Category: RESEARCH

Brokerage : Yuanta Securities Analyst : Seon-myung Ko Investment Rating : BUY (Maintained) Target Price : KRW 280,000 (Raised) Core Momentum : Target price raised based on accelerating server mix expansion in FC-BGA substrates and anticipated server application growth in MLCCs driving earnings visibility into 2026. 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Read More “[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | FC-BGA Server Transition · MLCC Server Expansion · Target Price Upgrade / 2025-10-30” »

Brokerage : Hana Securities Analyst : Min-kyung Kim Investment Rating : BUY (Maintained) Target Price : KRW 310,000 (Raised, 12-month Target Price) Core Momentum : Sustained medium-to-long term earnings expansion driven by broadening data center demand, structural supply tightness in high-value MLCCs, and the commercial ramp-up of AI accelerator FCBGA substrates in 2026. 📊 1….

Read More “[Research] Samsung Electro-Mechanics (009150) – Hana Securities | Data Center Momentum · High-Value MLCC Tightness · AI Accelerator Substrates / 2025-10-30” »

Brokerage : Kyobo Securities Analyst : Bo-ryeon Choi Investment Rating : BUY (Maintained) Target Price : KRW 310,000 (Raised) Core Momentum : Earnings growth and valuation multiple re-rating driven by a 3Q earnings beat, expanding high-value Non-IT mix across AI and automotive, and resilient off-season profitability. 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Read More “[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | High-Value Non-IT Mix · 4Q Seasonality Overhaul · AI Cycle Beneficiary / 2025-10-30” »

Brokerage : DS Investment & Securities Analyst : Dae-hyung Cho, Ji-hyung Jin Investment Rating : BUY (Maintained) Target Price : KRW 270,000 (Raised) Core Momentum : Upgraded target price driven by a 3Q earnings beat, structural MLCC content growth via Rack-Scale architecture transitions, and tightening FC-BGA supply conditions with high capacity utilization. 📊 1. [Valuation…

Read More “[Research] Samsung Electro-Mechanics (009150) – DS Investment & Securities | 3Q Earnings Beat · Structural Rack-Scale MLCC Growth · Target Price Upgrade / 2025-10-30” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim, Jeho Kim Investment Rating : BUY Target Price : 680,000 KRW (Raised) Core Momentum : Fully pre-booked production capacity for 2026 is expected to provide strong demand visibility and support memory pricing power, while growing earnings and free cash flow strengthen the capacity…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | Capacity Pre-Bookings · Pricing Power · Shareholder Returns / 2025-10-29” »

Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Hyeongkeun Ryu (RA: Jiwon Seo) Investment Rating : BUY (Maintained) Target Price : 700,000 KRW (Raised) Core Momentum : Disciplined capacity investment and volume commitments through LTAs are expected to prolong favorable supply-demand conditions, reduce memory-cycle volatility, and strengthen earnings visibility supporting higher 2026 earnings and…

Read More “[Research] SK hynix (000660 / SKHY) – Daishin | Capex Discipline · LTA · Cycle Stability / 2025-10-29” »

Market: KOSPI (000660) Brokerage : Yuanta Securities Analyst : Gilhyun Baik Investment Rating : BUY (M) Target Price : 680,000 KRW (Raised) Core Momentum : Ultra-low global DRAM inventories and constrained bit growth are expected to maximize supplier pricing power through 1H26, while sustained hyperscaler and enterprise server investment supports continued demand growth across HBM…

Read More “[Research] SK hynix (000660 / SKHY) – Yuanta | DRAM Inventory · Supplier Pricing Power · Server Demand / 2025-10-29” »

Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Surim Lee (Researcher: Jinhyung Kim) Investment Rating : BUY (Maintained) Target Price : 650,000 KRW (Raised) Core Momentum : Expanding AI inference and general server demand are intensifying memory supply constraints as HBM production absorbs capacity, while fully booked 2026 DRAM and NAND capacity…

Read More “[Research] SK hynix (000660 / SKHY) – DS Investment | Capacity Bookings · AI Inference · Memory Supply Shortage / 2025-10-29” »

Market: KOSPI (000660) Brokerage : Meritz Securities Analyst : Sunwoo Kim (RA: Seohyun Woo) Investment Rating : Buy Target Price : 670,000 KRW Core Momentum : Surging customer pre-orders and long-term supply requests amid constrained memory supply are creating an order-first production structure, while completed 2026 sales negotiations strengthen revenue visibility and support sustained earnings…

Read More “[Research] SK hynix (000660 / SKHY) – Meritz | Pre-Order Demand · LTA · Earnings Visibility / 2025-10-29” »

Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Hyeongkeun Ryu (RA: Jiwon Seo) Investment Rating : BUY (Maintained) Target Price : 550,000 KRW (Raised) Core Momentum : Intensifying DRAM procurement demand and disciplined capacity expansion are expected to sustain tight supply and pricing momentum, while leadership in HBM4, 1c DRAM, and server QLC eSSD…

Read More “[Research] SK hynix (000660 / SKHY) – Daishin | DRAM Supply Tightness · HBM4 · Technology Leadership / 2025-10-21” »