Securities
Stock Reports
HMM: Prolonged Container Shortage from the Middle East… Continues to Benefit from Strong Freight Rates—Daishin
DaishinSecurities forecast that HMM(011200)will continue to benefit from strong shipping rates, as a real shortage of shipping capacity persists due to the situation in the Middle East, despite an inc…
Stock Reports
ISUPETASYS Raises Prices Amid AI and Networking Demand… Target Price Set at 180,000 Won—Yuanta
Yuanta Securities Korea assessed that ISUPETASYS(007660)is seeing earnings growth driven by structural demand resulting from expanded investment in artificial intelligence (AI) application-specific in…
Stock Reports
LG H&H Sells 'Avon'… Significant Step Toward Qualitative Improvement of North American Operations—Hanwha
HANWHA INVESTMENT & SECURITIES announced on the 25th that it is maintaining its “Buy” rating and target price of 350,000 won for LG H&H(051900).
(Photo courtesy of LG H&H)
Han Yu-jeong, an analy…
Stock Reports
HD KOREA SHIPBUILDING & OFFSHORE ENGINEERING: Improvements Needed in Shareholder Returns… Target Price Lowered—Yuanta
Yuanta Securities Korea announced on the 25th that it is maintaining its “Buy” rating on HD KOREA SHIPBUILDING & OFFSHORE ENGINEERING(009540)but lowering its target price from 555,000 won to 532,000 w…
Stock Reports
"Target Price of 540,000 Won": SAMSUNG C&T CORPORATION Sees Positive Shareholder Returns Amid Strong Earnings
On the 25th, Heungkuk Securities announced that it is raising its target price for SAMSUNG C&T CORPORATION(028260)from 450,000 won to 540,000 won, citing expectations of solid third-quarter earnings. …
Stock Reports
“LG H&H Sells U.S. Avon Business… A Positive Decision for the Stock Price”—LS
On the 25th, LS SECURITIES predicted that the sale of Avon’s North American business by LG H&H(051900)would have a positive impact on the company’s stock price. The firm maintained its “Buy” rating an…
Stock Reports
HanmiPharm Transfers Technology to GenenTech for the First Time in Three Months… Target Price Raised to 730,000 Won ↑—Kiwoom
KIWOOM Securities assessed that HanmiPharm(128940)has once again demonstrated its research and development (R&D) competitiveness by licensing HM17321, a non-incretin-class obesity treatment candidate,…
Stock Reports
SamaAluminium: ESS Orders for North American Data Centers Are Key Growth Driver—Hana
Hana Securities forecast on the 25th that SamaAluminium(006110)will post its best-ever earnings next year since the company’s founding. However, it did not provide an investment recommendation or a ta…
Stock Reports
HanmiPharm Signs 3.2 Trillion Won Technology Transfer Deal with Genentech for New Obesity Drug… Target Price Raised to 760,000 Won—NH
NH INVESTMENT & SECURITIES forecast that the value of HanmiPharm(128940)’s novel obesity treatment (LA-UCN2) will increase following a large-scale technology transfer agreement for a new obesity drug …
Issues & Trends
AI Renders 'Asset Allocation' Useless… Investors Blaze a New Trail with 'Benchmark Portfolios'
In the alternative investment market, the importance of adopting a “benchmark portfolio”—which views the entire portfolio from the perspective of “risk and return”—is growing.This is because funds are…