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finance.biggo.comSEP 292 min read$000660.KS

DS Investment & Securities Cuts SK Hynix Target to ₩2.64 Million, Eyes Q4 Rebound

DS Investment & Securities cut SK Hynix's (000660.KS) target price by 14.8% to ₩2.64 million, citing Q3 earnings revisions. Q3 revenue and operating profit estimates rose 13% and 16% QoQ, but fell short of consensus. Exchange rates and product mix shifts impacted earnings. Q4 revenue and profit are forecast to rise 25% and 27% QoQ, respectively. Samsung Electronics (005930.KS) target maintained at ₩530,000.

Original reporting
finance.biggo.com
Published Sep 29, 2026, 1:05 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 29, 2026, 1:18 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
AlphAI market briefEarnings
Primary signal
$000660.KS
Bearish
high confidence
Mentioned
$000660.KS · $005930.KS
Relevance
7/10
AlphAI data visualization · based on finance.biggo.com
Decision brief

The 30-second read

$000660.KSBearishMed
01

Why it matters

The target cut for SK Hynix suggests a near‑term downside, while Samsung's unchanged target implies a wait‑and‑see stance.

02

Market read

Analyst revisions provide fresh guidance that can move the stocks in early trading, especially for investors tracking the memory sector.

03

What to watch

Potential upside from upcoming AI‑driven demand and Samsung's base‑die internalization.

Relevance 7/10Novelty 7/10Timing: immediate reaction today

Background

The article reports an analyst's revised target price and earnings forecasts for SK Hynix and Samsung Electronics, focusing on exchange‑rate effects and memory‑price dynamics.

Company-level read

Ticker impact

$000660.KSBearishHigh confidence
Context

DS Investment & Securities cut SK Hynix's target price by 14.8% to ₩2.64 million, citing lower Q3 earnings estimates.

Expected impact

likely downward pressure as investors price in weaker earnings outlook

Evidence & confidence

Analyst reduced PBR and exchange‑rate assumptions, indicating weaker profitability.

$005930.KSNeutralMedium confidence
Context

DS Investment & Securities maintained Samsung Electronics' target price at ₩530,000 despite a Q3 profit shortfall.

Expected impact

limited impact; stock may trade sideways pending further guidance

Evidence & confidence

Analyst expects future re‑rating but no immediate catalyst.

Market effects

Sector

Analyst downgrade may weigh on broader DRAM/HBM memory stocks.

Regional

South Korean chipmakers could see modest sell‑off in early trade.

Global

Limited to investors with exposure to SK Hynix and Samsung.

Counterpoint

What could challenge this read

If HBM pricing power exceeds expectations, SK Hynix could rebound faster than forecast.

Key entities

  • company
    SK Hynix

    South Korean DRAM/HBM chipmaker

  • company
    Samsung Electronics

    South Korean diversified electronics conglomerate

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