Kumho Tire Fourth Target Raised to 9,000 Won, SK Hynix Announces Treasury Stock Retirement

Manager Kim Tae said Kumho Tire surged to 8,850 won last week, reaching its third target price of 8,100 won. Positive factors include the value of the Gwangju plant site and continued strong earnings, with foreign buying steadily flowing in. These factors are raising expectations for further gains.

He presents this level as a short-term accumulation zone for investors, recommending a strategy of realizing part of the profit while holding the remaining shares.

SK Hynix announced it will retire its entire treasury stock, worth 40 trillion won. Such a large-scale shareholder return policy helps stabilize investor sentiment and ease uneasy feelings, and is expected to positively contribute to maintaining SK Hynix's upward momentum in the global market.

Like SK Hynix, Samsung Electronics is expected to move toward enhancing shareholder value.

This is driven by the technical need arising from surging AI demand, and permitting the use of H200 chips equipped with HBM3E is expected to have a positive impact on domestic semiconductor companies.

Demand for high-performance FCBGA and PCB substrates is rising sharply as AI data centers expand. With shortages persisting, a earnings turnaround in the substrate industry is expected. This trend is likely to have a positive impact across the semiconductor materials, parts and equipment industry.

TES holds deposition, etching and cleaning equipment, which are core front-end process tools, as well as dry cleaning and display equipment. It is focusing in particular on PE-CVD and precursor development, core front-end equipment, and its new equipment sales continue to grow. The company is also expanding its portfolio by entering the solar cell equipment business and is pursuing stable growth through customer diversification.