Author: ksb220805@gmail.com

[IR] SK hynix (000660 / SKHY) – Q3 2025 Earnings Presentation / 2025-10-29

October 29, 2025August 23, 2026 ksb220805@gmail.com

Market: KOSPI (000660) 💡 3-Second Summary SK hynix posted Q3 2025 revenue of KRW 24.45T and operating profit of KRW 11.38T, turning into a net cash position while accelerating HBM4 supply, 1c nm DRAM migration, and 321-layer NAND expansion to capture surging AI inference demand. 📊 1. [Key Guidance & Quantitative Roadmap Summary] [Q4 2025…

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[Research] LigaChem Biosciences (141080) – iM Securities | Platform Valuation · Pipeline Milestones · Deal Expansion / 2025-08-12

August 12, 2025August 21, 2026 ksb220805@gmail.com

Brokerage : iM Securities Analyst : Jaewon Jeong Investment Rating : Buy (Maintain) Target Price : KRW 200,000 (Upward) Core Momentum : Upward revision of platform valuation coupled with 2H clinical milestones across core ADC assets and potential execution of advanced platform deals 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities &…

Research, Bio & Healthcare

[IR] Samsung Electro-Mechanics (009150) – Q2 2025 Earnings Presentation / 2025-07-31

July 31, 2025August 23, 2026 ksb220805@gmail.com

💡 3-Second Summary Samsung Electro-Mechanics posted Q2 2025 revenue of KRW 2.7846T and operating profit of KRW 213.0B driven by growth in industrial and automotive component shipments , while preparing to accelerate timely product delivery for AI servers, automotive electronics, and new flagship smartphones in Q3. 📊 1. [Key Guidance & Quantitative Roadmap] 🚀 2….

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[IR] Samsung Electronics (005930) – Q2 2025 Earnings Presentation / 2025-07-31

July 31, 2025August 23, 2026 ksb220805@gmail.com

💡 3-Second Summary Supported by solid Galaxy S25 flagship sales and expanding server memory demand for HBM3E and high-density DDR5, Samsung Electronics reported Q2 2025 revenue of KRW 74.6T and operating profit of KRW 4.7T. For H2 2025, the company plans to expand shipments of 128GB+ DDR5 and 24Gb GDDR7, scale GAA 2nm mobile production…

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[IR] SK hynix (000660 / SKHY) – Q2 2025 Earnings Presentation / 2025-07-24

July 24, 2025August 23, 2026 ksb220805@gmail.com

Market: KOSPI (000660) 💡 3-Second Summary SK hynix achieved record quarterly performance in Q2 2025 (Revenue of KRW 22.23T, Operating Profit of KRW 9.21T with 41% OPM) and is making preemptive investments including the M15X opening, while advancing HBM4 optimization and 321-layer NAND development to address expanding AI memory demand. 📊 1. [Key Guidance &…

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[Research] LigaChem Biosciences (141080) – Mirae Asset Securities | Clinical Milestones · Commercialization Potential · Platform PoC / 2025-05-23

May 23, 2025August 21, 2026 ksb220805@gmail.com

Brokerage : Mirae Asset Securities Analyst : Mihwa Seo Investment Rating : Buy (Maintain) Target Price : KRW 170,000 (Maintain) Core Momentum : Value expansion driven by abundant clinical readouts across clinical-stage assets, upcoming commercialization filing, and platform PoC validation 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities & Business Outlook] 📝…

Research, Bio & Healthcare

[Research] LigaChem Biosciences (141080) – Yuanta Securities | Payload Chemistry · Safety Profile · Differentiation / 2025-05-22

May 22, 2025August 21, 2026 ksb220805@gmail.com

Brokerage : Yuanta Securities Analyst : Hyunsoo Ha Investment Rating : BUY (Coverage Resumed) Target Price : KRW 150,000 (Upward) Core Momentum : Value realization driven by confirmed clinical safety of pPBD, potential of LCB39 to address toxicity hurdles, and LCB84’s differentiation in overcoming Topo1i resistance 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Research, Bio & Healthcare

[IR] Samsung Electronics (005930) – Q1 2025 Earnings Presentation / 2025-04-30

April 30, 2025August 23, 2026 ksb220805@gmail.com

💡 3-Second Summary Driven by strong sales of the Galaxy S25 series powered by Galaxy AI, Samsung Electronics posted Q1 2025 consolidated revenue of KRW 79.1T and operating profit of KRW 6.7T. Looking ahead, the company plans to expand shipments of enhanced 12-layer HBM3E and high-density 128GB+ DDR5 , while stabilizing 2nm foundry mass production…

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[IR] Samsung Electro-Mechanics (009150) – Q1 2025 Earnings Presentation / 2025-04-29

April 29, 2025August 23, 2026 ksb220805@gmail.com

💡 3-Second Summary Samsung Electro-Mechanics posted Q1 2025 revenue of KRW 2.7386T and operating profit of KRW 200.5B driven by flagship smartphone launches and automotive/industrial demand , while preparing to initiate full-scale AI accelerator substrate supply and expand specialized automotive components in Q2. 📊 1. [Key Guidance & Quantitative Roadmap] 🚀 2. [Business Strategy &…

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[IR] SK hynix (000660 / SKHY) – Q1 2025 Earnings Presentation / 2025-04-24

April 24, 2025August 23, 2026 ksb220805@gmail.com

Market: KOSPI (000660) 💡 3-Second Summary SK hynix recorded Q1 2025 revenue of KRW 17.64T and an operating profit of KRW 7.44T (42% OPM), while advancing high-value AI memory supply by expanding HBM3E 12-high shipments in Q2 and preparing HBM4 12-high mass production within the year. 📊 1. [Key Guidance & Quantitative Roadmap Summary] [Q2…

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