Author: ksb220805@gmail.com

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…

Read More “[Research] SK hynix (000660 / SKHY) – Hana | Commodity DRAM Pricing · LTA · Multiple Expansion / 2026-06-26” »

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…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | ADR Listing · SOX Inclusion · HBM Pricing / 2026-06-25” »

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…

Read More “[Research] SK hynix (000660 / SKHY) – Hanwha | LTA · HBM · Valuation Re-rating / 2026-06-22” »

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 : 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” »