company
Meritz Securities is a South Korean brokerage and investment bank that provides equity research, trading, and asset management services.
No evidence-backed relationships are recorded.
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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Hyundai has ruled out a 2027 listing for Boston Dynamics, whose 528.4 billion won loss last year was about a third of its five-year total, and Meritz Securities now expects a debut in 2029 or 2030.
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Seven-month exports reached $414.36 million, but a hydrogel line costs roughly $360,000 and needs 20 to 30 trained workers. Yield per line, not demand, is the variable worth underwriting.
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The company told investors that engine order inflow has already passed what its plant can handle. The expansion is a bet that generation capacity, not compute, is the scarce asset.
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Thirteen of twenty forecasters surveyed by Seoul Economic Daily see a quarter-point on the 27th. The dissenters are arguing about the month, not the direction.
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Korea's index opened up 2.15% and closed down 1.55% because the U.S. 30-year hit a 19-year high. Nvidia's Ohio residual-value guarantee is the same trade in different clothing.
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Ten firms booked 10.26 trillion won of first-half net profit and hired accordingly. The same rate cycle that funds the trading desks is repricing household debt.
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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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