Category: RESEARCH

Brokerage : Daishin Securities Analyst : Kangho Park Investment Rating : BUY (Maintained) Target Price : KRW 180,000 (Maintained) Core Momentum : Expanding automotive MLCC shipments to Chinese EV makers and increasing AI exposure in FC-BGA reduce earnings volatility and drive qualitative structural upgrades. 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities…

Read More “[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | Automotive MLCC Mix · FC-BGA Expansion · Next-Gen Growth / 2025-04-29” »

Market: KOSPI (000660) Brokerage : Kiwoom Securities Analyst : Yu-yak Park Investment Rating : BUY (Maintain) Target Price : KRW 260,000 Core Momentum : 2Q25 operating profit is projected to exceed market consensus driven by the expansion of HBM3e 12hi shipments and rising conventional memory prices, leading short-term earnings beats to drive stock price rebounds….

Read More “[Research] SK hynix (000660 / SKHY) – Kiwoom Securities | 2Q25 Operating Profit Forecast of KRW 9.1 Trillion · Expansion of HBM3e 12hi · Short-Term Buy Valid / 2025-04-28” »

Market: KOSPI (000660) Brokerage : IBK Securities Analyst : Un-ho Kim Investment Rating : BUY (Maintained) Target Price : KRW 300,000 (Maintained) Core Momentum : Differentiated profitability is expected to persist driven by high-end market growth and expanding HBM demand across AI inference and ASIC workloads. 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Read More “[Research] SK hynix (000660 / SKHY) – IBK Securities | High-End Market Growth · HBM Demand Broadening · Profitability Differentiation / 2025-04-25” »

Market: KOSPI (000660) Brokerage : iM Securities Analyst : Myung-sub Song, Woo-sung Son Investment Rating : Hold (Maintain) Target Price : KRW 200,000 (Lowered) Core Momentum : Despite strong 1Q results and a 2Q operating profit forecast of KRW 8.9 trillion, the target price is lowered and a Hold rating maintained due to risks of…

Read More “[Research] SK hynix (000660 / SKHY) – iM Securities | Legacy DRAM Weakness Risk · HBM Growth Deceleration · Target Price Lowered / 2025-04-25” »

Market: KOSPI (000660) Brokerage : Shinhan Securities Analyst : Hyungtae Kim, Hyunseok Yeo Investment Rating : BUY (Maintained) Target Price : KRW 320,000 (Maintained) Core Momentum : Operating profit outperformance is expected to continue into 2Q25 reaching a record high, driven by HBM approaching 45% of DRAM revenue, distributor re-stocking, and favorable supplier-driven supply-demand dynamics….

Read More “[Research] SK hynix (000660 / SKHY) – Shinhan Securities | HBM Share Expansion · Supplier-Led Market · Earnings Outperformance / 2025-04-25” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim, Jaeho Kim Investment Rating : BUY (Maintained) Target Price : KRW 244,000 (Lowered) Core Momentum : Reflecting downward revisions to 2025 operating profit forecasts, potential competitor entry in 2H, and external uncertainties including tariffs, the target multiple is lowered, calling for a flexible…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset Securities | Target Price Lowered · Macro Uncertainties · HBM4 Mass Production / 2025-04-25” »

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rok-ho Kim, Young-gyu Kim Investment Rating : BUY (Maintained) Target Price : KRW 290,000 (Maintained) Core Momentum : Full-year 2025 operating profit estimates are revised upward driven by robust HBM demand and strong DRAM profitability improvements, offsetting conservative assumptions for the NAND segment. 📊 1. [Valuation…

Read More “[Research] SK hynix (000660 / SKHY) – Hana Securities | DRAM Profitability · Resilient HBM Demand · 2025 OP Upgraded / 2025-04-25” »

Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Surim Lee, Jinyoung Kim Investment Rating : BUY (Maintain) Target Price : KRW 290,000 (Maintain) Core Momentum : Annual operating profit estimates for 2025 are revised upward based on a faster-than-expected recovery in DRAM market conditions and product mix improvements driven by HBM3e 12-high…

Read More “[Research] SK hynix (000660 / SKHY) – DS Investment & Securities | DRAM Recovery · HBM3e Mix Improvement · Earnings Visibility / 2025-04-25” »

Market: KOSPI (000660) Brokerage : Hanwha Investment & Securities Analyst : Kwangjin Kim Investment Rating : Buy (Maintained) Target Price : KRW 290,000 (Maintained) Core Momentum : Despite traditional seasonal off-peak effects, robust shipments of HBM3E and product mix improvements from 12-high sales expansion are driving continued earnings differentiation. 📊 1. [Valuation & Key Financial…

Read More “[Research] SK hynix (000660 / SKHY) – Hanwha Investment & Securities | HBM Profitability · 12-High Expansion · Earnings Differentiation / 2025-04-25” »

Market: KOSPI (000660) Brokerage : Yuanta Securities Analyst : Gil-hyun Baek, Hyun-ju Park Investment Rating : BUY (Maintain) Target Price : KRW 260,000 (Maintain) Core Momentum : Driven by solid demand for high-value products and expanding shipments of HBM3e 12-high, 1H25 operating profit is projected to reach KRW 16 trillion, following 1Q25 operating profit beating…

Read More “[Research] SK hynix (000660 / SKHY) – Yuanta Securities | HBM3E 12-High · Earnings Growth · US Tariffs / 2025-04-25” »