Securities
Issues & Trends
NAND Is to Blame for Samsung INICS Corporation’s Plunge… “Bad News Is Now Priced In”
Although memory semiconductor stocks such as SamsungElectronics(005930)and SK hynix(000660) have recently undergone a sharp correction, analysts suggest that concerns over NAND flash prices—which trig…
Policy
Leverage Margin Limit for Individual Stocks Raised to 30 Million Won… Early Implementation Starting on the 31st (SANG BO Co.,Ltd.)
Relevant authorities, including the Financial Services Commission, the Financial Supervisory Service, the Korea Exchange, and the Korea Financial Investment Association, announced on the 24th that the…
Stock Reports
SamsungElectroMechanics Secures Additional MLCC Contracts… “Pricing Bargaining Power Has Strengthened Further”—iM
On the 24th, iM Securities assessed that SamsungElectroMechanics(009150)is further strengthening its pricing power amid a supply shortage by signing additional long-term supply agreements (LTAs) for m…
Stock Reports
CJ LOGISTICS: Short-Term Margin Slowdown Expected Due to Expanded Investment…Target Price Lowered – Sangsangin Co., Ltd.
SANGSANGINVESTMENT&SECURITIES announced on the 24th that it is maintaining its “Buy” rating on CJ LOGISTICS(000120)but lowering its target price from 150,000 won to 110,000 won.
SEOYON, an anal…
Stock Reports
HyundaiMotor: Second-Quarter Earnings Are Just Noise... Focus on August CID Event - iM
On the 24th, iM Securities noted that while HyundaiMotor(005380)’s second-quarter earnings fell short of expectations, the stock price actually rose—unaffected by market concerns over a deterioration …
Stock Reports
Is the Era of the iPhone “Two-Year Replacement Cycle” Upon Us?… SamsungElectronics, SK Hynix, and LG Innotek Set to Benefit
Forecasts suggest that the iPhone market will enter a new growth cycle as Apple introduces its own leasing program to make iPhone purchases more affordable. Analysts predict that domestic semiconducto…
Stock Reports
Doosan Bobcat: Expectations for Industry Recovery Remain Strong… Target Price Raised to 98,000 Won – Samsung
SamsungSecurities assessed that while the second-quarter earnings of Doosan Bobcat(241560)were impacted by both tariff refunds and one-time factors related to an internal system audit, the underlying …
Stock Reports
SamsungE&A Expands Orders in High-Tech Industries… Target Price Raised by 3%—iM
On the 24th, iM Securities raised its target price for #SamsungE&A from 67,000 won to 69,000 won—an increase of approximately 3%—citing the company’s accelerating growth in orders from high-tech indus…
Stock Reports
SAMSUNG BIOLOGICS Has a New Growth Story… Target Price Lowered—iM
On the 24th, iM Securities announced that it is lowering its target price for SAMSUNG BIOLOGICS(207940)from 2.2 million won to 1.9 million won, following adjustments to facility investment figures rel…
Research
KRAFTON and NCSoft Post Strong Second-Quarter Results… Anticipation for New Releases Rises
Ahead of the second-quarter earnings season for the gaming sector, analysts have noted that KRAFTON(259960)and NC (NCsoftCorporation(036570)) are raising earnings expectations based on the solid perfo…