Securities
Stock Reports
Samsung Life Insurance: Stock Price Has Risen Too Much... Lack of Basis for Narrowing NAV Discount—Hanwha
#Samsung Life Insurance (032830) shares have surged 134% since the start of the year, but analysts are expressing caution, arguing there is insufficient justification for the current share price level…
Stock Reports
"Hyosung Heavy Industries: 'This' Is the Key to Mid-to-Long-Term Growth... Stock Price Headed for 4.9 Million Won" - IBK
On the 11th, IBK Investment & Securities projected that #Hyosung Heavy Industries would continue its robust growth in the second quarter, driven by demand for power equipment in North America and a re…
Stock Reports
SK Telecom Possesses 'Dual Engines' of AI Infrastructure… Target Price Raised to 150,000 Won - KB
KB Securities assessed that #SK Telecom’s strength lies in its simultaneous ownership of both an artificial intelligence (AI) data center and a Graphics Processing Unit as a Service (GPUaaS) business.…
Stock Reports
“The Core Business Never Fails”… Shipbuilding Stocks to Be Driven by Orders and Ship Prices in the Second Half
While shipbuilding stock prices have fluctuated in response to thematic events such as data centers and nuclear submarines, analysts predict that the focus will shift back to the recovery of ship orde…
Stock Reports
Samsung C&T: Rising Value of Investment Assets Highlights Holding Company Appeal... Target Price Raised by 29% - NH
On the 11th, NH Investment & Securities raised its target price for #Samsung C&T by 29% from 425,000 won to 550,000 won, citing expectations of rising investment asset values and increased dividends. …
Stock Reports
Korea Airports to Benefit from Restructuring Centered on Korean Air… Limited Impact from High Oil Prices – Hana
On the 11th, Hana Securities assessed that #KoreaAirports will see only limited impact on its earnings despite rising oil prices and is expected to benefit from the restructuring of the aviation marke…
Stock Reports
Samsung SDS Sees Growth in AI Infrastructure Business… Target Price Raised by 17% - KB
On the 11th, KB Securities raised its target price for #SamsungSDS by 17% to 270,000 won, citing growing expectations for its artificial intelligence (AI) infrastructure business. The firm maintained …
Stock Reports
Naver Expected to Launch Full-Scale AI Infrastructure Business…Target Price Raised - LS
On the 11th, LS Securities maintained its “Buy” rating on Naver (#NAVER), noting that its artificial intelligence (AI) infrastructure business, being pursued in partnership with NVIDIA, is emerging as…
Stock Reports
Shinsegae Inter benefits from both consumer recovery and foreign demand… Stock price gap is excessive—NH
On the 11th, NH Investment & Securities projected that #Shinsegae International would benefit simultaneously from the recovery of domestic consumption and the expansion of inbound foreign demand. Noti…
Stock Reports
Power Equipment Stocks Plunge 38% in a Month… “Q2 Earnings to Be a Turning Point”
While domestic power equipment stocks have recently plummeted, resulting in valuations lower than those of their overseas competitors, analysts suggest that the second-quarter earnings season could ma…