리서치 공통게시판

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리서치 공통 게시판
작성일	제목	첨부	작성자	조회수
2026/03/13	[Electronics/Parts] Same but different (2): AI investment continues, but winners narrow 1. Navigating the storm:	acrobat file	Sun-young Kou 관심 애널리스트	40
2026/03/13	[Daeduck Electronics] Advancing substrate tech: Korea’s leading pure-play Upside prerequisites: adv	acrobat file	Sun-young Kou 관심 애널리스트	29
2026/03/13	[Samsung Electro-Mechanics] Servers shift supply/demand equation MLCC primed for growth: s	acrobat file	Sun-young Kou 관심 애널리스트	28
2026/03/09	[Hyundai Department Store] Valuation re-rating to continue on better core earnings and shareholder returns 4Q25 review: strong department	acrobat file	Seung-eun Lee 관심 애널리스트	247
2026/03/09	[Power Equipment] Outcome of AI power procurement race Multi-layered demand crea	acrobat file	Hyun-jeong Son 관심 애널리스트	190
2026/03/09	[Shinsegae] Biggest beneficiary of inbound tailwind 4Q25 review: decent earni	acrobat file	Seung-eun Lee 관심 애널리스트	182
2026/03/06	[Wonik QnC] 1Q26 OP estimated at W24.7bn 4Q25 OP comes to W18.4bn	acrobat file	Gil-hyun Baik 관심 애널리스트	256
2026/03/05	[Taihan Electric Wire] Share price reflects structural transition We maintain BUY and revis	acrobat file	Hyun-jeong Son 관심 애널리스트	304
2026/03/05	[Sanil Electric] Full-fledged level-up after supply overhang clears We maintain BUY and our t	acrobat file	Hyun-jeong Son 관심 애널리스트	271
2026/03/05	[Market strategy] [Conviction call] Emergency strategy: hold rather than sell, buy rather than wait A record-breaking market	acrobat file	Yong-goo Kim 관심 애널리스트	280