"Samsung Electronics to Reach 180,000 KRW, SK Hynix to Hit 800,000 KRW"—Another Stock Report Released [Zootopia]

[Financial News] On the morning of January 6, here is a summary of major securities firms’ reports.
Samsung Electronics is projected to record an operating profit of 123 trillion KRW this year, nearly tripling from last year and setting a new record for the semiconductor sector. SK Hynix is expected to see a 105% increase in operating profit this year, driven by surging memory demand from the growth of the humanoid industry. Fine M-Tec is forecast to deliver significant performance improvements through expanded sales of new Foldable models and Energy Storage Systems (ESS) by 2026.
◆Samsung Electronics (005930)― KB Securities / Analyst Kim Dong-won
- Target Price: 180,000 KRW (Upgraded from 160,000 KRW)
- Investment Opinion: Buy
KB Securities raised its target price for Samsung Electronics to 180,000 KRW, forecasting an operating profit of 123 trillion KRW in 2026—about three times last year’s figure. Analyst Kim Dong-won explained that semiconductor operating profit is expected to quadruple to 105 trillion KRW, driven by rising generic memory prices and increased shipments of High Bandwidth Memory (HBM), surpassing the previous record of 44.5 trillion KRW in 2018 by more than twofold. He also noted that Samsung Electronics is likely to receive final quality approval for HBM from major tech companies such as Nvidia and Google in the first quarter of this year, with shipments expected to surge from the second quarter onward.
◆SK Hynix (000660)― DS Investment & Securities / Analyst Lee Su-rim
- Target Price: 800,000 KRW (Upgraded from 650,000 KRW)
- Investment Opinion: Not Provided
DS Investment & Securities forecasts SK Hynix’s operating profit to soar by 105% year-on-year to 92.4 trillion KRW this year, fueled by the rapid growth of the humanoid industry and surging demand for memory semiconductors. Analyst Lee Su-rim explained that humanoids simultaneously drive demand for Low-Power Double Data Rate (LPDDR) and HBM, and as the humanoid industry accelerates, memory will shift from a cyclical to a structurally growing platform industry. She added that the recent approval for exporting Nvidia’s H200 GPU to China is expected to further boost demand for HBM3E.※HumanoidA robot resembling a human, capable of walking on two legs, moving its limbs, and performing tasks like a person using artificial intelligence. Tesla’s Optimus is a representative example.※Low-Power Double Data Rate (LPDDR)An abbreviation for Low-Power Double Data Rate, referring to mobile DRAM with low power consumption. It is used for real-time control in humanoid robots.
◆Fine M-Tec (441270)― Meritz Securities / Analyst Yang Seung-soo
- Target Price: 14,000 KRW (Lowered from 16,000 KRW)
- Investment Opinion: Buy
Meritz Securities forecasts a significant improvement in Fine M-Tec’s performance this year, driven by new Foldable models and expanded sales related to Energy Storage Systems (ESS), though it lowered its target price. Analyst Yang Seung-soo projects sales to reach 566.1 billion KRW, up 138% year-on-year, and operating profit to rise 765% to 41.3 billion KRW. He also stated that the launch of new Foldable models by a North American smartphone company is proceeding as planned, and sales of End Plates for ESS are expected to reach about 40 billion KRW, marking an eightfold increase from last year.※End PlateA component that maintains the distance between the anode and cathode inside a battery and prevents short circuits. It is an essential material for batteries used in ESS.

sms@fnnews.com Seong Min-seo Reporter