This article was written by ET, a reporter specialized in stock market analysis of electronic newspaper and financial AI company Thinkful.
On the 25th, Kiwoom Securities presented LG Innotek (011070) with an investment opinion of 'BUY (maintaining)', saying, “I am concerned about performance.” In addition, I presented a target price of 190,000 won.
Kiwoom Securities analyst Kim Ji-san's' BUY 'opinion on this item remains the same without any significant changes from Kiwoom Securities' previous trading opinions. It is maintained. And when comparing with the consensus of the overall securities company report released in the last quarter, the opinions released today are generally average, and this opinion is analyzed not to deviate significantly from the overall flow of the same stock.
Looking at the trend of the target price, the pattern that has been revised up in the past has been staying at the same level for two consecutive times. Also, based on the closing price of the previous day, it is suggested that the current stock price of the same category has an additional upside potential of 76.7% compared to the proposed price.
◆ Report briefing
LG Innotek (011070) at Kiwoom Securities said, “We are looking forward to a surprising performance in the phase of Corona 19. Strategic customers We were concerned about production disruption in smartphone production and sluggish demand in China. It will be shipped rapidly, and the favorable exchange rate effect will be added.Based on the company's solid status and differentiated performance direction, the 5G iPhone seems likely to be released in the second half of the year, and camera specifications are expected to improve and the effect of adopting the ToF module is expected. “It was analyzed.
In addition, Kiwoom Securities said, “We will raise our 1Q operating profit estimate to W81.8bn (QoQ -61%, YoY black war) and exceed the market estimate (W39.8bn).”
◆ Report statistics
Kiwoom Securities' overall investment ratings over the past year have remained largely unchanged. The target price has been steadily raised to KRW190,000, which was announced after 150,000 won was suggested as a low in March 2019.
The 'BUY' opinion and target price of KRW 190,000 announced today at Kiwoom Securities are roughly equivalent to the average, compared to the overall consensus. It was counted as exceeding 3.9%. For reference, Mirae Asset Daewoo Securities, which recently offered the most aggressive target price, presented the most conservative opinion with a target price of 201,000 won in the BUY rating. Hi Investment Securities has a target price of 150,000 in the BUY rating. I have presented a circle.
(Kim Securities' investment opinion trend)
-2020.03.25 Target price BUY (Maintain)
-2020.03.04 Target price 190,000 BUY (Maintain)
-2020.01.30 Target price BUY (Maintain)
-2019.12.19 Target price BUY (Maintain)
-2019.10.30 Target price BUY (Maintain)
(All Securities Companies Recent Reports)
-2020.03.25 Target price 185,000 Opinion BUY (Maintain) IBK Investment & Securities
-2020.03.25 Target price 150,000 Opinion BUY (Maintain) Evest Investment & Securities
-2020.03.25 Target price 190,000 Opinion BUY (Maintain) Kiwoom Securities
-2020.03.24 Target price 150,000 Opinion BUY (Maintain) Hi Investment & Securities
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