Continued operating profit expansion driven by HBM-led DRAM ASP gains and structural supply tightness, supporting a potential valuation re-rating 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities & Business…

Read More “[Research] Samsung Electronics (005930) – Mirae Asset Securities | HBM Price · DRAM Tightness · Valuation Re-rating / 2026-08-14” »

Brokerage : Yuanta Securities Analyst : Sunyoung Kou (Research Assistant: Seokmin Lim) Investment Rating : BUY (Maintained) Target Price : KRW 2,300,000 (Maintained) Core Momentum : Simultaneous expansion of price (P) and volume (Q) driven by spreading MLCC channel price hikes and customer-prepayment-backed server substrate capacity expansions 📊 1. [Valuation & Key Financial Metrics] 🚀…

Read More “[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | MLCC Price Cycle · Customer Prepayments · Server Demand / 2026-08-11” »

Brokerage : Hana Securities Analyst : Kim Min-kyung Investment Rating : BUY (Maintained) Target Price : KRW 3,000,000 (Maintained) Core Momentum : Structural earnings leverage driven by pricing gains and high-end product mix improvements across MLCC and FCBGA segments amid tight supply constraints and robust AI server demand 📊 1. [Valuation & Key Financial Metrics]…

Read More “[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI Demand · Supply Tightness · Margin Expansion / 2026-08-11” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintain) Target Price : KRW 2,800,000 (Maintain) Core Momentum : Solidigm stake monetization and strong FCF generation are expected to expand available capital resources for shareholder returns, supporting valuation appeal following the sharp share-price correction. 📊 1. [Valuation &…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | Solidigm Monetization · Shareholder Returns · Valuation Appeal / 2026-08-11” »

Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 370,000 (Maintained) Core Momentum : Earnings expansion driven by HBM-led ASP gains and sustained hyperscaler Capex, supported by foundry synergy and substantial FCF-backed shareholder return capacity 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities…

Read More “[Research] Samsung Electronics (005930) – Mirae Asset Securities | HBM Price · Full-Stack Synergy · Shareholder Return / 2026-08-10” »

Market: KOSPI (000660) Brokerage : SK Securities Analyst : Donghee Han Investment Rating : BUY (Maintain) Target Price : KRW 4,000,000 (Maintain) Core Momentum : LTAs are expected to strengthen earnings visibility and sustainability, while KIOXIA SPC1 stake-sale proceeds and ADR-related capital inflows accelerate net cash accumulation and support expanded shareholder returns. 📊 1. [Valuation…

Read More “[Research] SK hynix (000660 / SKHY) – SK Securities | LTA · Earnings Visibility · Shareholder Returns / 2026-08-03” »

Brokerage : Kiwoom Securities Analyst : Min-gyu Kwon Investment Rating : BUY (Maintained) Target Price : KRW 2,800,000 (Maintained) Core Momentum : Arrival of a structural price (P) up-cycle driven by rapid transition toward non-commodity B2B portfolios and severe supply shortages in high-capacitance MLCCs and FC-BGAs 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Read More “[Research] Samsung Electro-Mechanics (009150) – Kiwoom Securities | Non-Commodity Shift · Structural Shortage · Price Cycle / 2026-07-31” »

Brokerage : iM Securities Analyst : Eui-young Ko (IT RA: Jeongha Park) Investment Rating : BUY (Maintained) Target Price : KRW 2,000,000 (Lowered) Core Momentum : Long-term upward earnings revisions driven by severe AI server MLCC capacity cannibalization, broad 30% distribution price hikes, and strengthened substrate bargaining power against a 10-year average valuation reset 📊…

Read More “[Research] Samsung Electro-Mechanics (009150) – iM Securities | Valuation Reset · MLCC Price Hikes · Server Demand / 2026-07-31” »

Brokerage : SK Securities Analyst : Hyungwou Park (R.A Youngwhan Jeong) Investment Rating : BUY (Maintained) Target Price : KRW 2,000,000 (Maintained) Core Momentum : Full-scale upward earnings revisions driven by MLCC blended ASP surpassing KRW 5 for the first time in seven years and surging FCBGA revenue with mid-to-high 20% profitability 📊 1. [Valuation…

Read More “[Research] Samsung Electro-Mechanics (009150) – SK Securities | MLCC ASP Rise · FCBGA Margin Expansion · Earnings Upward Revision / 2026-07-31” »