[Edaily Reporter Lee Hye-ra] #Samsung Electro-Mechanics is showing a gain of over 9% in early trading. According to MP Doctor on the 9th, as of 9:01 a.m. today, Samsung Electro-Mechanics is trading at 1,827,000 won, up 9.25% from the previous trading day. This surge in buying interest is believed to stem from positive sentiment in the securities market, which sees significant potential for upward revisions to profit estimates due to business growth—particularly in multilayer ceramic capacitors (MLCCs)—driven by expanding demand for artificial intelligence (AI).A panoramic view of Samsung Electro-Mechanics’ Suwon plant. (Photo courtesy of Samsung Electro-Mechanics) iM Securities raised its target price for Samsung Electro-Mechanics from 1.8 million won to 2.3 million won, a 28% increase. Park Jeong-ha, an analyst at iM Securities, stated in a report released today, “The company is a leading AI component stock poised to benefit simultaneously from its MLCC and high-density package semiconductor substrate (FC-BGA) businesses,” adding, “There is a high likelihood that earnings estimates will continue to rise significantly through additional price hikes and orders for silicon capacitors (SiCap).” Park highlighted the following as key investment points: △improving MLCC market conditions △growth potential for silicon capacitors △growth potential for FC-BGA. Accordingly, he projected Samsung Electro-Mechanics’ operating profit for next year and 2028 at 3.3 trillion won and 4.3 trillion won, respectively. Analyst Park emphasized, “It is necessary to focus on the potential for further upward revisions to earnings estimates rather than short-term stock price volatility.”
NH INVESTMENT & SECURITIES(005940)The company successfully secured its target issuance amount by raising funds exceeding 10 times the target amount during the bookbuilding process for its corporate bo…
Neopharm CO., LTD.(092730), a South Korean derma-beauty specialist, is seeking to expand into a global derma-beauty brand by leveraging “Atopam,” a skincare brand specializing in sensitive skin condit…
(Graphic: ChatGPT)
A domestically developed treatment with a new mechanism of action is set to enter the Korean dry eye market, which has long been dominated by artificial tears. This follows the …