External broker reports(aggregated public sources), Daishin Securities

Daishin Securities

External broker reports(aggregated public sources)

Founded in 1962, Daishin Securities is a leading financial services provider in Korea. Daishin securities does its best to provide high quality financial service and to satisfy the various needs of investors. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Commodity chips offer boost amid growing general-purpose server demand</li><li>HBM market leadership intact; potential to grow alongside ASIC demand</li><li>Reiterate Buy rating with TP unchanged at W330,000</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Commodity chips offer boost amid growing general-purpose server demandHBM market leadership intact; potential to grow alongside ASIC demandReiterate Buy rating with TP unchanged at W330,000Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SK Hynix (000660 KS Sep 9, 2025) - Another Climb Back to Prior Highs

<ul><li>HBM lead should continue to pay off; 1c DRAM transition likely landed softly</li><li>Switch to net cash position slated for the year; NAND getting increasingly competitive </li><li>Target price set at W280,000; Our Top semiconductor pick</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HBM lead should continue to pay off; 1c DRAM transition likely landed softlySwitch to net cash position slated for the year; NAND getting increasingly competitive Target price set at W280,000; Our Top semiconductor pickContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SK Hynix (000660 KS May 21, 2025) - A Bigger Leap Ahead

<ul><li>SK hynix delivers strong performance for 3Q24, with revenue of W17.57tn, OP of W7.3tn, and an OPM of 40%</li><li>Portfolio concentrated on high value-added HBM/DDR5/LPDDR5 products, maximizes profitability</li><li>12H HBM3E mass production set to begin in 4Q24, with full-scale supply expansion likely in 2025</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SK hynix delivers strong performance for 3Q24, with revenue of W17.57tn, OP of W7.3tn, and an OPM of 40%Portfolio concentrated on high value-added HBM/DDR5/LPDDR5 products, maximizes profitability12H HBM3E mass production set to begin in 4Q24, with full-scale supply expansion likely in 2025Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<ul><li>SK hynix estimated to post revenue of W18.3tn (+11% QoQ), OP of W7.0tn (+27% QoQ) for 3Q24</li><li>Value-added HBM/DDR5/LPDDR5 likely drove revenue growth; further gains expected in 2H24</li><li>Earnings growth poised to continue through 4Q24 supported by HBM3E mass production</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SK hynix estimated to post revenue of W18.3tn (+11% QoQ), OP of W7.0tn (+27% QoQ) for 3Q24Value-added HBM/DDR5/LPDDR5 likely drove revenue growth; further gains expected in 2H24Earnings growth poised to continue through 4Q24 supported by HBM3E mass productionContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SK Hynix (000660 KS Oct 17, 2024) - HBM Effect Expected once More

South Korea

SK Hynix Inc. provides products and services for the electronic components industry. The Company manufactures semiconductors, such as dynamic random access memory (DRAM), NAND flash memory, and static random access memory (SRAM) chips.

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SK Hynix (000660 KS)