"SK Square Riding Hynix's Back to 2.7 Million Won"... Those Who Missed Samsung Electronics, Samsung Life 'Proxy Investment' [Stocktopia]

Input: 2026-06-22 11:10:32

Updated: 2026-06-22 11:10:32

It has been assessed that there are limitations to determining Samsung Life Insurance's corporate value based solely on its core insurance business.

/Photo=News1 [Financial News] Here is a summary of reports from major securities firms for the morning of June 22.

Samsung Life Insurance's target share price has been significantly raised following an analysis that there is a need to present a corporate value based on substance, given that the stock is rising daily as a proxy investment vehicle for Samsung Electronics.

This result was achieved by aggregating the equity values of its listed and unlisted companies.

SK Square is projected to see its value rise in tandem with the continued preference of investors seeking to maximize their semiconductor holdings amidst the rise in SK Hynix's stock price.

Given that Samsung Life Insurance's stock price continues to rise daily as an investment vehicle for Samsung Electronics, there is a need to present a corporate value based on substance to clarify investment decisions.CJ CheilJedang received an evaluation that the pace of profit improvement in its bio division is progressing faster than expected, along with strong sales of processed foods such as Bibigo and Hetban.2%, from 278,000 won) | Previous day's closing price: 497,000 won * Investment Opinion: Buy Daishin Securities raised its target price for Samsung Life Insurance to 590,000 won by combining the equity values of its listed and unlisted companies, stating that there are limitations to valuing the company based solely on its core insurance business.Daishin Securities analyzed that a rational valuation is needed for Samsung Life Insurance's stock price, which has been rising continuously alongside Samsung Electronics' stock price amidst an environment of overheated competition and limited growth in the core insurance business.

In this regard, Researcher Park Hye-jin stated, "The fair value is most significantly influenced by Samsung Electronics' stock price," adding, "Ultimately, the direction of Samsung Life Insurance's stock price is inevitably linked to Samsung Electronics' stock price.

" The argument is that as Samsung Life Insurance's stock price rises day after day as an investment vehicle for Samsung Electronics, its fair value should be recalculated by reasonably reflecting its equity value.

However, Analyst Park judged that Samsung Life Insurance is the most competitive among life insurers in the sale of health insurance due to its exclusive financial consultant (FC)-based sales channel.

7 million won, expecting preference to continue as the rise in SK Hynix's stock price aligns with its semiconductor-centric growth strategy.

Analyst Ahn Jae-min stated, "The proportion of semiconductors within investment assets.

" "SK Square's corporate value is rising in tandem with the demand from investors seeking to maximize and achieve high returns," he explained.

The interpretation is that the target price was calculated to reflect the growing value of SK Hynix, which accounts for the absolute majority of Net Asset Value (NAV), as the semiconductor big cycle is not expected to reverse in the short term.

Given that Samsung Life Insurance's stock price continues to rise daily as an investment vehicle for Samsung Electronics, there is a need to present a corporate value based on substance to clarify investment decisions.CJ CheilJedang received an evaluation that the pace of profit improvement in its bio division is progressing faster than expected, along with strong sales of processed foods such as Bibigo and Hetban.Value enhancement through active shareholder returns and mergers and acquisitions (M&A) is also becoming clear.Analysis also suggested that if dividend yields expand due to strengthened shareholder returns at SK Hynix in the future, additional share buybacks and cancellations based on this, along with the activation of new investments, will drive the stock price.

CJ CheilJedang, Food Outperformance and Faster-than-expected Market Improvement in Bio Sector (Hana Securities) CJ CheilJedang (097950) ― Hana Securities / Analyst Shim Eun-ju - Target Price: 370,000 KRW (Maintain) | Previous Day's Closing Price: 193,300 KRW Hana Securities noted that for CJ CheilJedang, strong sales of processed foods at home and abroad continue, while the profitability of the bio sector is recovering rapidly.

The target price was maintained at 370,000 won, stating that the company is currently in the middle of a downturn.

Analyst Shim Eun-ju emphasized that earnings meeting market expectations are anticipated, noting, "Domestic processed food sales are expected to increase by 5% year-on-year," and adding, "It appears that strong sales of Bibigo refrigerated products and Hetban are continuing.

" Furthermore, she analyzed that while the company is demonstrating superior sales growth compared to competitors both domestically and internationally, the bio business, having bottomed out in the first quarter, will drive overall earnings improvement.

This is because the passing on of rising grain prices is proceeding smoothly, and the indirect benefits from the imposition of anti-dumping tariffs on Chinese lysine in North America, along with the trend of increasing sales volume, remain valid until the second half of the year.

[Zootopia] is an AI-based stock report briefing content that compiles and delivers reports from major domestic securities firms.

The target price was maintained at 370,000 won, stating that the company is currently in the middle of a downturn.

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[email protected] Seong Min-seo Reporter

· This article has been translated by GripLabs Mingo AI.

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