Published 27 Apr.2026 09:22(KST)
Following Samsung Electronics' surprise earnings announcement, securities firms are raising their KOSPI net profit forecasts one after another. Analysts say this could mark the beginning of a second surge in domestic semiconductor and HBM-related stocks.
If you've been waiting on the sidelines until yesterday, now is the time to make a decision. Expert Kim Younggu is pre-releasing his top three short-term beneficiaries for this week on his Telegram channel today.
CEO Kim Younggu gives a clear answer.
"The reason is the SK hynix earnings announcement on April 23. The securities industry consensus is 35.9 trillion won, but major investment banks such as Yuanta Securities and KB Securities expect it to exceed 40 trillion won. DRAM ASP (average selling price) rose by 65% compared to the previous quarter. This is why foreign investors and institutions ranked SK hynix as the top net buy in yesterday's downturn."
In fact, SK hynix was the number one stock in terms of net purchases by foreign investors yesterday. Even as the broader market faltered due to soaring oil prices, smart money was flowing into stocks backed by strong earnings.
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The strategy he suggests is simple. On days when stocks fall due to fears of negotiation breakdowns, those days actually present a buying opportunity for SK hynix. In fact, KB Securities projects SK hynix’s annual operating profit for 2026 at 251 trillion won, surpassing both Microsoft and Google.
"With earnings at this level, the share price is bound to follow. The important thing is not to sell in panic before that happens."
Check out the pre-earnings buying strategy for SK hynix on April 23 and related material, parts, and equipment (SME) stocks linked to it for free right now.
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