Category: RESEARCH

Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Surim Lee, Jinyoung Kim Investment Rating : BUY (Maintained) Target Price : KRW 290,000 (Maintained) Core Momentum : Full-year 2025 operating profit forecasts are revised upward based on earlier-than-expected DDR5 price rebounds in 2Q and the stability of a high-performance memory portfolio highlighted by…

Read More “[Research] SK hynix (000660 / SKHY) – DS Investment & Securities | High-Performance Portfolio · Memory Price Rebound · Earnings Upgraded / 2025-04-15” »

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 forecasts are revised upward by 7% to KRW 36.2 trillion based on higher memory price assumptions from 2Q onward, maintaining a Buy rating on…

Read More “[Research] SK hynix (000660 / SKHY) – Hana Securities | DRAM Profitability · 2025 OP Upgraded · Supply Constraints / 2025-04-10” »

Market: KOSPI (000660) Brokerage : Kiwoom Securities Analyst : Yu-ak Pak Investment Rating : BUY (Maintain) Target Price : KRW 260,000 (Maintained) Core Momentum : Operating profits for 1Q and 2Q are projected to beat previous market expectations, driven by the expanding sales proportion of high-value HBM3e 12-high and a cyclical rebound in commodity memory….

Read More “[Research] SK hynix (000660 / SKHY) – Kiwoom Securities | 12-High Ramp-up · Commodity Recovery · Short-Term Buy Opportunity / 2025-04-08” »

Market: KOSPI (000660) Brokerage : SK Securities Analyst : Dong-hee Han Investment Rating : BUY (Maintain) Target Price : KRW 300,000 (Maintain) Core Momentum : Driven by established HBM competitiveness amid ongoing AI infrastructure investments and expanding leading-edge market dominance via M15X, earnings are projected to pass their trough in 2Q and sustain structural outperformance….

Read More “[Research] SK hynix (000660 / SKHY) – SK Securities | HBM Leadership · 2Q Bottoming Out · M15X Dominance / 2025-04-04” »

Market: KOSPI (000660) Brokerage : Shinhan Securities Analyst : Hyungtae Kim, Hyunseok Yeo Investment Rating : BUY (Maintained) Target Price : KRW 320,000 (Raised) Core Momentum : Following an earnings trough in 1Q, full-year financial estimates and the target price are raised based on full-scale memory price rebounds starting in 2Q, supported by distributor restocking…

Read More “[Research] SK hynix (000660 / SKHY) – Shinhan Securities | High-Value Product Leadership · 2Q Price Rebound · Target Price Raised / 2025-04-03” »

Brokerage : iM Securities Analyst : Euiyoung Ko Investment Rating : Buy (Maintained) Target Price : KRW 180,000 (Maintained) Core Momentum : Surging demand for high-capacity, ultra-small MLCCs driven by the proliferation of autonomous Navigate On Autopilot (NOA) in EVs and expanding automotive market share accelerate multi-year structural earnings expansion. 📊 1. [Valuation & Key…

Read More “[Research] Samsung Electro-Mechanics (009150) – iM Securities | Automotive MLCC High Growth · Autonomous NOA Tailwinds · Portfolio Upgrades / 2025-04-02” »

Market: KOSPI (000660) Brokerage : Hanwha Investment & Securities Analyst : Kwangjin Kim Investment Rating : Buy (Maintained) Target Price : KRW 290,000 (Raised) Core Momentum : Full-year 2025 operating profit forecasts are revised upward to KRW 30.8 trillion, driven by a faster-than-expected recovery in legacy DRAM demand backed by low-cost AI model development and…

Read More “[Research] SK hynix (000660 / SKHY) – Hanwha Investment & Securities | Faster Legacy Recovery · 2025 OP Upgraded · Target Price Raised / 2025-03-12” »

Brokerage : Daishin Securities Analyst : Kang-ho Park Investment Rating : BUY (Maintained) Target Price : KRW 180,000 (Maintained) Core Momentum : Driving profitability through higher MLCC utilization and premium product mix, alongside sustained growth from AI-focused FC-BGA expansion and next-generation glass substrate initiatives. 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities…

Read More “[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | MLCC Mix · FC-BGA · Glass Substrate / 2025-03-11” »

Market: KOSPI (000660) Brokerage : iM Securities Analyst : Myung-sub Song Investment Rating : Hold (Maintain) Target Price : KRW 200,000 (Maintained) Core Momentum : While full-year 2025 operating profit forecasts are revised upward due to relative earnings resilience versus peers, the stock is expected to trade within a range of KRW 180,000–240,000 until leading…

Read More “[Research] SK hynix (000660 / SKHY) – iM Securities | Downcycle Earnings Defense · Range-Bound Share Price · Hold Rating / 2025-02-28” »

Brokerage : SK Securities Analyst : Hyung-woo Park, Min-gyu Kwon Investment Rating : BUY (Maintained) Target Price : KRW 187,000 (Raised) Core Momentum : Expanding earnings growth driven by rising demand for high-capacitance specialty MLCCs and advanced packaging solutions across AI infrastructure and autonomous driving applications. 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Read More “[Research] Samsung Electro-Mechanics (009150) – SK Securities | AI & Autonomous Driving · MLCC Utilization · CAPEX Expansion / 2025-02-07” »