Samsung Securities Targets KOSPI at 12,600 for H2 2026, Favors Semiconductors

According to Samsung Securities' H2 2026 outlook report released today (July 4), the firm targets the KOSPI at 12,600 for the year, citing expected improvements in semiconductor earnings to drive strength in the second half. The brokerage expects semiconductors to lead gains through Q4, with financials and domestic consumption sectors joining the rally thereafter.

Top picks include Samsung Electronics and SK Hynix, among 10 preferred stocks identified in the report.

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