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  • [Research] Hanwha Ocean (042660) – Eugene | High-Price Order Mix · Merchant Margin Continuity · Special Ship Pipeline / 2026-07-28 Research
  • [Research] SK hynix (000660 / SKHY) – Mirae Asset | AI Infrastructure · LTA · HBM Demand / 2026-06-09 Research
  • [Research] LigaChem Biosciences (141080) – Yuanta Securities | Payload Chemistry · Safety Profile · Differentiation / 2025-05-22 Research
  • [Research] Hanwha Ocean (042660) – Kiwoom | High-Price Mix · Merchant Margin Acceleration · 2H Order Intake / 2026-07-28 Research
  • [Research] Samsung SDI (006400) – Hanwha Investment & Securities | Delayed EV Recovery · ESS Highlights as Sole Driver · Target Price Cut / 2026-01-07 Research
  • [Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | Silicon Capacitor · ASP Expansion · Valuation Re-rating / 2026-05-26 Research
  • [Research] Samsung Biologics (207940) – Hana Securities | Post-Spinoff Profitability · Record KRW 6.8T Orders · Plant 6 Groundbreaking Visibility / 2026-01-07 Research
  • [Research] LIG D&A (079550) – Daishin Securities | 1Q26 Review · Earnings Surprise · Export Diversification / 2026-05-08 Research

Author: ksb220805@gmail.com

[IR] Samsung Electronics (005930) – Q1 2024 Earnings Presentation / 2024-04-30

Posted on April 30, 2024August 23, 2026 By ksb220805@gmail.com
[IR] Samsung Electronics (005930) – Q1 2024 Earnings Presentation / 2024-04-30

💡 3-Second Summary In Q1 2024, Samsung Electronics posted consolidated revenue of KRW 71.92T and operating profit of KRW 6.61T, supported by a return to profitability in the memory business via high-value product mix and robust sales of the Galaxy S24 series. Looking ahead, the company plans to accelerate mass production of 8-layer/12-layer HBM3E and…

Read More “[IR] Samsung Electronics (005930) – Q1 2024 Earnings Presentation / 2024-04-30” »

IR Room

[IR] Samsung Electro-Mechanics (009150) – Q1 2024 Earnings Presentation / 2024-04-29

Posted on April 29, 2024August 23, 2026 By ksb220805@gmail.com
[IR] Samsung Electro-Mechanics (009150) – Q1 2024 Earnings Presentation / 2024-04-29

💡 3-Second Summary Samsung Electro-Mechanics posted Q1 2024 revenue of KRW 2.6243T and operating profit of KRW 180.3B driven by flagship smartphone launches and high-value component supplies , while preparing to stabilize its new Vietnam facility to expand AI/server package substrates in Q2. 📊 1. [Key Guidance & Quantitative Roadmap] 🚀 2. [Business Strategy &…

Read More “[IR] Samsung Electro-Mechanics (009150) – Q1 2024 Earnings Presentation / 2024-04-29” »

IR Room

[IR] SK hynix (000660 / SKHY) – Q1 2024 Earnings Presentation / 2024-04-25

Posted on April 25, 2024August 23, 2026 By ksb220805@gmail.com
[IR] SK hynix (000660 / SKHY) – Q1 2024 Earnings Presentation / 2024-04-25

Market: KOSPI (000660) 💡 3-Second Summary SK hynix plans to address surging AI demand by ramping up HBM3E volume and Solidigm QLC-based eSSD sales, while expanding medium-to-long-term production infrastructure through the M15X fab and a new U.S. advanced packaging facility. 📊 1. [Key Guidance & Quantitative Roadmap Summary] 🚀 2. [Business Strategy & Future Plans]…

Read More “[IR] SK hynix (000660 / SKHY) – Q1 2024 Earnings Presentation / 2024-04-25” »

IR Room

[IR] Samsung Electro-Mechanics (009150) – Q4 2023 Earnings Presentation / 2024-01-31

Posted on January 31, 2024August 23, 2026 By ksb220805@gmail.com
[IR] Samsung Electro-Mechanics (009150) – Q4 2023 Earnings Presentation / 2024-01-31

💡 3-Second Summary Samsung Electro-Mechanics posted Q4 2023 revenue of KRW 2.3062T and operating profit of KRW 110.4B, bringing full-year revenue to KRW 8.9094T, while focusing on IT set recovery and high-value product expansion across automotive and AI server applications in 2024. 📊 1. [Key Guidance & Quantitative Roadmap] 🚀 2. [Business Strategy & Future…

Read More “[IR] Samsung Electro-Mechanics (009150) – Q4 2023 Earnings Presentation / 2024-01-31” »

IR Room

[IR] Samsung Electronics (005930) – Q4 2023 Earnings Presentation / 2024-01-31

Posted on January 31, 2024August 23, 2026 By ksb220805@gmail.com
[IR] Samsung Electronics (005930) – Q4 2023 Earnings Presentation / 2024-01-31

💡 3-Second Summary In Q4 2023, Samsung Electronics posted consolidated revenue of KRW 67.78T and operating profit of KRW 2.82T as inventory normalization and advanced product sales returned the DRAM business to profitability. For 2024, the company plans to strengthen market leadership and pursue profitability through timely mass production of HBM3E and 1b-nm high-capacity DDR5,…

Read More “[IR] Samsung Electronics (005930) – Q4 2023 Earnings Presentation / 2024-01-31” »

IR Room

[IR] SK hynix (000660 / SKHY) – Q4 2023 Earnings Presentation / 2024-01-25

Posted on January 25, 2024August 23, 2026 By ksb220805@gmail.com
[IR] SK hynix (000660 / SKHY) – Q4 2023 Earnings Presentation / 2024-01-25

Market: KOSPI (000660) 💡 3-Second Summary SK hynix plans to address expanding AI memory demand by preparing HBM3E supply and expanding high-density DDR5 and LPDDR5T shipments, while managing FY2024 CAPEX increases strictly based on profitability. 📊 1. [Key Guidance & Quantitative Roadmap Summary] 🚀 2. [Business Strategy & Future Plans] 📝 Editor’s Comment (by K-STOCK…

Read More “[IR] SK hynix (000660 / SKHY) – Q4 2023 Earnings Presentation / 2024-01-25” »

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Posts pagination

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  • [Research] LIG D&A (079550) – SK Securities | Modern Warfare Leader · Limited Global CapEx · Multiple Re-rating / 2026-04-07 Research
  • [Research] Samsung Biologics (207940) – Hana Securities | Rockville Acquisition Finalized · Guidance Revision Outlook · Tariff Resilience / 2026-04-02 Research
  • [Research] Samsung SDI (006400) – Mirae Asset Securities | SDC Stake Monetization · Tesla ESS Business Expansion · Earnings Trough / 2026-02-20 Research
  • [Research] Hanwha Ocean (042660) – Yuanta | Merchant Mix Improvement · CPSP Project Value · MASGA Catalysts / 2026-07-06 Shipbuilding
  • [Research] Alteogen (196170) – Shinhan Securities | First UK Patent Ruling Favors Merck · Positive Read-across to Global Disputes · Pipeline Out-Licensing Ahead / 2026-02-23 Research
  • [Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | AI MLCC Shortage · FC-BGA Margin Expansion · Earnings Direction / 2026-07-31 Research
  • [Research] Samsung Biologics (207940) – Shinhan Securities | Rockville Revenue Recognition · Guidance Revision Potential · Songdo Plant 6 Groundbreaking / 2026-04-23 Research
  • [Research] Hanwha Ocean (042660) – Hana Securities | Merchant Vessel Margin Expansion · Energy Supply Chain Shift · Order Momentum / 2026-07-28 Research

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