External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

Leading full-service brokerage firm in Vietnam. 

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External broker reports(aggregated public sources)

Equity Bottom-Up

<ul><li>We raise our target price for OCI Holdings to W131,000 (from W128,000) to reflect contributions to 2026 earnings stemming from its acquisition of a wafer plant.</li><li>Sentiment on the solar PV sector has recently soured, sending the stock down about 15% over the past month.</li><li>However, key investment points (rising preference for nonChina products and expectations for restructuring in the Chinese solar PV industry) remain intact. </li></ul><p><em>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.</em></p>

We raise our target price for OCI Holdings to W131,000 (from W128,000) to reflect contributions to 2026 earnings stemming from its acquisition of a wafer plant.Sentiment on the solar PV sector has recently soured, sending the stock down about 15% over the past month.However, key investment points (rising preference for nonChina products and expectations for restructuring in the Chinese solar PV industry) remain intact. 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.

OCI Holdings (010060 KS/Buy)Full-Scale Entry into Wafer Segment; Now Is the Time to Buy