Author: ksb220805@gmail.com

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 2,700,000 (Upgraded) Core Momentum : Accelerating server CPU demand from the shift toward inference and agentic AI is expected to expand conventional DRAM demand, while HBM customer diversification and second-half HBM4 shipments support sustained…

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | Server CPU Demand · HBM Diversification · HBM4 / 2026-05-07” »

Brokerage : Mirae Asset Securities Analyst : Junseo Park (park.junseo@miraeasset.com) Investment Rating : BUY (Maintained) Target Price : KRW 1,300,000 (Raised) Core Momentum : Full-scale earnings expansion and valuation re-rating driven by a ~KRW 3 Trillion FC-BGA CAPEX program backed by client prepayments/price guarantees, +13% FC-BGA ASP increases in 2026, and shifting valuation base to…

Read More “[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | FC-BGA CAPEX Expansion · Price Hikes · 2028F Forward Valuation / 2026-05-06” »

Brokerage : DS Investment & Securities Analyst : Dae-hyung Cho (dh.cho@ds-sec.co.kr) Investment Rating : BUY Target Price : KRW 1,080,000 (Raised) Core Momentum : Early phase of a structural component shortage cycle, anticipated 2H MLCC price hikes, and simultaneous Q and P expansion in FC-BGA from 2Q Big Tech AI networking shipments driving 2H full…

Read More “[Research] Samsung Electro-Mechanics (009150) – DS Investment & Securities | Price Hikes Ahead · Shortage Cycle · 2027F Peer Multiple / 2026-05-04” »

Brokerage : Hana Securities Analyst : Kim Min-kyung (minkyung.kim@hanafn.com) Investment Rating : BUY (Maintained) Target Price : KRW 1,000,000 (Raised) Core Momentum : Entering a multi-year structural shortage across both MLCCs and FCBGAs driven by AI servers, accelerating customer LTA requests, and closing valuation gaps with global peers via embedded substrates 📊 1. [Valuation &…

Read More “[Research] Samsung Electro-Mechanics (009150) – Hana Securities | MLCC & FCBGA Shortage · LTA Expansion · 2027 Peer Multiple / 2026-05-04” »

Brokerage : Yuanta Securities Analyst : Sunyoung Kou (sunyoung.kou@yuantakorea.com) Investment Rating : BUY (Maintained) Target Price : KRW 1,020,000 (Raised) Core Momentum : Dual earnings growth engines driven by MLCC product mix upgrades and LTA demand visibility alongside a doubling of 2026 FC-BGA CapEx toward 2H26 full capacity utilization 📊 1. [Valuation & Key Financial…

Read More “[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | Dual Growth Engines · 2Q26 OPM Ramp-up · Substrate CapEx Doubling / 2026-05-04” »

Brokerage : Eugene Investment & Securities Analyst : Lee Joo-hyung Investment Rating : BUY (Maintained) Target Price : KRW 1,030,000 (Raised) Core Momentum : Structural earnings and profitability growth driven by robust order momentum for AI server MLCCs and product mix improvement toward high-margin server/network FC-BGA substrates 📊 1. [Valuation & Key Financial Metrics] 🚀…

Read More “[Research] Samsung Electro-Mechanics (009150) – Eugene Investment & Securities | AI MLCC · FC-BGA · Product Mix Improvement / 2026-05-04” »