[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | FC-BGA Sold-Out & ASP Upside · High-Cap AI MLCC · 2026 Margin Expansion / 2025-11-19 RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Kyobo Securities | 4Q Earnings Upgrade · High-Value MLCC Shift · FCBGA Full Capacity / 2025-11-19 RESEARCH
[Research] SK hynix (000660 / SKHY) – iM Securities | Server DDR5 · eSSD · Supply-Demand Tightness / 2025-10-30 RESEARCH
[Research] SK hynix (000660 / SKHY) – Shinhan | Memory Super-Cycle · Supply Tightness · Pricing Power / 2025-10-30 RESEARCH
[Research] SK hynix (000660 / SKHY) – Hana | Server Memory Demand · HBM4 Contracts · Earnings Upgrades / 2025-10-30 RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Eugene Investment & Securities | AI Server Capacity Cannibalization · MLCC Price Hike Potential · Target Price Upgrade / 2025-10-30 RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Kiwoom Securities | 98% MLCC Utilization · 4Q Earnings Surprise Forecast · 2026 Pricing Upcycle / 2025-10-30 RESEARCH
[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | High-Value Mix Expansion · MLCC High Utilization · Target P/B Upgrade / 2025-10-30 Semiconductors
[Research] Samsung Electro-Mechanics (009150) – iM Securities | High MLCC Utilization & Disciplined CAPEX · 2026 Earnings Growth · Target P/B Upgrade / 2025-10-30 RESEARCH
[Research] Samsung Electro-Mechanics (009150) – SK Securities | 3Q Earnings Beat · Utilization to Pricing Upcycle Shift · Target Price Upgrade / 2025-10-30 RESEARCH
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