Securities
Research
"KOSPI Heads Toward 11,000 Despite Delay in Ending Iran War"
IBK Investment & Securities announced on the 22nd that it is raising its KOSPI range forecast from the previous 6,500–9,000 points to 8,000–11,000 points, citing rising expectations for earnings in th…
Research
AI Servers Drive MLCC Supply and Demand… “Attention on Widespread Price Hikes Ahead of Peak Season”
Interest in the multilayer ceramic capacitor (MLCC) market is growing once again. This is due to rising demand for high-value-added products used in artificial intelligence (AI) servers, which is driv…
Research
Bank Stocks See Limited Impact Despite Joongang Group’s Default… “Most Loans Are Secured; This Is an Active Buying Opportunity”
Analysts have concluded that the impact on the banking sector will be limited despite the filing for rehabilitation proceedings by JoongAng Group affiliates, including JTBC, and the work-out process f…
Research
K-Air Defense Systems, After Making a Mark in the Middle East, Head to European Skies… “A Market Worth Up to 160 Trillion Won”
South Korean air defense systems, which have proven their performance and reliability in the Middle East, are expanding their reach into the European market. As European countries accelerate the rebui…
Research
Samsung Electronics Expected to Benefit from Memory Sales as Apple Introduces ‘Siri AI’
Analysts predict that demand for memory semiconductors will increase as Apple moves to enhance the artificial intelligence (AI) capabilities of its voice assistant, Siri. Consequently, expectations ar…
Research
SpaceX: Supply-Demand Black Hole Phenomenon More Pronounced in August and November Than During Initial Public Offering
With SpaceX set to go public on the 12th, analysts have suggested that the “supply-demand black hole effect” in global stock markets will be more pronounced in the medium term following its inclusion …
Research
“Construction Stocks Still Have Upside Potential Despite Interest Rate Burden… Focus on Nuclear Power and U.S. Investments”
While rising interest rates and construction cost pressures are weighing on the domestic construction sector, an analysis suggests that construction stocks still have room for price appreciation in th…
Research
“We can’t stay indifferent forever”… Expectations for a rebound in entertainment and leisure stocks are growing
Amid the entertainment and leisure sector’s neglect by the market, forecasts suggest that business conditions and earnings growth could begin to pick up in earnest starting in the second quarter. Alth…
Research
Tensions in Maritime Shipping as Houthi Attacks Resume… “Impact on Tanker Freight Rates Greater Than on Containers”
Global maritime shipping risks are rising again following the Houthi rebels’ announcement that they will resume attacks on ships transiting the Red Sea. However, analysts in the securities industry su…
Research
"Retail Investors Shake Up the Market... Structural Concentration in Semiconductors Due to Leverage Products"
The securities industry has diagnosed that the concentration of demand in the KOSPI bull market since last year on the two stocks, #SamsungElectronics and #SKHynix, is not merely a result of simple in…