Securities
Stock Reports
SamsungElectroMechanics: ABF Substrate Supply Shortage Worsens… Valuation Premium Widens—Meritz
On the 24th, Meritz Securities projected that SamsungElectroMechanics(009150)would see both its market share and valuation premium rise, driven by aggressive expansion of production capacity (CAPA), a…
Stock Reports
HYOSUNG HEAVY INDUSTRIES Expands AI Data Center Client Base… Target Price Maintained at 4 Million Won—SK
SKSecurities highlighted the growth potential of HYOSUNG HEAVY INDUSTRIES(298040)’s U.S. power grid business, noting that the customer base of its U.S. sales subsidiary is expanding from a focus on ut…
Stock Reports
"Dividends Alone Amount to Trillions of Won": Life and Fire Insurers Raise Target Prices Following Samsung Electronics' '30 Trillion Won Dividend'
Forecasts indicate that Samsung Life Insurance(032830)and SamsungFire&MarineInsurance(000810)will receive dividends totaling trillions of won as a result of SamsungElectronics(005930)’s large-scale sh…
Stock Reports
LS ELECTRIC’s ‘Three-Tier Structure’ in Power Distribution, Transmission, and DC… SK Says AI CAPEX Concerns Are Exaggerated
On the 24th, SKSecurities named LS ELECTRIC(010120)its top pick in the power equipment sector, noting that the company is expanding its business scope from distribution to transmission and transformer…
Stock Reports
"110 Trillion to Be Injected": Compound Investment in Samsung Electronics Stock… A Turning Point for Revaluation
On the 24th, KB Securities projected that SamsungElectronics(005930)would reach a turning point in its valuation as large-scale additional shareholder returns align with profit growth. Kim Dong-won, H…
Stock Reports
SamwhaCapacitor to Benefit from Trickle-Down Effects of AI Server Investments… Profits to Double Next Year—Meritz
Meritz Securities forecasts that SamwhaCapacitor(001820)will continue to see earnings growth due to improving market conditions for multilayer ceramic capacitors (MLCCs) driven by expanding demand for…
Stock Reports
"SamsungElectronics Could Stabilize in the 300,000-won Range": Why the Rosy Outlook?
On the 21st, KB Securities assessed that SamsungElectronics(005930)is expected to see prolonged profit growth driven by a memory supply shortage and expanded shareholder returns. Kim Dong-won, Head of…
Stock Reports
Suprema Inc.: Focus on Growth in Data Center and Overseas Sales… Growth Expected in the Second Half—Yuanta
Yuanta Securities Korea forecast that Suprema Inc.(236200)will see continued growth in its core integrated security systems business, with data centers, public procurement, and new business ventures s…
Stock Reports
SeAHHoldings Pursues Both Earnings Growth and Enhanced Shareholder Returns—Shinhan
On the 21st, Shinhan Investment Securities assessed that SeAHHoldings(058650)is seeing its first-half operating profit and net income approach last year’s full-year levels, while simultaneously raisin…
Stock Reports
SK Expected to Expand Shareholder Returns Amid Improved Subsidiary Earnings—Yuanta
On the 21st, Yuanta Securities Korea projected that SK(034730)would expand its medium- to long-term shareholder returns, driven by improved earnings at its major subsidiaries and increased cash flow. …