Semiconductor Equipment and Services

SK-Electronics Co., Ltd.

6677

SK Electronics (TSE:6677) reported Q2 2026 revenue of ¥6.97 billion and EPS of ¥74.39, with a trailing 12-month revenue of ¥29.27 billion and EPS of ¥279.80. The net profit margin decreased to 9.9% from 11.9% a year earlier, raising concerns about earnings momentum. The stock trades at a P/E of 12.3x, lower than industry peers, but the DCF fair value of ¥1,346.86 is significantly below the current share price of ¥3,435.00. The dividend yield is 4.43%, but weak cash flow coverage raises questions about sustainability.

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SK Electronics (TSE:6677) Margin Compression In Q2 2026 Tests Bullish Earnings Narratives

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The KOSPI index in South Korea reached a record high of 7,844.0 points, closing up 200.85 points or 2.63%. This increase followed a clarification from the South Korean President about the 'universal dividend' concept, which does not involve using corporate profits for such dividends. Major contributors to the rise included SK Hynix, up 7.9%, Samsung Electronics, up 1.79%, and Hyundai Motor, which increased over 9% as it plans to test AI-driven autonomous vehicles in Gwangju.

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KOSPI Index Hits Record High Amid Clarification from South Korean President

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Asian stocks rose on Wednesday, driven by optimism over U.S.-Iran negotiations and a tech rally in South Korea, which hit a record high. The KOSPI surged nearly 7% to 7,411.62 points, led by strong performances from chipmakers like Samsung Electronics and SK Hynix. Broader Asian markets also saw gains, with Chinese shares up over 1% and Australian stocks recovering after recent declines. U.S. President Trump’s comments on a potential Iran deal contributed to a decline in oil prices, further boosting market sentiment.

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Asia stocks rise as Trump flags Iran deal; S.Korea hits record high on tech rally

South Korea's stock market surged 55% year-to-date, driven by AI chip demand, particularly from Samsung Electronics and SK Hynix. The iShares MSCI South Korea ETF (EWY) has seen inflows of $6.4 billion, but investors are increasingly exposed to concentrated risks in the semiconductor sector. To diversify, some are shifting to broader emerging market ETFs or developed market funds. The sustainability of this rally is questioned, as a slowdown in AI spending could amplify losses for ETF investors heavily weighted in chipmakers.

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South Korea's 55% Market Surge Has Sparked An ETF Boom — But It's Really An AI Chip Bet

South Korea's stock market has surpassed the UK to become the world's eighth-largest, with a market capitalization of USD 4.04 trillion, a 45% increase this year. The UK market capitalization stands at USD 3.99 trillion, up 3%. The surge is driven by strong performances from Samsung Electronics and SK Hynix, which make up over 40% of the KOSPI Index. Morgan Asset Management attributes this growth to a structural rebalancing in global equity markets, particularly in AI hardware. The KOSPI Index rose 1.35% to 6,704 points today.

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South Korea Stock Market Surpasses UK to Become Worlds Eighth Largest

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On March 4, Japan and South Korea's stock indices continued to decline, with South Korea's KOSPI down 3.44% and the Nikkei 225 falling below 55,000 points. The KOSPI 200 index futures dropped 5%, leading to a trading halt. Major stocks like SK Hynix and Samsung Electronics saw significant losses. The previous day, geopolitical tensions and inflation concerns caused a sharp drop in both markets, with the KOSPI closing down 7.24% and the Nikkei 225 down over 3%.

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Japan, South Korea Stocks Extend Decline; Nikkei 225 Falls Below 55,000

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Goldman Sachs highlights the strong performance of South Korea and Japan's markets in 2026, with South Korea's KOSPI index up 31% this year, driven by major companies like Samsung and SK Hynix. Analyst Tony Pasquariello remains bullish, raising the KOSPI target to 6,400, citing strong earnings growth, attractive valuations, conservative investor positioning, and improvements in corporate governance. Japan's Nikkei 225 is also performing well, with analysts noting that foreign positioning is not stretched and recent interest rate changes may support equities. Overall, Goldman sees potential for further gains in these Asian markets.

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These Asian markets have been 'bangers' this year. Here's why they have further to rally, says Goldman Sachs

Memory-chip stocks, particularly Samsung Electronics and SK Hynix, remain undervalued despite significant gains this year. With demand for high-bandwidth memory products soaring, prices for NAND memory are expected to rise by 70-80%. International stocks like Kioxia, Samsung, and SK Hynix trade at lower multiples compared to U.S. counterparts, attracting investor interest. Dan Loeb's Third Point highlights SK Hynix's strong market position and low valuation, benefiting from AI-driven demand. Samsung has also begun mass production of its sixth-generation HBM4, further solidifying its role in the memory market.

Memory-chip stocks are still quite cheap - especially if you look overseas

SK-Electronics Co., Ltd.(6677.JP)