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iM Securities Hikes Samwha Capacitor Price Target Amid MLCC Price Surge

Electronic Technology · Electronic Components · yonhap_finance · 2026-08-23

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iM Securities has significantly raised its target price for Samwha Capacitor to 127,000 KRW, anticipating benefits from rising MLCC prices.

What Happened

Price Target Hike: iM Securities has significantly increased its target price for Samwha Capacitor from 51,000 KRW to 127,000 KRW. The upgrade is driven by expectations that price hikes in the AI server MLCC market will create a positive spillover effect for the company.

Market Dynamics: As major players shift focus toward high-margin AI and automotive MLCCs, the supply of general-purpose components has tightened, leading to longer lead times and rising prices. This shift is directly improving the profit margins for manufacturers like Samwha Capacitor.

EV Component Growth: Samwha Capacitor has been selected as a supplier of DC-link capacitors for inverters used in Hyundai Motor Group's next-generation EV platform, eM. This partnership is expected to drive significant volume growth in the coming years.

Earnings Momentum: The company has seen improved profitability since the second quarter of this year, supported by a better product mix and higher capacity utilization. Analysts expect the company to benefit from the current environment of rising average selling prices (ASP) and operational leverage.

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