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SK Hynix
000660.KS / SKHY (NASDAQ)
Samsung Electronics
005930.KS
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Latest Intelligence Feed
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Mirae Asset Securities: SK Hynix – Excessive Correction Relative to Fundamentals
Mirae Asset Securities maintains a Buy rating but lowers the Target Price to 2,800,000 KRW due to industry-wide valuation adjustments, while emphasizing that the company’s fundamental strength remains intact.
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Mirae Asset Securities: Samsung Electronics – Dividend Attractiveness Entering Surge Phase
Mirae Asset Securities maintains a Buy rating but lowers the Target Price to 370,000 KRW, highlighting significant dividend attractiveness and strong 2Q26 preliminary earnings despite short-term valuation headwinds.
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Preliminary Consolidated Financial Results for Q2 2026(SK Hynix)
SK Hynix reported preliminary Q2 2026 consolidated revenue of 79.32 trillion KRW and operating profit of 60.54 trillion KRW, showing significant growth both sequentially and Year-over-Year (YoY).
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Korea Semiconductor Exports Hit $33.57B in Jun 2026 (+173.9% YoY) (Updated 2026-07-28 10:59:35)
Korea’s semiconductor exports (HS 8542) totaled $33.57B in June 2026, ▲ +173.9% YoY and ▲ +14.0% MoM. Data sourced from Korea Customs Service.
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Amendment of Goods and Services Transactions with Affiliates
SK Hynix amended its Q4 2026 transaction volume with SK Innovation to 30,420 million KRW (~$20.71M USD) due to a cost increase of over 20% from previous estimates.
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Amendment of Goods and Services Transactions with Affiliates
SK Hynix amended its Q3 2026 transaction agreement with SK Inc. to a total of 120,640 million KRW (~$82.1M USD) for system development, maintenance, and educational services.
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Amendment of Goods and Services Transactions with Affiliates Invested by the Same Person
SK Hynix amended its Q4 2026 transaction disclosure with SK Inc. to reflect a total purchase of 704,450 million KRW (~$479.2M USD) for system development and maintenance.
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Report on Large-Scale Holdings of Shares (General)
Samsung C&T Corporation reported a marginal change in its aggregate stake in Samsung Electronics, maintaining a 19.69% holding as of July 22, 2026.
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Clarification on Rumors or Media Reports (Unconfirmed)
Samsung Electronics clarified that reports of a 90 trillion KRW (~$65.2 billion USD) treasury share buyback are unconfirmed, though the company is reviewing share purchases for stock-based compensation.
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Mirae Asset Securities Maintains Buy Rating on SK Hynix; Target Price Unchanged
Mirae Asset Securities maintains a Buy rating and a target price of 4,200,000 KRW, viewing the recent price dip as a buying opportunity despite a slight downward revision in 2Q26 estimates.