00:02Three numbers before the open, number one, number three, and a bull market that isn't done yet.
00:09KB Securities forecasts Samsung Electronics will rank number one, and SK Hynix number three, in operating profit next year.
00:17The brokerage says Korea's current bull market still has room to run, Samsung back on top, and Hynix not far
00:24behind.
00:25That's the call from KB Securities.
00:27It's Monday, September 14th. Here's what investors are watching in Korea today.
00:33KB Securities' forecast leans heavily on continued strength in the memory chip cycle.
00:38That view puts semiconductor names back at the center of the market's next leg higher.
00:43Here's what the numbers show.
00:45KB Securities projects Samsung Electronics will take the number one spot in operating profit next year.
00:51SK Hynix is projected to rank number three in the same operating profit comparison.
00:56KB Securities said today's bull market is not over yet, according to today's securities page.
01:02Separately, Samsung Securities announced a partnership with BNY on AI and digital asset services.
01:09So, what does this mean for traders positioning around Korea's market?
01:13Earlier, we said KB Securities sees Samsung back at number one, and Hynix at number three.
01:19Here's what that actually means for you.
01:22A brokerage call this specific on rankings signals conviction that the memory chip cycle still has room to drive earnings
01:28higher next year.
01:30That conviction, paired with a fresh AI and digital asset partnership from Samsung Securities, points to semiconductor and financial tech
01:38names both staying in focus.
01:39Three things to watch.
01:41First, whether Samsung Electronics' operating profit trajectory tracks toward KB Securities' number one forecast.
01:49Second, how SK Hynix's earnings compare against its projected number three ranking.
01:54Third, early details on Samsung Securities' AI and digital asset partnership with BNY.
02:01That's today's AI Prism, Securities Daily.
02:04This episode was produced with AI assistance based on Seoul Economic Daily reporting and reviewed by a human editor.
02:12AI Prism is a Juan Ifra Award-winning series.
02:15We'll be back tomorrow.
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