Kioxia Posts Q2 Net Profit of JPY 1.356tln While Major Asian Firms Release Earnings
Newsquawk ·
Kioxia Holdings (285A JT) reported a Q2 2026 net profit of JPY 1.356tln on revenue of JPY 2.480tln, alongside an interim dividend of JPY 90 per share. The company guided Q3 operating profit at JPY 2.00tln, missing consensus estimates. Meanwhile, Hyundai Steel (004020 KS) posted a Q3 operating profit of KRW 87.1bln with revenue reaching KRW 5.90tln. SK Hynix (000660 KS) announced plans to build a US NAND memory facility targeting AI data center demand. In China, major financial institutions including China Construction Bank (939 HK), Bank of China (3988 HK), and Industrial and Commercial Bank of China (601398 CH) also reported their respective Q3 2026 financial figures.
AI 시장 분석
Kioxia Holdings reported a surge in Q2 net income to 1.356 trillion yen, but its Q3 operating profit guidance fell short of expectations. Amid strong earnings from major Chinese banks, the KOSPI market showed mixed signals, triggering a sidecar due to a sharp decline in futures. Investors should monitor whether the memory cycle has peaked and the earnings momentum of key companies.
상승 영향
- Semiconductors — Expectations for industry recovery persist as Kioxia's net income skyrocketed to 1.356 trillion yen year-over-year and SK Hynix announced plans for new NAND facility investments in the US.
- Banks — Profitability improved as major banks like China Construction Bank and Industrial and Commercial Bank of China recorded robust year-over-year growth in Q3 net income and net interest income (NII).
하락 영향
- Stock Market — Volatility expanded with programmatic trading temporarily suspended after the Korea Exchange triggered a sidecar due to a 5% drop in KOSPI 200 futures.
- Electric Vehicles — BYD recorded weak earnings for Q3, with net income of 1.002 billion yuan and revenue of 22.15 billion yuan, both falling short of market expectations (net income of 1.208 billion yuan).
DYAX 전담 분석
Kioxia's surge in net income demonstrates rising average selling prices and extreme operating leverage from the memory industry recovery. However, concerns over slowing momentum have emerged as Q3 operating profit guidance missed market consensus.
Future stock direction will be determined by whether memory semiconductor suppliers maintain disciplined capital expenditures (capex) and the sustainability of AI-related demand. Bit shipments and average selling price (ASP) trends must be monitored.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
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