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

Mirae Asset Securities

Mirae Asset Securities Co.,Ltd. provides comprehensive wealth management services. The Company offers fixed income securities brokerage, securities dealing, equity underwriting, and other services. Mirae Asset Securities also deals with mergers and acquisitions, foreign currency, and financial derivatives.

External broker reports(aggregated public sources)

Mirae Asset Securities Co.,Ltd. provides comprehensive wealth management services. The Company offers fixed income securities brokerage, securities dealing, equity underwriting, and other services. Mirae Asset Securities also deals with mergers and acquisitions, foreign currency, and financial derivatives

Equity Bottom-Up

Samsung Electro Mechanics Co, Ltd. / Equity Bottom-Up

Samsung Electro Mechanics Co, Ltd. (009150 KS)

<ul><li>We raise our 2026 operating profit estimate for Samsung Electro-Mechanics (SEMCO) by 7% to W2tr.</li><li>The increase reflects a 30% across-the-board price hike for MLCCs sold through distribution channels (effective Aug. 1), which should be partially reflected in 3Q26 and fully reflected in 4Q26.</li><li>In 2027, we expect additional volumes under longterm agreements to drive sequential step-ups in quarterly ASP. </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 2026 operating profit estimate for Samsung Electro-Mechanics (SEMCO) by 7% to W2tr.The increase reflects a 30% across-the-board price hike for MLCCs sold through distribution channels (effective Aug. 1), which should be partially reflected in 3Q26 and fully reflected in 4Q26.In 2027, we expect additional volumes under longterm agreements to drive sequential step-ups in quarterly ASP. 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.

Samsung Electro-Mechanics (009150 KS/Buy)Prices to Continue Rising