The market for organic light-emitting diode (OLED) panels for monitors has grown more than 10 times in the last two years according to a market research firm. The penetration rate of OLED panels in the gaming monitor market has risen sharply on the back of strong demand.According to market research
The author is an analyst for NH Investment & Securities. He can be reached at pk.park@nhqv.com -- Ed.GPM for domestic first-line NSCLC treatment sales is estimated at 62% of GPM for Janssen’s global Lazertinib royalties in 2028. When enrolled in insurance coverage, drug prices tend to fall on a hike
The author is an analyst for Shinhan Securities. He can be reached at ym.ko@shinhan.com -- Ed.Micron’s earnings release raises expectations for SK Hynix’s decouplingSK Hynix is likely to have seen operating loss of KRW2.3tr (continued loss QoQ) on sales of KRW6.8tr (+34% QoQ) in 2Q23. Micron Technol
The author is an analyst for NH Investment & Securities. He can be reached at pk.park@nhqv.com -- Ed.Given the VBP policy implemented in Apr 2023, we caution against high expectations toward Dentium’s 2Q23 sales. But, with its Chinese market Q forecasted to climb by 50% in 2Q23, and with the VBP pri
The author is an analyst for Shinhan Securities. He can be reached at ym.ko@shinhan.com -- Ed.Two points lend support to growing hopes for imminent market upturnOur previous reports highlighted expectations for an earlier turnaround in market conditions and share prices than initially anticipated fo
The author is an analyst for NH Investment & Securities. He can be reached at minwoo.ju@nhqv.com -- Ed.Despite sluggish sales to some clients, we expect Samsung SDI to book overall solid earnings for 2Q23 thanks to solid sales of premium models at key customers. We view expectations toward gradual t
Renault Korea, KG Mobility (formerly SsangYong Motors), and GM Korea, three major domestic mid-tier automobile manufacturers, have begun preparations to enter the electric vehicle market. They are preparing for the launch of electric car models and the expansion of some production facilities. Howeve
Nurihaus, which operates the global influencer community Nuri Lounge, headed by CEO Baek Ah-ram, and Ecomobi, led by CEO Truong Cong Thanh, a key player in building the creative career for creators with the first all-in-one monetization platform for Creators in Southeast Asia, have announced the sig
The author is an analyst for Shinhan Securities. He can be reached at ym.ko@shinhan.com -- Ed.DDR5 effect: Early recovery with ASP hikes to precede spot price upturnWe now expect to see an earlier turnaround in market conditions and share prices than previously expected for the current industry cycl
The author is an analyst for NH Investment & Securities. He can be reached at pk.park@nhqv.com -- Ed.Despite its increased valuations, Classys still offers the following investment points: 1) standing at only 10%, the firm’s Brazil HIFU equipment market share should rise to 40% (cumulative sales to
As the electric vehicle market surges, the electric vehicle (EV) charging market is also expanding. Major corporations are entering the EV charging market, emerging as core new businesses.It is difficult to find a large domestic company that is not involved in the EV charging business nowadays. Apar
The author is an analyst for Shinhan Securities. He can be reached at tyc@shinhan.com -- Ed.Focused on exports of baby skin care products and POE packagingZero to Seven manufactures baby skin care products, including shampoo, body wash, lotion and sunscreen, under the brand name of Goongbe. In addit
The author is an analyst for NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com -- Ed.Regulatory uncertainties abound in the telecom industry in 1H23. After KT’s failure to appoint a new CEO, government regulations for the telecom industry have strengthened, leading to the introduc
Samsung Electro-Mechanics announced on May 16 that it has developed the world’s highest-capacity multi-layer ceramic capacitor (MLCC) applicable to electric vehicles. The company plans to expand its lineup of products for high-end electronics to accelerate its penetration into the automotive electro
The author is an analyst for NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com -- Ed.Weighed upon by market concerns toward absence of CEO, KT’s share price has now dropped more than 20% from its previous peak. But, related uncertainties should be eliminated gradually through BOD
The author is an analyst for NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com -- Ed.Uncertainties surrounding the telecom industry are now easing gradually. Even if a fourth major mobile carrier announcement is made, the number of companies that can actually participate is likely
The author is an analyst for NH Investment & Securities. He can be reached at pk.park@nhqv.com -- Ed.Dentium posted revised expectations-meeting 1Q23 OP of W21.5bn, proving slow (as expected) on lockdowns in China, lackluster orders for inventory in the run-up to a Chinese healthcare VBP regulation
Coupang became the number one app downloaded in Taiwan’s App Store and Google Play Store. Coupang’s success story in the Korean market is being repeated overseas, some analysts say.Coupang said on May 9 that the Coupang Mobile Application ranked first in the downloaded app standings on both the Goog
The author is an analyst for NH Investment & Securities. He can be reached at minwoo.ju@nhqv.com -- Ed.After early achievement of its 710,000 tons capacity goal in 2026, we expect EcoPro BM to target 1mn tons by 2030.New materials driving capacity growthWe maintain a Buy rating and a TP of W310,000
The author is an analyst of NH Investment & Securities. He can be reached at kyeongkeun.kang@nhqv.com -- Ed.Truen is an AI-based video surveillance solutions company, with its business portfolio consisting of the Edge AI camera, IP cameras, video streaming solutions, and IoT equipment. Boasting the