Securities
Research
LG Corp.’s EV Volume Compensation Exceeds Expectations… ‘Surprise Results’ in Q3 – DB Inc.
DB Securities cited volume-based incentives in the mid-to-large-sized electric vehicle (EV) battery segment and strong growth in the energy storage system (ESS) business as the main factors behind LG …
Research
Why Is Micron Expensive but SK Hynix Cheap?…It Wasn’t Because of Semiconductors
While the U.S. stock market is hitting new record highs without the help of major artificial intelligence (AI) stocks, analysis suggests that the valuation discount for SK hynix(000660)is widening aga…
Research
COSMAX, INC.: Growth Continues at Korean and U.S. Subsidiaries… Target Price Raised to 400,000 Won – LS
LS SECURITIES forecast that COSMAX, INC.(192820)will post record-high quarterly earnings for the third quarter of this year, driven by strong order intake at its Korean and U.S. subsidiaries. The firm…
Research
"Memory" Drives AI Server Competition… Will "Samsung INICS Corporation" Post Another Strong Quarter?
Competition to expand artificial intelligence (AI) server capacity is expected to drive up memory semiconductor prices. Observers predict that as manufacturers focus their production capacity on high-…
Research
"7,000 points isn't exactly cheap"... The 'low P/E ratio trap' triggered by high interest rates
Forecasts indicate that in the fourth quarter, the domestic stock market will see earnings lifting the index’s lower bound, while U.S. real interest rates cap the upper bound. Analysts suggest that a …
Research
This Sector Is Said to Have Hit Bottom… “Start Buying in October”
Analysts report that securities stocks, which had been on a downward trend following a sharp rise in the first half of the year, have begun to stabilize in September. Given their lower valuations and …
Research
"Interest Rates Top 5%, but Only Semiconductors Are Soaring… Micron CEO’s Remarks Draw Attention"
While the domestic stock market was closed, stocks and bonds moved in opposite directions. Stock prices showed strength, led by semiconductors, but U.S. Treasury yields continued their volatile trend,…
Research
SAMSUNG C&T CORPORATION to Benefit from SamsungElectronics’ Dividend Increase… Next Year’s DPS Forecasted at 8,550 Won—SK
SKSecurities forecast that SAMSUNG C&T CORPORATION(028260)will be able to deliver shareholder returns exceeding market expectations, driven by improved core business performance and SamsungElectronics…
Research
OE Solutions Co., Ltd. Expected to Benefit from Tight Supply of Optical Components… Outlook to Continue Through Next Year—Hana
Hana Securities stated that, regarding OE Solutions Co., Ltd.(138080), the shortage of semiconductors and optical components caused by data center expansion is spreading to the telecommunications equi…
Research
This Week’s FOMC and BOJ Meetings Are the Biggest Variables… “Interest Rates and Oil Prices Have Become a Daily Concern”
Analysts predict that the domestic stock market will fluctuate this week, with the Federal Open Market Committee (FOMC) and the Bank of Japan (BOJ) monetary policy meetings serving as the key variable…