Author: ksb220805@gmail.com

[IR] SK hynix (000660 / SKHY) – Q1 2026 Earnings Presentation / 2026-04-23

April 23, 2026August 23, 2026 ksb220805@gmail.com

Market: KOSPI (000660) 💡 3-Second Summary SK hynix reported Q1 2026 revenue of KRW 52.58T and an operating profit of KRW 37.61T (72% OPM), while projecting sequential bit growth in Q2 (high single-digit % for DRAM, mid-teens % for NAND) alongside accelerated deployment of HBM4 and 321-layer QLC solutions. 📊 1. [Key Guidance & Quantitative…

IR Room

[Research] Samsung SDI (006400) – Shinhan Securities | North America ESS Surges · BBU Demand Expansion · Turnaround Visibility / 2026-04-20

April 20, 2026August 22, 2026 ksb220805@gmail.com

Brokerage : Shinhan Securities Analyst : Jin-myung Lee, Myung-joo Kim Investment Rating : BUY (Maintained) Target Price : KRW 580,000 (Raised) Core Momentum : Surging US utility-scale ESS demand and expanding small-battery BBU applications, combined with 2H26 European EV utilization recovery and North American LFP additions, support a structural earnings turnaround. 📊 1. [Valuation &…

Research, EV & Battery

[Research] SK hynix (000660 / SKHY) – IBK Securities | AI Servers · Server DRAM · Supply Tightness / 2026-04-15

April 15, 2026August 24, 2026 ksb220805@gmail.com

Market: KOSPI (000660) Brokerage : IBK Securities Analyst : Unho Kim Investment Rating : BUY (Maintained) Target Price : 1,800,000 KRW (Upgraded) Core Momentum : Rising memory content per AI server is expected to accelerate server DRAM demand and bit growth, intensifying conventional DRAM supply tightness and supporting sustained ASP and earnings growth. 📊 1….

Research, Semiconductors

[Research] SK hynix (000660 / SKHY) – DS Investment | Contract Pricing · LTA · DRAM Supply Shortage / 2026-04-09

April 9, 2026August 24, 2026 ksb220805@gmail.com

Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Surim Lee Investment Rating : BUY Target Price : 1,300,000 KRW (Upgraded) Core Momentum : Sustained contract-price increases and conventional DRAM supply shortages are expected to support strong earnings growth through 2027, while expanding LTAs provide price-floor protection and strengthen earnings visibility. 📊 1….

Research, Semiconductors

[Research] SK hynix (000660 / SKHY) – Kiwoom | Server DRAM · eSSD · Earnings Upgrades / 2026-04-09

April 9, 2026August 24, 2026 ksb220805@gmail.com

Market: KOSPI (000660) Brokerage : Kiwoom Securities Analyst : Yuhak Park Investment Rating : BUY (Maintain) Target Price : 1,300,000 KRW (Maintained) Core Momentum : Sharp price increases in server DRAM and enterprise SSDs are expected to drive first-half earnings above market expectations, while HBM4 commercialization provides additional momentum for continued Q2 earnings growth. 📊…

Research, Semiconductors

[Research] LIG D&A (079550) – SK Securities | Modern Warfare Leader · Limited Global CapEx · Multiple Re-rating / 2026-04-07

April 7, 2026August 21, 2026 ksb220805@gmail.com

Brokerage : SK Securities Analyst : Shane Han, RA Seoyoung Ko Investment Rating : BUY (Initiate) Target Price : KRW 1,150,000 (Initiate) Core Momentum : Surging demand for interceptor missiles amid tight global capacity post-Iran war, with multi-year growth secured across Middle Eastern mass-production ramps and leadership across ISR, C4I, and PGM 1. [Valuation &…

Research, Defense

[Research] ABL Bio (298380) – DS Investment & Securities | ABL001 Data Readout · ABL111 Phase 3 · Grabody B Expansion / 2026-04-07

April 7, 2026August 21, 2026 ksb220805@gmail.com

Brokerage : DS Investment & Securities Analyst : Min-jeong Kim Investment Rating : N/R Target Price : N/R Core Momentum : Structural growth anticipated through the ABL001 final clinical data readout in April, ABL111’s Phase 3 entry via an accelerated approval pathway in 2H, and the expansion of next-generation Grabody B platforms 1. [Valuation &…

Research, Bio & Healthcare

[Research] SK hynix (000660 / SKHY) – Mirae Asset | Multi-Year LTA · Price Downside Protection · ROE Sustainability / 2026-04-06

April 6, 2026August 24, 2026 ksb220805@gmail.com

Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : 1,540,000 KRW (Maintained) Core Momentum : Expanding multi-year LTAs with big-tech customers are expected to provide downside protection for memory pricing and reduce oversupply risk, supporting sustained high margins and structurally elevated ROE despite macro…

Research, Semiconductors

[Research] SK hynix (000660 / SKHY) – Shinhan | Memory Pricing · LTA · Supplier Pricing Power / 2026-04-06

April 6, 2026August 24, 2026 ksb220805@gmail.com

Market: KOSPI (000660) Brokerage : Shinhan Investment Corp. Analyst : Hyungtae Kim, Hyesu Song Investment Rating : BUY (Maintained) Target Price : 1,500,000 KRW (Upgraded) Core Momentum : Sustained DRAM and NAND price increases amid constrained supply are expected to drive record profitability, while expanding LTAs strengthen supplier pricing power and extend earnings visibility in…

Research, Semiconductors

[Research] SK hynix (000660 / SKHY) – Hana | Memory Pricing · Earnings Upgrades · LTA / 2026-04-02

April 2, 2026August 24, 2026 ksb220805@gmail.com

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rokho Kim, RA Younggyu Kim Investment Rating : BUY (Maintained) Target Price : 1,600,000 KRW (Upgraded) Core Momentum : Broad-based memory price increases led by strong server demand and accelerated mobile and PC procurement are driving substantial earnings upgrades, while more binding LTAs are expected to…

Research, Semiconductors