Securities
Stock Reports
OKins Electronics Co.,Ltd. Sees Rising Demand for Semiconductor Testing Components… Target Price Set at 28,000 Won—HYUNDAI MOTOR SECURITIES
HYUNDAI MOTOR SECURITIES forecast that OKins Electronics Co.,Ltd.(080580)will see accelerated earnings growth as demand for semiconductor testing components expands and the adoption of CLT, a next-gen…
KRX
Will "Commute-Home ETFs" Be Excluded from the Exchange's After-Hours Market Next Month?
It has been decided that trading in exchange-traded products (ETPs) will be excluded from the Korea Exchange’s after-hours market (4:00 p.m. to 8:00 p.m.), which is scheduled to open next month.
(P…
Stock Reports
KAIT: Provisions Risk Down, New Orders Up… Target Price 3,700 Won—Hanwha
HANWHA INVESTMENT & SECURITIES maintained its “Buy” rating on KAIT(123890)and raised its target price from 3,200 won to 3,700 won, noting that the company has entered a phase of expanding new orders a…
Stock Reports
L&F: Positive Outlook on Revised Operating Results for LFP Cathode Materials… 'Buy'—Meritz
Meritz Securities announced on the 28th that it is maintaining its “Buy” rating on L&F(066970)but lowering its target price from 245,000 won to 210,000 won.
Meritz Securities analyst Noh Woo-ho…
Stock Reports
“S-OilCorporation: Target Price Raised to 205,000 Won Amid Booming Refining Margins” – Yuanta
On the 28th, Yuanta Securities Korea projected that S-OilCorporation(010950)will see a significant improvement in earnings in the second half of the year, driven by strong refining margins and the dec…
Stock Reports
HANSSEM CO.,LTD.’s Earnings Recovery Slows Due to Decline in Housing Transactions… Target Price Lowered—Samsung
On the 28th, SamsungSecurities assessed that while the recovery in profitability at HANSSEM CO.,LTD.(009240)—driven by stabilized costs and an improved sales mix—is positive, further earnings improvem…
Stock Reports
SK REIT: NH Says Dividend Predictability Improves Following Completion of Capital Injection
NH INVESTMENT & SECURITIES announced on the 28th that it is maintaining its “Buy” rating and target price of 7,300 won for SK REIT(395400).
Lee Eun-sang, an analyst at NH INVESTMENT & SECURITIE…
Stock Reports
SKT, SK Horizon Establishment Fuels AIDC Growth Roadmap… “Buy” – Samsung
On the 28th, SamsungSecurities SKTelecom(017670)assessed that SK Horizon’s establishment of “SK Horizon,” a specialized entity for operating artificial intelligence data centers (AIDCs), and its secur…
Stock Reports
"China Is Building Them, So Why Is Samsung Smiling?"…The Paradox of AI Data Centers
On the 28th, KB Securities assessed SamsungElectronics(005930)as the stock set to benefit the most from China’s expanding investment in artificial intelligence (AI) data centers. The firm did not prov…
Stock Reports
Samsung Heavy Industries: Limited Upside Potential for Commercial Ship Prices... Target Price Down 6% - NH
NH INVESTMENT & SECURITIES announced on the 28th that it is maintaining its “Buy” rating on SamsungHeavyIndustries(010140)while lowering the target price by 6% from the previous level to 32,000 won. A…