Securities
Stock Reports
Hyundai MARINE & FIRE INSURANCE CO.,LTD Undervalued Due to Unpaid Dividends… Fundamentals Continue to Improve—NH
NH INVESTMENT & SECURITIES announced on the 1st that it is maintaining its “Buy” rating and target price of 46,000 won for Hyundai MARINE & FIRE INSURANCE CO.,LTD(001450).
Jeong Jun-seop, an an…
Stock Reports
VINA TECH CO.,LTD. Begins Securing System Orders… Earnings Growth Gains Momentum—Meritz
On the 1st, Meritz Securities assessed that VINA TECH CO.,LTD.(126340)has entered a phase of full-scale growth in its systems business following a contract to supply supercapacitor systems for data ce…
Stock Reports
HYUNDAI STEEL: Low PBR and Expectations for Expanding Sales to Data Centers—Shinhan
Shinhan Investment Securities projected that HYUNDAI STEEL(004020)could see a revaluation of its corporate value as its earnings have bottomed out, coupled with factors such as price hikes for automot…
Stock Reports
'1.7 million → 3 million won' SamsungElectroMechanics Signs 4500억 MLCC Long-Term Contract… "Supply Shortage"
Hana Securities has maintained its “Buy” rating on SamsungElectroMechanics(009150)and significantly raised its target price from 1.7 million won to 3 million won. This outlook is based on the expectat…
Stock Reports
SILICON 2 Co.,Ltd. Forecasts Record Second-Quarter Earnings Driven by Growth in Europe and North America… Target Price Lowered - NH
On the 1st, NH INVESTMENT & SECURITIES projected that SILICON 2 Co.,Ltd.(257720)would post record-high second-quarter earnings, driven by robust global demand, particularly in Europe and North America…
Stock Reports
SamsungElectroMechanics: Fourth MLCC Cycle in Full Swing…Target Price Raised - NH
NH INVESTMENT & SECURITIES announced on the 1st that it is maintaining its “Buy” rating on SamsungElectroMechanics(009150)and raising its target price from 1.7 million won to 3 million won.
Hwa…
Stock Reports
GS Engineering & Construction Corp Expected to Win Donghae Data Center Contract… Target Price Raised to 52,000 Won – Hana
Hana Securities assessed that GS Engineering & Construction Corp(006360)is expected to see an increase in data center orders as large-scale group-wide investment plans related to the government’s Arti…
Issues & Trends
"Heading Toward 580,000 Won" Samsung Electronics’ Memory Supercycle Extends… DRAM Prices Rise
On the 1st, SANGSANGINVESTMENT&SECURITIES significantly raised its target price for SamsungElectronics(005930)from 250,000 won to 580,000 won, while maintaining its “Buy” investment rating. Analysts s…
Stock Reports
NAVER Faces Margin Pressure Through Q3 Due to AI Investments… Success of New Businesses Is Key—Hanwha
On the 1st, HANWHA INVESTMENT & SECURITIES projected that while NAVER(035420)(Naver) is experiencing solid growth in advertising and e-commerce, profitability will remain under pressure through the th…
Issues & Trends
What Are the Factors That Could Drive a KOSPI Rebound in the Second Half?…Record-Breaking 101% Return in the First Half
Although the KOSPI surged by over 100% in the first half of this year, recording a record-breaking half-year return, analysis suggests that a closer look at the rally reveals lingering challenges, inc…