![[Research] ABL Bio (298380) – Kiwoom Securities | ABL301 Deprioritization · ABL001 Valuation · Grabody B Validity / 2026-02-02](https://koreaequitylens.com/wp-content/uploads/2026/08/포맷변환Gemini_-에이비엘바이오.jpg)
Brokerage : Kiwoom Securities Analyst : Heemin Heo Investment Rating : BUY (Maintain) Target Price : KRW 240,000 (Maintain) Core Momentum : Downward valuation of ABL301 due to Sanofi’s clinical timeline adjustment offset by upgraded ABL001 pricing potential, Q1 Phase 3 readouts, and intact Grabody B platform validity 📊 1. [Valuation & Key Financial Metrics]…
Brokerage : Shinhan Securities Analyst : Minyong Eom, Hocheol Lee Investment Rating : Not Rated Target Price : – Core Momentum : Enhanced clinical differentiation for ABL301 under Sanofi’s strategic trial refinement alongside pipeline scalability into genetic medicines and muscle shuttles for Grabody-B 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities &…
Brokerage : DS Investment & Securities Analyst : Min-jeong Kim Investment Rating : N/R Target Price : N/R Core Momentum : Intrinsic Grabody B platform validity reinforced despite Sanofi’s ABL301 clinical realignment, with added upside from Ionis-partnered muscle shuttle expansion in 1H26 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities & Business…
Market: KOSPI (000660) Brokerage : Hyundai Motor Securities Analyst : Keun-chang Noh (RA: Dong-wook Yoon) Investment Rating : BUY (Maintained) Target Price : 1,000,000 KRW (Raised) Core Momentum : Intensifying memory supply shortages are expected to drive sharp ASP increases across both commodity and high-value products, while HBM4 shipments and sustained pricing strength support a…
Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Surim Lee Investment Rating : BUY (Maintained) Target Price : 970,000 KRW (Raised) Core Momentum : Strong server memory demand and tightening supply are expected to sustain pricing power across HBM and conventional memory, while rising HBM3E prices support continued margin expansion and earnings…
Market: KOSPI (000660) Brokerage : Kyobo Securities Analyst : Boyoung Choi Investment Rating : Buy (Maintained) Target Price : 1,100,000 KRW (Raised) Core Momentum : Robust AI server and hyperscaler investment is expected to sustain broad-based DRAM and NAND price increases, while HBM4 and next-generation high-value memory products support continued margin and earnings expansion. 📊…
Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rok-Ho Kim (RA: Young-Gyu Kim) Investment Rating : BUY (Maintained) Target Price : 1,280,000 KRW (Raised) Core Momentum : Strong data center demand is expected to sustain sharp DRAM and NAND price increases and exceptional cash generation, enabling earnings growth to translate into expanded dividends, treasury…
Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim (RA: Sehoon Jung) Investment Rating : BUY (Maintained) Target Price : 1,370,000 KRW (Raised) Core Momentum : Sharp DRAM and NAND price increases are expected to translate directly into margin and operating profit expansion through strong operating leverage, while rising FCF supports aggressive…
Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Hyungkeun Ryu (RA: Jiwon Seo) Investment Rating : BUY (Maintained) Target Price : 1,250,000 KRW (Raised) Core Momentum : Disciplined Capex is expected to prevent excessive capacity expansion during the memory super-cycle, while multi-year LTAs and prepayment-based contracts improve supply stability and cash-flow visibility, supporting stronger…
Market: KOSPI (000660) Brokerage : Eugene Investment & Securities Analyst : Sojung Yim Investment Rating : BUY (Maintained) Target Price : 1,170,000 KRW (Raised) Core Momentum : Strong demand for high-value HBM and enterprise SSD products amid structurally tight supply is expected to drive further profitability gains, supporting the prospect of SK hynix reaching a…