Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim, Dahyun Jang Investment Rating : BUY (Maintained) Target Price : 1,540,000 KRW (Maintained) Core Momentum : The U.S. ADR listing process is expected to establish a new global valuation benchmark and narrow the multiple discount to overseas memory peers, while robust earnings growth…
Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : 1,540,000 KRW (Maintained) Core Momentum : Resilient memory pricing and structural capacity constraints are driving upward earnings revisions, while the planned U.S. ADR listing provides a potential catalyst for multiple expansion and valuation re-rating. 📊…
Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Hyungkeun Ryu, RA Jiwon Seo Investment Rating : BUY (Maintained) Target Price : 1,450,000 KRW (Maintained) Core Momentum : Sharp DRAM and NAND ASP increases are expected to drive a significant Q1 earnings beat and substantial full-year earnings upgrades, while the recent share-price correction leaves valuation…
Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim Investment Rating : BUY (Maintained) Target Price : 1,540,000 KRW (Maintained) Core Momentum : Resilient memory pricing and a widening gap between limited capacity expansion and demand growth indicate that underlying fundamentals remain intact, while the geopolitically driven share-price correction has created significant…
Market: KOSPI (000660) Brokerage : Kiwoom Securities Analyst : Yuak Pak Investment Rating : BUY (Maintain) Target Price : 1,300,000 KRW (Upgraded) Core Momentum : Sharp legacy DRAM and NAND price increases are driving substantial earnings upgrades, while the memory cycle is expected to transition from price-led gains toward CapEx-supported volume growth as profitability strengthens….
Market: KOSPI (000660) Brokerage : SK Securities Analyst : Donghee Han Investment Rating : BUY (Maintained) Target Price : 1,600,000 KRW (Upgraded) Core Momentum : AI memory demand is expanding beyond HBM into DRAM and NAND, with inference-driven memory tiering creating a new role for NAND while multi-dimensional supply constraints strengthen pricing power, earnings visibility,…
Market: KOSPI (000660) Brokerage : Daishin Securities Analysts : Hyungkeun Ryu, RA: Jiwon Seo Investment Rating : BUY (Maintained) Target Price : 1,450,000 KRW (Upgraded) Core Momentum : Sharp legacy DRAM and NAND price increases and broad HBM supply tightness are driving record earnings expectations, while the shift toward LTAs and prepayment-based contracts alongside planned…
Market: KOSPI (000660) Brokerage : Hyundai Motor Securities Analyst : Keun-chang Noh (RA: Dong-wook Yoon) Investment Rating : BUY (Maintained) Target Price : 1,000,000 KRW (Raised) Core Momentum : Intensifying memory supply shortages are expected to drive sharp ASP increases across both commodity and high-value products, while HBM4 shipments and sustained pricing strength support a…
Market: KOSPI (000660) Brokerage : DS Investment & Securities Analyst : Surim Lee Investment Rating : BUY (Maintained) Target Price : 970,000 KRW (Raised) Core Momentum : Strong server memory demand and tightening supply are expected to sustain pricing power across HBM and conventional memory, while rising HBM3E prices support continued margin expansion and earnings…
Market: KOSPI (000660) Brokerage : Kyobo Securities Analyst : Boyoung Choi Investment Rating : Buy (Maintained) Target Price : 1,100,000 KRW (Raised) Core Momentum : Robust AI server and hyperscaler investment is expected to sustain broad-based DRAM and NAND price increases, while HBM4 and next-generation high-value memory products support continued margin and earnings expansion. 📊…