Category: RESEARCH

Brokerage : Hana Securities Analyst : Roko Kim (RA Youngkyu Kim) Investment Rating : BUY (Maintained) Target Price : KRW 330,000 (Upgraded) Core Momentum : Upward revisions in operating profit forecasts driven by surging high-value memory pricing across AI server and mobile applications, coupled with valuation recovery potential as labor-related uncertainties resolve. 📊 1. [Valuation…

Read More “[Research] Samsung Electronics (005930) – Hana | Memory Earnings Growth · LPDDR Shortage · Uncertainty Relief / 2026-05-04” »

Brokerage : Hanwha Investment & Securities Analyst : Junyoung Park (RA Nau Kim) Investment Rating : BUY (Maintained) Target Price : KRW 330,000 (Upgraded) Core Momentum : Comprehensive earnings and cash flow expansion driven by intensifying structural memory shortages through 2027 and surging customer demand for Long-Term Agreements (LTAs). 📊 1. [Valuation & Key Financial…

Read More “[Research] Samsung Electronics (005930) – Hanwha | Structural Shortages · LTA Proliferation · Structural Profit Level-Up / 2026-05-04” »

Brokerage : Daishin Securities Analyst : Kangho Park (RA: Jiwon Seo) Investment Rating : BUY (Maintained) Target Price : KRW 920,000 (Maintained) Core Momentum : Anticipated 2Q26 additional FC-BGA investment decisions driven by 4Q26 full capacity projections (KRW 1.94 Trillion FY26 revenue), coupled with rising MLCC Book-to-Bill ratios (1.1–1.2x) paving the way for broad price…

Read More “[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | 2Q26 Earnings Upside · AI FC-BGA Expansion · MLCC Book-to-Bill / 2026-05-01” »

Brokerage : Yuanta Securities Analyst : Gilhyun Baik, Seokmin Lim Investment Rating : BUY (Maintained) Target Price : KRW 340,000 (Upgraded) Core Momentum : Upward target price revision driven by peak memory pricing momentum with 2Q26 operating profit projected at KRW 86.8T, supported by anticipated 2027 earnings visibility from advanced-node foundry order wins after 1H26….

Read More “[Research] Samsung Electronics (005930) – Yuanta | 2Q26 OP KRW 86.8T · Memory Price Momentum · Target Price Upgrade / 2026-04-30” »

Brokerage : DS Investment & Securities Analyst : Surim Lee Investment Rating : BUY (Maintained) Target Price : KRW 300,000 (Maintained) Core Momentum : Sustained structural earnings expansion driven by persistent memory undersupply through 2027, 2H volume ramp of 1c-nm/4nm-based HBM4, and near-term visibility on new 2nm foundry client acquisitions. 📊 1. [Valuation & Key…

Read More “[Research] Samsung Electronics (005930) – DS Securities | Memory Shortage · HBM4 Competitiveness · 2nm Foundry Visibility / 2026-04-30” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 2,000,000 (Upgraded) Core Momentum : The shift from AI training toward inference and agentic AI is expected to accelerate server CPU demand and expand conventional DRAM and LPDDR requirements, while next-generation LPDDR6 adoption provides…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | Agentic AI · Server CPU · LPDDR / 2026-04-28” »

Market: KOSPI (000660) Brokerage : IBK Securities Analyst : Unho Kim Investment Rating : BUY (Maintained) Target Price : 1,800,000 KRW (Maintained) Core Momentum : AI server growth is expected to broaden memory demand from HBM into conventional DRAM and ultimately NAND, creating a full-stack demand structure that supports sustained earnings growth beyond traditional memory-cycle…

Read More “[Research] SK hynix (000660 / SKHY) – IBK Securities | AI Servers · Full-Stack Memory · NAND Demand / 2026-04-24” »

Market: KOSPI (000660) Brokerage : iM Securities Analyst : Myeongsub Song Investment Rating : Buy (Maintain) Target Price : 1,500,000 KRW (Maintained) Core Momentum : Sharp conventional DRAM contract-price increases are expected to drive a strong Q2 earnings improvement, while the planned ADR listing provides a catalyst for valuation multiple recovery, subject to geopolitical and…

Read More “[Research] SK hynix (000660 / SKHY) – iM Securities | DRAM Pricing · ADR Listing · Multiple Recovery / 2026-04-24” »

Market: KOSPI (000660) Brokerage : Shinhan Investment Corp. Analyst : Hyungtae Kim, Hyesu Song Investment Rating : BUY (Maintained) Target Price : 1,900,000 KRW (Upgraded) Core Momentum : Persistent supply-demand imbalances are expected to prolong price increases across DRAM and NAND, while expanding LTAs improve demand visibility and revenue stability, supporting strong earnings growth with…

Read More “[Research] SK hynix (000660 / SKHY) – Shinhan | Supply Constraints · Memory Pricing · LTA / 2026-04-24” »

Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Hyungkeun Ryu, RA Jiwon Seo Investment Rating : BUY (Maintained) Target Price : 1,700,000 KRW (Maintained) Core Momentum : Structurally constrained DRAM capacity is expected to sustain supplier pricing power and extend the memory up-cycle, while multi-year LTAs improve cycle durability and rising net cash supports…

Read More “[Research] SK hynix (000660 / SKHY) – Daishin | Supply Constraints · Multi-Year LTA · Shareholder Returns / 2026-04-24” »