https://kstockbriefing.com
Market: KOSPI (000660) Brokerage : Hanwha Investment & Securities Analyst : Junyoung Park, RA Nawoo Kim Investment Rating : Buy (Maintained) Target Price : 1,630,000 KRW (Upgraded) Core Momentum : Memory supply shortages and expanding HBM exposure are strengthening pricing power and profitability, while LTAs are expected to reduce future earnings volatility and support a…
Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rok-ho Kim (RA : Gyu Kim) Investment Rating : BUY (Maintained) Target Price : KRW 1,750,000 (Upgraded) Core Momentum : Expanding LPDDR adoption in Nvidia’s Vera Rubin systems is expected to accelerate mobile memory procurement and tighten DRAM supply, while simultaneous price and shipment growth supports…
Market: KOSPI (000660) Brokerage : Kyobo Securities Analyst : Boyoung Choi Investment Rating : Buy (Maintained) Target Price : KRW 1,900,000 (Upgraded) Core Momentum : Expanding AI infrastructure and agentic AI adoption are driving strong demand for HBM, high-capacity server DRAM, and enterprise SSDs amid structural supply shortages, sustaining steep memory pricing and earnings growth….
Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : 1,660,000 KRW (Upgraded) Core Momentum : Elevated DRAM and NAND pricing combined with persistently tight memory supply is expected to sustain high profitability, while expanding LTAs reduce oversupply risk and strengthen earnings visibility through 2028….
Market: KOSPI (000660) Brokerage : Yuanta Securities Analyst : Gilyhun Baik, Seokmin Lim Investment Rating : BUY (Maintained) Target Price : 1,900,000 KRW (Upgraded) Core Momentum : Stronger-than-expected DRAM and NAND pricing is expected to drive substantial Q2 earnings upside, while favorable long-term contract pricing strengthens cash-flow visibility and reduces memory-cycle earnings volatility. 📊 1….
Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Surim Lee Investment Rating : BUY (Maintained) Target Price : 1,600,000 KRW (Upgraded) Core Momentum : Sharp DRAM and NAND ASP increases and a richer high-value product mix are expected to drive continued earnings upgrades, while constrained wafer input growth keeps memory supply tight…
Market: KOSPI (000660) Brokerage : Meritz Securities Analyst : Sun-woo Kim / RA : Seo-hyun Woo Investment Rating : Buy (Maintained) Target Price : KRW 2,000,000 (Upgraded) Core Momentum : Record profitability and a substantial valuation discount to global memory peers strengthen SK hynix’s appeal to global investors, while the planned US ADR listing provides…
Brokerage : Daishin Securities Analyst : Kang-ho Park, Ji-won Seo (RA) Investment Rating : BUY (Maintained) Target Price : KRW 920,000 (Raised) Core Momentum : Valuation re-rating outlook driven by expanding FC-BGA investments for AI servers and severe MLCC supply tightness leading to product mix enrichment and price increase potential 📊 1. [Valuation & Key…
Brokerage : Hana Securities Analyst : Min-kyung Kim Investment Rating : BUY (Maintained) Target Price : KRW 810,000 (Raised) Core Momentum : Mid-to-long term earnings growth projected on the back of an emerging MLCC pricing upcycle and structural FCBGA supply constraints driving high-margin product mix improvements 📊 1. [Valuation & Key Financial Metrics] 🚀 2….
Market: KOSPI (000660) Brokerage : IBK Securities Analyst : Unho Kim Investment Rating : BUY (Maintained) Target Price : 1,800,000 KRW (Upgraded) Core Momentum : Rising memory content per AI server is expected to accelerate server DRAM demand and bit growth, intensifying conventional DRAM supply tightness and supporting sustained ASP and earnings growth. 📊 1….