Securities
Stock Reports
"Stock Price to Rise 47%"... The Reason Behind the Surprising Forecast for 'This Stock' in the Rechargeable Battery Sector
iM Securities raised its target price for SAMSUNG SDI CO.,LTD.(006400)to 800,000 won, forecasting that earnings improvement will gain momentum, driven primarily by energy storage systems (ESS). The fi…
Stock Reports
Alteogen Inc. Attracts Interest from Global Pharmaceutical Companies... Stock Price Headed for 400,000 Won—IBK
On the 21st, IBK Investment & Securities initiated coverage of Alteogen Inc.(196170)with a “Buy” rating and a new target price of 400,000 won. This represents an upside potential of 57.8% compared to …
Issues & Trends
"Where Should Data Centers Be Built?"…Now It’s a Battle Between "Electricity Providers and Tenants"
As the formula for data center location has changed, so too have investment criteria. Whereas accessibility to Seoul and telecommunications infrastructure were once key factors, “whether electricity c…
Issues & Trends
[Exclusive] Startup at Center of 'Parliamentary Oversight Favoritism Controversy' Due to Lawmaker Connections… Allegations of Breach of Trust, Embezzlement, and Tax Evasion
Rep. A of the Policy and Finance Committee: “Chairman Kim Sang-jo of the Fair Trade Commission, there was an incident in which the conglomerate KT infringed on a startup’s trademark without authorizat…
Issues & Trends
Yields in the 20% range, abundant long-term rental demand… Big investors riding the AI supercycle
"Construction costs range from 10 billion to 15 billion won per 1 MW, meaning that building a 200 MW-class AI data center would require 2 trillion to 3 trillion won in construction costs alone. If IT …
Issues & Trends
Investing in Future Value Over Immediate Returns… Money Flowing into Data Center Project Financing
The rapid growth of the artificial intelligence (AI) industry is reshaping the investment landscape of South Korea’s real estate finance market. As the spread of AI services has led to a surge in dema…
KRX
“KOSPI to Remain Range-Bound Through Next Year” vs. “It Will Hit 8,000”… Mixed Forecasts Amid Interest Rate Hikes
While the KOSPI rebounded despite the U.S. Federal Reserve’s interest rate hike, market opinions are divided on the future direction of the stock market. Although concerns over the rate hike have alre…
Issues & Trends
Samsung Electronics and INICS Corporation Near Completion of Share Buybacks… Who Will Fill the ‘Supply Gap’?
The large-scale share buybacks by SamsungElectronics(005930)and SK hynix(000660), which have served as a pillar of supply and demand in the domestic stock market, are entering their final stages. If t…
Issues & Trends
"Moth-to-the-flame Investing" Continues Despite Warning Signs… One in Four "Warning List" Stocks Plummets 30%
It has been revealed that in one out of every four cases where a stock was designated as an “investment warning” or “investment risk” stock by the Korea Exchange (KRX), the stock price subsequently pl…
Issues & Trends
Separating the Wheat from the Chaff Among High-Dividend Stocks… NH and Samsung Securities Stand Out Amid Expectations of Increased Dividends
As the year-end dividend season approaches, investor interest in high-dividend stocks is growing. This year, Korea District Heating is expected to have the highest projected dividend yield—in the high…