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mk.co.krOCT 122 min read$000660.KS

Hana Securities maintained its target stock price of 3.6 million won and investment opinion "buy,"

Hana Securities maintained its 3.6M won target price and 'buy' rating for SK Hynix, citing Q3 performance in line with expectations. The firm estimates Q3 sales of 99.2T won and operating profit of 77.9T won, up 306% and 584% YoY. Next year's sales and profit are forecasted at 500T won and 405T won, up 49% and 57%. Positive DRAM prices and HBM shipments are noted, while NAND flash prices had some negative impact. Additional shareholder returns of at least 30T won are expected.

Original reporting
mk.co.kr
Published Oct 12, 2026, 11:50 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 13, 2026, 12:06 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.
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Hana Securities maintained its target stock price of 3.6 million won and investment opinion "buy," — source image
Source · mk.co.kr
Decision brief

The 30-second read

$000660.KSBullishMed
01

Why it matters

The guidance lift could trigger buying interest, especially given the company's strong position in AI‑related memory markets.

02

Market read

Fresh earnings guidance for a major memory chip maker may move the semiconductor sector and influence AI server component pricing.

03

What to watch

Potential impact of exchange‑rate volatility and NAND flash price weakness on overall profitability.

Relevance 8/10Novelty 8/10Timing: pre‑market today

Background

Hana Securities analyst Kim Rok‑ho provides detailed Q3 performance estimates and next‑year profit forecasts for SK Hynix, noting DRAM price trends and LPDDR supply shortages.

Company-level read

Ticker impact

$000660.KSBullishHigh confidence
Context

Hana Securities maintains a 3.6 million won target price and buy rating for SK Hynix, providing fresh Q3 sales (99.2T won) and operating profit (77.9T won) forecasts and next‑year guidance.

Expected impact

likely upward pressure as investors price in higher earnings and strong DRAM demand

Evidence & confidence

New profit and sales numbers are materially higher than prior expectations and include detailed guidance for 2025, which were not previously public.

Market effects

Sector

Positive outlook for the DRAM and memory sector, especially high‑bandwidth memory (HBM) suppliers.

Regional

Supports South Korean semiconductor export outlook.

Global

May influence global memory pricing and AI server component supply chains.

Counterpoint

What could challenge this read

If DRAM prices soften or LPDDR supply constraints ease, the upside could be limited.

Key entities

  • company
    SK Hynix

    South Korean semiconductor manufacturer and memory chip leader.

  • research_firm
    Hana Securities

    Brokerage providing the earnings outlook and target price.

Read at source← All news

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