Understanding Korean Equities Through Analyst and Management Perspectives 👋 Welcome to Korea Equity Lens Korea Equity Lens is an English information database focused on Research and IR materials covering Korean listed companies. We structure information from brokerage research reports and official corporate investor relations (IR) materials to help global readers understand the financial assumptions, business…
Understand the Logic Behind Korean Equity Research Thousands of research reports and corporate IR materials are published on Korean listed companies, but much of this information remains primarily available in Korean and scattered across securities firms, companies, and individual documents. For global readers, the challenge is not simply accessing a target price, earnings forecast, or…
Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintain) Target Price : KRW 2,800,000 (Maintain) Core Momentum : Persistent DRAM supply tightness and HBM-led ASP increases are expected to sustain earnings growth, while improving AI infrastructure financing conditions support further valuation re-rating. 📊 1. [Valuation & Key…
![[Research] Samsung SDI (006400) – Mirae Asset | North American ESS · European LFP Orders · Market Share Expansion / 2026-08-13](https://koreaequitylens.com/wp-content/uploads/2026/08/포맷변환-삼성SDI.jpg)
Brokerage : Mirae Asset Securities Analyst : Kim Chul-joong Investment Rating : BUY (Maintained) Target Price : KRW 1,000,000 (Maintained) Core Momentum : Samsung SDI is expected to expand its market share and turn profitable, driven by securing North American ESS production capacity through the resolution of its GM joint venture and winning prismatic LFP…
Brokerage : Hana Securities Analyst : Kim Hyun-soo Investment Rating : BUY (Maintained) Target Price : KRW 667,000 (Maintained) Core Momentum : The resolution of the GM joint venture into a standalone subsidiary resolves North American EV JV overhang while securing massive ESS dedicated capacity, setting the stage for future earnings forecast revisions. 📊 1….
Brokerage : Hana Securities Analyst : Kim Min-kyung Investment Rating : BUY (Maintained) Target Price : KRW 3,000,000 (Maintained) Core Momentum : Structural earnings leverage driven by pricing gains and high-end product mix improvements across MLCC and FCBGA segments amid tight supply constraints and robust AI server demand 📊 1. [Valuation & Key Financial Metrics]…
Brokerage : Yuanta Securities Analyst : Sunyoung Kou (Research Assistant: Seokmin Lim) Investment Rating : BUY (Maintained) Target Price : KRW 2,300,000 (Maintained) Core Momentum : Simultaneous expansion of price (P) and volume (Q) driven by spreading MLCC channel price hikes and customer-prepayment-backed server substrate capacity expansions 📊 1. [Valuation & Key Financial Metrics] 🚀…
Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintain) Target Price : KRW 2,800,000 (Maintain) Core Momentum : Solidigm stake monetization and strong FCF generation are expected to expand available capital resources for shareholder returns, supporting valuation appeal following the sharp share-price correction. 📊 1. [Valuation &…
![[Research] Alteogen (196170) – Daishin Securities | Keytruda Qlex Commercial Milestones · RNA Modality Expansion · Platform Re-rating / 2026-08-10](https://koreaequitylens.com/wp-content/uploads/2026/08/포맷변환알테오젠.jpg)
Brokerage : Daishin Securities Analyst : Kahye Hong Investment Rating : BUY (Maintained) Target Price : KRW 410,000 (Upgraded) Core Momentum : Inflow of recurring commercial milestones driven by expanding Keytruda Qlex adoption, complemented by platform extension into next-generation modalities like RNA and new licensing catalysts. 📊 1. [Valuation & Key Financial Metrics] 🚀 2….
Brokerage : Daishin Securities Analyst : Kahye Hong Investment Rating : BUY (Maintained) Target Price : KRW 410,000 (Upgraded) Core Momentum : Inflow of recurring commercial milestones driven by expanding Keytruda Qlex adoption, complemented by platform extension into next-generation modalities like RNA and new licensing catalysts. 📊 1. [Valuation & Key Financial Metrics] 🚀 2….