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![[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | AI Cycle · Capacity Utilization · Valuation Re-rating / 2026-04-09](https://kstockbriefing.com/wp-content/uploads/2026/08/포맷변환삼성전기-리서치.jpg)
Brokerage : Shinhan Securities Analyst : Oh Kang-ho, Seo Ji-beom Investment Rating : BUY (Maintained) Target Price : KRW 700,000 (Raised) Core Momentum : Structural earnings growth and valuation re-rating projected on the back of rising component capacity utilization and ASP expansion driven by the AI cycle 📊 1. [Valuation & Key Financial Metrics] 🚀…
Market: KOSPI (000660) Brokerage : Kiwoom Securities Analyst : Yuhak Park Investment Rating : BUY (Maintain) Target Price : 1,300,000 KRW (Maintained) Core Momentum : Sharp price increases in server DRAM and enterprise SSDs are expected to drive first-half earnings above market expectations, while HBM4 commercialization provides additional momentum for continued Q2 earnings growth. 📊…
Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Surim Lee Investment Rating : BUY Target Price : 1,300,000 KRW (Upgraded) Core Momentum : Sustained contract-price increases and conventional DRAM supply shortages are expected to support strong earnings growth through 2027, while expanding LTAs provide price-floor protection and strengthen earnings visibility. 📊 1….
Brokerage : IBK Securities Analyst : Kim Woon-ho Investment Rating : BUY (Maintained) Target Price : KRW 600,000 (Raised) Core Momentum : Earnings growth outlook driven by expanding component supply shortages, FC-BGA price hikes, and rising probability of MLCC price increases amid surging AI demand 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market…
Brokerage : iM Securities Analyst : Eui-young Ko Investment Rating : Buy (Maintained) Target Price : KRW 600,000 (Maintained) Core Momentum : Earnings sustainability and upward forecast revisions driven by server-led MLCC mix improvements, selective order-taking, and the expanding impact of FC-BGA price hikes 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities…
Brokerage : Daishin Securities Analyst : Kang-ho Park, Ji-won Seo (RA) Investment Rating : BUY (Maintained) Target Price : KRW 550,000 (Maintained) Core Momentum : Strong earnings growth projected on the back of potential ASP improvements from 2Q26 and expected 2H26 price hikes alongside high-margin mix upgrades across FC-BGA and MLCC driven by expanding AI…
Market: KOSPI (000660) Brokerage : Shinhan Investment Corp. Analyst : Hyungtae Kim, Hyesu Song Investment Rating : BUY (Maintained) Target Price : 1,500,000 KRW (Upgraded) Core Momentum : Sustained DRAM and NAND price increases amid constrained supply are expected to drive record profitability, while expanding LTAs strengthen supplier pricing power and extend earnings visibility in…
Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : 1,540,000 KRW (Maintained) Core Momentum : Expanding multi-year LTAs with big-tech customers are expected to provide downside protection for memory pricing and reduce oversupply risk, supporting sustained high margins and structurally elevated ROE despite macro…
Brokerage : Eugene Investment & Securities Analyst : Lee Joo-hyung Investment Rating : BUY (Maintained) Target Price : KRW 590,000 (Raised) Core Momentum : Mid-to-long term earnings expansion and multiple re-rating projected on the back of potential price hikes driven by AI server MLCC supply shortages and vendor-dominant pricing power in high-end ABF substrates 📊…
Brokerage : SK Securities Analyst : Hyung-woo Park Investment Rating : BUY (Maintained) Target Price : KRW 600,000 (Raised) Core Momentum : Valuation re-rating projected on the back of proprietary embedded PCB technology integrating in-house MLCCs into FCBGA substrates, alongside accelerating capacity utilization and initial pricing upcycles 📊 1. [Valuation & Key Financial Metrics] 🚀…