Securities
Stock Reports
SK Sees Improved Earnings and Even Retires Treasury Stock… Expectations for a Reassessment of Corporate Value—SK
SKSecurities analyzed that SK(034730)warrants a revaluation of its corporate value based on SK Eco Plant’s improved earnings, as well as shareholder returns such as the cancellation of treasury shares…
Stock Reports
"DB INSURANCE Raises Dividend Floor Through Value-Up Initiative… Target Price Raised to 245,000 Won" – Shinhan
On the 31st, Shinhan Investment Securities maintained its “Buy” rating on DB INSURANCE(005830), noting that the quality and sustainability of its dividends have been further strengthened through a med…
Stock Reports
SK Hanik’s Target Price Plummets 27%… What’s the Outlook for HBM Next Year?
On the 31st, LS SECURITIES lowered its target price for SK hynix(000660)by 27.3% from 3.3 million won to 2.4 million won, reflecting the normalization of competition among suppliers and an adjustment …
Stock Reports
DB Insurance Sets Target of 50% Shareholder Return Rate and 10% Increase in DPS… “To Enhance Predictability” – Kiwoom
DB INSURANCE(005830)announced a new corporate value enhancement plan that aims to raise the shareholder return ratio (on a standalone basis) to 50% by 2030 and increase the dividend per share (DPS) by…
Issues & Trends
“Lock-up Period of at Least 6 Months Even Before the Offering Price Is Set”… The IPO Market Set to Change Dramatically in November [Weekly IB]
A path is opening up for companies preparing for an initial public offering (IPO) to secure long-term investors in advance of their listing. The “cornerstone investor” system, under which institutiona…
Issues & Trends
Expanding into Virtual Assets with U.S. and Japanese Brokerages… Hyun Joo Park Dreams of a 'Korean Robinhood'
Hyun Joo Park, Chairwoman of Mirae Asset Group and Global Strategy Officer (GSO), is once again accelerating the expansion of the group’s global financial footprint. Following the acquisition of an on…
Issues & Trends
Fears of U.S. Interest Rate Hike 'Soar'… Test of Whether the Market Can Reclaim the '7,000-Point Mark' [Weekly Stock Market Outlook]
The KOSPI, which has stalled just short of the 7,000 mark, is set to digest U.S. Federal Reserve (Fed) Chairman Kevin Warsh’s hawkish remarks for the first time this week. With Chairman Warsh expressi…
Issues & Trends
Memory Prices Cut into NVIDIA’s Margins… Samsung Electronics and INICS Corporation Are Secretly Smiling [Stock e-Show]
Expectations are growing that the artificial intelligence (AI) investment cycle will be prolonged, as NVIDIA has released medium- to long-term growth forecasts that significantly exceed market expecta…
Issues & Trends
Building While Saving 'My Own Money'… Naver and SKT Unveil a New Formula for AI Data Center Procurement
Major South Korean conglomerates are accelerating the expansion of their AI data centers (AI DCs) by partnering with global capital. Following Naver’s partnership with NVIDIA and Brookfield Asset Mana…
Issues & Trends
Kakao Plummets Over 13% During Trading Hours Amid Split Rumors… “Should I Sell Now?” [Stock e-Show]
Kakao(035720)Kakao is splitting into “two Kakaos.” The plan is to separate a growth company focused on KakaoTalk and artificial intelligence (AI) from an investment company managing affiliates in fina…