Category: RESEARCH

Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 550,000 (Upgraded) Core Momentum : Comprehensive valuation re-rating expected as the company narrows its discount gap against global peers, powered by industry-leading capacity and internal vertical integration across HBM4 and next-generation memory products. 📊 1. [Valuation &…

Read More “[Research] Samsung Electronics (005930) – Mirae Asset | EV/EBITDA Multiple Upgrades · Peer Gap Narrowing · Valuation Re-rating / 2026-05-27” »

Brokerage : Shinhan Securities Analyst : Kangho Oh (R.A Jibeom Seo) Investment Rating : BUY (Maintained) Target Price : KRW 2,000,000 (Raised) Core Momentum : Structural multi-year earnings expansion and valuation re-rating driven by a KRW 1.6 Trillion silicon capacitor contract win, robust ASP growth, and shifting valuation base to 2028(E) 📊 1. [Valuation &…

Read More “[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | Silicon Capacitor · ASP Expansion · Valuation Re-rating / 2026-05-26” »

Brokerage : SK Securities Analyst : Hyungwou Park (R.A Youngwhan Jeong) Investment Rating : BUY (Maintained) Target Price : KRW 2,000,000 (Raised) Core Momentum : Valuation re-rating justified by a globally unique business model integrating proprietary MLCC and FCBGA manufacturing, scalable embedded architectures, a KRW 1.6 Trillion silicon capacitor LTA, and next-generation glass substrate roadmaps…

Read More “[Research] Samsung Electro-Mechanics (009150) – SK Securities | Global Tier-1 Multiples · Passive-Substrate Synergy · Embedded & Si-Cap / 2026-05-26” »

Brokerage : iM Securities Analyst : Eui-young Ko (IT RA: Jeongha Park) Investment Rating : Buy (Maintained) Target Price : KRW 1,400,000 (Raised) Core Momentum : Structural business transformation toward long-term fixed LTAs, high-ROIC fabless commercialization via a KRW 1.557 Trillion silicon capacitor contract, and SOTP-based target market cap expansion toward KRW 104 Trillion 📊…

Read More “[Research] Samsung Electro-Mechanics (009150) – iM Securities | Silicon Capacitor LTA · Fabless Model · SOTP Re-rating / 2026-05-21” »

Brokerage : Hana Securities Analyst : Kim Min-kyung (minkyung.kim@hanafn.com) Investment Rating : BUY (Maintained) Target Price : KRW 1,700,000 (Raised) Core Momentum : Long-term earnings expansion to over KRW 3 Trillion operating profit in 2027 driven by a KRW 1.6 Trillion silicon capacitor supply contract and industry-wide capacity cannibalization from 800VDC infrastructure adoption 📊 1….

Read More “[Research] Samsung Electro-Mechanics (009150) – Hana Securities | Silicon Capacitor LTA · 800VDC Infrastructure · 2027 Operating Profit 3T / 2026-05-21” »

Market: KOSPI (000660) Brokerage : Shinhan Investment Corp. Analyst : Hyung-tae Kim / RA: Hye-su Song Investment Rating : BUY (Maintained) Target Price : KRW 3,800,000 (Upgraded) Core Momentum : Persistent supply-demand imbalances and expanding memory applications are expected to prolong price increases across DRAM and NAND, driving accelerated second-half earnings growth and sustaining industry-leading…

Read More “[Research] SK hynix (000660 / SKHY) – Shinhan | Supply Constraints · Memory Pricing · Earnings Growth / 2026-05-21” »

Brokerage : Shinhan Securities Analyst : Hyungtae Kim, Hyesus Song Investment Rating : BUY (Maintained) Target Price : KRW 550,000 (Upgraded) Core Momentum : Sustained operational leverage expected through 2027 driven by structural supply shortages and accelerating 2H shipments of premium applications including HBM4 and SOCAMM2. 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Read More “[Research] Samsung Electronics (005930) – Shinhan | Supply-Demand Imbalance · High-Value Mix Expansion · Target PBR Upgrade / 2026-05-21” »

Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 480,000 (Upgraded) Core Momentum : Substantial upward revisions in operating profit forecasts driven by surging Mobile LPDDR and NAND pricing momentum, supported by structural ROE expansion averaging 46% over the next three years. 📊 1. [Valuation &…

Read More “[Research] Samsung Electronics (005930) – Mirae Asset | LPDDR5X Price Hikes · ASP Trajectory Upgrades · Target Price Upgrade / 2026-05-20” »

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 3,200,000 (Upgraded) Core Momentum : Surging enterprise SSD demand from AI data centers and stronger NAND pricing are expected to drive rapid NAND profitability expansion, supporting higher earnings forecasts and structurally stronger ROE. 📊…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | Enterprise SSD · NAND Pricing · Profitability / 2026-05-18” »

Market: KOSPI (000660) Brokerage : Hyundai Motor Securities Analyst : Geun-chang Noh / RA : Ki-woong Ahn Investment Rating : BUY Target Price : KRW 2,650,000 (Upgraded) Core Momentum : Expanding Agentic AI adoption is expected to intensify CPU and memory demand, while the transition toward Edge and Physical AI broadens demand sources and could…

Read More “[Research] SK hynix (000660 / SKHY) – Hyundai Motor | Agentic AI · Memory Demand · Cycle Stability / 2026-05-13” »