Category: RESEARCH

Brokerage : Mirae Asset Securities (Analyst: Younggun Kim) Investment Rating : Buy (Maintained) Target Price : KRW 550,000 (Maintained) Core Momentum : Valuation re-rating supported by full-stack manufacturing capabilities across DRAM and NAND, alongside in-house 4nm FinFET foundry capabilities for HBM4 base dies 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities &…

Read More “[Research] Samsung Electronics (005930) – Mirae Asset Securities | Full-Stack Internalization · HBM4 Base Die · Valuation Undervaluation / 2026-06-15” »

Brokerage : Daishin Securities Analyst : Kangho Park (kangho.park@daishin.com) Investment Rating : BUY (Maintained) Target Price : KRW 2,400,000 (Raised) Core Momentum : Valuation re-rating driven by a KRW 1.6 Trillion silicon capacitor contract win and customer-supported massive FC BGA capacity additions 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities & Business…

Read More “[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | Silicon Capacitor · FC BGA Expansion · Target Price Upgrade / 2026-06-10” »

Brokerage : iM Securities Analyst : Eui-young Ko (IT RA: Jeongha Park) Investment Rating : Buy (Maintained) Target Price : KRW 2,300,000 (Raised) Core Momentum : Unprecedented multi-year earnings upgrades driven by commodity-led MLCC price hikes, Si-Cap LTA visibility in advanced packaging, and 100% FC-BGA capacity utilization in 2H26 📊 1. [Valuation & Key Financial…

Read More “[Research] Samsung Electro-Mechanics (009150) – iM Securities | Broad Price Hikes · Si-Cap & Advanced Packaging · Full FC-BGA Utilization / 2026-06-09” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 3,800,000 (Maintained) Core Momentum : Accelerating big-tech AI infrastructure investment is driving stronger HBM demand and large-scale LTAs, which are expected to enhance earnings stability while supporting higher memory pricing and profitability. 📊 1….

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | AI Infrastructure · LTA · HBM Demand / 2026-06-09” »

Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 550,000 (Maintained) Core Momentum : Strong upward revisions in earnings driven by sharp ASP increases in Mobile DRAM and NAND, supported by downside valuation protection via substantial 50% FCF-based shareholder returns. 📊 1. [Valuation & Key Financial…

Read More “[Research] Samsung Electronics (005930) – Mirae Asset | Mobile DRAM · ASP Upgrades · Shareholder Return / 2026-06-09” »

Brokerage : Mirae Asset Securities Analyst : Junseo Park (park.junseo@miraeasset.com) Investment Rating : BUY (Maintained) Target Price : KRW 2,800,000 (Maintained) Core Momentum : Structural re-rating driven by non-China FC-BGA supply chain leadership, KRW 8 Trillion multi-year CAPEX deployment across 2026–2027, and strategic asset status for high-capacitance MLCCs 📊 1. [Valuation & Key Financial Metrics]…

Read More “[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | De-China Supply Chain · FC-BGA Geopolitics · MLCC Strategic Asset / 2026-06-05” »

Brokerage : Mirae Asset Securities Analyst : Junseo Park (park.junseo@miraeasset.com) Investment Rating : BUY (Maintained) Target Price : KRW 2,800,000 (Raised) Core Momentum : Application of 2029 forward valuation backed by sold-out substrate capacity and multi-year exclusive contracts, alongside structural ASP increases for substrates (+20%) and MLCCs (+10%) from 2027 📊 1. [Valuation & Key…

Read More “[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | Long-term Exclusive Contracts · 2029 Target EPS · Structural ASP Hikes / 2026-06-01” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 3,800,000 (Maintained) Core Momentum : The planned US ADR listing is expected to expand global investor access and create potential passive inflows through PHLX index inclusion, supporting a valuation re-rating that narrows the multiple…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | ADR Listing · PHLX Inclusion · Valuation Re-rating / 2026-06-01” »

Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 550,000 (Maintained) Core Momentum : Upside potential driven by expected massive special dividends from the 2024–2026 FCF settlement, mid-to-long term shareholder return expansion backed by robust FCF generation, and deeply undervalued multiples. 📊 1. [Valuation & Key…

Read More “[Research] Samsung Electronics (005930) – Mirae Asset | Shareholder Return · FCF Expansion · Valuation Undervaluation / 2026-06-01” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 3,800,000 (Upgraded) Core Momentum : Expanding LTAs and robust HBM demand are expected to sustain structurally high ROE and earnings growth, while the widening valuation gap with global memory peers creates room for further…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | LTA · HBM Demand · Valuation Re-rating / 2026-05-27” »