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SK Hynix
000660.KS / SKHY (NASDAQ)
Samsung Electronics
005930.KS
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Latest Intelligence Feed
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Decision on Cash and In-kind Dividend Distribution
Samsung Electronics declared a quarterly cash dividend of 374 KRW per share, totaling approximately 2.46 trillion KRW (~$1.71 billion USD).
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Kyobo Securities Maintains Buy Rating on SK Hynix: Earnings Momentum Driven by HBM4 and LTAs
Kyobo Securities maintains a Buy rating and a Target Price of 4,000,000 KRW, citing record-breaking 2Q26 earnings and strong future visibility from HBM4 mass production and Long-Term Agreements.
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DS Investment & Securities: SK Hynix Maintains Buy Rating and Target Price Amid Strong 2Q26 Performance
DS Investment & Securities maintains a Buy rating and a target price of 3,100,000 KRW, citing strong 2Q26 earnings and sustained growth potential in AI infrastructure through 2027.
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Mirae Asset Securities: SK Hynix – Excessive Correction Relative to Fundamentals
Mirae Asset Securities maintains a Buy rating but lowers the Target Price to 2,800,000 KRW due to industry-wide valuation adjustments, while emphasizing that the company’s fundamental strength remains intact.
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Mirae Asset Securities: Samsung Electronics – Dividend Attractiveness Entering Surge Phase
Mirae Asset Securities maintains a Buy rating but lowers the Target Price to 370,000 KRW, highlighting significant dividend attractiveness and strong 2Q26 preliminary earnings despite short-term valuation headwinds.
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Preliminary Consolidated Financial Results for Q2 2026(SK Hynix)
SK Hynix reported preliminary Q2 2026 consolidated revenue of 79.32 trillion KRW and operating profit of 60.54 trillion KRW, showing significant growth both sequentially and Year-over-Year (YoY).
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Korea Semiconductor Exports Hit $33.57B in Jun 2026 (+173.9% YoY) (Updated 2026-07-28 10:59:35)
Korea’s semiconductor exports (HS 8542) totaled $33.57B in June 2026, ▲ +173.9% YoY and ▲ +14.0% MoM. Data sourced from Korea Customs Service.
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Amendment of Goods and Services Transactions with Affiliates
SK Hynix amended its Q3 2026 transaction agreement with SK Inc. to a total of 120,640 million KRW (~$82.1M USD) for system development, maintenance, and educational services.
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Amendment of Goods and Services Transactions with Affiliates Invested by the Same Person
SK Hynix amended its Q4 2026 transaction disclosure with SK Inc. to reflect a total purchase of 704,450 million KRW (~$479.2M USD) for system development and maintenance.
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Report on Large-Scale Holdings of Shares (General)
Samsung C&T Corporation reported a marginal change in its aggregate stake in Samsung Electronics, maintaining a 19.69% holding as of July 22, 2026.