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KOREA DAILY INSIGHT - KIS GREG KIM

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KOREA DAILY INSIGHT - KIS GREG KIM
* Korea: Starting to see calls for short sell ban to limit further downside from here. However, KRX denies it has reviewed such action, while the move will be detrimental to govt's push for MSCI World (DM) index inclusion. The Tech sell-off is not confined to Korea, and there will be a lot of pushback from the industry if the regulators try to contemplate it. https://news.einfomax.co.kr/news/articleView.html?idxno=4427862

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* SEC Q&A update - Shr buyback Regarding the execution timing of shr buyback for employee compensation and shareholder return, rather than executing it all at once on a large scale, the company will determine the timing after deriving the optimal approach.
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Hynix shrs recover from -8% to +2%
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★★KR Tech: SK Hynix (000660) TP raised by 24%. DRAM 3Q ASP & FY26 B/G raised KIS Semicon analyst Minsook Chae raises TP on SK Hynix (000660) by 24% to W4.7m (6x 12MF P/B) - probably the only TP hike from the street - as she revises up 1) 3Q26 DRAM ASP assumption to +20% QoQ (prev +10%) as weaker 2Q ASP stems from HBM4 shipment delays into 3Q and Apple mobile DRAM billed at 1Q pricing due to prolonged px negotiations (3Q mobile DRAM ASP assumption raised to +30~40% QoQ vs prev flat); and 2) FY26 DRAM B/G to +mid-20% range (prev. +20%) reflecting surge in 1c SoCAMM2 shipments. Thus, she lifts FY26/27 OPe by 10%/11% to W270tn/W418tn and reiterates her bullish view in SK Hynix and memory sector. Link to Korean report https://vo.la/1XNuJHr, English version due out soon.
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LG생활건강 (051900): 매수(상향) | TP: 340,000원(상향) : 2Q26 Review: 이제 건강 (Analyst 김명주) • 2분기 연결기준 매출액은 1조 6,574억원(+3.3% YoY), 영업이익은 1,028억원(+87.5% YoY, OPM +6.2%)을 기록하여 영업이익이 시장 기대치를 36.7% 상회, 당사 추정치는 26.9% 상회 o 2분기 영업이익에 미국의 관세 환입(150억원: 뷰티부문 120억원, 생활용품 30억원)이 포함되어 있으며 이를 제외해도 영업이익은 878억원으로 시장 기대치를 16.8%, 당사 추정치를 8.4% 상회한 성과. 당사 예상보다 음료부문은 부진했으나(실제 OP 361억원 vs. 당사 추정 412억원), 뷰티 부문이 영업이익 444억원(관세환입 제외 시 324억원)을 기록하여 당사 추정치 187억원을 크게 상회 o 예상과 달리 뷰티 미국법인이 양호한 수익성을 기록. 1분기 BEP 수준이었던 미국 내 자체 브랜드 사업의 수익성은 2분기에는 5%까지 높아진 걸로 추정. 최근 미국에서 닥터그루트(샴푸)의 매출 흐름이 양호한데, 2분기 화장품 사업 내 매출 비중은 약 7.4%. 이와 함께 회사가 따이공 거래를 지속하고 있다는 점을 고려해 2026년 뷰티 사업 영업이익을 기존 추정치 대비 38.5% 상향. 반면, 중동전쟁 불확실성 등에 따른 원가 부담을 고려하여 음료부문의 영업이익은 1.0% 하향, 생활용품 또한 3.6% 하향. 이를 고려해도 뷰티 부문의 실적 추정치 상향으로 2026년 영업이익은 11.8% 상향 • 투자의견을 중립에서 매수로 상향하고 목표주가를 340,000원(12MF, 화장품 사업부 PER 22x, 음료/생활용품 PER 10x)를 제시. 2분기 전사 매출총이익률은 51.1%로 전년동기대비 0.9%p 개선(관세 환입 효과 제외). 올해 1분기부터 회사가 마진이 양호한 따이공 거래를 재개했다는 점과 적자를 기록했던 미국 사업(인수+자체브랜드 사업)이 흑자로 전환했다는 점 등을 고려 시 회사의 GPM은 추세적으로 회복될 것. 닥터그루트 등 히어로 브랜드들의 선방에 따라서 회사의 밸류에이션 회복 가능성이 부각되면서 양호한 주가 흐름을 이어갈 걸로 전망 • 리포트 링크: https://vo.la/XxVcYiF
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KOSPI, at RSI 31 and P/E 4.8x, to open under pressure tracking US markets drop despite FOMC rate freeze. Eyes largely on TECH sector move as its correction may trigger another round of heavy retail margin calls (Pre: SEC -2%, SK HYNIX -4%). * 2Q TODAY: KIWOOM (NP BEAT), POSCO FUTURE M (13:00), SEMCO (13:30), SDI, SDS (14:00), POSCO HLDG (15:00), AMORE PAC, L&F, HANWHA VISION, SK INNOVATION, YUHAN (16:00) * TECH: 1) MS gains as results show strong cloud revenue, 2) META sinks as profit falls 14% as AI spending continue. * SEC (005930) 2Q conference call at 10AM KST (9AM HKT/SGT) * NUCLEAR: Bill Gates will visit Korea next month to discuss small modular reactor energy corporation with government officials and major business leaders including SK (034730) and HD HYUNDAI(26725) to help power AI data centers. * HYOSUNG HEAVY (298040) wins six 500kV ultra-high voltage transformers order from Brazilian hydropower plant. * SK INC (034730) reportedly mulls to acquire Bain Capital's c.50% stake in Singaporean data center co., Bridge Data Center (BDC). * L&F (066970) signs LFP cathode supply deal with U.S. Coreshell Tech; size undisclosed. * KB FIN (105560) to raise household loan rated by up to 0.53pt starting Jul 31; press expects other major banks to follow. * LG UPLUS (032640) 1) to buyback W90bn shrs for 6 months via trust contract (1.5% of outstanding), 2) to invest W1.3tn in expanding AI data center at Paju, Korea. * KRAFTON (259960) to cancel W95.3bn worth of t-shrs on Aug 5 (0.8% of outstanding) * D'ALBA GLOBAL (483650) has acquired 33.61% stake in Kuoca Skin, operating frgrance brand, for W9.6bn to expand its portfolio beyond skincare into fragrances.
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*ARM HOLDINGS Q1 ADJ EPS $0.45 VS IBES ESTIMATE $0.40 *ARM HOLDINGS Q1 REV $1.29 BLN VS IBES ESTIMATE $1.26 BLN *ARM HOLDINGS OUTLOOK Q2 REV $1.38 BLN VS IBES ESTIMATE $1.34 BLN *ARM HOLDINGS OUTLOOK Q2 ADJ EPS $0.47 VS IBES ESTIMATE $0.43
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$MSFT CAPEX INCLUDING LEASES $41B, EST. $42.05B CAPEX $35.80B, EST. $35.22B $MSFT MICROSOFT Q4 EARNINGS EPS $4.81 ADJUSTED EPS $4.74, EST. $4.25 REVENUE $90.01B, EST. $87.72B OPERATING INCOME $40.60B, EST. $39.02B CLOUD REVENUE $59.3B, EST. $58.71B INTELLIGENT CLOUD REVENUE $39.31B, EST. $38.17B AZURE & OTHER CLOUD REVENUE EX-FX +43%, EST. +39.6%
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🔴$META META Q2 EARNINGS & Q3 GUIDANCE EPS $6.18 VS. $7.14 Y/Y REVENUE $60.80B, EST. $60.24B SEES Q3 REVENUE $61B–$64B, EST. $63.17B OPERATING INCOME $18.78B, -8.2% Y/Y ADVERTISING REVENUE $59.36B, EST. $59.07B FAMILY OF APPS REVENUE $60.37B, EST. $59.77B FAMILY OF APPS OPERATING INCOME $23.39B, EST. $26.11B REALITY LABS REVENUE $431M, EST. $428.7M REALITY LABS OPERATING LOSS $4.62B, EST. LOSS $4.45B SEES FY TOTAL EXPENSES $165B–$169B VS. PRIOR $162B–$169B SEES FY CAPEX $130B–$145B VS. PRIOR $125B–$145B RAISED THE LOWER END OF ITS EXPENSE OUTLOOK
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CXMT has taken an unexpectedly strong stance in supply negotiations with Apple. Despite Apple exploring Chinese memory suppliers to offset surging global memory prices, CXMT offered higher prices than Samsung and SK hynix, signaling a major shift in market power from Apple to memory suppliers including Samsung, SK Hynix, and Micron. Key Points - Apple sought cheaper memory due to global DRAM/NAND price spikes and supply shortages, even requesting U.S. government approval to buy CXMT chips. - CXMT refused to discount, instead quoting premium prices—even higher than Samsung’s ~$1,240 per 64GB DDR5 server module. - For Apple, the strategy backfires: - CXMT’s high pricing limits its usefulness as a bargaining chip. - CXMT and YMTC remain under U.S. security restrictions, complicating supply diversification. - Apple faces tighter options and must weigh commercial efficiency vs. geopolitical risk. - A global memory shortage that gives all suppliers more pricing power
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KIS RAISES SK HYNIX TP BY 24% POST 2Q26 EARNINGS
KIS RAISES SK HYNIX TP BY 24% POST 2Q26 EARNINGS
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애플 갑질시대 마무리 https://www.epnc.co.kr/news/articleView.html?idxno=404816
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https://www.linkedin.com/jobs/view/4446061301/
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삼성전자 시간외 -0.5%로 반등
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Samsung's cheaper Z Fold 8 is crushing the Ultra in pre-orders According to Korean tipster Lanzuk, the Galaxy Z Fold 8 is exceeding Samsung's pre-order expectations and heavily outselling the Z Fold 8 Ultra. Apparently, the Z Fold 8 had 40% more stock ordered for production than the Z Fold 8 Ultra, but Samsung is still running into problems getting enough stock to fulfill the pre-orders. https://www.androidpolice.com/samsung-galaxy-z-fold-8-beating-pre-order-expectations-rumors/?link_source=ta_first_comment&taid=6a68c3f961f9fc0001ac1ebd&utm_campaign=trueanthem&utm_medium=social&utm_source=facebook&fbclid=IwdGRjcATWrgxjbGNrBNatrWV4dG4DYWVtAjExAHNydGMGYXBwX2lkDDM1MDY4NTUzMTcyOAABHum1SkBmaLV72UZ4YZe39dQaeRhirHwAKnnOMddO3gyPAYRDFMz32e6rvI7X_aem_rqQ_tJ-2T4wbnn0E2mjgIg
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<주성엔지니어링 2Q26 실적 리뷰> * 매출액: 599억원(-24.0% YoY, 컨센 9.1% 하회) * 영업이익: 14억원(-78.4% YoY, 컨센 76.7% 하회) * OPM: 2%(-6.0%p YoY, 예
<주성엔지니어링 2Q26 실적 리뷰> * 매출액: 599억원(-24.0% YoY, 컨센 9.1% 하회) * 영업이익: 14억원(-78.4% YoY, 컨센 76.7% 하회) * OPM: 2%(-6.0%p YoY, 예상치 하회) * 순이익: 55억원(9.1% YoY, 컨센 50.7% 상회)
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LG생건 써프
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2026.07.29 15:54:55 기업명: LG생활건강(시가총액: 3조 9,386억) A051900 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 16,574억(예상치 : 15,561억+/ 7%) 영업익 : 1,028억(예상치 : 748억/ +37%) 순이익 : 738억(예상치 : 418억+/ 77%) **최근 실적 추이** 2026.2Q 16,574억/ 1,028억/ 738억 2026.1Q 15,766억/ 1,078억/ 887억 2025.4Q 14,728억/ -727억/ -2,512억 2025.3Q 15,800억/ 462억/ 234억 2025.2Q 16,049억/ 548억/ 386억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260729800683 회사정보: https://finance.naver.com/item/main.nhn?code=051900
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SK하이닉스 시총 1천조는 2분기 순이익 기준으로만 10배 수준
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* SK Hynix mkt cap $668.5bn vs CXMT mkt cap $481.5bn => A market anomaly that completely ignores fundamental realities
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