Author: ksb220805@gmail.com

Market: KOSPI (000660) Brokerage : Kyobo Securities Analyst : Boyoung Choi Investment Rating : Buy (Maintain) Target Price : KRW 4,000,000 (Maintain) Core Momentum : Expanded HBM4 and 1c-node product shipments are expected to improve both volume and product mix and sustain second-half earnings growth, while LTAs with key clients secure mid-to-long-term demand visibility. 📊…

Read More “[Research] SK hynix (000660 / SKHY) – Kyobo | HBM4 · Product Mix · LTA / 2026-07-30” »

Market: KOSPI (000660) Brokerage : Hanwha Investment & Securities Analyst : Junyoung Park (Nawoo Kim) Investment Rating : Buy (Maintain) Target Price : KRW 3,150,000 (Lowered) Core Momentum : Expanding LTAs are expected to raise the earnings floor through contractual demand and risk-sharing mechanisms, while improving capacity planning and reducing the frequency and severity of…

Read More “[Research] SK hynix (000660 / SKHY) – Hanwha | LTA · Earnings Floor · Cycle Stability / 2026-07-30” »

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rokho Kim Investment Rating : BUY (Maintain) Target Price : KRW 3,600,000 (Maintain) Core Momentum : Full-scale HBM4 shipments are expected to lift blended ASP and drive strong Q3 earnings growth, while expanded LTAs secure mid-to-long-term earnings visibility and reinforce valuation appeal. 📊 1. [Valuation &…

Read More “[Research] SK hynix (000660 / SKHY) – Hana | HBM4 · LTA · Valuation Appeal / 2026-07-30” »

Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Hyeongkeun Ryu Investment Rating : BUY (Maintain) Target Price : KRW 3,200,000 (Lowered, applying Target P/B 4.3x) Core Momentum : Constrained DRAM production growth is expected to enforce supply discipline and sustain earnings expansion through 2027, while multi-year LTAs strengthen long-term customer partnerships and rising FCF…

Read More “[Research] SK hynix (000660 / SKHY) – Daishin | Supply Discipline · LTA · Shareholder Returns / 2026-07-30” »

Market: KOSPI (000660) Brokerage : Shinhan Securities Analyst : Hyungtae Kim (Hyesu Song) Investment Rating : BUY (Maintain) Target Price : KRW 2,700,000 (Lowered) Core Momentum : Ultra-low DRAM and NAND inventories are expected to sustain memory supply shortages through 2027, while stronger server DRAM and high-capacity eSSD demand supports renewed pricing momentum and a…

Read More “[Research] SK hynix (000660 / SKHY) – Shinhan | Ultra-Low Inventory · Supply Shortage · Earnings Rebound / 2026-07-30” »

Market: KOSPI (000660) Brokerage : Kiwoom Securities Analyst : Yuak Park Investment Rating : BUY (Upgrade) Target Price : KRW 2,200,000 (Lowered) Core Momentum : Stronger commodity DRAM and NAND pricing and normalized HBM4 shipments are expected to drive a sharp Q3 earnings rebound, while the share-price correction has created valuation appeal against the brokerage’s…

Read More “[Research] SK hynix (000660 / SKHY) – Kiwoom | Commodity Memory Pricing · HBM4 · Valuation Appeal / 2026-07-30” »

Market: KOSPI (000660) Brokerage : SK Securities Analyst : Donghee Han Investment Rating : BUY (Maintain) Target Price : KRW 4,000,000 (Maintain) Core Momentum : Persistently low inventories and sub-70% demand fulfillment are expected to sustain tight memory supply-demand conditions, while LTAs enhance earnings visibility and durability and the anticipated rollout of shareholder returns supports…

Read More “[Research] SK hynix (000660 / SKHY) – SK Securities | Supply Tightness · LTA · Shareholder Returns / 2026-07-30” »