"Samsung C&T, Still Undervalued on Solid Dividend Earnings"..."HD Hyundai Heavy Industries, Stock Correction Is Actually a Buying Opportunity" [Stocktopia]

/ Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of July 30.
Analysts suggest that while Samsung C&T’s target price has been lowered due to the decline in the share prices of Samsung Electronics and Samsung Life Insurance, the company remains undervalued considering the strong performance in the trading and bio sectors and solid dividend income.
HD Hyundai Heavy Industries received an assessment that although its target price was lowered to reflect increased capital costs, the stock price correction presents a buying opportunity due to improved profitability in the merchant ship and engine sectors and abundant order momentum.
LG Household & Health Care's investment rating and target price were simultaneously upgraded based on an analysis that earnings visibility has improved, driven by the turnaround to profitability of its North American subsidiary and the growth of premium brands.
/ Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of July 30./ Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of July 30.1% increase year-on-year, driven by strong performance in the trading and bio divisions.Profitability in the trading division improved thanks to rising chemical and fertilizer prices, strong nickel prices, and the expansion of high-margin steel products, while the bio division also achieved strong results due to the full operation of Samsung Biologics' plants and favorable exchange rates.In addition, the securing of large-scale nuclear power plant orders in Vietnam and Romania, as well as the pursuit of new mid-to-long-term energy businesses such as Small Modular Reactors (SMRs), solar power, and data centers, were evaluated positively.
Kim Seung-jun, an analyst at Hana Securities, explained, "Although the value of equity holdings has declined, the expected dividend income from Samsung Electronics remains significant," adding, "Considering this, Samsung C&T's current stock price is still undervalued.
" The analysis suggests that despite the decrease in the value of equity holdings, stable dividend yields and expectations of a 2027 dividend per share (DPS) of 17,000 won will support the downside of the stock price.
※ Small Modular Reactor (SMR) It is a next-generation reactor that shrinks existing large nuclear power plants, mass-produces them like parts in a factory, and assembles them on-site.
Plans to build them next to electricity-intensive data centers are being actively discussed, as they require a short construction period and occupy a small amount of land.
7%, from 830,000 won) | Previous Day's Closing Price: 434,000 won NH Investment & Securities lowered its target price for HD Hyundai Heavy Industries from 830,000 won to 700,000 won, reflecting the increase in the cost of capital due to rising interest rates.However, analysts assessed that this downward revision of the target price is merely a valuation adjustment due to the increase in the cost of capital, with limited changes in mid-to-long-term earnings estimates, and that the recent stock price correction should be utilized as a buying opportunity.04 trillion won, a 121% increase.
/ Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of July 30./ Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of July 30.1% increase year-on-year, driven by strong performance in the trading and bio divisions.5 times based on 2028, so the recent stock price correction should be utilized as a buying opportunity." The analysis suggests that despite a temporary downward revision of the target price due to rising capital costs, strong order momentum and improving profitability will lead to a rebound in the stock price.
LG Household & Health Care, North American Surplus Led by Dr.
" The analysis suggests that despite the decrease in the value of equity holdings, stable dividend yields and expectations of a 2027 dividend per share (DPS) of 17,000 won will support the downside of the stock price.
0%, from 250,000 KRW) | Previous Day's Closing Price: 263,000 KRW - Investment Opinion: Buy (Upgraded, from Hold) DB Securities raised its target price for LG Household & Health Care from 250,000 KRW to 380,000 KRW and upgraded its investment opinion from 'Hold' to 'Buy,' stating that the North American subsidiary has emerged from a deficit and entered a phase of earnings improvement.
3% increase from a year ago, led by the hair loss care brand Dr.
Groot.
/ Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of July 30./ Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of July 30.1% increase year-on-year, driven by strong performance in the trading and bio divisions.Groot, renewed its all-time high sales record and successfully turned a quarterly profit.The positive trend is expected to continue in the second half of the year through entry into new channels such as Sephora and Costco, as well as an expansion of the number of product varieties (SKUs).
Heo Je-na, an analyst at DB Financial Investment, analyzed, "Even though 15 billion won in U.
S.
tariff refunds were reflected as one-time revenue, the company recorded strong performance exceeding expectations," adding, "The turnaround to profitability of the North American subsidiary, driven by increased sales of premium brands and the high growth of Dr.
Groot, was the key factor.
" The assessment is that strengthening brand competitiveness in the North American market is boosting the overall performance structure.
/ Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of July 30./ Photo = Yonhap News [Financial News] Here is a summary of reports from major securities firms for the morning of July 30.
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