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SK Hynix
000660.KS / SKHY (NASDAQ)
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005930.KS
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Latest Intelligence Feed
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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.
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Mirae Asset Securities: Samsung Electronics – Buy Rating Maintained as Semiconductor Revenue Hits Historic $100 Billion Milestone
Mirae Asset Securities maintains a Buy rating and a target price of 400,000 KRW (~$297.92 USD) for Samsung Electronics, citing a historic $100 billion semiconductor revenue milestone. The firm raised operating profit forecasts for 3Q26 through 2027, driven by tight memory supply and AI-led demand for LPDDR and SSDs.
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Kyobo Securities: Samsung Electronics – 3Q26 Preview: HBM Leading the Charge, Memory Sustaining Growth (Buy, TP 500,000 KRW)
Kyobo Securities maintains a Buy rating and a Target Price of 500,000 KRW, forecasting a historic 3Q26 operating profit of 105 trillion KRW. The growth is primarily driven by the HBM4 ramp-up and a structural supply shortage in general-purpose DRAM.
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HPSP Notice of Extraordinary General Meeting of Shareholders (October 22, 2026)
HPSP has called for an Extraordinary General Meeting of Shareholders on October 22, 2026, to appoint a new inside director and amend its Articles of Incorporation. The company will utilize electronic voting via Samsung Securities to facilitate shareholder participation.
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HPSP: Report on Substantial Holding of Shares by Samsung Asset Management
Samsung Asset Management increased its stake in HPSP from 7.43% to 9.94% as of October 1, 2026. The acquisition of an additional 2,061,343 shares was conducted for simple investment purposes.
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HPSP: Proxy Statement for Voting Rights Solicitation
HPSP has filed a formal Proxy Statement on October 7, 2026, to solicit voting rights from its shareholders. The filing was prepared and submitted by the company’s CFO, Hee-jun Ham.
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Hanmi Semiconductor Signs Single Sales and Supply Agreement with Samsung Electro-Mechanics for 24.48 Billion KRW
Hanmi Semiconductor has secured a contract worth 24.48 billion KRW (~$18.23M USD) from Samsung Electro-Mechanics for AI semiconductor substrate manufacturing equipment. The agreement, signed on October 2, 2026, represents 4.24% of the company’s 2025 consolidated revenue.