Category: RESEARCH

Market: KOSPI (000660) Brokerage : Hanwha Investment & Securities Analyst : Kwang-jin Kim (RA Yeong-ju Choi) Investment Rating : BUY (Maintained) Target Price : KRW 260,000 (Downgraded) Core Momentum : Continued HBM3E 12-high market leadership and early HBM4 readiness providing downside earnings defense and valuation support despite traditional demand headwinds 📊 1. [Valuation & Key…

Read More “[Research] SK hynix (000660 / SKHY) – Hanwha Investment & Securities | Demand Slowdown · HBM Dominance · Target Price Cut / 2024-10-25” »

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rok-ho Kim (RA Kyung-kyu Kim) Investment Rating : BUY (Maintained) Target Price : KRW 240,000 (Upgraded) Core Momentum : Overcoming memory peak-out concerns through premium mix expansion in HBM and eSSD, driving continuous Blended ASP outperformance despite sluggish PC and smartphone demand 📊 1. [Valuation &…

Read More “[Research] SK hynix (000660 / SKHY) – Hana Securities | AI Beneficiary Differentiation · Peak-Out Overcome · Target Price Upgrade / 2024-10-25” »

Market: KOSPI (000660) Brokerage : Kyobo Securities Analyst : Bo-young Choi Investment Rating : BUY (Maintained) Target Price : KRW 260,000 (Upgraded) Core Momentum : Sustained high profitability powered by expanding revenue contribution from AI-driven premium products (HBM3E and eSSD) and disciplined 2025 CapEx management 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market…

Read More “[Research] SK hynix (000660 / SKHY) – Kyobo Securities | Premium Mix Expansion · CapEx Discipline · Target Price Upgrade / 2024-10-25” »

Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Soo-rim Lee (RA Jin-hyung Kim) Investment Rating : BUY (Maintained) Target Price : KRW 290,000 (Maintained) Core Momentum : Strong profitability defense and premium product mix shift driven by surging AI server demand for HBM and eSSD, offsetting conventional memory demand headwinds 📊 1….

Read More “[Research] SK hynix (000660 / SKHY) – DS Investment & Securities | HBM Outperformance · Product Mix Enhancement · Profitability Defense / 2024-10-25” »

Market: KOSPI (000660) Brokerage : Hyundai Motor Securities Analyst : Keun-chang Roh (RA Dong-wook Youn) Investment Rating : BUY (Maintained) Target Price : KRW 265,000 (Maintained) Core Momentum : Unabated AI data center infrastructure demand and surging HBM3E shipments driving continuous Blended ASP expansion, effectively countering conventional memory down-cycle concerns 📊 1. [Valuation & Key…

Read More “[Research] SK hynix (000660 / SKHY) – Hyundai Motor Securities | AI Infrastructure Demand · HBM3E Shipment Growth · Blended ASP Expansion / 2024-10-25” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Young-gun Kim (Jae-ho Kim) Investment Rating : BUY (Maintained) Target Price : KRW 270,000 (Upgraded) Core Momentum : Expanding AI revenue contribution across HBM and eSSD, enabling flexible operational discipline, conservative CapEx management, and accelerated balance sheet deleveraging 📊 1. [Valuation & Key Financial Metrics]…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset Securities | Expanding AI Exposure · Operational Stability · Target Price Upgrade / 2024-10-24” »

Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Seok-hwan Shin Investment Rating : BUY (Maintained) Target Price : KRW 265,000 (Maintained) Core Momentum : Sustained earnings growth and structural profitability differentiation driven by monopolistic leadership in 8-high and 12-high HBM3E and high-value product mix expansion, countering legacy pricing headwinds 📊 1. [Valuation & Key…

Read More “[Research] SK hynix (000660 / SKHY) – Daishin Securities | HBM Leadership Reaffirmed · Premium Mix Expansion · Sustained Earnings Growth / 2024-10-17” »

Brokerage : Mirae Asset Securities Analyst : Jun-seo Park Investment Rating : BUY (Maintained) Target Price : KRW 200,000 (Maintained) Core Momentum : Set for a powerful earnings turnaround in 2025 following 2024 inventory stabilization, driven by a surge in MLCC capacitance per device from On-Device AI smartphones and robust high-value AI Power industrial demand….

Read More “[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | On-Device AI MLCC Surge · AI Power MLCC · P/B Valuation Floor / 2024-10-08” »

Market: KOSPI (000660) Brokerage : SK Securities Analyst : Dong-hee Han (R.A Jemin Park) Investment Rating : BUY (Maintained) Target Price : KRW 300,000 (Downgraded) Core Momentum : Sustained 2H earnings growth cycle powered by expanding shipments of 8-high HBM3e, e-SSD mix enhancements, and elevated underlying profitability despite macroeconomic estimate revisions 📊 1. [Valuation &…

Read More “[Research] SK hynix (000660 / SKHY) – SK Securities | Ongoing Earnings Growth Cycle · HBM3e Expansion · Target Price Cut / 2024-10-04” »

Market: KOSPI (000660) Brokerage : Shinhan Securities Analyst : Hyoung-tae Kim (Associate Hyun-suk Yeo) Investment Rating : BUY (Maintained) Target Price : KRW 290,000 (Downgraded) Core Momentum : Sustained profitability outperformance and HBM leadership driven by strong AI server Capex and 12-high HBM3E first-mover advantage, mitigating legacy mobile/PC demand deceleration 📊 1. [Valuation & Key…

Read More “[Research] SK hynix (000660 / SKHY) – Shinhan Securities | Solid Server Demand · HBM Competitive Lead · Target Price Cut / 2024-10-02” »