Category: RESEARCH

Brokerage : IBK Securities Analyst : Kim Un-ho (unokim88@ibks.com) Investment Rating : BUY (Maintained) Target Price : KRW 1,750,000 (Raised) Core Momentum : Rapid multi-year earnings expansion through 2028 driven by client-backed massive CAPEX investments and expanding mix of server MLCCs and AI ASIC FC-BGAs 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market…

Read More “[Research] Samsung Electro-Mechanics (009150) – IBK Securities | CAPEX Surge · Foreign Inflows · Target Price Upgrade / 2026-07-16” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintain) Target Price : KRW 4,200,000 (Maintain) Core Momentum : Expanding big-tech order backlogs and persistent memory spot-price strength indicate tight underlying demand, while LTA and HBM capacity allocations are expected to further constrain conventional memory supply and sustain…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | Big Tech Backlogs · Memory Supply Tightness · Earnings Growth / 2026-07-14” »

Market: KOSPI (000660) Brokerage : Hyundai Motor Securities Analyst : Geunhyeong Noh (RA: Gayoung Yoon) Investment Rating : BUY (Maintain) Target Price : KRW 3,300,000 (Maintain) Core Momentum : Long-term agreements are expected to provide greater earnings visibility under the AI-driven supply structure, while an expanding mix of premium products such as HBM4 and LPDDR6…

Read More “[Research] SK hynix (000660 / SKHY) – Hyundai Motor | LTA · Premium Product Mix · Blended ASP / 2026-07-14” »

Brokerage : Yuanta Securities Analyst : Sunyoung Kou (Research Assistant: Seokmin Lim) Investment Rating : BUY (Maintained) Target Price : KRW 2,800,000 (Raised) Core Momentum : Long-term earnings visibility and valuation premium expansion powered by simultaneous up-cycles across MLCC and FC-BGA alongside customer-backed mega CapEx expansions 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Read More “[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | Dual Up-cycle · Large-Scale CapEx · Target Price Upgrade / 2026-07-08” »

Brokerage : IBK Securities (Analyst: Woonho Kim) Investment Rating : Buy (Maintained) Target Price : KRW 460,000 (Upgraded) Core Momentum : Significant upward revisions in earnings forecasts driven by steep DRAM and NAND ASP appreciation and the volume ramp-up of HBM4 expected from 3Q26 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities…

Read More “[Research] Samsung Electronics (005930) – IBK Securities | Memory ASP Surge · HBM4 Ramp-Up · Target Price Upgrade / 2026-07-08” »

Brokerage : iM Securities (Analyst: Myungsub Song) Investment Rating : Buy (Maintained) Target Price : KRW 480,000 (Maintained) Core Momentum : FY26 operating profit forecast revised up to KRW 407.1T driven by steep DRAM and NAND ASP gains and the base effect following the absorption of 1H bonus provisions 📊 1. [Valuation & Key Financial…

Read More “[Research] Samsung Electronics (005930) – iM Securities | Memory ASP Surge · One-Off Cost Relief · Full-Year Profit Upward Revision / 2026-07-08” »

Brokerage : Eugene Investment & Securities (Analyst: Seungwoo Lee) Investment Rating : STRONG BUY (Maintained) Target Price : KRW 560,000 (Maintained) Core Momentum : Continued upward revisions in earnings forecasts through 2027 driven by strong pricing power and tightening commodity DRAM and NAND supply 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities…

Read More “[Research] Samsung Electronics (005930) – Eugene Investment & Securities | Memory Shortage · Pricing Power · Earnings Upward Revision / 2026-07-08” »

Brokerage : Hana Securities Analyst : Rok-ho Kim Investment Rating : BUY (Maintained) Target Price : KRW 480,000 (Maintained) Core Momentum : Ample room for further earnings revisions driven by persistent memory supply shortages, rising LPDDR demand from Nvidia, and upward pricing potential for 2027 HBM contracts 📊 1. [Valuation & Key Financial Metrics] 🚀…

Read More “[Research] Samsung Electronics (005930) – Hana Securities | Memory Supply Shortage · LPDDR Demand · Earnings Revision / 2026-07-08” »

Brokerage : Daishin Securities Analyst : Kangho Park (kangho.park@daishin.com) Investment Rating : BUY (Maintained) Target Price : KRW 2,800,000 (Raised) Core Momentum : Full-scale earnings upward revisions and continuous record profitability driven by worsening supply shortages and price increases across AI server FC BGAs and high-end MLCCs 📊 1. [Valuation & Key Financial Metrics] 🚀…

Read More “[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | Supply Shortage · High-End Mix · Earnings Upward Revisions / 2026-07-07” »

Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Rhyu Hyung-keun Investment Rating : BUY (Maintained) Target Price : KRW 3,900,000 (Upgraded) Core Momentum : The NASDAQ ADR listing is expected to broaden global investor access and reduce the valuation discount, while HBM4 commercialization and stronger memory pricing support earnings upgrades and expanding shareholder return…

Read More “[Research] SK hynix (000660 / SKHY) – Daishin | ADR Listing · HBM4 · Valuation Re-rating / 2026-07-07” »