Category: RESEARCH

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Young-gun Kim Investment Rating : BUY (Maintained) Target Price : KRW 220,000 (Upgraded) Core Momentum : Substantial upgrades to 2024/2025 operating profit forecasts driven by conventional DRAM supply tightness from HBM capacity absorption, alongside Solidigm’s surging AI-driven E-SSD demand 📊 1. [Valuation & Key Financial…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset Securities | Solidigm Prodigal Turnaround · 2024/2025 Profit Upgrades · Target Price Raised / 2024-04-26” »

Market: KOSPI (000660) Brokerage : Eugene Investment & Securities Analyst : Seung-woo Lee Investment Rating : BUY (Maintained) Target Price : KRW 220,000 (Upgraded) Core Momentum : 1Q24 beat driven by steep ASP gains and NAND turnaround, with 2024 operating profit raised to KRW 18.5T supported by big tech CapEx and solid HBM order backlogs…

Read More “[Research] SK hynix (000660 / SKHY) – Eugene Investment & Securities | High Bandwidth Recovery · 2024 OP Raised to KRW 18.5T · Target Price Raised / 2024-04-26” »

Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Seok-hwan Shin Investment Rating : BUY (Maintained) Target Price : KRW 230,000 (Upgraded, +5%) Core Momentum : 1Q24 earnings surprise and NAND return to profitability, expanding DRAM operating margins driven by 2Q24 8Hi HBM3E volume recognition, and QLC-based high-capacity eSSD demand growth 📊 1. [Valuation &…

Read More “[Research] SK hynix (000660 / SKHY) – Daishin Securities | Dual DRAM & NAND Expansion · 2Q24 8Hi HBM3E Ramp · Target Price Raised / 2024-04-26” »

Market: KOSPI (000660) Brokerage : Hanwha Investment & Securities Analyst : Kwang-jin Kim (RA Yeong-ju Choi) Investment Rating : BUY (Maintained) Target Price : KRW 210,000 (Upgraded) Core Momentum : 1Q24 earnings surprise and NAND turnaround driven by steep ASP gains, strategic custom HBM (HBM4) via TSMC base die alliance, and revaluation of Solidigm’s QLC…

Read More “[Research] SK hynix (000660 / SKHY) – Hanwha Investment & Securities | 1Q24 Earnings Beat · Custom HBM & QLC eSSD Moat · Target Price Raised / 2024-04-26” »

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rok-ho Kim (RA Young-kyu Kim) Investment Rating : BUY (Maintained) Target Price : KRW 240,000 (Maintained) Core Momentum : 1Q24 beat driven by inventory valuation reversals, 2Q24 DRAM Blended ASP expansion via HBM 3E recognition, sustained 2H tight supply-demand, and preemptive M15X fab investment 📊 1….

Read More “[Research] SK hynix (000660 / SKHY) – Hana Securities | Steep Earnings Improvement · 2Q24 HBM 3E Revenue Recognition · BUY Maintained / 2024-04-26” »

Market: KOSPI (000660) Brokerage : Kyobo Securities Analyst : Bo-young Choi Investment Rating : BUY (Maintained) Target Price : KRW 220,000 (Upgraded) Core Momentum : 1Q24 operating profit of KRW 2.89T significantly beat market consensus (KRW 2.1T), supported by a solid turnaround in the NAND division and expanding shipments of HBM3 and eSSD on improving…

Read More “[Research] SK hynix (000660 / SKHY) – Kyobo Securities | 1Q24 Consensus Beat · NAND Turnaround · Target Price Upgraded / 2024-04-26” »

Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Soo-rim Lee Investment Rating : BUY (Maintained) Target Price : KRW 230,000 (Upgraded) Core Momentum : 1Q24 earnings surprise driven by an earlier-than-expected NAND turnaround, robust QLC eSSD sales, industry-wide HBM capacity prioritization limiting commodity supply, and upward annual earnings revisions 📊 1. [Valuation…

Read More “[Research] SK hynix (000660 / SKHY) – DS Investment & Securities | NAND Turnaround Surprise · 2024/2025 Profit Upgrades · Target Price Raised / 2024-04-26” »

Market: KOSPI (000660) Brokerage : Hyundai Motor Securities Analyst : Greg Noh (RA Dong-uk Youn) Investment Rating : BUY (Maintained) Target Price : KRW 210,000 (Maintained) Core Momentum : 1Q24 earnings surprise driven by premium ASP gains and inventory reversals, enhanced market dominance via TSMC packaging MOU for HBM4, and upward revisions for 2Q24/annual earnings…

Read More “[Research] SK hynix (000660 / SKHY) – Hyundai Motor Securities | TSMC Packaging Alliance · 1Q24 Earnings Surprise · BUY Rating Maintained / 2024-04-26” »

Market: KOSPI (000660) Brokerage : IBK Securities Analyst : Un-ho Kim Investment Rating : BUY (Maintained) Target Price : KRW 200,000 (Maintained) Core Momentum : Expanding presence in AI servers along with differentiated Bit Growth and rising ASPs across DRAM and NAND is expected to drive continuous operating profit growth throughout 2024. 📊 1. [Valuation…

Read More “[Research] SK hynix (000660 / SKHY) – IBK Securities | AI Server Demand · ASP Growth · Earnings Expansion / 2024-04-26” »

Brokerage : Hana Securities Analyst : Rok-ho Kim, Young-gyu Kim Investment Rating : BUY (Maintained) Target Price : KRW 200,000 (Raised) Core Momentum : Resilient automotive demand and high-value MLCC mix improvement driven by generative AI servers and data centers are projected to drive upward revisions in earnings forecasts. 📊 1. [Valuation & Key Financial…

Read More “[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI MLCC Mix · Automotive Resilience · Earnings Upward Revision / 2024-04-22” »