statement
Shawn Kim downgraded target prices across memory stocks.
A statement by Shawn Kim. Statements are as reported by the cited publishers — not verified by DecisionGateway.
Shawn Kim은 메모리주 목표주가를 전면 하향 조정했
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Samsung Electronics' target price was cut by 19%.Shawn Kim · statementSK hynix's target price was cut by 38%.Shawn Kim · statementSK하이닉스, SK스퀘어, 삼성전기, 미래에셋증권 등이 6월 고점 대비 -60% 이상 하락했다.시황맨 · statementSemiconductor stocks extended losses, with Samsung Electronics down 8.0%, SK Hynix down 9.7%, Hanmi Semiconductor down 9.4% and SK Square down 10.8%.FICC리서치부 전략/시황: 이경민 · statementThe KOSPI fell 11.7% in a week, with Samsung Electronics down 16.1% and SK Hynix down 20.2%.하나증권 · statementSamsung is down 4.2% and SK Hynix is down 6% in Seoul.הכתבה · statement
More claims by Shawn Kim
Long-term DRAM operating margin assumptions for the two companies were sharply lowered to historical average levels.statementFour pressures overlap: new production capacity coming online at the end of 2027, delayed data center construction, shrinking HBM premium, and NAND spot prices plunging about 20% in two weeks.statementThe industry will face an 'earnings cliff' in 2028.predictionSamsung Electronics' target price was cut by 19%.statementSK hynix's target price was cut by 38%.statement
All claims by Shawn Kim