Issues & Trends

SK hynix, LigaChem Biosciences, Hanwha Ocean [Hana Securities’ Weekly Stock Picks]

[Edaily Reporter Shin Ha-yeon ] △SK hynix(000660)
- Q2 revenue forecast at 87.1 trillion won (up 292.0% YoY), operating profit at 67.6 trillion won (up 638.0% YoY)
-With robust HBM demand driven by Big Tech, coupled with large-scale CAPEX, the company is expected to benefit from HBM

△LigaChem Biosciences(141080)
- Expectations for progress in clinical development by partners, entry of the company’s own pipeline into clinical trials, and technology exports
-Plans to file approximately 10 IND applications from its new ADC drug pipeline by 2027
△Hanwha Ocean(042660)
-Profitability in the merchant ship segment is expected to continue improving as low-priced orders are cleared and revenue from high-priced vessels is recognized in earnest
- Expectations for expanded orders for specialty vessels, such as Canada’s CPSP and South Korea’s KDDX, as well as increased orders for offshore plants

Economy

Corporation

IT·Science

Economy

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IT·Science

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