SK Securities is expected to enter the performance cycle for Hansol Chemical, and its investment opinion is 'buy' and the target price is 330,000 won.
SK Securities predicted, "Semiconductor will begin operation of its major customers' investment in draft 3D NAND from the second quarter of 2021, and the benefits from the expansion of P2 DRAM will increase in the second half of the year, and the effect of reflecting non-memory TSA expansion will start from 3Q21.".
SK Securities added, "We also expect QD materials to increase QLED TV shipments by 35% compared to the first half of the year, and 4Q21 units to benefit from the operation of QD-OLED panels, which use a lot of QD materials compared to QLED.".
SK Securities also said, "Samsung SDI and SK Innovation will expand shipments of batteries for electric vehicles in the second half of the year, and NB-Latex will also start to reflect the expansion effect (+300% compared to the first half) under high demand.".
Reporter Lee Dong-hoon usinvestmentidea2020@gmail.com
