POPA Recon[SK Securities Semiconductor Han Dong-hee]
[SK Securities Semiconductor Han Dong-hee] Hello, I'm Han Dong-hee from SK Securities. Raise the target price. It's 500,000 won for Samsung Electronics and 3 million won for SK Hynix. Since November, the LTA era has been caused by structural changes in demand, Based on this, P/E Valuation driven by Ciclical breakaway, Insisting on re-evaluation. The logic is still the same. The unprecedented profit is not a 'temporary' supply-demand mismatch, It is a structural phenomenon due to changes in memory phase in the AI era. Along with the overall expansion of the industry, In the realignment…
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