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  • [Research] Samsung SDI (006400) – Hana Securities | Turnaround to Profit · North America ESS Ramp-Up · Valuation Upside / 2026-07-31 Research
  • [Research] Samsung SDI (006400) – Shinhan Securities | US ESS Demand Surges · BBU Growth · 4Q26 Turnaround / 2026-04-29 Research
  • [IR] SK hynix (000660 / SKHY) – Q2 2025 Earnings Presentation / 2025-07-24 IR Room
  • [Research] SK hynix (000660 / SKHY) – Mirae Asset | Multi-Year LTA · Price Downside Protection · ROE Sustainability / 2026-04-06 Research
  • [Research] Alteogen (196170) – Shinhan Securities | 2 Out-Licensing Deals in Q1 · Biogen Deal Analysis · Major Catalysts Ahead from April / 2026-03-27 Research
  • [Research] Celltrion (068270) – Mirae Asset Securities | New Product Mix Expansion · In-House Cost Efficiency · Valuation vs Peers / 2026-07-28 Research
  • [Research] SK hynix (000660 / SKHY) – Shinhan | ADR Listing · HBM Pricing · Valuation Re-rating / 2026-06-30 Research
  • [Research] Samsung SDI (006400) – Hana Securities | Stepwise Loss Reduction · Strong ESS BBU Shipments · 4Q26 Turnaround / 2026-02-03 Research

Author: ksb220805@gmail.com

[Research] SK hynix (000660 / SKHY) – IBK Securities | AI Servers · Full-Stack Memory · NAND Demand / 2026-04-24

Posted on April 24, 2026August 24, 2026 By ksb220805@gmail.com
[Research] SK hynix (000660 / SKHY) – IBK Securities | AI Servers · Full-Stack Memory · NAND Demand / 2026-04-24

Market: KOSPI (000660) Brokerage : IBK Securities Analyst : Unho Kim Investment Rating : BUY (Maintained) Target Price : 1,800,000 KRW (Maintained) Core Momentum : AI server growth is expected to broaden memory demand from HBM into conventional DRAM and ultimately NAND, creating a full-stack demand structure that supports sustained earnings growth beyond traditional memory-cycle…

Read More “[Research] SK hynix (000660 / SKHY) – IBK Securities | AI Servers · Full-Stack Memory · NAND Demand / 2026-04-24” »

Research, Semiconductors

[Research] SK hynix (000660 / SKHY) – Meritz | ADR Listing · Valuation Discount · Re-rating / 2026-04-23

Posted on April 23, 2026August 24, 2026 By ksb220805@gmail.com
[Research] SK hynix (000660 / SKHY) – Meritz | ADR Listing · Valuation Discount · Re-rating / 2026-04-23

Market: KOSPI (000660) Brokerage : Meritz Securities Analyst : Sun-woo Kim / RA : Seo-hyun Woo Investment Rating : Buy (Maintained) Target Price : KRW 2,000,000 (Upgraded) Core Momentum : Record profitability and a substantial valuation discount to global memory peers strengthen SK hynix’s appeal to global investors, while the planned US ADR listing provides…

Read More “[Research] SK hynix (000660 / SKHY) – Meritz | ADR Listing · Valuation Discount · Re-rating / 2026-04-23” »

Research, Semiconductors

[Research] SK hynix (000660 / SKHY) – DS Investment | Memory ASP · High-Value Product Mix · Supply Tightness / 2026-04-23

Posted on April 23, 2026August 24, 2026 By ksb220805@gmail.com
[Research] SK hynix (000660 / SKHY) – DS Investment | Memory ASP · High-Value Product Mix · Supply Tightness / 2026-04-23

Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Surim Lee Investment Rating : BUY (Maintained) Target Price : 1,600,000 KRW (Upgraded) Core Momentum : Sharp DRAM and NAND ASP increases and a richer high-value product mix are expected to drive continued earnings upgrades, while constrained wafer input growth keeps memory supply tight…

Read More “[Research] SK hynix (000660 / SKHY) – DS Investment | Memory ASP · High-Value Product Mix · Supply Tightness / 2026-04-23” »

Research, Semiconductors

[Research] SK hynix (000660 / SKHY) – Yuanta | Memory Pricing · Long-Term Contracts · Earnings Stability / 2026-04-23

Posted on April 23, 2026August 24, 2026 By ksb220805@gmail.com
[Research] SK hynix (000660 / SKHY) – Yuanta | Memory Pricing · Long-Term Contracts · Earnings Stability / 2026-04-23

Market: KOSPI (000660) Brokerage : Yuanta Securities Analyst : Gilyhun Baik, Seokmin Lim Investment Rating : BUY (Maintained) Target Price : 1,900,000 KRW (Upgraded) Core Momentum : Stronger-than-expected DRAM and NAND pricing is expected to drive substantial Q2 earnings upside, while favorable long-term contract pricing strengthens cash-flow visibility and reduces memory-cycle earnings volatility. 📊 1….

Read More “[Research] SK hynix (000660 / SKHY) – Yuanta | Memory Pricing · Long-Term Contracts · Earnings Stability / 2026-04-23” »

Research, Semiconductors

[Research] SK hynix (000660 / SKHY) – Mirae Asset | Memory Pricing · LTA · Supply Tightness / 2026-04-23

Posted on April 23, 2026August 24, 2026 By ksb220805@gmail.com
[Research] SK hynix (000660 / SKHY) – Mirae Asset | Memory Pricing · LTA · Supply Tightness / 2026-04-23

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : 1,660,000 KRW (Upgraded) Core Momentum : Elevated DRAM and NAND pricing combined with persistently tight memory supply is expected to sustain high profitability, while expanding LTAs reduce oversupply risk and strengthen earnings visibility through 2028….

Read More “[Research] SK hynix (000660 / SKHY) – Mirae Asset | Memory Pricing · LTA · Supply Tightness / 2026-04-23” »

Research, Semiconductors

[Research] Samsung Biologics (207940) – iM Securities | US Site Operation · K-CDMO Policy Support · Order Pipeline Optimization / 2026-04-23

Posted on April 23, 2026August 23, 2026 By ksb220805@gmail.com
[Research] Samsung Biologics (207940) – iM Securities | US Site Operation · K-CDMO Policy Support · Order Pipeline Optimization / 2026-04-23

Brokerage : iM Securities Analyst : Jaewon Jeong Investment Rating : Buy (Maintained) Target Price : KRW 2,200,000 (Maintained) Core Momentum : Sustained 100% capacity utilization across Plants 1–4 combined with upcoming Q3 revenue recognition from the newly acquired US site and order pipeline optimization amid favorable global CDMO regulatory shifts. 📊 1. [Valuation &…

Read More “[Research] Samsung Biologics (207940) – iM Securities | US Site Operation · K-CDMO Policy Support · Order Pipeline Optimization / 2026-04-23” »

Research, Bio & Healthcare

[Research] Samsung Biologics (207940) – IBK Securities | Plant 5 PPQ Revenue · US Site Consolidation · Guidance Revision Potential / 2026-04-23

Posted on April 23, 2026August 23, 2026 By ksb220805@gmail.com
[Research] Samsung Biologics (207940) – IBK Securities | Plant 5 PPQ Revenue · US Site Consolidation · Guidance Revision Potential / 2026-04-23

Brokerage : IBK Securities Analyst : Yisoo Jung, CFA Investment Rating : BUY (Maintained) Target Price : KRW 2,090,000 (Maintained) Core Momentum : Full utilization of Plants 1–4 and favorable FX tailwinds support potential upward guidance revisions driven by H2 Plant 5 PPQ revenue contributions and US site consolidation. 📊 1. [Valuation & Key Financial…

Read More “[Research] Samsung Biologics (207940) – IBK Securities | Plant 5 PPQ Revenue · US Site Consolidation · Guidance Revision Potential / 2026-04-23” »

Research, Bio & Healthcare

[Research] Samsung Biologics (207940) – Shinhan Securities | Rockville Revenue Recognition · Guidance Revision Potential · Songdo Plant 6 Groundbreaking / 2026-04-23

Posted on April 23, 2026August 23, 2026 By ksb220805@gmail.com
[Research] Samsung Biologics (207940) – Shinhan Securities | Rockville Revenue Recognition · Guidance Revision Potential · Songdo Plant 6 Groundbreaking / 2026-04-23

Brokerage : Shinhan Securities Analyst : Hochul Lee (Minyong Eom) Investment Rating : BUY (Maintained) Target Price : KRW 1,900,000 (Downgraded) Core Momentum : Strong standalone business growth combined with scheduled Q3 revenue recognition from the US Rockville site and medium-to-long-term modality diversification through Songdo Plant 6. 📊 1. [Valuation & Key Financial Metrics] 🚀…

Read More “[Research] Samsung Biologics (207940) – Shinhan Securities | Rockville Revenue Recognition · Guidance Revision Potential · Songdo Plant 6 Groundbreaking / 2026-04-23” »

Research, Bio & Healthcare

[Research] Samsung Biologics (207940) – Hana Securities | Rockville Revenue Recognition · Guidance Revision Potential · Plant 5 Commercialization / 2026-04-23

Posted on April 23, 2026August 23, 2026 By ksb220805@gmail.com
[Research] Samsung Biologics (207940) – Hana Securities | Rockville Revenue Recognition · Guidance Revision Potential · Plant 5 Commercialization / 2026-04-23

Brokerage : Hana Securities Analyst : Seona Kim (RA: Changkeun Yoo) Investment Rating : BUY (Maintained) Target Price : KRW 2,050,000 (Maintained) Core Momentum : Full capacity operation at Plant 4 combined with the scheduled Q3 revenue recognition from the newly operating Rockville facility and the potential upward revision of full-year corporate guidance. 📊 1….

Read More “[Research] Samsung Biologics (207940) – Hana Securities | Rockville Revenue Recognition · Guidance Revision Potential · Plant 5 Commercialization / 2026-04-23” »

Research, Bio & Healthcare

[Research] Samsung Biologics (207940) – DS Investment & Securities | Plant 5 Revenue Contribution · US Plant Acquisition · Plant 6 Groundbreaking / 2026-04-23

Posted on April 23, 2026August 23, 2026 By ksb220805@gmail.com
[Research] Samsung Biologics (207940) – DS Investment & Securities | Plant 5 Revenue Contribution · US Plant Acquisition · Plant 6 Groundbreaking / 2026-04-23

Brokerage : DS Investment & Securities Analyst : Minjeong Kim Investment Rating : BUY Target Price : KRW 2,100,000 Core Momentum : Full utilization across Plants 1–4 combined with H2 revenue contributions from the 180k-liter Plant 5, the consolidation of the US GSK facility, and the planned groundbreaking of Plant 6 will drive structural operating…

Read More “[Research] Samsung Biologics (207940) – DS Investment & Securities | Plant 5 Revenue Contribution · US Plant Acquisition · Plant 6 Groundbreaking / 2026-04-23” »

Research, Bio & Healthcare

Posts pagination

Previous 1 … 18 19 20 … 31 Next
  • [Research] SK hynix (000660 / SKHY) – Kyobo | Agentic AI · High-Value Memory · Pricing Momentum / 2026-04-24 Research
  • [Research] Samsung SDI (006400) – DS Investment & Securities | ESS Revenue Surge · 4Q26 Turnaround · Physical AI Expansion with 46-Series & All-Solid-State / 2026-02-03 Research
  • [Research] Samsung Biologics (207940) – Daishin Securities | Peptide Market Entry · Global Footprint Expansion · Modality Diversification / 2026-07-21 Research
  • [Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | Capacity Cannibalization · 1-Year LTA · Pricing Power / 2026-07-06 Research
  • [Research] Alteogen (196170) – Hana Securities | New ALT-B4 Deal Signed · Qlex Prescription Surge · SC Conversion Acceleration / 2026-08-06 Research
  • [IR] Samsung Electro-Mechanics (009150) – Q1 2025 Earnings Presentation / 2025-04-29 IR Room
  • [Research] Samsung SDI (006400) – Kyobo Securities | Gradual Loss Narrowing · Solid-State Battery Development Pipeline · Robotics Partnerships / 2026-02-03 Research
  • [Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | MLCC Price Cycle · Customer Prepayments · Server Demand / 2026-08-11 Research

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