Brokerage : Shinhan Securities Analyst : Oh Kang-ho, Seo Ji-beom Investment Rating : BUY (Maintained) Target Price : KRW 1,000,000 (Raised) Core Momentum : Structural earnings growth and valuation re-rating driven by rising high-value product mix, expanding capacity utilization, and ASP upside momentum amid the expansion of the AI market 📊 1. [Valuation & Key…
Brokerage : IBK Securities Analyst : Kim Woon-ho Investment Rating : BUY (Maintained) Target Price : KRW 1,050,000 (Raised) Core Momentum : Structural earnings expansion and favorable pricing conditions projected on the back of rising Non-IT MLCC demand, server/AI ASIC FC-BGA growth, and projected 3-year CapEx acceleration 📊 1. [Valuation & Key Financial Metrics] 🚀…
Brokerage : iM Securities Analyst : Eui-young Ko, Jung-ha Park (IT RA) Investment Rating : Buy (Maintained) Target Price : KRW 1,100,000 (Raised) Core Momentum : Structural business model transformation and profitability growth driven by expanding Long-Term Agreements (LTA) and product mix enrichment for AI data centers and server/network applications 📊 1. [Valuation & Key…
Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : KRW 2,000,000 (Maintained) Core Momentum : Rising hyperscaler Capex and order backlogs are expected to sustain AI infrastructure investment, while expanding custom HBM deployments and inference CPU infrastructure broaden demand across both HBM and conventional…
Market: KOSPI (000660) Brokerage : Eugene Investment & Securities Analyst : In-jun Sohn Investment Rating : STRONG BUY (Initiation) Target Price : KRW 2,300,000 (Initiation) Core Momentum : Rapidly expanding server memory demand is expected to intensify supply shortages into 2027, strengthening favorable LTA terms and pricing power while SK hynix’s HBM leadership and customer…
Brokerage : Kiwoom Securities Analyst : Hangyeol Lee Investment Rating : BUY (Maintain) Target Price : KRW 1,250,000 (Upward) Core Momentum : Severe PAC-3 interceptor shortages and rising air defense demand, underpinned by a ~KRW 10T backlog in three Middle Eastern clients, pipeline expansion into Qatar/Kuwait, and the Malaysian Haegung contract 1. [Valuation & Key…
![[IR] Samsung Electro-Mechanics (009150) – Q1 2026 Earnings Presentation / 2026-04-30](https://koreaequitylens.com/wp-content/uploads/2026/08/포맷변환삼성전기-IR.jpg)
💡 3-Second Summary Samsung Electro-Mechanics posted Q1 2026 revenue of KRW 3.2091T and operating profit of KRW 280.6B driven by expanding sales in AI server and automotive components, while focusing on high-end product development, timely supply execution, and customer diversification in Q2. 📊 1. [Key Guidance & Quantitative Roadmap] 🚀 2. [Business Strategy & Future…
Read More “[IR] Samsung Electro-Mechanics (009150) – Q1 2026 Earnings Presentation / 2026-04-30” »
![[IR] Samsung Electronics (005930) – Q1 2026 Earnings Presentation / 2026-04-30](https://koreaequitylens.com/wp-content/uploads/2026/08/포맷변환삼성전자-IR.jpg)
💡 3-Second Summary Driven by robust AI memory demand and higher ASPs, Samsung Electronics posted consolidated revenue of KRW 133.9T and operating profit of KRW 57.2T in Q1 2026. The company commenced mass production sales of HBM4 and SOCAMM2 for NVIDIA’s Vera Rubin platform and plans to maintain its technology leadership through HBM4E sample shipments…
Read More “[IR] Samsung Electronics (005930) – Q1 2026 Earnings Presentation / 2026-04-30” »
![[Research] Hanwha Ocean (042660) – Kiwoom | Merchant Profit Driver · High-Price Mix Scale-Up · Naval & Offshore Orders / 2026-04-29](https://koreaequitylens.com/wp-content/uploads/2026/08/포맷변환-한화오션.jpg)
Brokerage : Kiwoom Securities Analyst : Hangyeol Lee Investment Rating : BUY (Maintained) Target Price : KRW 179,000 (Maintained) Core Momentum : Strong corporate earnings expansion powered by the revenue recognition of high-price LNGCs secured since 2023 and structural cost cuts in commercial shipbuilding, alongside expectations for naval and offshore order intake to alleviate fixed-cost…
![[Research] ABL Bio (298380) – Kyobo Securities | ABL001 Clinical Data · Market Overreaction · Grabody-B Potential / 2026-04-29](https://koreaequitylens.com/wp-content/uploads/2026/08/포맷변환Gemini_-에이비엘바이오.jpg)
Brokerage : Kyobo Securities Analyst : Hee-ryung Jung Investment Rating : Buy (Maintain) Target Price : KRW 260,000 (Maintain) Core Momentum : Market overreaction regarding ABL001 clinical readouts countered by potential new Grabody-B platform deals and upcoming full data presentation for ABL111 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities & Business…