Sharp drop in target-price hikes in securities firms; nuclear stocks rally, semiconductor outlook diverges
7This month, the number of target-price hikes for semiconductors by securities firms plunged. Over the same period, nuclear-related stocks rose on the back of power supply and demand issues, and materials, parts and equipment stocks all gained. It was also confirmed that the area near Gwangju’s military airport was designated in as a ‘restricted land transaction zone’ related to a semiconductor cluster.2year.
The number of target-price hikes by securities firms for the semiconductor sector7plunged this month. This was confirmed in a related report on7month11day.
As discussions emerged that power supply, including nuclear power, is essential to operate semiconductor fabs, which require large amounts of electricity, nuclear-related stocks rose. 7month 10day, related trends showed a rally in nuclear stocks.
Reports also said that on the same day, stocks in materials, parts and equipment surged across the board. There were also reports that the line of target-price hikes from some securities firms had come to a halt.
The report also said that, regarding the memory segment, there was no clear sign of a peak, and that large-cap semiconductor stocks were still being recommended as a strategy in the 7month 9day report.
The area near the Gwangju military airport site has been designated as a 'land transaction permit zone' for 2years in connection with the semiconductor cluster. This designation was announced on 7month 9day.
This is a fact compiled from reports by Lee Sang-eun on 2026year 7month 9~11day. Each report focused on brokerage target-price trends, power supply issues, small and medium-sized parts and materials stock movements, and news about the land designation.