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Medium2026-10-26Short term · NeutralLonger term · Neutral

Hana Securities: Batteries, IT Hardware to Lead KOSPI in H1 Next Year

Hana Securities forecast batteries and IT hardware will lead the KOSPI in the first half of next year, with semiconductor heavyweights potentially benefiting from sector rotation. As a brokerage strategy view, the direct impact on SK Hynix shares is neutral and depends on subsequent fund flows.

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

Related coverage · 1 related reports

  • BigGo 財經 · 10-26 12:05 KST
    Hana Securities: Batteries, IT Hardware to Lead KOSPI in H1 Next Year

    Hana Securities expects KOSPI to be led by batteries and IT hardware in H1 next year, with pharma/biotech and autos taking over in H2. As a core memory name in IT hardware, SK Hynix could benefit from sector rotation inflows, but this is a brokerage strategy view with only indirect stock impact.

Hana Securities: Batteries, IT Hardware to Lead KOSPI in H1 Next Year · Hynix Board