Securities
Research
AI Data Centers Provide New Momentum for Construction Stocks… “Buy on Corrections”
According to an analysis by securities firms, although the construction sector has undergone a short-term stock price correction, the outlook for new orders after 2027 is actually brightening. It is a…
Research
Shipbuilding Stocks Miss Out on Canadian Submarine Contract… “Time to Lower Expectations”
Analysts in the securities industry have suggested that expectations for domestic shipbuilding stocks should be lowered. This is because expectations for medium- to long-term revenue growth in the spe…
Research
Bank Stocks Emerge as a Safe Haven Amid Semiconductor Volatility… “Higher ROE Will Drive Up Valuations”
Bank stocks are once again drawing investors’ attention ahead of the second-quarter earnings season. Analysts note that as fatigue over the high volatility in the semiconductor sector grows and the po…
Research
"Stock Market Fundamentals Are Solid; Volatility in Supply and Demand Presents an Opportunity to Increase Holdings"
SamsungElectronics(005930)Despite the announcement of strong second-quarter earnings, the KOSPI plunged as profit-taking selling pressure surged; however, analysts suggest that given the solid fundame…
Research
Target Prices Lowered, but… Talk of a Bottom for Media Stocks Resurfaces
Although the media industry continues to struggle, analysts in the securities sector suggest that the bottom is nearing. With the TV advertising market expected to post another sharp decline, analysts…
Research
Lubricating Oil Prices Soar Due to Supply Disruptions in the Middle East… “Domestic Refineries to Benefit Indirectly”
Analysts report that prices and spreads for lubricating base oils in Asia are surging due to disruptions in refinery operations in the Middle East. With reduced supply from plant shutdowns compounded …
Research
AI-Driven ‘Promised Boom’… Semiconductor Materials, Parts, and Equipment Sectors Also Ride the Supercycle
An analysis suggests that investment in artificial intelligence (AI) infrastructure is driving structural changes in the semiconductor industry, potentially leading domestic semiconductor equipment, m…
Research
"There's No Substance to the Fear; It's Time to Focus on Earnings"... KOSPI Sets Sights on the 10,000 Era
DaishinSecurities recently stated that concerns surrounding the artificial intelligence (AI) industry and the semiconductor sector were largely unfounded, and predicted that strong second-quarter earn…
Research
Retail Stocks Expected to Benefit from Homeplus’s Bankruptcy Dismissal… “E-MART Co., Ltd. and LOTTE SHOPPING CO., LTD. to Gain”
Securities analysts have suggested that Homeplus’s decision to terminate its corporate rehabilitation proceedings could benefit competing large-scale supermarket chains such as E-MART Co., Ltd.(139480…
Research
Fears of Price Cuts Are Unfounded… “The Correction in Memory Board Stocks Is a Buying Opportunity”
Analysts in the securities industry have suggested that the recent stock price correction in the memory package substrate sector should be viewed as a buying opportunity. Although concerns have been r…