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Date Category Title Analyst Download
06.05.2026 Macro/Strategy
[2H26 Outlook] Equity Strategy

Ready for a re-rating

Myoung-gan Yoo FILE
06.05.2026 Company Analysis
Samsung Electro-Mechanics (009150 KS/Buy)

Substrates gain strategic importance in the AI era

Junseo Park FILE
06.04.2026 Sector Analysis
[2H26 Outlook] Medtech

Among the KOSDAQ’s most compelling themes

Choong-hyun Kim, CFA FILE
06.04.2026 Company Analysis
Hanmi Pharm (128940 KS/Buy)

Eli Lilly deal adds to pipeline value

Seung-min Kim FILE
06.01.2026 Company Analysis
Samsung Electro-Mechanics (009150 KS/Buy)

Extraordinary up-cycle; shifting valuation horizon to 2029

Junseo Park FILE
06.01.2026 Company Analysis
SK Hynix (000660 KS/Buy)

ADR momentum and potential SOX inclusion

Young-gun Kim FILE
06.01.2026 Company Analysis
Samsung Electronics (005930 KS/Buy)

Additional upside from large-scale shareholder returns

Young-gun Kim FILE
05.29.2026 Sector Analysis
Batteries (Overweight/Maintain)

The pieces are falling into place

Chuljoong Kim FILE
05.29.2026 Company Analysis
ST Pharm (237690 KQ / Buy)

Growing alongside the RNA therapeutics market

Mihwa Seo FILE
05.28.2026 Sector Analysis
Telecom Equipment (Overweight/Initiate)

Super-cycle taking shape

YooJin Choi FILE
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