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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” »

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” »

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 : 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 : 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” »

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 : Shinhan Investment Corp. Market: KOSPI (000660) 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” »