SK hynix Stock Expected to Rise; LG Energy Solution's ESS Expansion in Focus

Such shareholder-friendly measures are expected to boost investor confidence and have a positive effect on the share price. Park Byung-ju, MBN Gold manager, presented this stock with a 'Go' strategy and recommended active buying.

SK hynix's third-quarter operating profit is projected to reach 77 trillion won, which represents a higher profit margin than rival Micron. Overall improvement in the semiconductor industry and its technological leadership are analyzed as the main drivers behind these results.

SK hynix's operating profit forecast for this year is expected to exceed 260 trillion won, so the likelihood of continued share price gains based on solid earnings is seen as high.

Mirae Asset Life's share price recently rose sharply, driven by the rise in U.S. and domestic 10-year government bond yields. Higher rates positively affect insurers by improving asset management returns and the contractual service margin (CSM) on long-term protection policies.

However, Park Byung-ju cautioned against Mirae Asset Life's sharp short-term surge and advised investors who already hold the stock to enjoy their gains rather than make aggressive new purchases.

LG Energy Solution is targeting net profit of 2.7 trillion won next year and a return to ROE in the 10% range, reflecting the company's solid growth. It has long sold secondary batteries for EVs as its main business, but its share price has stalled recently due to factors such as the reduction of U.S. EV subsidies. Against this backdrop, LG Energy Solution is searching for new growth engines.

Park Byung-ju pointed to the rapid rise in data centers and the fast-growing ESS (energy storage system) battery market, stressing that LG Energy Solution will play a key role in it. ESS batteries are essential for stabilizing power at data centers, forming a new high-margin market.

Its small cylindrical battery segment continues to generate cash, providing a stable earnings base. LG Energy Solution plans to raise the ESS share of total sales to 33% by 2027, making clear that ESS is its core future growth engine.

This expansion strategy shows LG Energy Solution's long-term vision of diversifying risk from EV market volatility and securing a competitive edge in new high-growth markets.