Samsung Biologics (207940 KS/Buy)Spin-Off Likely to Unlock Additional Value
We raise our target price for Samsung Biologics to W1,600,000 (from W1,400,000), which is based on the sum of the values of the CDMO business...
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Mirae Asset Minutes [2025: Volume 23]Biweekly strategy meeting recap
While rising memory prices could modestly weigh on global IT device sales in 2026, we note that memory chips’ share of smartphone BoM costs is only...
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Mirae Asset Minutes [2025: Volume 22]Biweekly strategy meeting recap
We expect AI adoption to drive meaningful price, volume, and cost improvements in 2026, supporting strong momentum in the ad segment.
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Mirae Asset Minutes [2025: Volume 21]Biweekly strategy meeting recap
With the BOK expected to keep the base rate unchanged through 2H25, market interest rates have begun to rise. This is favorable for banks’ NIMs.
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Mirae Asset Minutes [2025: Volume 20]Biweekly strategy meeting recap
Global equities are likely to remain on an upward trend, supported by favorable liquidity conditions and optimism surrounding AI ecosystem growth
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