◆아주경제 주요뉴스
▷"어느 쪽을 믿어야 하나"…널뛰는 삼전·하이닉스 목표가, 격차 최대 322만원
- As the KOSPI index experiences daily fluctuations of 3% to 5%, the target price forecasts for Samsung Electronics and SK Hynix vary by as much as 3.22 million won, causing confusion among investors.
- An analysis of 15 brokerages that provided target prices for Samsung Electronics in October shows SK Securities with the highest at 610,000 won and BNK Investment & Securities with the lowest at 270,000 won.
- For SK Hynix, six brokerages provided target prices, with IBK Investment & Securities and SK Securities both at 4 million won, while Mirae Asset Securities set a target of 3.1 million won.
- As of October 21, Samsung Electronics' stock price was 223,500 won, and SK Hynix's was 1,294,000 won, reflecting increases of 5.67% and 5.81%, respectively, from the previous day.
- The wide gap in target prices stems from differing analyses regarding the duration of the memory chip boom and supply-demand dynamics, further intensifying investor confusion.
◆주요 리포트
KB증 "카카오, 3분기 실적 기대치 하회 전망…목표가↓"
- KB Securities forecasts that Kakao's revenue growth will slow and the value of its subsidiary shares will be discounted ahead of a planned spin-off, lowering its target price by 32%.
- Kakao is expected to report third-quarter revenue of 2.0227 trillion won and operating profit of 236.3 billion won, falling short of market consensus.
- The underperformance is attributed to a slowdown in the growth of its platform business, with TalkBiz revenue only reaching 624.7 billion won.
- However, there is interest in the potential for increased profits following the recent announcement of its artificial intelligence (AI) agent business direction and monetization strategy.
◆장 마감 후(21일) 주요공시
▷삼성바이오로직스, 신주인수권증서 신규상장
▷하이퍼코퍼레이션, 공매도 과열종목 연장
▷계룡건설산업, 투자주의(소수계좌 거래집중 종목)
▷HT로보틱스, 투자경고종목 지정예고
▷삼부토건, 거래처와의 거래중단
◆펀드 동향(20일 기준, ETF 제외)
▷국내 주식형: -1조7524억원
▷해외 주식형: 103억원
◆오늘(19일) 주요일정
▷미국: 경기선행지수(9월)
▷EU 무역장관회의(~23일)
▷한국은행 금융통화위원회
▷실적발표: LG디스플레이
▷장전 실적: P&G(PG), 유니온퍼시픽(UNP), 블랙스톤(BX), 허니웰(HON)
▷장후 실적: 웨스턴디지털(WDC), 뉴몬트(NEM), 블룸에너지(BE)
* This article has been translated by AI.
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