Category: RESEARCH

Market: KOSPI (000660) Brokerage : SK Securities Analyst : Dong-hee Han Investment Rating : BUY (Maintained) Target Price : KRW 340,000 (Maintained) Core Momentum : Expanding HBM earnings contribution driven by 8-high HBM3e recognition, sustained price-driven upcycle through disciplined shipments, and compelling oversold valuation 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities…

Read More “[Research] SK hynix (000660 / SKHY) – SK Securities | Rising HBM Contribution · Price-Driven Cycle · Oversold Valuation / 2024-07-29” »

Market: KOSPI (000660) Brokerage : IBK Securities Analyst : Woon-ho Kim Investment Rating : BUY (Maintained) Target Price : KRW 300,000 (Maintained) Core Momentum : Expanding operational differentiation in Bit Growth and ASP, with surging 2H profit growth (3Q24 OP projected at KRW 8.17T) driven by HBM mix improvements and Solidigm fab normalization 📊 1….

Read More “[Research] SK hynix (000660 / SKHY) – IBK Securities | Strong 2Q24 Results · 3Q24 Profit Surge Forecast · BUY Maintained / 2024-07-26” »

Market: KOSPI (000660) Brokerage : Kiwoom Securities Analyst : Yu-ak Park Investment Rating : Marketperform (Maintain) Target Price : KRW 200,000 Core Momentum : Elevated market expectations pose burden as DRAM Blended ASP trailed industry averages in 2Q24, reducing HBM mix premium effects alongside expected shipment slowdowns in 3Q24 📊 1. [Valuation & Key Financial…

Read More “[Research] SK hynix (000660 / SKHY) – Kiwoom Securities | 2Q24 Earnings In Line · 3Q24 Consensus Miss Forecast · Marketperform Rating Maintained / 2024-07-26” »

Market: KOSPI (000660) Brokerage : iM Hi Investment & Securities Analyst : Myung-sub Song (IT RA Woo-sung Son) Investment Rating : Hold (Maintained) Target Price : KRW 217,000 (Downgraded) Core Momentum : Downward revision of earnings forecasts and target price reflecting potential OECD leading indicator downturns, looming HBM oversupply risks from competitor entry, and set…

Read More “[Research] SK hynix (000660 / SKHY) – iM Hi Investment & Securities | Macro & HBM Supply Deceleration Fears · Forecast Cuts · HOLD Rating Maintained / 2024-07-26” »

Market: KOSPI (000660) Brokerage : Eugene Investment & Securities Analyst : Seung-woo Lee Investment Rating : BUY (Maintained) Target Price : KRW 240,000 (Upgraded) Core Momentum : Sustained earnings growth through 1H25 and compelling valuation entry levels, outweighing macroeconomic uncertainties and momentum peak-out concerns 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities…

Read More “[Research] SK hynix (000660 / SKHY) – Eugene Investment & Securities | Solid Earnings Expansion · Momentum Check · Target Price Upgraded / 2024-07-26” »

Market: KOSPI (000660) Brokerage : Shinhan Securities Analyst : Hyoung-tae Kim Investment Rating : BUY (Maintained) Target Price : KRW 310,000 (Maintained) Core Momentum : Sustained 2H competitive outperformance driven by conventional server DRAM replacement cycles, surging high-capacity eSSD demand, and secured long-term agreements despite sector-wide multiple adjustments 📊 1. [Valuation & Key Financial Metrics]…

Read More “[Research] SK hynix (000660 / SKHY) – Shinhan Securities | 2H Competitive Edge · AI Server-Led Growth · Target Price Maintained / 2024-07-26” »

Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Seok-hwan Shin Investment Rating : BUY (Maintained) Target Price : KRW 265,000 (Maintained) Core Momentum : Record-breaking quarterly revenue driven by premium product mix (HBM/eSSD) and memory price recovery, with 4Q24 12-high HBM3E commercialization setting the stage for 2025 earnings level-up 📊 1. [Valuation & Key…

Read More “[Research] SK hynix (000660 / SKHY) – Daishin Securities | Record Revenue · 12-High HBM3E Acceleration · BUY Maintained / 2024-07-26” »

Market: KOSPI (000660) Brokerage : Hanwha Investment & Securities Analyst : Kwang-jin Kim (RA Yeong-ju Choi) Investment Rating : BUY (Maintained) Target Price : KRW 280,000 (Maintained) Core Momentum : Sustained high-quality earnings expansion driven by monopolistic pricing power in HBM3E and accelerating 2H profit growth, outweighing near-term sentiment dips from elevated market expectations 📊…

Read More “[Research] SK hynix (000660 / SKHY) – Hanwha Investment & Securities | High Quality Earnings · HBM3E Premium Monopoly · BUY Maintained / 2024-07-26” »

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rok-ho Kim (RA Young-kyu Kim) Investment Rating : BUY (Maintained) Target Price : KRW 280,000 (Maintained) Core Momentum : Differentiated Blended ASP defense driven by maximizing 8-high HBM3E volumes and commencing 12-high shipments, creating attractive valuation appeal despite memory pricing adjustments 📊 1. [Valuation & Key…

Read More “[Research] SK hynix (000660 / SKHY) – Hana Securities | High Base in 2Q24 · HBM Verification · Undervalued Territory / 2024-07-26” »