Category: RESEARCH

Market: KOSPI (000660) Brokerage : Shinhan Securities Analyst : Hyungtae Kim (Hyesu Song) Investment Rating : BUY (Maintain) Target Price : KRW 2,700,000 (Lowered) Core Momentum : Ultra-low DRAM and NAND inventories are expected to sustain memory supply shortages through 2027, while stronger server DRAM and high-capacity eSSD demand supports renewed pricing momentum and a…

Read More “[Research] SK hynix (000660 / SKHY) – Shinhan | Ultra-Low Inventory · Supply Shortage · Earnings Rebound / 2026-07-30” »

Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Hyeongkeun Ryu Investment Rating : BUY (Maintain) Target Price : KRW 3,200,000 (Lowered, applying Target P/B 4.3x) Core Momentum : Constrained DRAM production growth is expected to enforce supply discipline and sustain earnings expansion through 2027, while multi-year LTAs strengthen long-term customer partnerships and rising FCF…

Read More “[Research] SK hynix (000660 / SKHY) – Daishin | Supply Discipline · LTA · Shareholder Returns / 2026-07-30” »

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rokho Kim Investment Rating : BUY (Maintain) Target Price : KRW 3,600,000 (Maintain) Core Momentum : Full-scale HBM4 shipments are expected to lift blended ASP and drive strong Q3 earnings growth, while expanded LTAs secure mid-to-long-term earnings visibility and reinforce valuation appeal. 📊 1. [Valuation &…

Read More “[Research] SK hynix (000660 / SKHY) – Hana | HBM4 · LTA · Valuation Appeal / 2026-07-30” »

Market: KOSPI (000660) Brokerage : Hanwha Investment & Securities Analyst : Junyoung Park (Nawoo Kim) Investment Rating : Buy (Maintain) Target Price : KRW 3,150,000 (Lowered) Core Momentum : Expanding LTAs are expected to raise the earnings floor through contractual demand and risk-sharing mechanisms, while improving capacity planning and reducing the frequency and severity of…

Read More “[Research] SK hynix (000660 / SKHY) – Hanwha | LTA · Earnings Floor · Cycle Stability / 2026-07-30” »

Market: KOSPI (000660) Brokerage : Kyobo Securities Analyst : Boyoung Choi Investment Rating : Buy (Maintain) Target Price : KRW 4,000,000 (Maintain) Core Momentum : Expanded HBM4 and 1c-node product shipments are expected to improve both volume and product mix and sustain second-half earnings growth, while LTAs with key clients secure mid-to-long-term demand visibility. 📊…

Read More “[Research] SK hynix (000660 / SKHY) – Kyobo | HBM4 · Product Mix · LTA / 2026-07-30” »

Brokerage : DS Investment & Securities Analyst : Surim Lee Investment Rating : BUY (Maintained) Target Price : KRW 530,000 (Maintained) Core Momentum : Extended medium-to-long term earnings visibility backed by HBM4 competitiveness, persistent memory supply shortages, and long-term agreements (LTAs) covering 60–70% of total capacity 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Read More “[Research] Samsung Electronics (005930) – DS Investment & Securities | DRAM ASP · LTA Visibility · Profit Growth / 2026-07-30” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintain) Target Price : KRW 2,800,000 (Lowered) Core Momentum : Sustained memory pricing strength and AI infrastructure demand are expected to support structurally higher ROE, while substantial net cash accumulation creates significant capacity for shareholder returns and reinforces valuation…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | ROE Expansion · Net Cash · Shareholder Returns / 2026-07-29” »

Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Surim Lee Investment Rating : BUY (Maintain) Target Price : KRW 3,100,000 (Maintain) Core Momentum : A higher commodity DRAM production mix is expected to sustain resilient ASPs in the second half, supporting sequential quarterly operating profit growth through 4Q27 amid an absence of…

Read More “[Research] SK hynix (000660 / SKHY) – DS Investment | Commodity DRAM · ASP Resilience · Earnings Growth / 2026-07-29” »

Brokerage : Mirae Asset Securities Analyst : Young-gun Kim Investment Rating : BUY (Maintained) Target Price : KRW 370,000 (Downgraded) Core Momentum : Compelling shareholder return yields and structural valuation discount backed by solid fundamentals and massive FCF generation starting in 2027 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities & Business…

Read More “[Research] Samsung Electronics (005930) – Mirae Asset Securities | Shareholder Return · FCF Expansion · Valuation Discount / 2026-07-29” »

Brokerage : Hana Securities Analyst : Kim Min-kyung (minkyung.kim@hanafn.com) Investment Rating : BUY (Maintained) Target Price : KRW 3,000,000 (Maintained) Core Momentum : Prolonged structural supply deficit driven by the absence of major MLCC capacity expansions amid surging AI server demand and steep technical hurdles in large-area, multi-layer FCBGA substrates 📊 1. [Valuation & Key…

Read More “[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI Server Demand · Supply Deficit · FCBGA Technical Bottleneck / 2026-07-20” »