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![[Research] SK hynix (000660 / SKHY) – Daishin | Memory ASP · Earnings Upgrades · Valuation Appeal / 2026-03-16](https://kstockbriefing.com/wp-content/uploads/2026/08/포맷변환-리서치-SK하이닉스.jpg)
Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Hyungkeun Ryu, RA Jiwon Seo Investment Rating : BUY (Maintained) Target Price : 1,450,000 KRW (Maintained) Core Momentum : Sharp DRAM and NAND ASP increases are expected to drive a significant Q1 earnings beat and substantial full-year earnings upgrades, while the recent share-price correction leaves valuation…
Brokerage : Yuanta Securities Analyst : Sun-young Ko Investment Rating : BUY (Maintained) Target Price : KRW 540,000 (Raised) Core Momentum : Multi-year earnings expansion projected toward KRW 2 Trillion operating profit by 2027, driven by potential MLCC price hikes under tight supply and a synchronized upcycle in FC-BGA 📊 1. [Valuation & Key Financial…
Brokerage : Mirae Asset Securities Analyst : Jun-seo Park Investment Rating : BUY (Maintained) Target Price : KRW 500,000 (Raised) Core Momentum : Structural earnings expansion and valuation re-rating projected on the back of FC-BGA substrate area/ASP expansion driven by Client T’s AI6 chip deployment across 3 platforms (Automotive, Robotics, Data Center), alongside spot price…
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 a widening gap between limited capacity expansion and demand growth indicate that underlying fundamentals remain intact, while the geopolitically driven share-price correction has created significant…
Brokerage : iM Securities Analyst : Eui-young Ko, Jung-ha Park (RA) Investment Rating : Buy (Maintained) Target Price : KRW 600,000 (Raised) Core Momentum : Comprehensive valuation re-rating projected on the back of MLCC price hike scenario modeling driven by B2B data center demand, alongside synchronized upcycles in AI accelerator FC-BGA substrates 📊 1. [Valuation…
Market: KOSPI (000660) Brokerage : Kiwoom Securities Analyst : Yuak Pak Investment Rating : BUY (Maintain) Target Price : 1,300,000 KRW (Upgraded) Core Momentum : Sharp legacy DRAM and NAND price increases are driving substantial earnings upgrades, while the memory cycle is expected to transition from price-led gains toward CapEx-supported volume growth as profitability strengthens….
Market: KOSPI (000660) Brokerage : SK Securities Analyst : Donghee Han Investment Rating : BUY (Maintained) Target Price : 1,600,000 KRW (Upgraded) Core Momentum : AI memory demand is expanding beyond HBM into DRAM and NAND, with inference-driven memory tiering creating a new role for NAND while multi-dimensional supply constraints strengthen pricing power, earnings visibility,…
Market: KOSPI (000660) Brokerage : Daishin Securities Analysts : Hyungkeun Ryu, RA: Jiwon Seo Investment Rating : BUY (Maintained) Target Price : 1,450,000 KRW (Upgraded) Core Momentum : Sharp legacy DRAM and NAND price increases and broad HBM supply tightness are driving record earnings expectations, while the shift toward LTAs and prepayment-based contracts alongside planned…
Market: KOSPI (000660) Brokerage : Kiwoom Securities Analyst : Yuak Park Investment Rating : BUY (Maintain) Target Price : 1,050,000 KRW (Raised) Core Momentum : Strong server DRAM and enterprise SSD demand amid constrained supply is driving substantial price increases across commodity DRAM and NAND, supporting significant earnings upgrades and a Q1 performance above market…
Market: KOSPI (000660) Brokerage : iM Securities Analyst : Myeongsub Song Investment Rating : Buy (Maintain) Target Price : 1,160,000 KRW (Raised) Core Momentum : Severe memory supply shortages are expected to drive record increases in legacy DRAM and NAND fixed transaction prices in Q1, with continued pricing gains through Q3 supporting extraordinary full-year earnings…