Securities
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…
Stock Reports
HyundaiMotor: Why Is Its Stock Price Stagnating Despite the Announcement of Shareholder Returns?
HyundaiMotor(005380)continues to trade lower on the 27th, following a sharp drop of over 3% the previous day. Analysts say the stock price reflects the market’s disappointment with the company’s divid…
Stock Reports
"HyundaiMotor Lacks Specifics on Future Mobility Business… Target Price Maintained at 760,000" - Hanwha
On the 27th, HANWHA INVESTMENT & SECURITIES assessed that while Hyundai Motor’s ( HyundaiMotor(005380)) plans for regional localization and profitability improvement in its mid- to long-term strategy …
Stock Reports
"HanmiPharm’s New Obesity Drug Prevents Muscle Loss… Target Price Raised to 650,000 Won" – Shinhan
On the 27th, Shinhan Investment Securities projected that the value of HanmiPharm’s entire obesity treatment pipeline would be reevaluated following the company’s technology export of a new obesity dr…
Stock Reports
SK BIOPHARMACEUTICALS Secures Next-Generation Epilepsy Drug… Target Price Raised to 160,000 Won—Hana
Hana Securities assessed that SK BIOPHARMACEUTICALS(326030)has secured a new drug candidate for epilepsy, thereby establishing a growth engine following Excofry. The firm maintained its “Buy (BUY)” ra…