High2026-09-15Short term · Leans negativeLonger term · Neutral

BNK Securities Cuts Samsung and SK hynix Targets on Slowing Chip Rally

BNK Securities lowered its target price for Samsung Electronics to 270,000 won and cut SK hynix's second-half earnings outlook, citing slowing memory price gains and a stronger won. The brokerage sees limited further upside for chip stocks, which could pressure both shares in the short term, while long-term impact depends on the industry cycle.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 6 related reports

finance.biggo.com · 09-15 09:08 KST
BNK Cuts Samsung Electronics Target to ₩270,000, Says Further Chip Rally Unlikely
BNK Securities cut Samsung Electronics' target price to ₩270,000, saying further semiconductor upside is limited. The report is a bearish signal for the memory sector, and SK hynix may face valuation pressure as a peer, with investors watching for correlated pullbacks.
Chosunbiz · 09-15 08:52 KST
BNK Securities: SK hynix H2 Results Likely to Miss on Slowing Memory Prices, Stronger Won
BNK Securities expects SK hynix's H2 results to miss market estimates due to slowing memory price gains and a stronger won eroding margins. The direct downgrade of the outlook is a near-term negative, and investors should watch for share price pressure and further analyst cuts.
Chosunbiz · 09-15 08:51 KST
BNK Securities cuts Samsung Electronics to hold, warns Korea memory slowdown
BNK Securities downgraded Samsung Electronics to hold and warned of a slowdown in Korea's memory chip sector. As the industry leader, Samsung's downgrade could weigh on sentiment for SK Hynix and other memory stocks, with investors advised to watch for valuation pullback risks and potential follow-up downgrades on Hynix.
biz.chosun.com · 09-15 08:51 KST
BNK Securities Cuts SK hynix Outlook as Chip Prices Slow and Won Strengthens
BNK Securities downgraded SK hynix's earnings outlook, citing slowing memory chip price gains and a stronger won. This is the English version of the same report and a direct negative for the stock, potentially prompting foreign investors to reassess positions and raising near-term selling pressure.
hankyung.com · 09-15 08:24 KST
Korean media: Samsung, SK Hynix rally seen overdone as brokerages turn cautious
Korea Economic Daily reported that Samsung Electronics and SK Hynix shares have fully priced in positives, with brokerages turning cautious. The report aggregates bearish brokerage views, suggesting limited near-term upside for memory stocks and potential profit-taking pressure on SK Hynix shares.
edaily.co.kr · 09-15 07:53 KST
Analysts Cut Chip Stock Upside, Trim Samsung/SK hynix Estimates
Some analysts see limited further upside for chip stocks, with earnings estimates for Samsung Electronics and SK hynix being trimmed. Continued downgrades could weigh on hynix shares, making memory pricing and demand inflection points key to watch.