LG Innotek (011070 KS/Buy)Set to Benefit from Substrate Capacity Expansion and Resilient Demand
We raise our target price for LG Innotek to W360,000 (from W320,000), reflecting: 1) an upward revision to our target EV/EBITDA for the substrates...
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LG Innotek (011070 KS/Buy)Raise TP on Stronger Substrate Earnings Outlook
We lift our target price for LG Innotek to W320,000 (from W300,000), as we revised up our 2026 operating profit forecast (+30% for substrates)...
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Electrical/Electronic ComponentsThe Next AI Bottlenecks Are Emerging
As AI workloads shift from training to inference, token volumes and power consumption are rising nonlinearly, supporting a continued up-cycle in AI...
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Mirae Asset Minutes [2026: Volume 2]Biweekly Strategy Meeting Recap
Driven by surging power demand from data centers, new capacity additions are accelerating across large-scale nuclear power plants, SMRs, and gas...
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Mirae Asset Minutes [2026: Volume 1]Biweekly strategy meeting recap
Hyundai Motor Group (HMG) is set to announce its AI robotics strategy on Jan. 6 and is expected to appoint an advanced vehicle platform division...
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