Category: RESEARCH

Market: KOSPI (000660) Brokerage : Kyobo Securities Analyst : Bo-young Choi Investment Rating : BUY (Maintained) Target Price : KRW 220,000 (Maintained) Core Momentum : Record quarterly revenue driven by steep HBM3e-led ASP increases, with tight memory supply-demand dynamics and expanding AI content supporting sustained earnings growth 📊 1. [Valuation & Key Financial Metrics] 🚀…

Read More “[Research] SK hynix (000660 / SKHY) – Kyobo Securities | Record 2Q24 Results · Profit-Oriented Strategy · BUY Rating Maintained / 2024-07-26” »

Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Soo-rim Lee Investment Rating : BUY (Maintained) Target Price : KRW 290,000 (Maintained) Core Momentum : Unchanged earnings growth trajectory driven by strong HBM and eSSD demand, with HBM-induced Capa loss supporting memory price momentum through 1H25 despite near-term market volatility 📊 1. [Valuation…

Read More “[Research] SK hynix (000660 / SKHY) – DS Investment & Securities | Favorable HBM·eSSD Backdrop · Unchanged Earnings Growth · Target Price Maintained / 2024-07-26” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Young-gun Kim (Jae-ho Kim) Investment Rating : BUY (Maintained) Target Price : KRW 260,000 (Upgraded) Core Momentum : Massive earnings estimate upgrades for 2024/2025 driven by stronger-than-expected memory pricing, alongside server replacement cycles and Blackwell/Rubin adoption exacerbating DRAM supply deficits 📊 1. [Valuation & Key…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset Securities | Favorable 2025 Market Setup · Tight DRAM Supply · Target Price Raised / 2024-07-25” »

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rok-ho Kim (RA Young-kyu Kim) Investment Rating : BUY (Maintained) Target Price : KRW 280,000 (Upgraded) Core Momentum : Re-upgraded 2024 and 2025 operating profit forecasts driven by tight supply-demand conditions, memory price increases, 8-high HBM 3E volume expansion, and upcoming 12-high commercial supply 📊 1….

Read More “[Research] SK hynix (000660 / SKHY) – Hana Securities | 2Q24 Consensus Beat Preview · 2024/2025 Earnings Upgraded · Target Price Raised / 2024-07-11” »

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rok-ho Kim (RA Young-kyu Kim) Investment Rating : BUY (Maintained) Target Price : KRW 280,000 (Upgraded) Core Momentum : Re-upgraded 2024 and 2025 operating profit forecasts driven by tight supply-demand conditions, memory price increases, 8-high HBM 3E volume expansion, and upcoming 12-high commercial supply 📊 1….

Read More “[Research] SK hynix (000660 / SKHY) – Hana Securities | 2Q24 Consensus Beat Preview · 2024/2025 Earnings Upgraded · Target Price Raised / 2024-07-11” »

Brokerage : Shinhan Securities Analyst : Kang-ho Oh Investment Rating : BUY (Maintained) Target Price : KRW 210,000 (Maintained) Core Momentum : The proliferation of on-device AI and expanding shipments of high-value industrial components for AI servers and power modules are expected to drive robust earnings recovery in 2024 and accelerated growth in 2025. 📊…

Read More “[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | AI Device Recovery · Industrial Mix · Earnings Expansion / 2024-07-09” »

Brokerage : SK Securities Analyst : Hyoung-woo Park, Min-gyu Kwon Investment Rating : BUY (Maintained) Target Price : KRW 213,000 (Maintained) Core Momentum : Rising MLCC content per box driven by device AI proliferation—even without set shipment growth—alongside H2 capacity utilization nearing 90% is expected to restore supplier pricing power and drive earnings expansion. 📊…

Read More “[Research] Samsung Electro-Mechanics (009150) – SK Securities | AI Device Content Growth · Utilization Ramp-up · Pricing Power / 2024-07-04” »

Brokerage : iM Securities Analyst : Eui-young Koh Investment Rating : BUY (Maintained) Target Price : KRW 200,000 (Maintained) Core Momentum : Surging high-capacitance MLCC demand across AI devices and servers, combined with substrate utilization recovery in AI accelerators, is expected to accelerate structural margin expansion in industrial and automotive segments. 📊 1. [Valuation &…

Read More “[Research] Samsung Electro-Mechanics (009150) – iM Securities | AI & Automotive Mix · Substrate Recovery · Margin Expansion / 2024-07-03” »

Brokerage : Daishin Securities Analyst : Kang-ho Park Investment Rating : BUY (Maintained) Target Price : KRW 200,000 (Maintained) Core Momentum : Rising AI feature adoption across IT devices and the commercial rollout of AI server FC-BGA substrates in H2 2024 are projected to enrich the high-value product mix and accelerate earnings growth. 📊 1….

Read More “[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | AI Device Adoption · FC-BGA Server Expansion · Profitability Improvement / 2024-07-03” »

Brokerage : Mirae Asset Securities Analyst : Jun-seo Park Investment Rating : BUY (Maintained) Target Price : KRW 200,000 (Raised) Core Momentum : Entering the seasonal IT upcycle alongside MLCC utilization reaching 90% in Q3, combined with structural substrate expansion from commercial AI PC launches, is projected to accelerate earnings growth. 📊 1. [Valuation &…

Read More “[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | MLCC Seasonality · AI PC Substrate · Utilization Recovery / 2024-07-03” »