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Brokerage : Yuanta Securities Analyst : Sunyoung Kou (Research Assistant: Seokmin Lim) Investment Rating : BUY (Maintained) Target Price : KRW 2,300,000 (Lowered) Core Momentum : Solid earnings growth driven by AI server LTA executions, broadening MLCC channel price hikes, and expanding FC-BGA operating margins 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market…

Read More “[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | MLCC Price Hikes · Server Product Mix · Target Price Revision / 2026-07-31” »

Brokerage : Daishin Securities Analyst : Kangho Park (kangho.park@daishin.com) Investment Rating : BUY (Maintained) Target Price : KRW 2,800,000 (Maintained) Core Momentum : Maximal product mix improvements and structural upward revisions in earnings forecasts driven by worsening supply shortages in server and automotive MLCCs and FC BGAs 📊 1. [Valuation & Key Financial Metrics] 🚀…

Read More “[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | Supply Shortage · High-End Mix · Earnings Upward Cycle / 2026-07-31” »

Brokerage : Shinhan Securities Analyst : Kangho Oh (snowkh@shinhan.com) Investment Rating : BUY (Maintained) Target Price : KRW 2,200,000 (Lowered) Core Momentum : Long-term upward revisions in earnings forecasts and structural growth driven by expanded high-value orders and ASP gains across high-end MLCCs and silicon capacitors 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Read More “[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | High-Value Order Expansion · ASP Growth · Earnings Upward Revision / 2026-07-31” »

Brokerage : IBK Securities Analyst : Kim Un-ho (unokim88@ibks.com) Investment Rating : BUY (Maintained) Target Price : KRW 1,750,000 (Maintained) Core Momentum : Accelerating earnings growth powered by structural supply shortages evidenced by rare MLCC price hikes alongside expanding high-spec package substrate demand 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities &…

Read More “[Research] Samsung Electro-Mechanics (009150) – IBK Securities | MLCC Price Hike · Supply Shortage · Earnings Acceleration / 2026-07-31” »

Brokerage : SK Securities Analyst : Hyungwou Park (R.A Youngwhan Jeong) Investment Rating : BUY (Maintained) Target Price : KRW 2,000,000 (Maintained) Core Momentum : Full-scale upward earnings revisions driven by MLCC blended ASP surpassing KRW 5 for the first time in seven years and surging FCBGA revenue with mid-to-high 20% profitability 📊 1. [Valuation…

Read More “[Research] Samsung Electro-Mechanics (009150) – SK Securities | MLCC ASP Rise · FCBGA Margin Expansion · Earnings Upward Revision / 2026-07-31” »

Brokerage : iM Securities Analyst : Eui-young Ko (IT RA: Jeongha Park) Investment Rating : BUY (Maintained) Target Price : KRW 2,000,000 (Lowered) Core Momentum : Long-term upward earnings revisions driven by severe AI server MLCC capacity cannibalization, broad 30% distribution price hikes, and strengthened substrate bargaining power against a 10-year average valuation reset 📊…

Read More “[Research] Samsung Electro-Mechanics (009150) – iM Securities | Valuation Reset · MLCC Price Hikes · Server Demand / 2026-07-31” »

Brokerage : Kiwoom Securities Analyst : Min-gyu Kwon Investment Rating : BUY (Maintained) Target Price : KRW 2,800,000 (Maintained) Core Momentum : Arrival of a structural price (P) up-cycle driven by rapid transition toward non-commodity B2B portfolios and severe supply shortages in high-capacitance MLCCs and FC-BGAs 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Read More “[Research] Samsung Electro-Mechanics (009150) – Kiwoom Securities | Non-Commodity Shift · Structural Shortage · Price Cycle / 2026-07-31” »

Market: KOSPI (000660) Brokerage : Eugene Investment & Securities Analyst : Injune Son Investment Rating : STRONG BUY (Maintain) Target Price : KRW 3,700,000 (Maintain) Core Momentum : National-level AI infrastructure investment competition is expected to intensify memory supply shortages and sustain pricing strength, while expanded HBM4 and SOCAMM2 shipments support second-half product mix improvements…

Read More “[Research] SK hynix (000660 / SKHY) – Eugene Investment | AI Infrastructure · Memory Shortage · Product Mix / 2026-07-31” »