Category: RESEARCH

Brokerage : IBK Securities Analyst : Kim Un-ho (unokim88@ibks.com) Investment Rating : BUY (Maintained) Target Price : KRW 1,750,000 (Maintained) Core Momentum : Accelerating earnings growth powered by structural supply shortages evidenced by rare MLCC price hikes alongside expanding high-spec package substrate demand 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities &…

Read More “[Research] Samsung Electro-Mechanics (009150) – IBK Securities | MLCC Price Hike · Supply Shortage · Earnings Acceleration / 2026-07-31” »

Brokerage : Shinhan Securities Analyst : Kangho Oh (snowkh@shinhan.com) Investment Rating : BUY (Maintained) Target Price : KRW 2,200,000 (Lowered) Core Momentum : Long-term upward revisions in earnings forecasts and structural growth driven by expanded high-value orders and ASP gains across high-end MLCCs and silicon capacitors 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Read More “[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | High-Value Order Expansion · ASP Growth · Earnings Upward Revision / 2026-07-31” »

Brokerage : Daishin Securities Analyst : Kangho Park (kangho.park@daishin.com) Investment Rating : BUY (Maintained) Target Price : KRW 2,800,000 (Maintained) Core Momentum : Maximal product mix improvements and structural upward revisions in earnings forecasts driven by worsening supply shortages in server and automotive MLCCs and FC BGAs 📊 1. [Valuation & Key Financial Metrics] 🚀…

Read More “[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | Supply Shortage · High-End Mix · Earnings Upward Cycle / 2026-07-31” »

Brokerage : Yuanta Securities Analyst : Sunyoung Kou (Research Assistant: Seokmin Lim) Investment Rating : BUY (Maintained) Target Price : KRW 2,300,000 (Lowered) Core Momentum : Solid earnings growth driven by AI server LTA executions, broadening MLCC channel price hikes, and expanding FC-BGA operating margins 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market…

Read More “[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | MLCC Price Hikes · Server Product Mix · Target Price Revision / 2026-07-31” »

Brokerage : Hana Securities Analyst : Kim Min-kyung (minkyung.kim@hanafn.com) Investment Rating : BUY (Maintained) Target Price : KRW 3,000,000 (Maintained) Core Momentum : Full-scale price up-cycle driven by structural supply deficits in AI server high-capacitance MLCCs alongside full capacity utilization in FCBGA 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities & Business…

Read More “[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI MLCC Shortage · Price Cycle · High-End Margin / 2026-07-31” »

Brokerage : DS Investment & Securities Analyst : Daehyung Cho (dh.cho@ds-sec.co.kr) Investment Rating : BUY (Maintained) Target Price : KRW 1,600,000 (Raised) Core Momentum : Structural upward revisions in earnings forecasts and extended cycle visibility driven by MLCC price leverage, capacity cannibalization, and new Big Tech FC-BGA order expansion 📊 1. [Valuation & Key Financial…

Read More “[Research] Samsung Electro-Mechanics (009150) – DS Investment & Securities | MLCC Price Leverage · Capacity Cannibalization · Earnings Upward Revisions / 2026-07-31” »

Brokerage : Kyobo Securities Analyst : Boyoung Choi (20190031@iprovest.com) Investment Rating : Buy (Maintained) Target Price : KRW 3,000,000 (Maintained) Core Momentum : Structural margin expansion and mid-to-long-term growth visibility driven by expanded mix of AI server and automotive high-value MLCCs alongside large-area, multi-layer FC-BGAs 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market…

Read More “[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | AI Server Demand · High-Value Mix · Structural Profitability / 2026-07-31” »

Brokerage : Mirae Asset Securities Analyst : Junseo Park (park.junseo@miraeasset.com) Investment Rating : BUY (Maintained) Target Price : KRW 2,800,000 (Maintained) Core Momentum : Structural earnings upward cycle driven by simultaneous increases in price (P) and volume (Q) amid AI MLCC supply tightness alongside FC-BGA margin expansion for server applications 📊 1. [Valuation & Key…

Read More “[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | AI MLCC Shortage · FC-BGA Margin Expansion · Earnings Direction / 2026-07-31” »

Market: KOSPI (000660) Brokerage : Eugene Investment & Securities Analyst : Injune Son Investment Rating : STRONG BUY (Maintain) Target Price : KRW 3,700,000 (Maintain) Core Momentum : National-level AI infrastructure investment competition is expected to intensify memory supply shortages and sustain pricing strength, while expanded HBM4 and SOCAMM2 shipments support second-half product mix improvements…

Read More “[Research] SK hynix (000660 / SKHY) – Eugene Investment | AI Infrastructure · Memory Shortage · Product Mix / 2026-07-31” »

Brokerage : Kiwoom Securities Analyst : Yuak Park Investment Rating : BUY (Maintain) Target Price : KRW 390,000 (Maintain) Core Momentum : Earnings acceleration and profitability improvement driven by commodity memory price hikes, rapid surge in HBM4 shipments, and narrowing operating losses in the Foundry division 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Read More “[Research] Samsung Electronics (005930) – Kiwoom Securities | HBM4 Sales · Memory ASP · Foundry Loss Reduction / 2026-07-31” »