Securities
Research
KOSPI Slips After Hitting 7,000… Semiconductor Sector’s Leadership Put to the Test [Weekly Stock Market Outlook]
With the KOSPI slipping back to the 6,900 level just one day after reclaiming the 7,000 mark, volatility in the domestic stock market is expected to increase this week. This is due to international oi…
Research
HD HYUNDAI HEAVY INDUSTRIES Announces Engine Production Expansion… Finally, a Signal for a Rebound in Shipbuilding Stocks—Meritz
Meritz Securities stated that the grounds for a “Strong Buy” recommendation have been established for Hyundai Heavy Industries ( HD HYUNDAI HEAVY INDUSTRIES(329180)), which simultaneously announced pl…
Research
LF: Korea’s Time Has Come… Target Prices for Battery Companies Raised Across the Board—Daol
As the U.S. government shows signs of restricting the use of CATL’s battery technology, expectations are growing that domestic battery companies will benefit indirectly. Daol Investment & Securities h…
Research
GnCenergy Co., Ltd. Expected to See a Surge in AI Data Center Orders—IBK
On the 9th, IBK Investment & Securities projected that GnCenergy Co., Ltd.(119850)would see a significant increase in orders for emergency generators as domestic investment in artificial intelligence …
Research
"Unprecedented Semiconductor Shortage Expected Next Year… Samsung INICS Corporation Is Severely Undervalued"
KB Securities announced on the 7th that the memory semiconductor market will face its tightest supply conditions in history in 2027, and that SamsungElectronics(005930)and SK hynix(000660)will shift f…
Research
Semiconductors Reach Fourth AI Inflection Point with 'Astra' Launch… "Semiconductor Demand to Strengthen" - Eugene
EUGENE INVESTMENT & SECURITIES announced on the 7th that it views OpenAI’s GPT-6 Astra, released on the 3rd, as the fourth turning point in the development of artificial intelligence (AI), and maintai…
Research
SK hynix Target Price 'Raised' to 2.3 Million Won... SamsungElectronics 'Maintained'—Why?
DB Securities announced on the 7th that it is raising its target price for SK hynix to 2.3 million won. It maintained its target price for SamsungElectronics at 360,000 won.The analysis suggests that …
Research
Employment Has Soared, But… the U.S. Federal Reserve Won’t Raise Interest Rates in September
Despite August’s U.S. nonfarm payrolls figures significantly exceeding market expectations, forecasts indicate that the Federal Open Market Committee (FOMC) is still expected to keep interest rates un…
Research
"Heading Toward 8,000 P"—Foreign Investors Return as Samsung Hanwha Buys Back Shares
Shinhan Investment Securities announced on the 31st that it projects the domestic KOSPI range for September to be between 6,600 and 8,000 points.In a report released that day, Noh Dong-gil, an analyst…
Research
"Weak Dollar Expected to Drive Inflow of Foreign Capital… Automotive and Rechargeable Battery Sectors in the Spotlight"
Hana Securities stated on the 18th that, with the simultaneous expansion of the U.S. manufacturing sector and a decline in inflation, it is reasonable to expect an inflow of foreign capital into the d…