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Daishin Securities Maintains 'Buy' on BH, Citing Apple Foldable Phone Tailwinds
Electronic Technology · Electronic Components · yonhap_finance · 2026-08-31
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Daishin Securities maintains a 'Buy' rating on BH, expecting significant benefits from Apple's upcoming foldable phone launch and AI strategy expansion.
What Happened
Investment Outlook: Daishin Securities has maintained a 'Buy' rating on BH, projecting positive momentum from the upcoming launch of Apple's foldable phone and the success of Samsung's latest models. The firm reiterated its target price of 41,000 KRW, citing strong growth potential.
Apple Foldable Impact: Analyst Park Kang-ho suggests that Apple's new foldable device, expected to be unveiled in September, could exceed sales expectations due to its integration with AI strategies. As a key supplier, BH is positioned to benefit directly from this product cycle.
Market Expansion: With Samsung Display resuming facility investments, the foldable smartphone market is expected to see significant growth starting next year. BH, as a core supplier to both Samsung and Apple, is well-positioned to capture this expanding demand.
Diversification and Valuation: The company's expansion into robotics and humanoid sectors, combined with a historically low P/E ratio of 5x for 2026, makes it an attractive investment. Strong earnings and business diversification are expected to drive a stock price recovery in September.
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