MERITZ SECURITIES

Founded in 1973 as Hanil Securities, it went through several name changes before becoming Meritz Securities in 2000. Meritz Financial Group took it fully private in 2022-2023 by delisting it as a wholly owned subsidiary. Its earnings estimates on Korean semiconductor and memory names are widely cited.

CEO Jang Won-jae · Founded 1973 · HQ Seoul, South Korea · Exchange 비상장(메리츠금융지주 100% 자회사) · Website home.imeritz.com

Predictions & track record (3)

• Awaiting grading SK Hynix's Q2 Profit Could Hit ₩100 Trillion, but Analysts Say Much of It Isn't From ChipsCheck SK Hynix's Q2 earnings release for whether operating profit lands around ₩60tn as estimated, and whether the dividend is actually raised by a wide margin.
• Awaiting grading Server DRAM spot prices blow out to a 146% premiumGrade after major hyperscalers report Q2/Q3 2026 earnings: did server DRAM contract prices post a clear upward revision, following the July spot surge?
• Awaiting grading Meritz: "this is not the time to sell Samsung and SK Hynix", 2027 DRAM supply covers only ~60% of demandTracking the call that H2 2026 DRAM supply covers only 75-80% of demand

3 related posts

• Watch SK Hynix's Q2 Profit Could Hit ₩100 Trillion, but Analysts Say Much of It Isn't From Chips Jukan (@jukan05) · 2026-07-27
• Bull Server DRAM spot prices blow out to a 146% premium Jukan (@jukan05) · 2026-07-20
• Meritz: "this is not the time to sell Samsung and SK Hynix", 2027 DRAM supply covers only ~60% of demand Serenity (@aleabitoreddit) · 2026-07-17