Securities
Stock Reports
InBody Co., Ltd. Confirms Demand for Body Composition Analyzers Through U.S. Hospital Sales… Rating Upgrade in Focus—Hana Investment & Securities
Korea Investment & Securities analyzed that InBody Co., Ltd.(041830)is seeing growing demand for body composition analyzers due to the widespread adoption of GLP-1-based obesity treatments. In particu…
Stock Reports
LG H&H: Stable Profitability in China and Growth in North America Draw Attention… Target Price Raised from 300,000 to 330,000 – NH
NH INVESTMENT & SECURITIES forecast that, for LG H&H(051900), the restructuring of non-core businesses has largely been completed, and that the stabilization of profitability in China and the continue…
Stock Reports
SamsungElectronics “Heading Toward 630,000 Won”… Reasons Why It’s Expected to More Than Double
On the 23rd, Yuanta Securities Korea maintained its “Buy (BUY)” rating on SamsungElectronics(005930), stating that investors should focus on the prolonged cycle rather than concerns over a short-term …
Stock Reports
How Far Will SamsungElectronics' Trickle-Down Effect Go? KOSPI Dividends to Rise by Up to 60%
SamsungElectronics(005930)There are forecasts that the significant expansion of shareholder returns at SamsungElectronics could lead to an increase in dividends across the entire KOSPI market, extendi…
Research
SAMSUNG C&T CORPORATION to Benefit from SamsungElectronics’ Dividend Increase… Next Year’s DPS Forecasted at 8,550 Won—SK
SKSecurities forecast that SAMSUNG C&T CORPORATION(028260)will be able to deliver shareholder returns exceeding market expectations, driven by improved core business performance and SamsungElectronics…
Stock Reports
“It’s Headed for 350,000 Won”—What’s the Rationale Behind This Belief? … Still a ‘Buy’ Even After Earnings Forecast Is Lowered
On the 23rd, KIWOOM Securities issued a forecast stating that SamsungElectronics(005930)’s third-quarter earnings would fall short of previous expectations due to a slowdown in the upward trend of gen…
Stock Reports
POSCO FUTURE M Secures Long-Awaited First Official LFP Order... Expectations for Additional Orders Rise ↑-DS
On the 23rd, DS Investment & Securities maintained its “Buy” investment rating and target price of 290,000 won for POSCO FUTURE M(003670). This is due to expectations of expanded order intake followin…
Stock Reports
SamsungElectroMechanics Expected to Improve Profitability with Expansion of AI Products…Target Price Raised to 2.2 Million Won ↑—Meritz
On the 23rd, Meritz Securities maintained its “Buy” rating on SamsungElectroMechanics(009150)and raised its target price to 2.2 million won. This represents an upside potential of 48.0% compared to th…
Investment Insights
“Second Major Investment in the U.S. Targets ‘Large-Scale Nuclear Power Plants’… DOOSAN ENERBILITY and KEPCO Engineering & Construction in the Spotlight”
As South Korea’s entry into the U.S. nuclear power market becomes increasingly likely, forecasts suggest that construction of new nuclear power plants in the U.S. could begin in earnest as early as th…
Issues & Trends
“It’s Difficult to Build Large Data Centers in the Seoul Metropolitan Area”… The ‘Small Transformation’ of the Hanam Logistics Center
A logistics center in Hanam, Gyeonggi Province, is being transformed into a data center (DC). As the development of hyperscale (large-scale) data centers within the Seoul metropolitan area becomes inc…