Category: RESEARCH

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim, Jaeho Kim Investment Rating : Neutral (Downgraded) Target Price : KRW 300,000 (Upgraded) Core Momentum : Although earnings estimates have been revised upward, the investment rating is downgraded to Neutral as earnings improvements and valuation expansion are largely priced in, while solid HBM…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | Target Price · Valuation Burden · HBM Market Share / 2025-07-14” »

Brokerage : Mirae Asset Securities Analyst : Junseo Park Investment Rating : BUY (Maintained) Target Price : KRW 180,000 (Lowered) Core Momentum : Expanding product mix across AI server MLCCs and AI accelerator FC-BGA substrates accelerates a structural business transformation toward Non-IT high-value components despite legacy IT set sluggishness. 📊 1. [Valuation & Key Financial…

Read More “[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | Expanding Non-IT Mix · AI Accelerator Substrates · Structural Transformation / 2025-07-07” »

Brokerage : Hana Securities Analyst : Minkyung Kim Investment Rating : BUY (Maintained) Target Price : KRW 174,000 (Maintained) Core Momentum : Product mix improvement from expanding AI server/automotive MLCCs and full-scale shipments of larger, higher-layer AI accelerator FC-BGA substrates drive structural upward earnings trajectory despite FX headwinds. 📊 1. [Valuation & Key Financial Metrics]…

Read More “[Research] Samsung Electro-Mechanics (009150) – Hana Securities | High-Value MLCC Mix · AI Accelerator Substrates · Supply-Demand Balance / 2025-07-07” »

Market: KOSPI (000660) Brokerage : Shinhan Securities Analyst : Hyungtae Kim, Hyesu Song Investment Rating : BUY (Maintained) Target Price : KRW 380,000 (Upgraded) Core Momentum : The target price is revised upward based on expanding shipments of HBM3E 12-high in 2Q25 and solid growth momentum driven by HBM competitive advantage and advanced DRAM demand…

Read More “[Research] SK hynix (000660 / SKHY) – Shinhan Securities | HBM Competitive Edge · eSSD Recovery · Target Price Upgraded / 2025-06-30” »

Brokerage : Eugene Investment & Securities Analyst : Joohyung Lee Investment Rating : BUY (Maintained) Target Price : KRW 160,000 (Maintained) Core Momentum : Expanding automotive MLCC exposure and ramping AI accelerator FC-BGA shipments to North American CSPs maintain medium-to-long-term growth trajectory despite near-term FX and IT demand headwinds. 📊 1. [Valuation & Key Financial…

Read More “[Research] Samsung Electro-Mechanics (009150) – Eugene Investment & Securities | Automotive MLCC · AI Accelerator Substrates · Next-Gen Growth / 2025-06-30” »

Market: KOSPI (000660) Brokerage : Hanwha Investment & Securities Analyst : Kwangjin Kim Investment Rating : Buy (Maintained) Target Price : KRW 360,000 (Upgraded) Core Momentum : The target price is revised upward by reflecting expectations for next-year earnings growth, driven by solid 2Q25 results matching high market expectations and the accelerating expansion of HBM3E…

Read More “[Research] SK hynix (000660 / SKHY) – Hanwha Investment & Securities | Multiple Normalization · Next-Year Earnings Growth · Target Price Upgraded / 2025-06-27” »

Market: KOSPI (000660) Brokerage : Hyundai Motor Securities Analyst : Geun-chang Noh, Dong-wook Yoon Investment Rating : BUY (Maintained) Target Price : KRW 325,000 (Upgraded) Core Momentum : The target price is revised upward reflecting strong conviction in HBM growth potential and the Blackwell Ultra effect, while maintaining a Buy rating based on solid fundamentals…

Read More “[Research] SK hynix (000660 / SKHY) – Hyundai Motor Securities | HBM Growth Potential · Target P/B Upgraded · Blackwell Ultra Effect / 2025-06-26” »

Brokerage : Daishin Securities Analyst : Kangho Park Investment Rating : BUY (Maintained) Target Price : KRW 180,000 (Maintained) Core Momentum : Despite near-term earnings moderation driven by sharp FX declines, structural global competitiveness continues to strengthen via expanding sales in automotive MLCCs, AI FC-BGA, and next-generation platforms. 📊 1. [Valuation & Key Financial Metrics]…

Read More “[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | FX Impact · Expanding Next-Gen Revenue · Portfolio Diversification / 2025-06-17” »

Brokerage : Daishin Securities Analyst : Kangho Park Investment Rating : BUY (Maintained) Target Price : KRW 180,000 (Maintained) Core Momentum : Expanding product mix across automotive, AI, and industrial MLCCs alongside FC-BGA growth defends baseline profitability and paves the way for operating profit to surpass KRW 1 Trillion in 2026. 📊 1. [Valuation &…

Read More “[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | High-Value Mix Expansion · FC-BGA Expansion · 2026 Earnings Turnaround / 2025-06-17” »