Category: Semiconductors

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” »

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” »