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Brokerage that cut its JYP target 25% to 60,000 won while keeping a buy rating.
No evidence-backed relationships are recorded.
Brokerages raised Samsung Electro-Mechanics' third-quarter profit forecast about 30% in three months, to 605 billion won, as the won strengthened. With lines 91% utilized in June, much of the gain has to come from shortage pricing on AI parts.
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Yuanta Securities Korea raised its Samsung Electronics target 18.9% to 630,000 won, about 124% above the 281,500 won quote, on an argument that HBM is eating into general-purpose DRAM capacity and pushing the end of the supply squeeze further out.
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A 10.6% government stake in Project Crucible works out near $784m if it is pro rata against the build, and the report does not say whether that equity sits in the listed parent or the joint venture, which decides who votes.
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K-CAB added 402 Chinese hospitals in the first half and grew sales more than 30%. What holds its second place is NRDL coverage and a patent that outlasts Takeda's by 64 months.
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iM Securities took its JYP target down 25% to 60,000 won on TWICE renewals and Stray Kids enlistments. The shares closed at 41,050 won, well below the 70,000-won range they traded at early in the year.
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