Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rok-Ho Kim (RA: Young-Gyu Kim) Investment Rating : BUY (Maintained) Target Price : 1,280,000 KRW (Raised) Core Momentum : Strong data center demand is expected to sustain sharp DRAM and NAND price increases and exceptional cash generation, enabling earnings growth to translate into expanded dividends, treasury…
Market: KOSPI (000660) Brokerage : Mirae Asset Securities Analyst : Younggun Kim (RA: Sehoon Jung) Investment Rating : BUY (Maintained) Target Price : 1,370,000 KRW (Raised) Core Momentum : Sharp DRAM and NAND price increases are expected to translate directly into margin and operating profit expansion through strong operating leverage, while rising FCF supports aggressive…
Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Hyungkeun Ryu (RA: Jiwon Seo) Investment Rating : BUY (Maintained) Target Price : 1,250,000 KRW (Raised) Core Momentum : Disciplined Capex is expected to prevent excessive capacity expansion during the memory super-cycle, while multi-year LTAs and prepayment-based contracts improve supply stability and cash-flow visibility, supporting stronger…
Market: KOSPI (000660) Brokerage : Eugene Investment & Securities Analyst : Sojung Yim Investment Rating : BUY (Maintained) Target Price : 1,170,000 KRW (Raised) Core Momentum : Strong demand for high-value HBM and enterprise SSD products amid structurally tight supply is expected to drive further profitability gains, supporting the prospect of SK hynix reaching a…
Market: KOSPI (000660) Brokerage : Shinhan Securities Analyst : Hyungtae Kim (RA: Hyesus Song) Investment Rating : BUY (Maintained) Target Price : 1,300,000 KRW (Raised) Core Momentum : Severe supply-demand imbalances and depleted inventories are expected to sustain broad-based memory ASP increases, strengthening supplier pricing power and driving rapid margin and earnings expansion across DRAM…
Market: KOSPI (000660) Brokerage : iM Securities Analyst : Myeongsub Song Investment Rating : Buy (Maintain) Target Price : 1,160,000 KRW (Raised) Core Momentum : Severe memory supply shortages are expected to drive record increases in legacy DRAM and NAND fixed transaction prices in Q1, with continued pricing gains through Q3 supporting extraordinary full-year earnings…
Market: KOSPI (000660) Brokerage : Kiwoom Securities Analyst : Yuak Park Investment Rating : BUY (Maintain) Target Price : 1,050,000 KRW (Raised) Core Momentum : Strong server DRAM and enterprise SSD demand amid constrained supply is driving substantial price increases across commodity DRAM and NAND, supporting significant earnings upgrades and a Q1 performance above market…
Market: KOSPI (000660) Brokerage : Yuanta Securities Analyst : Gilhyun Baik (RA: Seokmin Lim) Investment Rating : BUY (Maintained) Target Price : 1,169,000 KRW (Raised) Core Momentum : Expanding AI inference workloads are driving explosive demand for high-performance enterprise SSDs and high-capacity DRAM, while rising memory prices strengthen profitability and free cash flow available for…
Market: KOSPI (000660) Brokerage : SK Securities Analyst : Donghee Han Investment Rating : BUY (Maintained) Target Price : 1,500,000 KRW (Raised) Core Momentum : An LTA-driven order-first supply structure combined with disciplined capacity expansion is expected to prolong memory shortages and reduce traditional cycle volatility, supporting record profitability and structurally higher earnings visibility. 📊…
Market: KOSPI (000660) Brokerage : Eugene Investment & Securities Analyst : Sojung Yim Investment Rating : BUY (Maintained) Target Price : 990,000 KRW (Raised) Core Momentum : Diversification of AI computing architectures across GPUs, CPUs, and ASIC accelerators is expected to structurally expand high-end memory demand centered on HBM, supporting industry-leading profitability and a sustained…