Monday, April 10, 2017

[Weekly recommended stocks, Shinhan Investment Corp. - Tess, NCsoft · CJ CGV



[Goyounghun financial newspaper reporter Korea]

◇ Test (095610)

-3D NAND big investment cycle due to Samsung Electronics expects to benefit.

- possible medium to long term investment in SK 3D NAND benefit of Hynix latecomers.

-17 years consensus PER 10.9 times the semiconductor front-Peer average 13 times undervalued.

◇ NCsoftÊs (036570)

- Lineage M pre-dates resolving concerns about delays in (4.12 ~) public.

- Ongoing Revolution Lineage 2 domestic traffic among China, FGT (Focus group testing) and solid expectations for the Chinese market expansion.

- Lineage M is a complete agreement, including Taiwan, Hong Kong, Macau state (2016 Lineage Taiwan sales W10bn).

CJ CGV (079160)

- Domestic 1Q11 attendance increased 6.1% YoY, 1Q17 operating profit of 12.5 billion won a separate (+ 10.6% YoY) expected.

- China's 1Q17 BO (sales presentation) + 0.3% YoY recorded. In China, a similar level of earnings in the previous year (1Q16 1Q17 Belle Air base effect expected existing negative growth).

Quarter from -2 in Hollywood is going to China BO highly anticipated full-fledged turnaround prospects.



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