반도체 및 IT

알체라(036490) --->SK머티리얼즈(구)

썬필이 2017. 10. 26. 19:26

http://comp.fnguide.com/SVO2/asp/SVD_Main.asp?pGB=1&gicode=A036490&cID=&MenuYn=Y&ReportGB=&NewMenuID=101&stkGb=701

 

SK머티리얼즈(A036490) | Snapshot | 기업정보 | Company Guide

SK머티리얼즈 036490 | 홈페이지 홈페이지http://www.sk-materials.com 전화번호 전화번호054-630-8114 | IR 담당자 02-728-0957 주소 주소경북 영주시 가흥공단로 59-33 KOSDAQ  코스닥 IT H/W 코스닥 IT H/W | FICS 석유 및 가스 | 12월 결산 PER(Price Earning Ratio)전일자 보통주 수정주가 / 최근 결산 EPS(주당순이익) *

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- AI부터 STO까지 시장 확대, 흑전만 남았다 투자의견: NR 현재주가: 12,200원(02/10) - 
  유진투자 - 2023.02.13 analysis.downpdf (hankyung.com)
- 아직 만렙이 아니죠 BUY TP(12M): 500,000원(상향) CP(7월20일): 400,000원 - 
  하나대투 - 2021.07.21
https://www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2021/07/20/SK_Materials_2021.07.21.pdf
- 주가든 실적이든 1분기에 바닥 BUY TP(12M): 400,000원  CP(4월30일): 336,500원 - 
  하나대투 - 2021.05.03 
www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2021/05/02/SK_Materials_2021.05.03_%282%29.pdf
- 반도체 빅사이클 수혜…성장성 담보 -신한 - 2021.04.15
news.naver.com/main/read.nhn?mode=LSD&mid=sec&sid1=001&oid=018&aid=0004902057
- 주가의 걸림돌이 작아졌다 BUY TP(12M): 400,000원 CP(3월16일): 323,100원 -
  하나대투 - 2021.03.17
www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2021/03/16/SK_Materials_earnings_slighlty_up_tp_not_changed_2021.03.17.pdf
- 반도체 특수가스 수급 개선세 진입 BUY(Maintain) 목표주가: 410,000원(상향) 
  주가(2/16): 330,000원 - 키움증권 - 2021.02.17
NF3를 포함한 반도체 특수가스의 수급 개선 예상. 'NAND 업체들의 공격적인 증설과 Foundry 
업체들의 추가 증설’, ‘OLED의 가동률 상승과 LCD TV의 수요 호조' 등이 NF3의 수급을 
Tight하게 만들 전망. WF6 역시 하반기로 갈수록 수급 개선세가 뚜렷해질 것으로 판단. 
SK머티리얼즈의 영업이익은 1Q21 673억원(+27%YoY)을 기록한 후, 4Q21에는
911억원(+48%YoY)으로 사상 최대 흐름 지속해 갈 전망. NAND 업체들의 공격적인 장비 증설이 
예상되는 시기인 만큼, 비중을 재차 확대하는 전략을 추천.
하반기, 반도체 특수가스 공급부족 국면 진입 전망
NF3를 포함한 반도체 특수가스의 수급 개선이 예상되며, 올 하반기에는 수요 증가를 기반으로 한 
제품 가격 상승이 나타날 것으로 판단된다. 
NF3의 경우 공급 부족이 지속됐던 2015년 ~ 2016년에 40% 수준의 영업이익률을 기록했었으나, 
'업계 기대치를 하회하는 수요 증가'와 '공급 업체들간의 과잉경쟁'의 여파로 인해 전사 
영업이익률(4Q20 23%)을 크게 하회하는 수준까지 수익성이 급락했다.
그러나 올해에는 'NAND 업체들의 공격적인 증설과 Foundry 업체들의 추가 증설’, ‘OLED의 
가동률 상승과 LCD TV의 수요 호조' 등이 겹치며 NF3의 수급을 Tight하게 만들 것으로 보인다.
특히 수요 성수기에 진입하는 2H21에는 공급 부족에 따른 가격 상승이 나타날 것으로 기대.
WF6의 경우에도 NAND를 포함한 반도체 업체들의 증설 영향으로 인해, 하반기로 갈수록 수요 
증가에 기반한 수급 개선이 뚜렷해질 것으로 판단된다.
2021년, 연이은 분기 사상 최대 실적 흐름 예상
SK머티리얼즈의 실적은 1Q21 매출액 2,746억원(+29%YoY)과 영업이익 673억원(+27%YoY)를 
기록한 후, 4Q21에는 매출액 3,341억원 (+24%YoY)과 영업이익 911억원(+48%YoY)으로 사상 
최대치를 경신해 나아갈 전망이다.
1H21에는 'C4F6 신규 공급량 증가'와 'NF3 및 WF6의 판매량 증가'가 전사 실적 성장을 이끌고, 
2H21에는 'NF3 가격 상승'과 'WF6 및 CH3F의 판매량 증가'가 전사 실적 성장을 견인할 전망이다.
또한 반도체 특수가스 외에도 SK트리켐과 SK에어가스, SK제이엔씨 역시
전년 대비 성장할 것으로 보여, 2021년은 매출액 1.2조원(+27%YoY)과 영업이익 3,158억원
(+35%YoY)의 최대 실적을 기록하는 한 해가 될 것으로 판단한다.
투자의견 'BUY' 유지, 목표주가 41만원으로 상향
반도체 특수가스 전망치 변경을 반영하여 SK머티리얼즈의 목표주가를 41만원으로 상향조정하며,
투자의견 'BUY'를 유지한다. SK머티리얼즈의 주가는 지난 연말 큰 폭으로 상승한 후 현재 기간 
조정을 보이고 있지만, 1Q21후반부터로 예상되는 반도체 특수가스의 수요 증가와 하반기 
예상되는 제품 가격 상승이 주가의 추가 상승을 이끌 것이라고 판단한다. 
eSSD 시장 성장에 대비한 NAND 업체들의 공격적인 장비 증설이 예상되는 시점인 만큼, 
SK머티리얼즈에 대한 비중을 재차 확대하는 전략이 바람직하다.
- 이익이 예상 하회해도 목표주가 유지 BUY I TP(12M): 400,000원 I CP(1월25일): 346,600원 -
  하나대투 - 2021.01.26 
www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2021/01/25/SK_Materials_2021.01.26_%282%29.pdf
- 우주의 기운으로 리레이팅 BUY I TP(12M): 400,000원(상향) I CP(12월16일): 304,600원 -
  하나대투 - 2020.12.17 
www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2020/12/16/SKM_2020.12.17_%282%29.pdf
- 또박또박 국산화: Blue OLED 재료 BUY I TP(12M): 290,000원 I CP(11월24일): 255,200원 -
  하나대투 - 2020.11.26 
www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2020/11/25/SKM_2020.11.25_%283%29.pdf
- 3Q20 Review: 호실적 지속 매수 (유지) 목표주가 266,000원 현재가 (10/29) 233,900원 -
  IBK투자 - 2020.10.30 20201029132944080_ko.pdf  
- 원화 강세여도 4Q는 생각보다 좋다 BUY I TP(12M): 290,000원 I CP(10월28일): 223,500원 -
  하나대투 - 2020.10.29 
www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2020/10/28/SKM_2020.10.29_%282%29.pdf
- 2Q20 Review: 날개를 펴기 시작한 소부장 대표주 BUY 유지 목표주가12M, 상향 260 ,000 원
  현재주가 7/16 227,800 원 - 유진투자 - 2020.07.20
consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=566198
- SK 그룹의 큰 그림이 하나씩 드러나다 투자의견 BUY 매수,유지 목표주가 300,000 상향
  현재주가(20.07.16) 227,800 - 대신증권 - 2020.07.17
consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=566136
- 순항 중 Buy (Maintain) 목표주가(12M) 270,000원(유지) 종가(2020/07/16) 227,800원 
  상승여력 18.5 % -  하이투자 - 2020.07.17
consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=566127
- 목표주가 29만원 가시죠 BUY TP(12M): 290,000원(상향) CP(7월 16일): 227,800원 - 
  하나대투 - 2020.07.17
  consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=566105
- 신규사업에 P/E 30.5배 적용 BUY I TP(12M): 250,000원(상향) I CP(6월 19일): 187,100원 -
  하나대투 - 2020.06.22 SKM_2020.06.22_(2)_0.pdf 
- 시간은 언제나 나의 편 투자의견 유지 Buy TP 상향 220,000 원 현재주가(06/08) 170,700 원
  Up/Downside +28.9% - DB금융 - 2020.06.09
consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=563019
- 안정성에성장성까지 Buy TP (12개월) 220,000원 현재주가(6.1) 166,900원 상승여력 31.8% -
  메리츠증권 -  2020.06.02
 consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=562293
- 실적 전망치 상향 조정 Buy (Maintain) TP(12M) 215,000원(유지) 종가(2020/05/04) 151,900원 
  상승여력 41.5 % -   하이투자 - 2020.05.07
http://consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=559205
- 2Q20 Review: 이가 약할 땐 잇몸으로 매수 (유지) 목표주가 220,000원 현재가 (4/29) 157,500원 -
  IBK투자 - 2020.05.04 
 http://consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=558985
- 하반기까지 논스톱으로 성장 Buy 유지 목표주가 : 200,000 원 현재 주가(4/28) 158,600원 
  여력 ▲ 26.1% - 한화증권 - 2020.04.29
 http://consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=558649
- 안정과 성장의 균형이 돋보이는 시기 투자의견 BUY 목표주가 200,000원 주가 154,000원 -
  삼성증권 - 2020.04.27
 http://consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=558216
- 반도체로 실적 방어 투자의견 BUY 매수, 유지 6개월 목표주가 200,000 유지 
  현재주가 (20.04.14) 147,300 -  대신증권  2020.04.17
http://consensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=557243
- 자회사의 증설, 주마가편(走馬加鞭) BUY I TP(12M): 230,000원 I CP(2월 28일): 170,700원 -
  하나대투 - 2019.03.04
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=515384
- 연매출 1조로 가는 길 BUY I TP(12M): 230,000원 I CP(1월 30일): 156,600원 - 
  하나대투 - 2019.01.31 
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=511331
- 사업의 절묘한 하모니 BUY (유지 ) 목표주가 (상향 ):240,000원 현재 주가(10/22) 193,500원
  여력 ▲ 24. 0% - 한화증권 - 2018.10.23
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=497627
- 반도체 불황기의 도피처 Buy(Maintain) 목표주가(12M) 240,000원 종가(2018/10/22) 193,500원 -
  하이투자 - 2018.10.23
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=497631
- 자회사 성장 부각 목표주가 230,000원 (23.8%) 현재주가 185,800 원 - 삼성증권 - 2018.10.18 
 http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=497126
- 지성(안정성 )과 미모 (성장성 )를 겸비 BUY (유지 ) TP(12M, 상향) 230,000원 
  주가 (10 /17) 185,800원 -  유진투자 - 2018.10.18
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=497114
- 3Q18 리뷰: 비싸 보여도 더 올라간다 BUY I TP(12M): 230,000원 I CP(10월 17일): 185,800원 -
  하나대투 - 2018.10.18 
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=497094
- 계일학(群鷄一鶴) Buy유지/TP:240,000원상향/ CP:185,800원 -NH투자 - 2018.10.18 
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=497045
- 어닝서프라이즈가 계속된다 매수 (유지) 주가 (10/ 17) 185,800원 목표주가 253,000원 (상향)
 상승여력 36.2% - 신한투자 - 2018.10.18
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=497133
- 간담회를 통해 밝힌 뚜렷한 중장기 방향성 BUY(유지 ) 목표주가 (유지 )220,000원 
  주가  (09/17) 193,000원  Up/Downside +14.0% - DB금융 - 2018.09.18
 http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=493834
- 2018년 애널리스트 간담회 주요 내용 매수(유지) 목표주가: 250,000원(유지) 주가(9/17) 193,000 -
  한국투자 -  2018.09.18
 http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=493756
- 중장기 성장 전략 점검 BUY 목표주가 230,000원 (19.2%) 현재주가 193,000원 - 
  삼성증권 - 2018.09.18 
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=493738
- 신규사업 순항중 Buy (유지) 목표주가 220,000원 (유지) 현재가 (’18/09/17) 193,000원 -
  NH투자 - 2018.09.18
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=493720
- 2020년 매출액 1조원을 향하여 매수 (유지) 주가 (9월 11일) 185,700원 TP 247,000원 (상향) 
  여력 33.0% -  신한투자 - 2018.09.12
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=493117
- 실적 개선세 지속 예상 Buy(Maintain) 목표주가(12M) 220,000원 종가(2018/08/13) 171,000원 -
  하이투자 - 2018.08.17
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=490219
- 하반기 실적 가속적 개선 전망 BUY (유지 ) 목표주가 (12M, 유지 ) 220 ,000원 
  현재주가 (8/8) 171,700원 - 유진투자 -   2018.08.09
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=488881
- 충분 Buy (maintain) 목표주가: 210,000원 현재가(08/07)169,100원 - 
  이베스트증권 - 2018.08.08 
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=488712
- NF3 공급 부족 재진입, 가격 상승 예상 BUY(Maintain) TP: 220,000원 주가(7/9): 179,700원 -
  키움증권 - 2018.07.10
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=484451
- 성장구간으로의 재진입 Buy 적정주가 (12개월) 240,000원 주가 (5.31) 166,900원 여력 43.8% -
  메리츠증권 - 2018.06.01
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=479897
- 실망감에서 기대감으로 변곡점 통과 중 BUY(유지) 목표주가(12M, 하향) 210,000원 
  주가(5/3) 151,200원 -  유진투자 - 2018.05.04
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=475800
- 방향 전환 목표주가 190,000원 (25.9%) 현재주가 150,900 원 - 삼성증권 - 2018.04.24 
 http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=473901
- 악재가 반영된 주가. 점진적 실적 개선 전망 매수 (유지) 주가 (4 / 23 ) 150,900 원 
  TP 198,000 원 (유지) 상승여력 31.2% - 신한투자 - 2018.04.24
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=473914
- 무난하게 안착 BUY I TP(12M): 210,000원 I CP(4월 23일): 150,900원 - 하나대투 - 2018.04.24 
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=473751
- 더 이상 악재는 없다 Buy(유지 ) 목표주가 (하향 ):200,000 원  주가(4/16) 161,300 원 
  여력 ▲ 24..0% - 한화증권 - 2018.04.17
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=472807
- 2Q18부터 실적 개선세 재개될 듯 Buy(Maintain) TP(12M) 210,000원 종가(04/11) 142,700원 -
  하이투자 - 2018.04.12
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=472277
- NF3 수급 개선 전망, 목표주가 19% 상향 매수(유지) TP 250,000원(상향) 주가(2/20) 170,000 -
  한국투자 -  2018.02.21
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=465755
- Seize Your Moment BUY(Maintain) TP 220,000원 주가(2/13): 166,200원 - 
  키움증권 - 2018.02.14 
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=465185
- 2018 년 상저하고, 1 분기 실적 저점 예상 매수(유지)|T.P 215,000 원(하향) 
  주가(18/02/09) 160,500 원 - SK증권 - 2018.02.12 
 http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=464933
- 산업의 방향성을 믿는다 목표주가 205,000원 (24.5%) 현재주가 164,600 원 - 
  삼성증권 - 2018.02.08 
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=464268
- 4분기 어닝쇼크. 18년 실적 개선은 유효 매수 (유지) 주가 (2 월 7 일) 164,600 원 
  목표주가 221,000 원 (유지) 상승여력 34.3% - 신한투자 - 2018.02.08
 http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=464247
- 실적 부진 아쉽지만 성장의 당위성 유효 투자의견 BUY 매수, 유지 6개월 TP 200,000 하향 
  주가 (18.02.07)  164,600 - 대신증권 - 2018.02.08
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=464209
- 눈높이 낮아지지만, 멀리 뛰기 위한 준비 BUY I TP(12M): 210,000원(하향) 
  CP(2월 7일): 164,600원 -  하나대투 - 2018.02.08
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=464026
- 기대치를 낮추지만 중장기적 매력 BUY(유지 ) 목표주가 (하향 ) 200,000원 
  현재주가 (01/05) 172,700원  Up/Downside +15.8% - 동부증권 - 2018.01.08 
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=458849
- 2018년 Display향 NF3 수요도 증가한다 BUY 260,000 - KTB투자 - 2017.12.11
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=456015
- 중장기 구조적 성장이 가능 Buy 적정주가 (12개월) 240,000원 현재주가 (12. 1) 188,000원 
  여력 27.7% - 메리츠증권 - 2017.12.04
 http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=455312
- 실적 개선과 밸류에이션 매력에 주목하자 매수 (유지) 주가 (11월 30일) 183,000 원 
  TP 243,000 원(상향)  상승여력 32.8% - 신한투자 - 2017.12.01
 http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=455026
- 도약이 기대되는 2018년 매수(유지)|T.P 240,000원(유지) - SK증권 - 2017.12.01 
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=455048
- 2017년은 징검다리, 2018년은 Q 플러스 투자의견 BUY 매수,  6개월 목표주가 247,300 신규
 현재주가 (17.11.17)  201,900 - 대신증권 - 2017.11.20
 http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=453144
- 18년 실적 개선이 기대된다 매수 (유지) 현재주가 (11 월 14 일) 204,500 원 
  목표주가 230,000 원 (유지)  상승여력 12.5% - 신한투자 - 2017.11.15
  http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=452572
- 외형 성장 가시성 높다 BUY I TP(12M): 240,000원 I CP(11월13일): 191,500원 - 
  하나대투 - 2017.11.14 
https://www.hanaw.com/download/research/FileServer/WEB/industry/industry/2017/11/14/2018%20outlook_IT.pdf
- 성장 재개 목표주가 240,000원 (31.9%) 현재주가 182,000 원 - 삼성증권 - 2017.10.27 
 http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=448771
- 외형성장 가시성이 높다 BUY TP(12M): 240,000원(상향) CP(10월 26일): 182,000원 -
  하나대투 - 2017.10.27
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=448458



- 생산의 변곡점 목표주가 240,000원 (44.1%) 현재주가 166,500원 - 삼성증권 - 2017.10.19 
 http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=447454
- 큰 그림은 유효하다  매수 (유지) 현재주가 (10 월 17 일) 167,100 원 TP 230,000 원 (유지) 
  여력 37.6% - 신한투자- 2017.10.17
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=447244
- 3Q17 Preview: 견조한 실적  투자의견(유지) 매수 TP(12M,유지) 220,000원 
  주가(17/09/19) 174,700원 상승여력 26%- 미래에셋대우 - 2017.09.21
 http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=444586
- 성장주로의 귀환 BUY(Maintain)목표주가: 250,000원 주가(9/20): 169,600원 - 
  키움증권 - 2017.09.21 
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=444644
- 물량 증가가 기대된다 TP(12M): 220,000원(상향) I CP(7월 27일): 184,500원-  
  하나대투 - 2017.07.28 
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=437093
- 출하량 증가 효과가 ASP 하락 효과보다 클 듯 Buy(Maintain) 목표주가(12M) 240,000원
  종가(2017/07/18) 194,000원 -하이투자 - 2017.07.19
 http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=435759
- 신규 사업을 통한 중장기 성장 본격화 BUY(Maintain)목표주가: 250,000원(상향) 
  주가(7/12): 181,700원 -  키움증권 - 2017.07.13
http://hkconsensus.hankyung.com/apps.analysis/analysis.downpdf?report_idx=434778
- 2분기 실적 반등 성공 전망  - 하반기 신규사업 본격화
  투자의견 매수, 목표주가 240,000원 유지"  - 
  이베스트증권 - 2017.06.27 - 이베스트20170627SK머티리얼즈.pdf
- 고객사의 capex 확대와 fab 확장 전략은 업황 호조와 맞물려 1Q15와 유사한 형태의 리레이팅 
  분위기를 제공해줄 것.  
  이익의 경우 양산 초기 재고 수요를 감안 NF3와 SK에어가스의 이익을 상향 조정. 
  이익을 5% 상향하고 목표주가를 230,000원으로 상향하며 BUY 투자의견 유지." -
  삼성증권 - 2017.05.30  - 삼성20170530SK머티리얼즈.pdf
- 매수 투자의견 유지. 적정주가는 21만원으로 소폭 하향 - 
  하이투자 -2017.05.08 - 하이20170508SK머트리얼즈.pdf

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