Category: RESEARCH

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rokho Kim, RA Younggyu Kim Investment Rating : BUY (Maintained) Target Price : 1,600,000 KRW (Upgraded) Core Momentum : Broad-based memory price increases led by strong server demand and accelerated mobile and PC procurement are driving substantial earnings upgrades, while more binding LTAs are expected to…

Read More “[Research] SK hynix (000660 / SKHY) – Hana | Memory Pricing · Earnings Upgrades · LTA / 2026-04-02” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : 1,540,000 KRW (Maintained) Core Momentum : Resilient DRAM spot and contract pricing despite macro and geopolitical uncertainty indicates limited fundamental deterioration, while sustained earnings visibility and the sharp decline in forward P/B reinforce valuation appeal…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | Memory Pricing Resilience · Earnings Visibility · Valuation Appeal / 2026-04-01” »

Brokerage : Mirae Asset Securities Analyst : Jun-seo Park Investment Rating : BUY (Maintained) Target Price : KRW 530,000 (Raised) Core Momentum : Upward earnings forecast revisions driven by profitability improvements from FC-BGA price hikes and structural premium expansion in high-spec AI server MLCCs 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities…

Read More “[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | FC-BGA Pricing · MLCC Lead Time · Operating Leverage / 2026-03-31” »

Market: KOSPI (000660) Brokerage : iM Securities Investment Rating : Buy (Maintain) Target Price : 1,500,000 KRW (Upgraded) Core Momentum : Sharp DRAM and NAND ASP increases are driving substantial earnings upgrades, while sustained server shipment growth and rising memory content supported by Big Tech Capex are critical to extending demand momentum beyond the first…

Read More “[Research] SK hynix (000660 / SKHY) – iM Securities | Memory ASP · Server Demand · Earnings Upgrades / 2026-03-31” »

Brokerage : Hana Securities Analyst : Min-kyung Kim Investment Rating : BUY (Maintained) Target Price : KRW 550,000 (Raised) Core Momentum : Earnings expansion and valuation re-rating projected on the back of surging B2B AI server demand for MLCC and FCBGA, tight supply dynamics, and potential broad-based price increases 📊 1. [Valuation & Key Financial…

Read More “[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI Server Demand · Supply Shortage · Valuation Premium / 2026-03-25” »

Brokerage : Daishin Securities Analyst : Kang-ho Park, Ji-won Seo (RA) Investment Rating : BUY (Maintained) Target Price : KRW 550,000 (Raised) Core Momentum : Earnings expansion and valuation re-rating projected on the back of high-margin mix improvements and potential ASP increases across FC-BGA and MLCC from 2Q26 onward 📊 1. [Valuation & Key Financial…

Read More “[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | FC-BGA Mix · MLCC Price Increase · Physical AI / 2026-03-25” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim, Dahyun Jang Investment Rating : BUY (Maintained) Target Price : 1,540,000 KRW (Maintained) Core Momentum : The U.S. ADR listing process is expected to establish a new global valuation benchmark and narrow the multiple discount to overseas memory peers, while robust earnings growth…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | ADR Listing · Valuation Gap · Re-rating / 2026-03-25” »

Brokerage : Kyobo Securities Analyst : Bo-young Choi Investment Rating : BUY (Maintained) Target Price : KRW 600,000 (Raised) Core Momentum : Multi-year earnings expansion projected on the back of favorable pricing conditions for B2B data center MLCCs and expanding NVSwitch FC-BGA demand driven by the Vera Rubin transition 📊 1. [Valuation & Key Financial…

Read More “[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | Simultaneous Upcycle · Vera Rubin NVSwitch · Pricing Power / 2026-03-24” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : 1,540,000 KRW (Maintained) Core Momentum : Resilient memory pricing and structural capacity constraints are driving upward earnings revisions, while the planned U.S. ADR listing provides a potential catalyst for multiple expansion and valuation re-rating. 📊…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | Memory Pricing · ADR Listing · Valuation Re-rating / 2026-03-23” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : 1,540,000 KRW (Maintained) Core Momentum : The resolution of HBM4 delivery concerns removes a key near-term uncertainty, while constrained wafer capacity expansion is expected to sustain memory supply tightness through 2027–2028 and support substantial earnings…

Read More “Research] SK hynix (000660 / SKHY) – Mirae Asset | HBM4 · Capacity Constraints · Earnings Upgrades / 2026-03-16” »