Most coveredSamsung Electronics 2 →S-Oil 1 →SK Innovation 1 →
Samsung Electronics shares fall despite record operating profit as foreign ownership hits its lowest since 2008 and investors question AI memory demand durability.
S-Oil is named as a beneficiary of the Group III base oil shortage and higher refinery crack spreads over the 12-18 month outlook.
SK Innovation is named as a beneficiary of the Group III base oil shortage and tripling of base oil prices over the 12-18 month outlook.
Samsung is rapidly gaining HBM market share (surged to 33% in Q2 2026) against SK Hynix and Micron, with HBM4 positioning it for the next AI memory cycle.
Kioxia, trading around ¥54,460, has significant potential upside per analysts on explosive earnings growth and the NAND shortage.
SK Hynix is surging despite higher rates as capital shifts to physical AI infrastructure and HBM demand.
