Category: Semiconductors

Brokerage : Yuanta Securities Analyst : Sunyoung Kou (Research Assistant: Seokmin Lim) Investment Rating : BUY (Maintained) Target Price : KRW 2,800,000 (Raised) Core Momentum : Long-term earnings visibility and valuation premium expansion powered by simultaneous up-cycles across MLCC and FC-BGA alongside customer-backed mega CapEx expansions 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Read More “[Research] Samsung Electro-Mechanics (009150) – Yuanta Securities | Dual Up-cycle · Large-Scale CapEx · Target Price Upgrade / 2026-07-08” »

Brokerage : Daishin Securities Analyst : Kangho Park (kangho.park@daishin.com) Investment Rating : BUY (Maintained) Target Price : KRW 2,800,000 (Raised) Core Momentum : Full-scale earnings upward revisions and continuous record profitability driven by worsening supply shortages and price increases across AI server FC BGAs and high-end MLCCs 📊 1. [Valuation & Key Financial Metrics] 🚀…

Read More “[Research] Samsung Electro-Mechanics (009150) – Daishin Securities | Supply Shortage · High-End Mix · Earnings Upward Revisions / 2026-07-07” »

Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Rhyu Hyung-keun Investment Rating : BUY (Maintained) Target Price : KRW 3,900,000 (Upgraded) Core Momentum : The NASDAQ ADR listing is expected to broaden global investor access and reduce the valuation discount, while HBM4 commercialization and stronger memory pricing support earnings upgrades and expanding shareholder return…

Read More “[Research] SK hynix (000660 / SKHY) – Daishin | ADR Listing · HBM4 · Valuation Re-rating / 2026-07-07” »

Brokerage : Mirae Asset Securities Analyst : Junseo Park (park.junseo@miraeasset.com) Investment Rating : BUY (Maintained) Target Price : KRW 2,800,000 (Maintained) Core Momentum : Secured supplier pricing power and upward earnings revisions driven by acute capacity cannibalization from AI MLCCs and structural shifts toward 1-year fixed LTAs 📊 1. [Valuation & Key Financial Metrics] 🚀…

Read More “[Research] Samsung Electro-Mechanics (009150) – Mirae Asset Securities | Capacity Cannibalization · 1-Year LTA · Pricing Power / 2026-07-06” »

Brokerage : Shinhan Securities Analyst : Kangho Oh (snowkh@shinhan.com) Investment Rating : BUY (Maintained) Target Price : KRW 3,000,000 (Raised) Core Momentum : Full-scale earnings expansion and valuation re-rating driven by large-scale orders across silicon capacitors and MLCCs alongside high capacity utilization exceeding 90% 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities…

Read More “[Research] Samsung Electro-Mechanics (009150) – Shinhan Securities | High-Value Order Expansion · Valuation Re-rating · Capacity Utilization / 2026-07-02” »

Brokerage : Hana Securities Analyst : Kim Min-kyung (minkyung.kim@hanafn.com) Investment Rating : BUY (Maintained) Target Price : KRW 3,000,000 (Raised) Core Momentum : Steep multi-year earnings growth through 2028 driven by acute supply shortages and strengthened pricing power in AI data center MLCCs and FCBGA substrates 📊 1. [Valuation & Key Financial Metrics] 🚀 2….

Read More “[Research] Samsung Electro-Mechanics (009150) – Hana Securities | AI MLCC Shortage · FCBGA Pricing Power · Valuation Premium / 2026-07-01” »

Brokerage : iM Securities Analyst : Eui-young Ko (IT RA: Jeongha Park) Investment Rating : Buy (Maintained) Target Price : KRW 3,000,000 (Raised) Core Momentum : Structural business transformation from Just-in-Time commodities to LTA-based specialty components and multi-year valuation re-rating driven by severe AI server capacity cannibalization 📊 1. [Valuation & Key Financial Metrics] 🚀…

Read More “[Research] Samsung Electro-Mechanics (009150) – iM Securities | LTA Transition · Specialty MLCC · Valuation Re-rating / 2026-07-01” »

Market: KOSPI (000660) Brokerage : Kyobo Securities Analyst : Choi Bo-young Investment Rating : BUY (Maintained) Target Price : KRW 4,000,000 (Upgraded) Core Momentum : Expanding agentic AI adoption is expected to broaden DRAM and NAND demand amid structural supply deficits, while dominant HBM3e and HBM4 market positions strengthen the high-value product mix and sustain…

Read More “[Research] SK hynix (000660 / SKHY) – Kyobo | Agentic AI · HBM Market Share · Earnings Growth / 2026-07-01” »

Market: KOSPI (000660) Brokerage : Shinhan Investment Corp. Analyst : Kim Hyung-tae, Song Hye-su Investment Rating : BUY (Maintained) Target Price : KRW 4,200,000 (Upgraded) Core Momentum : The upcoming Nasdaq ADR listing is expected to narrow the valuation gap with global peers, while stronger commodity memory pricing and SK hynix’s dominant HBM position support…

Read More “[Research] SK hynix (000660 / SKHY) – Shinhan | ADR Listing · HBM Pricing · Valuation Re-rating / 2026-06-30” »

Market: KOSPI (000660) Brokerage : Hana Securities Analyst : Rokho Kim Investment Rating : BUY (Maintained) Target Price : KRW 3,600,000 (Upgraded) Core Momentum : Stronger commodity DRAM pricing in the second half and an improving HBM4-led product mix are expected to drive further earnings upgrades, while long-term supply agreements and the ADR listing support…

Read More “[Research] SK hynix (000660 / SKHY) – Hana | Commodity DRAM Pricing · LTA · Multiple Expansion / 2026-06-26” »