"Samsung Electro-Mechanics, stock price jumps fivefold this year, expected to rise further to 3 million won"... "LS Electric reports record-breaking earnings" [Stocktopia]
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- 2026-07-24 11:08:13
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- 2026-07-24 11:08:13
/Photo = News1 [Financial News] Here is a summary of reports from major securities firms for the morning of July 24.
It is projected that Samsung Electro-Mechanics' price negotiation power will be further strengthened amidst supply shortages, based on long-term supply contracts for Multilayer Ceramic Capacitors (MLCCs) for artificial intelligence (AI) servers.
LS Electric received positive evaluations for achieving record-high earnings and an all-time high order backlog in the second quarter, driven by an increased proportion of big tech power infrastructure projects.
A scene of Samsung Electro-Mechanics employees inspecting production facilities at the Sejong plant.
It was analyzed that OCI Holdings' mid-to-long-term earnings visibility through 2029 has improved due to the expansion of production capacity utilizing customer advance payments and the expansion of Long-Term Agreements (LTAs).
A scene of Samsung Electro-Mechanics employees inspecting production facilities at the Sejong plant.3 million won) | Previous Day's Closing Price: 1,448,000 won - Investment Opinion: Buy (Maintain) iM Securities raised its target price for Samsung Electro-Mechanics to 3 million won, stating that pricing power is being strengthened by the signing of an additional long-term supply contract for AI server MLCCs.Analyst Ko Ui-young stated, "With the signing of an additional long-term supply contract for AI server multilayer ceramic capacitors, pricing power is being further strengthened amidst a supply shortage," adding, "This contract is It was assessed that "this confirms that the long-term supply contract signed at the end of last June was not a one-off, while also demonstrating that the supplier's bargaining power has further increased." The analysis suggests that successive large-scale long-term contracts targeting big tech companies are firmly proving Samsung Electro-Mechanics' market dominance.1 billion won.
※ Multi-Layer Ceramic Condenser (MLCC) It is an ultra-small component that stabilizes the current flowing through a circuit.
It plays the role of temporarily storing electricity and releasing it as needed; with hundreds to thousands found in a single smartphone and tens of thousands in an AI server, it is called the "rice of the electronics industry.
0%, from 210,000 KRW) | Previous Day's Closing Price: 223,500 KRW Shinhan Investment & Securities raised its target price for LS Electric to 250,000 KRW, stating that the company can handle the order boom through its ability to respond to short delivery times led by switchboards and steady capacity expansion.
Analyst Lee Dong-heon explained, "Profit margins have entered a phase of structural growth due to the increased proportion of Big Tech power infrastructure projects and improved productivity resulting from higher capacity utilization.1 trillion won, up 243% from a year ago.5 trillion won.
A scene of Samsung Electro-Mechanics employees inspecting production facilities at the Sejong plant.
Analyst Lee analyzed, "Although valuation pressure exists, given that mid-to-long-term growth potential is sustained through penetration into the U.
A scene of Samsung Electro-Mechanics employees inspecting production facilities at the Sejong plant.3 million won) | Previous Day's Closing Price: 1,448,000 won - Investment Opinion: Buy (Maintain) iM Securities raised its target price for Samsung Electro-Mechanics to 3 million won, stating that pricing power is being strengthened by the signing of an additional long-term supply contract for AI server MLCCs.S.data center and power infrastructure markets, now is the time to focus on capacity expansion and earnings growth rather than valuation." The assessment is that even if the stock price appears expensive due to its high rise, now is the time to look at how many more factories are built and how much more revenue is generated, rather than the price tag.
※ Multi-Layer Ceramic Condenser (MLCC) It is an ultra-small component that stabilizes the current flowing through a circuit.
8%, from 320,000 won) | Previous Day's Closing Price: 247,000 won Mirae Asset Securities [regarding] OCI Holdings The target price was raised to 460,000 won, citing increased mid-to-long-term earnings visibility resulting from a Long-Term Agreement (LTA) following the expansion of the U.
S.
solar supply chain.
Analyst Lee Jin-ho stated, "The key point is that the reliability of 2029 earnings is backed by the contract, as the Long-Term Agreement was concluded under take-or-pay and advance payment conditions.
A scene of Samsung Electro-Mechanics employees inspecting production facilities at the Sejong plant.
" This means that the contract effectively secures the next 3 to 4 years of performance, as the structure requires payment even if the client takes less goods, and money is received in advance.
A scene of Samsung Electro-Mechanics employees inspecting production facilities at the Sejong plant.3 million won) | Previous Day's Closing Price: 1,448,000 won - Investment Opinion: Buy (Maintain) iM Securities raised its target price for Samsung Electro-Mechanics to 3 million won, stating that pricing power is being strengthened by the signing of an additional long-term supply contract for AI server MLCCs.The researcher explained, "The proportion of long-term supply contracts is gradually expanding from 2027 to 2029, and volumes for 2028–2029 are virtually sold out." He added, "As 70–80% of existing contract volume is supplied in the form of wafers rather than polysilicon, an improvement in the profit structure will occur where wafer processing margins are added to polysilicon margins." ※ Take-or-Pay This is a contract method where payment must be made even if the contracted volume is not actually taken.
※ Multi-Layer Ceramic Condenser (MLCC) It is an ultra-small component that stabilizes the current flowing through a circuit.
For the seller, this ensures that revenue does not waver even if the economy deteriorates, acting as a safety net when deciding on large-scale facility investments.
※ Polysilicon This is a silicon material that serves as the starting point for solar panels.
A wafer is produced by extracting silicon from sand and refining it to ultra-high purity, then slicing it thinly and processing it into a disc shape.If you go beyond just the raw materials and manufacture and sell the wafers, you gain additional profit from the processing.[Zootopia] [Zootopia] is an AI-based stock report briefing content that compiles and delivers reports from major domestic securities firms.
A scene of Samsung Electro-Mechanics employees inspecting production facilities at the Sejong plant.
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A scene of Samsung Electro-Mechanics employees inspecting production facilities at the Sejong plant.[email protected] Seong Min-seo Reporter