Securities
Research
[Breaking News] Samsung and Hanwha Rebound 2–3%… KOSPI Recovers to 5,600 Level Amid Retail Investor Buying Spree
The KOSPI rose more than 2% in early trading on the 21st, partially recovering from the previous day’s sharp decline. Overnight, international oil prices and U.S. Treasury yields fell in the U.S. stoc…
Research
"Even if Semiconductor Profit Margins Drop to 40%, the KOSPI 5,460 Level Is Appropriate"
As the KOSPI has slipped below the 5,000 mark, an analysis suggests that even assuming a significant decline in semiconductor windfall profits, there would be little difference from current stock pric…
Research
"Chinese ESS Company Considers Withdrawing from the U.S. … Three Korean Battery Cell Manufacturers to Benefit Immediately"
Analysts predict that domestic battery manufacturers will see increased opportunities to secure orders following reports that Chinese energy storage system (ESS) companies are considering withdrawing …
Research
"Semiconductor Stock Prices Already Reflect an Unforeseen 2028 Downturn… Time to Increase Allocations"
Analysts have suggested that the recent sharp decline in the stock market, centered on semiconductors, is the result of stock prices anticipating a 2028 downturn that has not yet been confirmed. Given…
Research
“They Said It Would Hit 490,000 for Electronics and 3.25 Million for Nix”… Target Price Remains Double Despite Stock Plunge
With the stock prices of Samsung Electronics and SK Hynix—South Korea’s top two semiconductor companies—plummeting recently, the gap between securities firms’ average target prices and actual stock pr…
Research
'This Stock' Survived Even on 'Black Tuesday'
The KOSPI plunged more than 5% amid negative news regarding artificial intelligence (AI) and memory chips, triggering a sell-side circuit breaker for the first time in two months. While the index fell…
Research
Fear Overshadows Earnings… Index Breaks Below 6,000 During Trading Session
The South Korean stock market collapsed as a global flight of capital toward high-yield U.S. Treasuries coincided with a shock in the memory semiconductor sector originating in China. SamsungElectroni…
Research
“Escaping the Director’s Office Is a Matter of Intelligence”—Even in the Worst-Case Scenario… Will the KOSPI Hit 10,000?
Forecasts suggest that the KOSPI will challenge the 10,000-point mark in the second half of next year, driven by a further surge in earnings from leading artificial intelligence (AI) and semiconductor…
Research
"Samsung Electronics' INICS Corporation Treasury Stock Reserves Set to Run Out Soon"... Is a Foreign Investor Comeback Possible?
Although SamsungElectronics(005930)has ushered in an era of quarterly operating profit exceeding 100 trillion won, its stock price has shown no reaction. Against this backdrop, analysts suggest that t…
Research
“We Made This Much Profit, So Why Is the Stock Price Falling?”… The ‘One Thing’ SamsungElectronics Needs to Rebound
SamsungElectronics(005930)Despite the company’s record earnings, it was unable to overcome selling pressure from foreign investors. Analysts suggest that while the upward trend in the Korean stock mar…