Samsung Electronics·SK hynix combined share price 798% rise
According to KB Securities, the combined share price of Samsung Electronics and SK hynix has recently 500from the lowest point within the recent trading days 798%, surpassing the record of 717% set during the IT bubble. Forecasts for both companies’ earnings are being revised upward on expanded AI server investment and sharply rising HBM demand.
According to KB Securities, the combined share price of Samsung Electronics and SK hynix 6 month 1 day stood at 500% above the lowest point within the recent trading days. This figure exceeds the 798% recorded during the IT bubble. Kim Min-gyu, a researcher at KB Securities, assessed that the strength of the semiconductor sector’s advance has entered a level never experienced before in history.717},
Expanded investment in AI servers and sharply rising demand for high-bandwidth memory (HBM) are cited as the backdrop to the rise in both companies’ share prices. The market sees expectations of earnings improvement resulting from this shift in demand as leading to upward revisions in earnings forecasts. Specifically, successive upward revisions to the earnings forecasts for Samsung Electronics and SK hynix have been mentioned.
Securities firms’ analyses also identify supply-and-demand factors as one pillar of the strength. Trading value and foreign investor flows are concentrated in related stocks. Some analysts explained that these flows have led to a rally centered on leading stocks.
The situation in which Samsung Electronics and SK hynix are leading the market continues to draw attention. Industry participants view HBM supply and the flow of investment in AI servers as important variables. The report explains the current situation by referring to past cases.
Market interest remains high. The report concluded that additional earnings announcements and changes in supply and demand could affect the direction going forward. The quarterly earnings announcement schedules of the companies concerned are presented as the next points to watch.
Sources: 파이낸셜뉴스 증권
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