Senpyo, Corporate Value Expected to Rise with 30% Treasury Stock Cancellation
It was judged to be significantly undervalued compared to the current stock price of 55,700 won.
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Analysis of core growth drivers for each company, such as treasury stock cancellation, actuator demand, and engine business expansion, and target price presentation.
It was judged to be significantly undervalued compared to the current stock price of 55,700 won.
Such explosive growth in the robot market is analyzed to strongly support Robotis' performance.
Operating profit is projected to exceed 2 trillion won in 2025 and 5 trillion won in 2027, with ROE (Return on Equity) maintaining a high profitability level of around 30%.
In the second quarter of this year, the engine business segment achieved an operating profit of 286.8 billion won, and the estimated operating profit for the engine segment this year is 1.5 trillion won. The operating margin for the engine business exceeds 24%.
Current engine order backlogs related to data centers amount to 1.5 to 1.6 trillion won.
The first target price is 490,000 won, the second target price is 520,000 won, and the stop-loss price is 400,000 won.
This was analyzed as the stock being driven up by short-term traders after a deceptive period designed to push prices down, with absorption of selling pressure occurring at the bottom. It was suggested to use any adjustments due to US bond yields and oil prices as a buying opportunity.
SK Innovation's third target price was presented at 170,000 won.
Sales for 2025 are projected at 1.2 trillion won, and LS Investment & Securities has upgraded its operating profit forecast to over 280 billion won. Return on Equity (ROE) is also expected to rise to the mid-16% range.
It exclusively supplies phosphoric acid-based cleaning solutions and also supports the chemical mechanical planarization (CMP) process before deposition. As semiconductor stacking height increases, demand for consumable materials will rise, further accelerating Soulbrain's growth.
Soulbrain is benefiting from the expanded application of Samsung Electronics Foundry's Gate All Around (GAA) technology. It supplies acetic acid-based etchants for Tesla A6 semiconductors produced by Samsung Electronics, maintaining an exclusive supply structure with Samsung Electronics. This demonstrates Soulbrain's technological prowess and market dominance.
Soulbrain's buy price was suggested from 342,000 won to the market price. The first target price is 367,000 won, a 7% increase, the second target price is 395,000 won, and the stop-loss price is 250,000 won.
Micron Technology's earnings announcement, scheduled for late September, was mentioned as a key observation point for the future market. Interest in nuclear power stocks is also rising ahead of the US-Korea nuclear agreement on September 18. Manager Park Byung-joo emphasized the need for an aggressive, head-on strategy rather than retreating when the market is volatile.
Answers come from the transcript, with the exact spot cited.
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