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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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PSK: Report on Substantial Shareholding Change by National Pension Service (NPS)
The National Pension Service (NPS) reduced its stake in PSK from 7.12% to 6.04% as of July 24, 2026. The decrease of 313,180 shares was executed via on-market sales for simple investment purposes.
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Mirae Asset Global Investments Reports Increase in Shareholding of Leeno Industrial to 6.95%
Mirae Asset Global Investments increased its stake in Leeno Industrial from 5.91% to 6.95% as of September 30, 2026. The acquisition of an additional 790,575 shares was driven by internal investment decisions and ETF operations for simple investment purposes.
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Wonik QnC: Report on Substantial Shareholding Change by National Pension Service (NPS)
The National Pension Service (NPS) reduced its stake in Wonik QnC from 6.47% to 5.39% as of August 27, 2026. The disposal of 284,222 shares was conducted via on-market transactions for simple investment purposes.
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IBK Securities Maintains Buy Rating on Samsung Electronics: Entering the Era of 100 Trillion KRW Quarterly Operating Profit
IBK Securities maintains a Buy rating with a Target Price of 460,000 KRW, citing a transition into an era of 100 trillion KRW quarterly operating profits. The outlook is driven by prolonged memory shortages, the ramp-up of HBM4, and record-breaking shareholder returns.
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SK Securities: SK Hynix – 2Q26 NDR Review: Distinguishing Misconceptions from Fundamentals (Buy, Target Price 4,000,000 KRW)
SK Securities maintains a Buy rating and a Target Price of 4,000,000 KRW (~$2,941 USD) for SK Hynix, citing strong AI-driven fundamentals. The analyst emphasizes that imminent shareholder returns and strategic LTAs will drive a structural P/E re-rating of the company.
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Hana Securities Maintains Buy Rating on Samsung Electronics: HBM Momentum Bolsters Robust Fundamentals
Hana Securities maintains a Buy rating and a target price of 480,000 KRW (~$352.94 USD) for Samsung Electronics. Despite FX-driven estimate revisions, the long-term outlook is bolstered by the transition to HBM4 and strong eSSD demand.
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Korea Semiconductor Exports Hit $60.50B in September 2026 (+260.3% YoY)
Korea’s semiconductor exports (HS 8542) totaled $60.50B in September 2026 (Full Month), ▲ +260.3% YoY and ▲ +29.2% MoM. Data sourced from Korea Customs Service.
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Daishin Securities Maintains Buy Rating on SK Hynix; Target Price at 3,200,000 KRW
Daishin Securities maintains a Buy rating and a target price of 3,200,000 KRW (~$2,367 USD) for SK Hynix, citing strong memory cycle expansion. The analyst views HBM4 quality concerns and overseas investment costs as short-term noise that does not undermine long-term fundamentals.
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Shinhan Securities: SK Hynix – Unwavering Upward Earnings Trajectory (Buy, Target Price Maintained)
Shinhan Securities maintains a Buy rating and a Target Price of 2,700,000 KRW (~$1,997 USD) for SK Hynix, citing robust AI demand and HBM4 catalysts. Despite minor estimate adjustments due to FX volatility, the analyst expects long-term high profitability driven by DRAM ASP acceleration.
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Daishin Securities Maintains Buy Rating on Samsung Electronics: Beyond the Cycle
Daishin Securities maintains a Buy rating and a Target Price of 560,000 KRW (~$414.20 USD) for Samsung Electronics, citing an expanding semiconductor upcycle. The firm expects Samsung to achieve #1 HBM market share by 2027, supported by improved 1c DRAM yields and strong long-term contract visibility.