Archives: Research Notes
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Mirae Asset Securities Maintains Buy Rating on SK Hynix: Clear Growth Amidst Uncertainty
Mirae Asset Securities maintains a Buy rating and a target price of 2.8 million KRW, citing strong HBM demand and an improved shareholder return policy despite macro-driven stock price corrections.
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Mirae Asset Securities Maintains Buy Rating on Samsung Electronics: Focus on Fundamentals Amid Market Fear -Samsung Electronics
Mirae Asset Securities maintains a Buy rating and a target price of 370,000 KRW, citing strong shareholder returns and technological leadership in custom HBM as key drivers despite macro volatility.
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Hana Securities Maintains Buy Rating on SK Hynix Following 40 Trillion KRW Share Buyback and Cancellation Announcement
Hana Securities maintains a Buy rating and a Target Price of 3,600,000 KRW, citing a massive 40 trillion KRW share buyback and cancellation program as a major positive for shareholder value.
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Hanwha Investment & Securities: SK Hynix – 40 Trillion KRW Buyback is Just the Beginning
Hanwha Investment & Securities maintains a Buy rating with a Target Price of 3,150,000 KRW, citing a massive 40 trillion KRW buyback as the start of a long-term shareholder return strategy funded by strong FCF.
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Mirae Asset Securities: SK Hynix – Untying the Knots All at Once
Mirae Asset Securities maintains a Buy rating and a target price of 2.8 million KRW, citing attractive valuation multiples and strong earnings growth driven by the AI cycle.
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Mirae Asset Securities: Samsung Electronics – Positive News from All Directions
Mirae Asset Securities maintains a Buy rating and a target price of 370,000 KRW, citing an attractive valuation and strong earnings growth driven by the AI cycle.
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Mirae Asset Securities Maintains Buy Rating on SK Hynix; Target Price at 2,800,000 KRW
Mirae Asset Securities maintains a Buy rating and a Target Price of 2,800,000 KRW, viewing the recent price drop as an over-correction and highlighting massive 2026 earnings potential and shareholder return capacity.
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Mirae Asset Securities: Samsung Electronics – An Ideal Time to Increase Weight
Mirae Asset Securities maintains a Buy rating and a Target Price of 370,000 KRW, viewing the current price dip as a prime opportunity to increase weight ahead of the AI cycle and 2027 shareholder returns.
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Hyundai Motor Securities: Focus on Shifted Supply Structure for SK Hynix; Premium Blended ASP to Drive Growth
Hyundai Motor Securities maintains a Buy rating with a Target Price of 3,300,000 KRW, citing high earnings visibility from long-term contracts and a strategic shift toward premium AI-driven memory products.
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Hyundai Motor Securities: Samsung Electronics – Expanding HBM Market Share Amid Supply and Demand Shifts
Hyundai Motor Securities maintains a Buy rating with a Target Price of 440,000 KRW, driven by expected HBM4 revenue growth and strong memory ASP trends.