'Expansion Sold Out Immediately' LG Innotek, Target Price at 2 Million Won... Samsung SDI, Concerns Over Negative Growth Due to Simultaneous Slump in EV and ESS [Zootopia]

/Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of June 5.
Analysts suggest that LG Innotek's earnings visibility will significantly improve as the structural supply shortage of substrates for AI data centers leads to immediate full operation and sell-outs upon expansion.
Samsung SDI's target share price was lowered due to concerns that negative growth will continue, compounded by stagnant electric vehicle battery sales and intensifying competition in the U.
S.
/Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of June 5./Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of June 5.PSK, a semiconductor front-end equipment manufacturer, has been named a 'top pick' for front-end equipment due to the benefits of increased capital investment by memory and foundry companies.6 million won) | Previous Day's Closing Price: 1,173,000 won - Investment Opinion: Buy (Maintain) KB Securities raised its target price for LG Innotek to 2 million won, stating that as AI data center substrates enter a phase of structural supply shortage, expansion will lead to immediate full operation and sell-out.Kim Dong-won, Head of Research, stated that LG Innotek's expansion of AI substrates is "immediately upon expansion Analyst Kim analyzed that the long-term earnings visibility of the packaging solutions business would significantly improve, stating, "It is highly likely to lead to full capacity operation.
7 billion won, maintaining a 100% utilization rate even during the second quarter, which is the peak off-season for substrates.
5%, from 593,000 won) | Previous Day's Closing Price: 607,000 won - Investment Opinion: Neutral (Maintain) LS Securities expressed concern that negative growth for Samsung SDI would continue due to stagnant electric vehicle (EV) battery sales and intensifying competition in the US energy storage system (ESS) market, We have lowered the target price to 531,000 won.
0%.
Analysis analyst Jung Kyung-hee stated that while non-electric vehicle businesses such as Uninterruptible Power Supply (UPS) are performing well, "it will be insufficient to fully offset the impact of the stagnation in the EV battery business.
" She also noted that the premium associated with solid-state batteries was not reflected in the valuation, as the commercialization of these batteries is taking longer than expected.
/Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of June 5./Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of June 5.PSK, a semiconductor front-end equipment manufacturer, has been named a 'top pick' for front-end equipment due to the benefits of increased capital investment by memory and foundry companies.It supports facilities such as data centers and hospitals, where even a momentary power failure can be critical, by ensuring that power is not cut off.Recently, as AI data centers are rapidly increasing, the demand for batteries used in them is also growing.
※ All-Solid-State Battery This is a next-generation battery in which the electrolyte that allows electricity to flow inside the battery is replaced with a solid instead of a liquid.
It is considered a 'game changer' that will significantly extend the driving range of electric vehicles because it is safe due to its low fire hazard and can store more electricity in the same volume.
0%, from 128,000 KRW) | Previous Day's Closing Price: 114,400 KRW Hana Securities has named PSK, a semiconductor front-end equipment manufacturer, as a 'top pick' alongside TES and VM, raising its target price to 160,000 KRW, citing benefits from the expansion of capital expenditures (CAPEX) by semiconductor companies.
Analyst Kim Rok-ho analyzed that investments by the three major domestic memory companies and Micron, as well as companies in Greater China, are being executed at a level exceeding expectations, stating, "External growth over the next three years It was evaluated as having "high visibility.
6 billion won, a 107% increase from last year.※ Semiconductor Front-end Process This is the initial stage of semiconductor manufacturing where circuits are etched onto a round silicon wafer.The processes of etching, deposition, and cleaning are repeated hundreds of times; PSK manufactures equipment that removes the film covering the circuits and cleans the surface.The subsequent stage of cutting and packaging chips is called the back-end process.[Zootopia] [Zootopia] is an AI-based stock report briefing content that collects and delivers reports from major domestic securities firms.
/Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of June 5./Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of June 5.PSK, a semiconductor front-end equipment manufacturer, has been named a 'top pick' for front-end equipment due to the benefits of increased capital investment by memory and foundry companies.

5%, from 593,000 won) | Previous Day's Closing Price: 607,000 won - Investment Opinion: Neutral (Maintain) LS Securities expressed concern that negative growth for Samsung SDI would continue due to stagnant electric vehicle (EV) battery sales and intensifying competition in the US energy storage system (ESS) market, We have lowered the target price to 531,000 won.



/Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of June 5./Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of June 5.
sms@fnnews.com Seong Min-seo Reporter