Securities
Stock Reports
Samsung Life Insurance Expected to Benefit from SamsungElectronics’ Shareholder Returns… Whether Dividends Will Be Increased Remains to Be Seen—Hanwha
HANWHA INVESTMENT & SECURITIES assessed that while dividend income for Samsung Life Insurance(032830)is expected to increase following SamsungElectronics(005930)’s expansion of shareholder returns, it…
Stock Reports
SamsungElectronics’ Shareholder Returns to Benefit Preferred Shareholders… SAMSUNG C&T CORPORATION Dividends to Triple
SamsungElectronics(005930)has unveiled a shareholder return plan worth up to 110 trillion won, leading to analysis that SamsungElectronics preferred shares and SAMSUNG C&T CORPORATION(028260)could ben…
Stock Reports
"It's heading toward 110,000 won"... Target price set at 70,000 won following Kakao's spin-off announcement
Kakao(035720) On the 24th, KIWOOM Securities stated that it had conservatively factored in the synergistic effects resulting from the spin-off of the artificial intelligence (AI) business and the inte…
Stock Reports
"Heading Toward 1.83 Million Won": Hanwha Aero’s K9MH Breaks Into the U.S. Market
DS Investment & Securities stated that the entry of HANWHA AEROSPACE(012450)’s K9 self-propelled howitzer into the U.S. market signifies more than just a single order. The firm raised its target price…
Issues & Trends
Long-Term Interest Rates Unmoved by Buybacks... New York Stock Market Rises on Solid Economic Indicators [Early Morning News]
Last weekend on the 21st (local time), the New York stock market rebounded on the back of strong U.S. services sector data, but long-term interest rates dominated the market throughout the week. As th…
Stock Reports
SamsungElectroMechanics: ABF Substrate Supply Shortage Worsens… Valuation Premium Widens—Meritz
On the 24th, Meritz Securities projected that SamsungElectroMechanics(009150)would see both its market share and valuation premium rise, driven by aggressive expansion of production capacity (CAPA), a…
Stock Reports
HYOSUNG HEAVY INDUSTRIES Expands AI Data Center Client Base… Target Price Maintained at 4 Million Won—SK
SKSecurities highlighted the growth potential of HYOSUNG HEAVY INDUSTRIES(298040)’s U.S. power grid business, noting that the customer base of its U.S. sales subsidiary is expanding from a focus on ut…
Stock Reports
"Dividends Alone Amount to Trillions of Won": Life and Fire Insurers Raise Target Prices Following Samsung Electronics' '30 Trillion Won Dividend'
Forecasts indicate that Samsung Life Insurance(032830)and SamsungFire&MarineInsurance(000810)will receive dividends totaling trillions of won as a result of SamsungElectronics(005930)’s large-scale sh…
Stock Reports
LS ELECTRIC’s ‘Three-Tier Structure’ in Power Distribution, Transmission, and DC… SK Says AI CAPEX Concerns Are Exaggerated
On the 24th, SKSecurities named LS ELECTRIC(010120)its top pick in the power equipment sector, noting that the company is expanding its business scope from distribution to transmission and transformer…
Stock Reports
"110 Trillion to Be Injected": Compound Investment in Samsung Electronics Stock… A Turning Point for Revaluation
On the 24th, KB Securities projected that SamsungElectronics(005930)would reach a turning point in its valuation as large-scale additional shareholder returns align with profit growth. Kim Dong-won, H…