Category: RESEARCH

Market: KOSPI (000660) Brokerage : Shinhan Securities Analyst : Hyungtae Kim (RA: Hyesus Song) Investment Rating : BUY (Maintained) Target Price : 1,300,000 KRW (Raised) Core Momentum : Severe supply-demand imbalances and depleted inventories are expected to sustain broad-based memory ASP increases, strengthening supplier pricing power and driving rapid margin and earnings expansion across DRAM…

Read More “[Research] SK hynix (000660 / SKHY) – Shinhan | Memory ASP · Supply Tightness · Pricing Power / 2026-01-30” »

Market: KOSPI (000660) Brokerage : Eugene Investment & Securities Analyst : Sojung Yim Investment Rating : BUY (Maintained) Target Price : 1,170,000 KRW (Raised) Core Momentum : Strong demand for high-value HBM and enterprise SSD products amid structurally tight supply is expected to drive further profitability gains, supporting the prospect of SK hynix reaching a…

Read More “[Research] SK hynix (000660 / SKHY) – Eugene Investment | HBM · eSSD · Margin Expansion / 2026-01-30” »

Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Hyungkeun Ryu (RA: Jiwon Seo) Investment Rating : BUY (Maintained) Target Price : 1,250,000 KRW (Raised) Core Momentum : Disciplined Capex is expected to prevent excessive capacity expansion during the memory super-cycle, while multi-year LTAs and prepayment-based contracts improve supply stability and cash-flow visibility, supporting stronger…

Read More “[Research] SK hynix (000660 / SKHY) – Daishin | Capex Discipline · Multi-Year LTA · Shareholder Returns / 2026-01-30” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim (RA: Sehoon Jung) Investment Rating : BUY (Maintained) Target Price : 1,370,000 KRW (Raised) Core Momentum : Sharp DRAM and NAND price increases are expected to translate directly into margin and operating profit expansion through strong operating leverage, while rising FCF supports aggressive…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | Memory Pricing · Operating Leverage · Shareholder Returns / 2026-01-30” »

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rok-Ho Kim (RA: Young-Gyu Kim) Investment Rating : BUY (Maintained) Target Price : 1,280,000 KRW (Raised) Core Momentum : Strong data center demand is expected to sustain sharp DRAM and NAND price increases and exceptional cash generation, enabling earnings growth to translate into expanded dividends, treasury…

Read More “[Research] SK hynix (000660 / SKHY) – Hana | Memory Pricing · Cash Flow · Shareholder Returns / 2026-01-30” »

Market: KOSPI (000660) Brokerage : Kyobo Securities Analyst : Boyoung Choi Investment Rating : Buy (Maintained) Target Price : 1,100,000 KRW (Raised) Core Momentum : Robust AI server and hyperscaler investment is expected to sustain broad-based DRAM and NAND price increases, while HBM4 and next-generation high-value memory products support continued margin and earnings expansion. 📊…

Read More “[Research] SK hynix (000660 / SKHY) – Kyobo | AI Server Demand · Memory ASP · High-Value Product Mix / 2026-01-30” »

Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Surim Lee Investment Rating : BUY (Maintained) Target Price : 970,000 KRW (Raised) Core Momentum : Strong server memory demand and tightening supply are expected to sustain pricing power across HBM and conventional memory, while rising HBM3E prices support continued margin expansion and earnings…

Read More “[Research] SK hynix (000660 / SKHY) – DS Investment | Server Memory Demand · HBM3E Pricing · Margin Expansion / 2026-01-30” »

Market: KOSPI (000660) Brokerage : Hyundai Motor Securities Analyst : Keun-chang Noh (RA: Dong-wook Yoon) Investment Rating : BUY (Maintained) Target Price : 1,000,000 KRW (Raised) Core Momentum : Intensifying memory supply shortages are expected to drive sharp ASP increases across both commodity and high-value products, while HBM4 shipments and sustained pricing strength support a…

Read More “[Research] SK hynix (000660 / SKHY) – Hyundai Motor | Supply Shortage · Memory ASP · Profitability / 2026-01-30” »

Market: KOSPI (000660) Brokerage : Yuanta Securities Analyst : Gilhyun Baik (RA: Seokmin Lim) Investment Rating : BUY (Maintained) Target Price : 1,169,000 KRW (Raised) Core Momentum : Expanding AI inference workloads are driving explosive demand for high-performance enterprise SSDs and high-capacity DRAM, while rising memory prices strengthen profitability and free cash flow available for…

Read More “[Research] SK hynix (000660 / SKHY) – Yuanta | AI Inference · Enterprise SSD · Cash Flow / 2026-01-29” »

Market: KOSPI (000660) Brokerage : SK Securities Analyst : Donghee Han Investment Rating : BUY (Maintained) Target Price : 1,500,000 KRW (Raised) Core Momentum : An LTA-driven order-first supply structure combined with disciplined capacity expansion is expected to prolong memory shortages and reduce traditional cycle volatility, supporting record profitability and structurally higher earnings visibility. 📊…

Read More “[Research] SK hynix (000660 / SKHY) – SK Securities | LTA · Capex Discipline · Cycle Stability / 2026-01-28” »