Category: RESEARCH

Market: KOSPI (000660) Brokerage : Eugene Investment & Securities Analyst : Seung-woo Lee Investment Rating : BUY (Maintained) Target Price : KRW 260,000 (Raised) Core Momentum : Despite near-term earnings deceleration in 1Q25 driven by legacy memory inventory digestion, the target price is raised to KRW 260,000 by restoring the target P/B multiple to 2.0x,…

Read More “[Research] SK hynix (000660 / SKHY) – Eugene Investment & Securities | Near-Term Slowdown · Solid HBM Dominance · Target Price Raised / 2025-01-24” »

Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Seok-hwan Shin Investment Rating : BUY (Maintained) Target Price : KRW 265,000 (Raised) Core Momentum : Following record 4Q24 earnings, earnings growth is projected to resume in 2Q25 after a seasonal 1Q pause, supported by rising high-density memory content and expanded 12-high HBM3E shipments. 📊 1….

Read More “[Research] SK hynix (000660 / SKHY) – Daishin Securities | High-End Competitiveness · 2Q Growth Resumption · Target Price Raised / 2025-01-24” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim, Jaeho Kim Investment Rating : BUY (Maintained) Target Price : KRW 277,000 (Raised) Core Momentum : Driven by an upward revision of 2025 operating profit forecasts to KRW 34.8 trillion, expanded revenue share in HBM and eSSD, and contract stability, the target price…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset Securities | Expanded HBM/eSSD Share · Earnings Upgrades · Target Price Raised / 2025-01-24” »

Market: KOSPI (000660) Brokerage : Hanwha Investment & Securities Analyst : Kwangjin Kim Investment Rating : Buy (Maintained) Target Price : KRW 280,000 (Raised) Core Momentum : Despite persistent softness in legacy consumer applications, the target price is raised to KRW 280,000 by increasing the target P/B multiple to 2.2x, driven by robust AI server…

Read More “[Research] SK hynix (000660 / SKHY) – Hanwha Investment & Securities | HBM Leadership Premium · Robust AI Server Demand · Target Price Raised / 2025-01-24” »

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rok-ho Kim, Young-gyu Kim Investment Rating : BUY (Maintained) Target Price : KRW 290,000 (Raised) Core Momentum : While full-year 2025 operating profit forecasts are trimmed by 11% due to NAND weakness, the target price is raised to KRW 290,000 on multiple expansion driven by resilient…

Read More “[Research] SK hynix (000660 / SKHY) – Hana Securities | Resilient HBM · Early Commodity Stabilization · Target Price Raised / 2025-01-24” »

Market: KOSPI (000660) Brokerage : Kyobo Securities Analyst : Bo-young Choi Investment Rating : Buy (Maintained) Target Price : KRW 260,000 (Maintained) Core Momentum : Following record 4Q24 earnings, the company is poised for sequential quarterly improvements after a temporary pause in 1Q25, underpinned by solid HBM leadership and expanded DDR5/HBM product mix. 📊 1….

Read More “[Research] SK hynix (000660 / SKHY) – Kyobo Securities | Record 4Q Results · Solid HBM Dominance · 1Q Pause Before Rebound / 2025-01-24” »

Market: KOSPI (000660) Brokerage : Yuanta Securities Analyst : Gil-hyun Baek, Hyun-ju Park Investment Rating : BUY (Maintained) Target Price : KRW 260,000 (Maintained) Core Momentum : Supported by solid 4Q24 results and resilient demand for high-density memory, medium-to-long term growth momentum remains intact as next-year HBM supply and server ASIC customer visibility expand through…

Read More “[Research] SK hynix (000660 / SKHY) – Yuanta Securities | High-Density Demand · HBM Customer Diversification · Growth Momentum / 2025-01-24” »

Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Surim Lee, Jinyoung Kim Investment Rating : BUY (Maintained) Target Price : KRW 290,000 (Maintained) Core Momentum : Following strong 4Q24 results, 2025 HBM revenue is projected to surge over 100% YoY to drive 45% of DRAM revenue and 48% of operating profit, establishing…

Read More “[Research] SK hynix (000660 / SKHY) – DS Investment & Securities | HBM Hard-Carry · Structural Transformation · 2025 OP KRW 34T Outlook / 2025-01-23” »

Market: KOSPI (000660) Brokerage : Shinhan Securities Analyst : Hyungtae Kim, Hyunseok Yeo Investment Rating : BUY (Maintained) Target Price : KRW 290,000 (Maintained) Core Momentum : Despite consumer set softness, expanding high-value server demand and 12-high HBM3E leadership drive superior earnings differentiation, setting the stage for a quarterly trough in 1Q and accelerated growth…

Read More “[Research] SK hynix (000660 / SKHY) – Shinhan Securities | Sustained Tech Leadership · HBM Bellwether · 2Q Rebound Acceleration / 2025-01-20” »

Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Surim Lee, Jinyoung Kim Investment Rating : BUY (Maintained) Target Price : KRW 290,000 (Maintained) Core Momentum : Supported by expected in-line 4Q24 results, earnings stability and valuation upside will strengthen as HBM revenue share reaches 44% of DRAM in 2025 alongside entry into…

Read More “[Research] SK hynix (000660 / SKHY) – DS Investment & Securities | In-line 4Q24 Outlook · Custom HBM Entry · Target Price Maintained / 2025-01-10” »