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Market: KOSPI (000660) Brokerage : Shinhan Investment Corp. Analyst : Kim Hyung-tae, Song Hye-su Investment Rating : BUY (Maintained) Target Price : KRW 4,200,000 (Upgraded) Core Momentum : The upcoming Nasdaq ADR listing is expected to narrow the valuation gap with global peers, while stronger commodity memory pricing and SK hynix’s dominant HBM position support…
![[Research] Samsung Electronics (005930) – Shinhan Securities | Supply-Demand Imbalance · Earnings Forecast Upgrade · Target Price Upgrade / 2026-06-30](https://kstockbriefing.com/wp-content/uploads/2026/08/포맷변환-삼성전자-리서치.jpg)
Brokerage : Shinhan Securities (Analyst: Hyoungtae Kim, Hyesu Song) Investment Rating : Buy (Maintained) Target Price : KRW 590,000 (Upgraded) Core Momentum : Multi-year earnings expansion expected to continue driven by persistent memory supply shortages, upward revisions to 2027 earnings forecasts, and expectations for FCF-based shareholder returns 📊 1. [Valuation & Key Financial Metrics] 🚀…
Brokerage : Kiwoom Securities (Analyst: Yuak Park) Investment Rating : BUY (Maintained) Target Price : KRW 430,000 (Maintained) Core Momentum : Despite near-term earnings moderation from 2Q26 bonus provisions, operating profit is projected to reach KRW 114T in 3Q26 supported by HBM4 and eSSD market momentum 📊 1. [Valuation & Key Financial Metrics] 🚀 2….
Brokerage : Hyundai Motor Securities (Analyst: Greg Noh, RA: Gayoung Yoon) Investment Rating : BUY (Maintained) Target Price : KRW 440,000 (Maintained) Core Momentum : Firm valuation support expected driven by persistent DRAM and NAND supply bottlenecks, enhanced downcycle defensiveness via strengthened LTAs, and memory generating 97% of full-year operating profit 📊 1. [Valuation &…
Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rokho Kim Investment Rating : BUY (Maintained) Target Price : KRW 3,600,000 (Upgraded) Core Momentum : Stronger commodity DRAM pricing in the second half and an improving HBM4-led product mix are expected to drive further earnings upgrades, while long-term supply agreements and the ADR listing support…
Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 4,200,000 (Upgraded) Core Momentum : The SKHY US ADR listing is expected to broaden the global investor base and create potential passive inflows through SOX index inclusion, while stronger 2027 HBM pricing supports further…
Brokerage : Mirae Asset Securities (Analyst: Younggun Kim) Investment Rating : Buy (Maintained) Target Price : KRW 550,000 (Maintained) Core Momentum : Corporate value supported by industry-leading DRAM/NAND wafer capacity securing supply advantages, expansion of LTAs into Greater China, and the necessity of additional treasury share purchases for employee compensation 📊 1. [Valuation & Key…
Brokerage : Daishin Securities (Analyst: Hyungkeun Ryu) Investment Rating : BUY (Maintained) Target Price : KRW 560,000 (Maintained) Core Momentum : Earnings and corporate value expansion driven by accelerating memory price hikes amid limited supply, 2027 HBM-led ASP growth, and enhanced shareholder returns supported by substantial FCF generation 📊 1. [Valuation & Key Financial Metrics]…
Market: KOSPI (000660) Brokerage : Hanwha Investment & Securities Analyst : Jun-young Park / RA : Na-woo Kim Investment Rating : BUY (Maintained) Target Price : KRW 4,300,000 (Upgraded) Core Momentum : LTAs and a growing HBM earnings contribution are expected to reduce historical memory-cycle volatility and strengthen earnings sustainability, supporting a valuation re-rating toward…
Brokerage : Hana Securities (Analyst: Rokho Kim, RA: Younggyu Kim) Investment Rating : BUY (Maintained) Target Price : KRW 480,000 (Upgraded) Core Momentum : Multi-year earnings and corporate value expansion driven by higher-than-expected DRAM ASPs led by AI-driven LPDDR, strengthening 2027 HBM4 pricing power, and substantial 2026 FCF-based shareholder return potential 📊 1. [Valuation &…