Category: Bio & Healthcare

Brokerage : DS Investment & Securities Analyst : Minjeong Kim Investment Rating : BUY (Maintained) & Large-Cap Top Pick Target Price : KRW 320,000 (Maintained) Core Momentum : Strong 2Q26 earnings beat driven by steep revenue growth from second-wave new biosimilars including Omlyclo and Eyptozma, with second-half catalysts including Omlyclo 300mg high-dose rollout and Pfizer-Zymfentra…

Read More “[Research] Celltrion (068270) – DS Investment & Securities | 2Q26 Re: Steep Growth Exceeds Expectations · New Biosimilars Surge · Large-Cap Top Pick / 2026-07-28” »

Brokerage : Mirae Asset Securities Analyst : Seungmin Kim Investment Rating : BUY (Maintained) Target Price : KRW 2,100,000 (Lowered) Core Momentum : Despite lowering the target price due to adjusted Plant 5 utilization timing and broader CDMO sector valuation multiple compression, robust earnings growth is expected driven by full utilization of Plants 1–4 and…

Read More “[Research] Samsung Biologics (207940) – Mirae Asset | Plant 5 Ramp-up · CDMO Expansion · Earnings Forecast / 2026-07-27” »

Brokerage : Kiwoom Securities Analyst : Hyemin Huh Investment Rating : BUY (Maintained) Target Price : KRW 2,100,000 (Maintained) Core Momentum : Temporary 3Q strike concerns are expected to be offset by commercial contributions from Plant 5 and the Rockville facility, with potential earnings estimate upgrades driven by 4Q performance concentration and unreflected Rockville revenue….

Read More “[Research] Samsung Biologics (207940) – Kiwoom Securities | Plant 5 & Rockville Ramp-up · Guidance Upside · 4Q Earnings Concentration / 2026-07-24” »

Brokerage : iM Securities Analyst : Jaewon Jeong Investment Rating : BUY (Maintained) Target Price : KRW 1,900,000 (Lowered) Core Momentum : Full-scale revenue recognition from Plant 5 and the US Rockville site starting in 3Q, along with the tender offer acquisition of Switzerland’s PolyPeptide Group, structurally diversifies the mid-to-long term CDMO growth portfolio. 📊…

Read More “[Research] Samsung Biologics (207940) – iM Securities | New Plant Operations · PolyPeptide Acquisition · Portfolio Diversification / 2026-07-24” »

Brokerage : Shinhan Securities Analyst : Hochul Lee (Senior Analyst), Minyong Eom (Analyst) Investment Rating : BUY (Maintained) Target Price : KRW 1,800,000 (Maintained) Core Momentum : Driven by commercial ramp-ups at Plant 5 and the Rockville facility starting in 3Q alongside an upgraded 20% annual revenue growth guidance, mid-to-long term expansion is reinforced by…

Read More “[Research] Samsung Biologics (207940) – Shinhan Securities | Capacity Expansion · Peptide Entry · Guidance Upgrade / 2026-07-24” »

Brokerage : IBK Securities Analyst : Yisoo Jung Investment Rating : BUY (Maintained) Target Price : KRW 2,090,000 (Maintained) Core Momentum : Supported by revenue contributions from the Rockville site and Plant 5 scaling, full-year growth is expected to hit the upper guidance limit, while the PolyPeptide acquisition secures structural entry into high-growth peptide CDMO…

Read More “[Research] Samsung Biologics (207940) – IBK Securities | US Operations · Plant 5 Ramp-up · Peptide Expansion / 2026-07-24” »

Brokerage : Daishin Securities Analyst : Kahye Hong Investment Rating : BUY (Maintained) Target Price : KRW 2,000,000 (Maintained) Core Momentum : Despite temporary strike-related impacts in 3Q, full-year revenue guidance was raised to 20% on expectations of a strong 4Q recovery and new plant ramp-ups, bolstered by order momentum recovery and peptide CDMO expansion….

Read More “[Research] Samsung Biologics (207940) – Daishin Securities | 4Q Earnings Recovery · New Plant Ramp-up · Peptide Expansion / 2026-07-24” »

Brokerage : Hana Securities Analyst : Seona Kim (RA: Heekyung Lee) Investment Rating : BUY (Maintained) Target Price : KRW 2,050,000 (Maintained) Core Momentum : Despite initial operating expenses and short-term production disruptions, full-year revenue growth is poised to reach the upper end of guidance supported by Rockville facility integration and favorable FX, while business…

Read More “[Research] Samsung Biologics (207940) – Hana Securities | Rockville Ramp-up · Business Scale Expansion · Revenue Visibility / 2026-07-24” »

Brokerage : Kyobo Securities Analyst : Heeryung Jung Investment Rating : BUY (Maintained) Target Price : KRW 1,900,000 (Raised) Core Momentum : Full-scale revenue recognition from Plant 5 and the Rockville facility starting in 3Q is expected to drive full-year guidance toward the upper bound, while the acquisition of a peptide CDMO secures structural modality…

Read More “[Research] Samsung Biologics (207940) – Kyobo Securities | H2 Revenue Recognition · Modality Diversification · Earnings Growth / 2026-07-24” »

Brokerage : DS Investment & Securities Analyst : Minjeong Kim Investment Rating : BUY (Maintained) Target Price : KRW 1,950,000 (Lowered) Core Momentum : Despite temporary first-half order delays, earnings acceleration is expected from 3Q26 driven by operational ramp-ups at Plant 5 and Rockville alongside potential conversion of $2.6bn in non-binding contracts. 📊 1. [Valuation…

Read More “[Research] Samsung Biologics (207940) – DS Investment & Securities | Order Recovery · Plant Ramp-up · Earnings Growth / 2026-07-24” »