Category: RESEARCH

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rokho Kim (RA: Younggyu Kim) Investment Rating : BUY (Maintained) Target Price : KRW 350,000 (Maintained) Core Momentum : Strong client positioning and technological competitiveness are expected to support favorable 2026 HBM supply and profitability despite intensifying competition, while improving DRAM and NAND pricing provides a…

Read More “[Research] SK hynix (000660 / SKHY) – Hana | HBM Visibility · Client Positioning · Technology Differentiation / 2025-07-25” »

Market: KOSPI (000660) Brokerage : Hyundai Motor Securities Analyst : Keochang Noh (RA: Donguk Youn) Investment Rating : BUY (Maintained) Target Price : KRW 325,000 (Maintained) Core Momentum : Expanding Blackwell-bound HBM3E 12-high shipments are expected to improve the high-value product mix and lift blended DRAM pricing, supporting stronger profitability and upward earnings revisions into…

Read More “[Research] SK hynix (000660 / SKHY) – Hyundai Motor | HBM3E 12-High · Product Mix · DRAM Pricing / 2025-07-25” »

Market: KOSPI (000660) Brokerage : iM Securities Analyst : Myungsub Song Investment Rating : Hold (Maintained) Target Price : 280,000 KRW (Maintained) Core Momentum : Despite meeting short-term 2Q25 operating profit expectations, concerns over second-half industry slowdowns, HBM demand growth deceleration, and intensifying competition remain present 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Read More “[Research] SK hynix (000660 / SKHY) – Industry Slowdown · HBM Demand Slowdown · Intensifying Competition / 2025-07-25” »

Market: KOSPI (000660) Brokerage : Shinhan Investment Corp. Analyst : Hyungtae Kim, Hyesoo Song Investment Rating : BUY (Maintained) Target Price : 380,000 KRW (Maintained) Core Momentum : Structural beneficiary expectations and sustained competitive advantage driven by dominant DRAM profitability and concentrated HBM investment plans 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market…

Read More “[Research] SK hynix (000660 / SKHY) – AI Capex · DRAM Profitability · Competitive Advantage / 2025-07-25” »

Market: KOSPI (000660) Brokerage : IBK Investment & Securities Analyst : Unokim Kim Investment Rating : BUY (Maintained) Target Price : 360,000 KRW (Maintained) Core Momentum : Sustained differentiated earnings growth driven by strong bit growth in the second quarter and product mix improvements centered on HBM in the third quarter 📊 1. [Valuation &…

Read More “[Research] SK hynix (000660 / SKHY) – 2Q Bit Growth · 3Q Product Mix · HBM3e 12Hi / 2025-07-25” »

Market: KOSPI (000660) Brokerage : Eugene Investment & Securities Analyst : Seungwoo Lee Investment Rating : BUY (Maintained) Target Price : 330,000 KRW (Raised) Core Momentum : Sustained robust fundamentals and earnings growth driven by differentiated 2Q results and legacy product EOL effects 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities &…

Read More “[Research] SK hynix (000660 / SKHY)  – 2Q Earnings · HBM Growth · Operating Profit / 2025-07-25” »

Market: KOSPI (000660) Brokerage : Yuanta Securities Analyst : Gilhyun Baek Investment Rating : BUY (Maintained) Target Price : KRW 320,000 (Maintained) Core Momentum : Driven by pull-in demand for conventional memory semiconductors and expanding HBM demand, Q2 operating profit met market consensus, showcasing solid earnings growth. 📊 1. [Valuation & Key Financial Metrics] 🚀…

Read More “[Research] SK hynix (000660 / SKHY) – Pull-in Demand · HBM Growth · Profitability Improvement / 2025-07-25” »

Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Hyungkeun Ryu Investment Rating : BUY (Maintained) Target Price : 330,000 KRW (Maintained) Core Momentum : Maintaining solid fundamentals and potential for additional value creation based on clear AI Capex directionality and the top-tier position in HBM 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Read More “[Research] SK hynix (000660 / SKHY) – AI Capex · HBM Competitiveness · Fundamentals / 2025-07-24” »

Brokerage : Shinhan Securities Analyst : Kangho Oh, Jibeom Seo Investment Rating : BUY (Maintained) Target Price : KRW 190,000 (Maintained) Core Momentum : Resilient earnings stability and valuation re-rating potential supported by an expanding revenue share in high-value industrial/automotive MLCCs and server FC-BGA substrates amidst IT set demand headwinds. 📊 1. [Valuation & Key…

Read More “[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | Industrial & Automotive MLCC · Rising FC-BGA Mix · Valuation Lows / 2025-07-23” »

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rokho Kim, Younggyu Kim Investment Rating : BUY (Maintained) Target Price : 350,000 KRW (Raised) Core Momentum : Sustained differentiated HBM performance driven by robust AI demand and ample upside potential based on solid fundamentals 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities…

Read More “[Research] SK hynix (000660 / SKHY) – AI Demand Growth · HBM Performance · Target Price Upgrade / 2025-07-16” »