SK Hynix Momentum: HBM4 and the ‘Chi-maek’ Catalyst
Analysis of the ‘Chi-maek’ meeting between SK Group and NVIDIA CEOs, confirming strong SK Hynix Momentum driven by HBM4 supply and integrated AI solutions.
Mediana 2025 Q4 Earnings: Substantial Profit Improvement
Analysis of Mediana\’s (041920) 2025 Q4 earnings, highlighting a 339% surge in full-year operating profit and strong revenue growth in patient monitoring devices.
Samsung SK Hynix Investment Strategy: Why Memory Chipmakers Face Supply Shortages Until 2027
Heungkuk Securities forecasts DRAM supply shortages through 2027 with a -5.3% sufficiency ratio. Learn the optimal Samsung SK Hynix investment strategy as HBM demand grows 91% YoY and why SK Hynix remains the top pick in Korean memory semiconductors.
Market Close Recap (2026-02-07)
Korean Markets End Mixed as Tech Stocks Lead Volatility South Korean equities closed Friday’s session with divergent performances as investors digested fresh economic data and monitored global market sentiment ahead of the weekend. Index Performance Index Close Change % Change KOSPI 2,547.82 -18.45 -0.72% KOSDAQ 748.33 +5.67 +0.76% The benchmark KOSPI retreated 0.72% to close … Read more
POSCO Holdings Investment Thesis: Undervalued Steel Giant Poised for Recovery
POSCO Holdings emerges as a compelling value opportunity with historic PBR discount, steel price recovery potential, and lithium business turnaround. Target price: ₩740,000.
[Morning 2026-02-07] Korean IT Stocks: Samsung and SK Hynix Navigate Semiconductor Cycle as NAVER and Kakao Face Platform Dynamics
Samsung Electronics and SK Hynix Lead Mixed Session South Korean technology stocks showed varied performance in today’s trading session, with semiconductor giants Samsung Electronics and SK Hynix capturing investor attention amid ongoing global chip market dynamics. The KOSPI index reflected cautious sentiment as traders assessed corporate earnings prospects and macroeconomic indicators. Semiconductor Sector Performance Samsung … Read more