Securities
Stock Reports
SFA Semicon Co., Ltd. to Benefit from SamsungElectronics’ DDR5 Outsourcing… Turnaround Expected—SK
On the 1st, SKSecurities assessed that SFA Semicon Co., Ltd(036540)is expected to benefit from the expansion of outsourced DDR5 back-end processing volumes as SamsungElectronics begins in earnest to r…
Stock Reports
Justem.Co.,Ltd. Forecasts 50 Billion Won in Operating Profit Next Year Amid JFS Expansion… Entering a Phase of Accelerated Growth—Daishin
On the 1st, DaishinSecurities projected that Justem.Co.,Ltd.(417840)will continue its growth momentum next year, driven by the expanding adoption of its second-generation yield improvement solution, “…
Stock Reports
BH Sees New Growth Opportunities in Foldable Phones and Robots—Daishin
On the 1st, DaishinSecurities analyzed that BH(090460)is expected to benefit from the expansion of the foldable smartphone market driven by Apple and SamsungElectronics, as well as from securing new c…
Stock Reports
SK Innovation’s Subsidiary Signs 9 GWh Supply Contract with U.S.-Based ESS… Target Price Maintained at 190,000 Won—iM
iM Securities issued a positive assessment of SK Innovation(096770), noting that its subsidiary, SK On, has signed its first supply contract to enter the U.S. energy storage system (ESS) market. Accor…
Stock Reports
SamsungElectroMechanics: MLCC Price Hikes Gain Momentum… Target Price Set at 2 Million Won—DB Inc.
On the 1st, DB Securities raised its target price for SamsungElectroMechanics(009150)from 1.6 million won to 2 million won, noting that price hikes for both multilayer ceramic capacitors (MLCCs) and f…
Stock Reports
KTCorporation Makes Positive Move Toward Monetizing AI… Current Stock Price Undervalued—Hana
Hana Securities announced on the 1st that it is maintaining its “Buy” rating and target price of 76,000 won for KTCorporation(030200).
(Photo: KTCorporation)
Kim Hong-sik, an analyst at Hana Sec…
Stock Reports
Zinitix Co.,Ltd. Launches New AI Infrastructure Business in China… “Expects 15 Billion in New Revenue Next Year”
Zinitix Co.,Ltd.(303030)is expected to enter a phase of earnings growth by expanding its existing business—centered on touch ICs—to include high-value-added TDDI and new AI infrastructure business in …
Stock Reports
"HyundaiEngineering&Construction Demonstrates Unparalleled Competitiveness in Winning Nuclear Power Plant Contracts… Target Price Maintained at 170,000 Won"—Shinhan
On the 31st, Shinhan Investment Securities maintained its “Buy” rating and target price of 170,000 won for HyundaiEngineering&Construction(000720), noting that the company is rapidly expanding its glo…
Stock Reports
TLB Co., Ltd. Sees Growing Demand for Next-Generation Memory Modules… Projected Operating Profit of 55.8 Billion Won This Year—iM
iM Securities forecasts that TLB Co., Ltd.(356860)will achieve record-breaking earnings this year, driven by expanded sales of printed circuit boards (PCBs) for SOCAMM—a next-generation memory module—…
Stock Reports
"Heading Toward 450,000"… HBM4 Behind 12.5% Target Price Hike
On the 31st, LS SECURITIES raised its target price for SamsungElectronics(005930)by 12.5%, from 400,000 won to 450,000 won, noting that concerns regarding mass-production feasibility are easing as yie…