The boom in semiconductor expectations ushered in a correction in August, and the profit expectations of Samsung Electronics and SK Hynix for the next year were lowered for the first time. The stock prices of the two companies have fallen sharply, and the market is watching whether the recent sharp decline in the semiconductor sector reflects expectations of a slowdown in future profit growth. According to reports, financial information agency FNGuide counted forecast data from more than three brokerage firms, showing that as of the 18th, Samsung Electronics' operating profit forecast for 2027 is 544.67 trillion won. The forecast surged to 549.913 trillion won at the end of last month, and declined for the first time this month. However, the market trend changed in August. The previously high profit expectations of Samsung Electronics and SK Hynix came to an abrupt end, and some institutions began to lower their forecast values. The profit forecast for 2028 also showed the same trend. Samsung Electronics' operating profit forecast for 2028 is 556 trillion won on the 7th, falling 12 trillion won to 544 trillion won within 10 days. In the same period, SK Hynix expects a decrease of 3 trillion won from 402 trillion won to 399 trillion won. However, the mainstream opinion in the stock market is that it is not yet possible to determine that profits have officially entered a downward cycle at this stage. The market believes that it is just that profit expectations, which had risen rapidly before, have slowed down, and expectations that were overly optimistic in the early period have been partially revised.
Zhitongcaijing · 1d ago
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The boom in semiconductor expectations ushered in a correction in August, and the profit expectations of Samsung Electronics and SK Hynix for the next year were lowered for the first time. The stock prices of the two companies have fallen sharply, and the market is watching whether the recent sharp decline in the semiconductor sector reflects expectations of a slowdown in future profit growth. According to reports, financial information agency FNGuide counted forecast data from more than three brokerage firms, showing that as of the 18th, Samsung Electronics' operating profit forecast for 2027 is 544.67 trillion won. The forecast surged to 549.913 trillion won at the end of last month, and declined for the first time this month. However, the market trend changed in August. The previously high profit expectations of Samsung Electronics and SK Hynix came to an abrupt end, and some institutions began to lower their forecast values. The profit forecast for 2028 also showed the same trend. Samsung Electronics' operating profit forecast for 2028 is 556 trillion won on the 7th, falling 12 trillion won to 544 trillion won within 10 days. In the same period, SK Hynix expects a decrease of 3 trillion won from 402 trillion won to 399 trillion won. However, the mainstream opinion in the stock market is that it is not yet possible to determine that profits have officially entered a downward cycle at this stage. The market believes that it is just that profit expectations, which had risen rapidly before, have slowed down, and expectations that were overly optimistic in the early period have been partially revised.
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