Target Prices of 120,000 for Samsung Electronics and 500,000 for SK Hynix Emerge... Is the Semiconductor 'Supercycle' Becoming Reality? [3-Minute Brief]

Published 16 Oct.2025 07:20(KST)

[At a Glance]
① Samsung Electronics and SK Hynix hit record highs together
- Strong earnings, favorable supply-demand, and AI momentum align
② Four major financial groups expected to post 4.9 trillion won net profit in Q3
- Record annual earnings within reach
③ October rate freeze seen as a given
- November rate cut faces test amid real estate variables

MARKET INDEX
Target Prices of 120,000 for Samsung Electronics and 500,000 for SK Hynix Emerge... Is the Semiconductor 'Supercycle' Becoming Reality? [3-Minute Brief] 원본보기 아이콘

○New York Stock Exchange ends mixed amid US-China trade tensions and banks' 'surprise earnings'

○US Treasury responds to China's rare earth controls: "Joint response with allies"

○Optimism rises over corporate earnings due to strong performance from financial stocks

TOP 3 NEWS
■ Samsung Electronics at 120,000 won and SK Hynix at 500,000 won? Should you buy the semiconductor 'top two' now? [Practical Investment]
○Semiconductors driving KOSPI gains: Samsung Electronics at 90,000 won, SK Hynix at 430,000 won
○Expansion in big tech investment, rising DRAM prices, and increased foreign investor inflows
○Entering a supercycle vs. historically high valuations and trade tensions
■ "Strong performance in Q3 as well"... Four major financial groups forecast record annual earnings
○Q3 net profit of the four major financial holding companies nears 5 trillion won
○Profitability maintained despite slower growth in household loans
○Expected to set new record annual earnings, following the first half of the year
■ "Even the doves are shaking their heads at the real estate market"... Market attention shifts from October to November
○"The key is the effectiveness of additional measures"
○Housing market sensitivity rises ahead of local elections
○"A rate cut in the first half of next year will not be easy"
Graphic News: Full-scale discussion on introducing 'advisory shareholder proposals'... Stewardship code effectiveness under test
Target Prices of 120,000 for Samsung Electronics and 500,000 for SK Hynix Emerge... Is the Semiconductor 'Supercycle' Becoming Reality? [3-Minute Brief] 원본보기 아이콘

○"Current Commercial Act limits shareholder proposals"

○National Assembly also pushing for amendments to the Commercial Act

○"Advisory shareholder proposals are the key to strengthening substantive communication"

Money-Making Law
Target Prices of 120,000 for Samsung Electronics and 500,000 for SK Hynix Emerge... Is the Semiconductor 'Supercycle' Becoming Reality? [3-Minute Brief] 원본보기 아이콘
■ Law firms handle both 'export' and 'leakage' of technology
○Stricter regulations on exports lead to increased legal consultation
○Technology leakage cases are rising every year, prompting preemptive responses
○In 2024, 27 cases of technology leakage were referred to the police
☞Read the article:  https://www.asiae.co.kr/article/lawtimes/2025101515025995640
■ Elliott arbitration award annulment lawsuit to be reheard December 2-4
○To be held at the UK Commercial Court; may proceed privately
○Substantive jurisdiction is at issue; Korea argues "Does not fall under ISDS"
○Will the principle of treaty interpretation, the 'Vienna Convention interpretation,' be maintained?
☞Read the article:  https://www.asiae.co.kr/article/lawtimes/2025101515030698005
■When selling complex derivatives, risks must be clearly explained
○Decline in underlying asset value leads to reduced DLS maturity payments
○"KB Securities must sufficiently explain the risks" vs. "The risks were understandable"
○Court rules violation of duty to explain... Orders KB Securities to pay 830 million won in damages
☞Read the article:  https://www.asiae.co.kr/article/lawtimes/2025101515031301929

※ 'Money-Making Law,' a content partnership section between Asia Economy and Law Times, is published every Tuesday and Thursday.

Today's Key Schedule

○Domestic


○International

01:10 US FOMC member Bostic speech

15:00 UK GDP (MoM) (August)

17:00 Italy Consumer Price Index (MoM) (September)

21:15 Canada Housing Starts (September)

21:30 US Philadelphia Fed Manufacturing Index (October)

21:30 US Producer Price Index (MoM) (September)

21:30 US Retail Sales (MoM) (September)

◇Weather at Lunch & Commute
○Lowest temperature: 17℃ (▲1℃) ｜Highest temperature: 23℃ (▼1℃)
○Precipitation probability: 60% in the morning｜30% in the afternoon
○Fine dust: Good in the morning｜Good in the afternoon
Target Prices of 120,000 for Samsung Electronics and 500,000 for SK Hynix Emerge... Is the Semiconductor 'Supercycle' Becoming Reality? [3-Minute Brief] 원본보기 아이콘

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