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Category: Analyst Insights & IR

NAVER (035420) | Target Price Maintained at KRW 300,000, Short-term Margin Pressures Inevitable Due to Expanded Infrastructure and Marketing Investments

NAVER (035420) | Target Price Maintained at KRW 300,000, Short-term Margin Pressures Inevitable Due to Expanded Infrastructure and Marketing Investments

Analyst Insights & IR
SK(034730) Launches 2,100 Trillion KRW Mega-Project, Mobilizing Full AI Infrastructure Value Chain… Accelerating Holding Co. NAV Expansion

SK(034730) Launches 2,100 Trillion KRW Mega-Project, Mobilizing Full AI Infrastructure Value Chain… Accelerating Holding Co. NAV Expansion

Analyst Insights & IR
OCI (456040) Semiconductor Turnaround Gains Momentum; Target Price Raised to 160,000 KRW

OCI (456040) Semiconductor Turnaround Gains Momentum; Target Price Raised to 160,000 KRW

Analyst Insights & IR
HL Mando (204320) Set for a ‘Second Wave’ with Humanoid Thermal Management Solutions… Target Price Raised to 95,000 KRW

HL Mando (204320) Set for a ‘Second Wave’ with Humanoid Thermal Management Solutions… Target Price Raised to 95,000 KRW

Analyst Insights & IR
Seers Technology (458870) Wins FDA Clearance, Sparking Global Expansion and Re-rating Potential

Seers Technology (458870) Wins FDA Clearance, Sparking Global Expansion and Re-rating Potential

Analyst Insights & IR
Hanwha Aerospace (012450) Named Top Defense Pick by Hyundai Motor Securities, Target Price Set at KRW 1.78M

Hanwha Aerospace (012450) Named Top Defense Pick by Hyundai Motor Securities, Target Price Set at KRW 1.78M

Analyst Insights & IR
Samsung Electronics (005930), Maintaining a Target Price of 440,000 KRW Despite Q2 One-off Costs… Focusing on Pure Semiconductor Growth

Samsung Electronics (005930), Maintaining a Target Price of 440,000 KRW Despite Q2 One-off Costs… Focusing on Pure Semiconductor Growth

Analyst Insights & IR
LG Energy Solution (373220) Targets KRW 620K as Explosive ESS Growth Sparks AI Data Center Pivot

LG Energy Solution (373220) Targets KRW 620K as Explosive ESS Growth Sparks AI Data Center Pivot

Analyst Insights & IR
Studio Dragon (253450) (Current Price: 19,760 KRW): Rebounding Through Production Normalization and ‘Infinite IP’ Strategy

Studio Dragon (253450) (Current Price: 19,760 KRW): Rebounding Through Production Normalization and ‘Infinite IP’ Strategy

Analyst Insights & IR
Genisem (217190) (Semiconductor Back-end Equipment Specialist): Capitalizing on the HBM and Advanced Packaging Supercycle

Genisem (217190) (Semiconductor Back-end Equipment Specialist): Capitalizing on the HBM and Advanced Packaging Supercycle

Analyst Insights & IR

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