Company
South Korean securities brokerage, formerly Hi Investment & Securities, whose analysts publish earnings forecasts and target prices on Korean listed companies.
Korea's won weakened 0.75% to 1,345.1 per dollar on a day foreign investors sold more than 4.5 trillion won of Kospi shares in a 5.46% fall. Exporters' dollar sales blunted the demand for dollars, Korea JoongAng Daily reported, so a short-won hedge recovered little of the equity loss.
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Korea's regulator approved Hanmi Pharmaceutical's efpeglenatide, the first homegrown GLP-1 obesity drug, after patients lost 9.02% of body weight in 40 weeks. That is less than Wegovy and Mounjaro showed in longer trials, so Hanmi's case rests on milder side effects and a price for long-term patients that it has not yet set.
Reality
Hanmi Pharmaceutical's Eppe, Korea's first home-grown GLP-1 obesity drug, is approved and expected to launch at about half Wegovy's 200,000-won-plus price. Its trial weight loss trails both incumbents, so the launch price will set how much of a Mounjaro-dominated market it can reach.
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Brokerages raised Samsung Electro-Mechanics' third-quarter profit forecast about 30% in three months, to 605 billion won, as the won strengthened. With lines 91% utilized in June, much of the gain has to come from shortage pricing on AI parts.
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Yuanta Securities Korea raised its Samsung Electronics target 18.9% to 630,000 won, about 124% above the 281,500 won quote, on an argument that HBM is eating into general-purpose DRAM capacity and pushing the end of the supply squeeze further out.
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A 10.6% government stake in Project Crucible works out near $784m if it is pro rata against the build, and the report does not say whether that equity sits in the listed parent or the joint venture, which decides who votes.
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K-CAB added 402 Chinese hospitals in the first half and grew sales more than 30%. What holds its second place is NRDL coverage and a patent that outlasts Takeda's by 64 months.
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iM Securities took its JYP target down 25% to 60,000 won on TWICE renewals and Stray Kids enlistments. The shares closed at 41,050 won, well below the 70,000-won range they traded at early in the year.
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