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000660.KS / SKHY (NASDAQ)
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005930.KS
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Latest Intelligence Feed
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Korea Semiconductor Exports Hit $27.52B in October 2026 (1-20) (+222.5% YoY)
Korea’s semiconductor exports (HS 8542) totaled $27.52B in October 2026 (1-20), ▲ +222.5% YoY and ▼ -19.3% MoM. Data sourced from Korea Customs Service.
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Samsung C&T Corporation Reports Change in Large-Scale Shareholding of Samsung Electronics Co., Ltd.
Samsung C&T Corporation reported a marginal increase of 17,386 shares in its collective holding of Samsung Electronics, maintaining a total stake of 19.69%. The change was primarily driven by off-market transactions between Lee Jae-yong and Hong Ra-hee, and adjustments in Samsung Life Insurance’s special accounts.
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ISC Announcement of Investor Relations (IR) Session for Q3 2026 Earnings Results
ISC will hold an online Investor Relations (IR) conference call on October 27, 2026, to present its Q3 2026 management performance. The session will be available via webcasting with simultaneous interpretation for international investors.
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ISC Announces Investor Relations (IR) Meeting to Present Q3 2026 Business Performance
ISC will hold an in-person Investor Relations meeting from October 29 to 30, 2026, for major domestic institutional investors. The session will focus on disclosing the company’s Q3 2026 business performance and operational status.
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Hana Securities Maintains Buy Rating on SK Hynix; 3Q26 Results Expected to Meet Consensus
Hana Securities maintains a Buy rating and a target price of 3,600,000 KRW (~$2,681 USD), forecasting 3Q26 earnings to meet consensus. The firm raised its 2027 operating profit estimate to 405 trillion KRW (~$301.5B USD) citing LPDDR supply shortages and strong HBM momentum.
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SK Securities: SK Hynix – Strong Earnings Expected to Outpace Currency Headwinds
SK Securities maintains a Buy rating and a Target Price of 4,000,000 KRW (~$3,001 USD), forecasting a 3Q26 operating profit of 79.07 trillion KRW that beats market consensus.
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Kiwoom Securities: Samsung Electronics – 4Q26 Operating Profit Forecast of 116 Trillion KRW
Kiwoom Securities forecasts 4Q26 operating profit of 116.06 trillion KRW for Samsung Electronics, maintaining its status as the semiconductor sector Top Pick. Long-term growth is expected to be driven by HBM4 market share gains and ASP increases.
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IBK Securities Maintains Buy Rating on Samsung Electronics: Memory Boom Overcomes Currency Headwinds
IBK Securities maintains a Buy rating and a target price of 460,000 KRW (~$345 USD), citing a memory boom driven by HBM and mobile pricing that outweighs currency headwinds. The firm highlights significant undervaluation and strong AI-driven growth prospects.
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Eugene Investment & Securities: Samsung Electronics – A Period for Raising Expectations (Strong Buy)
Eugene Investment & Securities maintains a Strong Buy rating and a Target Price of 560,000 KRW (~$420.11 USD), citing a 3Q26 earnings beat and strong HBM4 momentum. The analyst expects significant profit growth through 2027, driven by industry-leading Blended ASPs and expanding HBM shipments.
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Hana Securities Maintains Buy Rating on Samsung Electronics: Strong DRAM Pricing and Intensifying LPDDR Shortages
Hana Securities maintains a Buy rating and a target price of 480,000 KRW (~$360.09 USD), citing strong DRAM price momentum and a structural LPDDR shortage. 3Q26 operating profit reached 107.4 trillion KRW (~$80.57B USD), driven primarily by the memory division.
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DS Investment & Securities: Samsung Electronics – Buy Rating Maintained as DRAM Quarterly Revenue Surpasses 100 Trillion KRW for the First Time
DS Investment & Securities maintains a Buy rating and a Target Price of 530,000 KRW (~$397.60 USD) for Samsung Electronics. The recommendation is driven by record-breaking DRAM quarterly revenue exceeding 100 trillion KRW and a rapid recovery in HBM competitiveness.
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Eugene Investment & Securities: SK Hynix – Time for Proof (Strong Buy, Target Price Maintained)
Eugene Investment & Securities maintains a Strong Buy rating with a Target Price of 3,700,000 KRW (~$2,764 USD), forecasting record operating profits of 454.1 trillion KRW (~$339.2B USD) by 2027. The thesis centers on sustained memory price growth and HBM4 leadership offsetting currency volatility and market skepticism.
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SK Hynix Announcement of Investor Relations (IR) Conference for Q3 2026 Earnings Results
SK Hynix will hold a conference call on October 28, 2026, to announce its Q3 2026 management performance results. The event will be accessible to investors and media via a simultaneous Korean/English webcast.
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Techwing Announces Preliminary Consolidated Financial Results for Q3 2026
Techwing reported a strong Q3 2026 with preliminary revenue of 87.78 billion KRW and operating profit of 17.99 billion KRW. This represents significant growth both Quarter-over-Quarter and Year-over-Year.
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Samsung Electronics: Report on Changes in Share Ownership of Largest Shareholder and Related Parties
Samsung Electronics reported a slight decrease in total shares held by the largest shareholder group to 1,151,569,659 shares (17.32%). The filing notably includes an off-market transfer of 7,667,100 common shares from Hong Ra-hee to Lee Jae-yong on October 12, 2026.
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Samsung Electronics Report on Results of Treasury Stock Acquisition (Total 14.99 Trillion KRW)
Samsung Electronics completed a massive treasury stock acquisition of 56,856,305 common shares for approximately 15 trillion KRW (~$11.17B USD). The buyback was executed between August 24 and October 6, 2026, bringing the company’s total treasury holdings to 2.06% of total shares.
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Samsung Electronics Announces Preliminary Consolidated Earnings Results for Q3 2026
Samsung Electronics reported a significant surge in Q3 2026 preliminary results, with revenue reaching 195 trillion KRW and operating profit climbing to 107.4 trillion KRW. This represents explosive Year-over-Year growth in operating profit of 782.50%.
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Samsung C&T Corporation: Report on Large-Scale Holding of Shares (General) regarding Samsung Electronics Co., Ltd.
Samsung C&T Corporation reported a slight change in its shareholding of Samsung Electronics, maintaining a 19.69% stake while increasing shares subject to major contracts to 44,784,000 (0.77%). The filing was triggered by changes in specially related parties and contractual agreements.
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PSK: Report on Substantial Holding of Shares by Samsung Asset Management
Samsung Asset Management increased its stake in PSK from 5.94% to 8.06% as of October 1, 2026. The acquisition of an additional 613,337 shares was conducted for simple investment purposes.
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Samsung Asset Management Reports Increased Stake in Leeno Industrial to 8.64%
Samsung Asset Management increased its stake in Leeno Industrial from 6.42% to 8.64% through the acquisition of 1,693,924 additional shares. The investment is classified as a simple investment with no intent to influence corporate management.
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Samsung Asset Management Reports Increase in Shareholding of ISC to 6.73%
Samsung Asset Management increased its stake in ISC from 5.09% to 6.73% through the acquisition of 347,384 additional shares. The purpose of the holding is categorized as simple investment with no intent to influence management control.
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Samsung Asset Management Reports Increased Stake in Jusung Engineering to 8.15%
Samsung Asset Management increased its stake in Jusung Engineering from 6.00% to 8.15% through the acquisition of 999,427 additional shares. The purpose of the investment is categorized as simple investment with no intent to influence management control.
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Samsung Asset Management Reports Increase in Shareholding of Wonik IPS to 7.10%
Samsung Asset Management increased its stake in Wonik IPS from 5.92% to 7.10% through the acquisition of 582,954 additional shares. The holding is designated for simple investment purposes and is held entirely within client accounts.
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Samsung Asset Management Reports Increased Stake in EO Technics to 8.70%
Samsung Asset Management increased its stake in EO Technics from 6.38% to 8.70% through the acquisition of 285,368 additional shares. The purpose of the investment is categorized as simple investment with no intent to influence management.
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Samsung Electronics Notice of Investor Relations (IR) Conference Call for Q3 2026 Earnings
Samsung Electronics will hold a conference call on October 29, 2026, to announce its Q3 2026 business performance. The event will include a presentation and a Q&A session conducted in both Korean and English.
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Korea Semiconductor Exports Hit $12.20B in October 2026 (1-10) (+170.9% YoY)
Korea’s semiconductor exports (HS 8542) totaled $12.20B in October 2026 (1-10), ▲ +170.9% YoY and ▼ -26.0% MoM. Data sourced from Korea Customs Service.
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IBK Securities Maintains Buy Rating on SK Hynix: Combining Strong Earnings with Shareholder Returns
IBK Securities maintains a Buy rating and a Target Price of 4,000,000 KRW (~$2,987 USD) for SK Hynix, citing strong AI-driven memory demand and an aggressive shareholder return policy.
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Hanwha Investment & Securities: Samsung Electronics – HBM to Become the Main Growth Driver, Maintain Buy
Hanwha Investment & Securities maintains a Buy rating and a Target Price of 580,000 KRW (~$433 USD), citing HBM4 as the primary growth driver for 2027. The firm upgraded 2027 revenue and operating profit estimates to 999 trillion KRW and 606 trillion KRW, respectively, driven by HBM4 ASP and volume growth.
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Mirae Asset Securities: SK Hynix – Overcoming Minor Doubts, Maintain Buy
Mirae Asset Securities maintains a Buy rating and a Target Price of 3,100,000 KRW (~$2,309 USD), raising operating profit forecasts for 3Q26 and beyond. The firm highlights strong HBM demand and aggressive shareholder returns as primary growth drivers.
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SK Securities Maintains Buy Rating on Samsung Electronics; Target Price 610,000 KRW Amid Significant Undervaluation
SK Securities maintains a Buy rating and a Target Price of 610,000 KRW (~$454.21 USD), citing severe undervaluation and strong AI-driven memory fundamentals. The firm forecasts 2027 operating profit to remain at 568 trillion KRW (~$423.31B USD) despite conservative currency assumptions.