{
  "story_id": "66cf013db956cc3ec24c520a292bd085",
  "desk": "drm3",
  "revision": 1,
  "published_at": "2026-09-05T06:09:22.000Z",
  "content_hash": "d2c65a597f9f3fbbcc8e63d8590ce1497cb8d2882b7ee668f674514e37d5736b",
  "hash_basis": "sha256 over `headline\\ndek\\nprose`, plus `\\n` + the canonical citations JSON when any source is placed, plus `\\n#blog` for blogs",
  "basis": {
    "headline": "Nomura Maintains Buy Ratings on Samsung and SK Hynix Despite 37% Correction",
    "dek": "Nomura keeps buy ratings and target prices for Samsung and SK Hynix despite significant market corrections.",
    "prose": "Nomura Securities maintained its buy ratings and target prices for Samsung Electronics and SK Hynix on August 4, despite a 37% correction from their highs. [^1]\n\nNomura maintained its target price for Samsung Electronics at 6.7 million won and for SK Hynix at 4.7 million won. [^2]\n\nSK Hynix reported record quarterly earnings with revenue of 79.3 trillion won and operating profit of 60.5 trillion won. [^3]\n\nMajor tech clients are entering 5-year long-term supply contracts (LTAs) with memory suppliers, including Samsung, SK Hynix, and Micron, to secure volume. [^4]\n\nNomura predicts memory market supply will struggle to meet AI-driven demand, requiring global memory production to double to 720 million units/month by 2028. [^5]\n\nSamsung and SK Hynix's 2027 projected P/E ratios are at 3x, which Nomura deems undervalued compared to their earnings potential. [^6]",
    "cited": "[{\"statement\":\"Nomura Securities maintained its buy ratings and target prices for Samsung Electronics and SK Hynix on August 4, despite a 37% correction from their highs.\",\"source\":\"세계일보\",\"instrument\":\"News\",\"claim_key\":null,\"published_at\":\"2026-09-05T06:09:22.000Z\",\"publisher_count\":1,\"sources\":[\"세계일보\"]},{\"statement\":\"Nomura maintained its target price for Samsung Electronics at 6.7 million won and for SK Hynix at 4.7 million won.\",\"source\":\"세계일보\",\"instrument\":\"News\",\"claim_key\":null,\"published_at\":\"2026-09-05T06:09:22.000Z\",\"publisher_count\":1,\"sources\":[\"세계일보\"]},{\"statement\":\"SK Hynix reported record quarterly earnings with revenue of 79.3 trillion won and operating profit of 60.5 trillion won.\",\"source\":\"세계일보\",\"instrument\":\"News\",\"claim_key\":null,\"published_at\":\"2026-09-05T06:09:22.000Z\",\"publisher_count\":1,\"sources\":[\"세계일보\"]},{\"statement\":\"Major tech clients are entering 5-year long-term supply contracts (LTAs) with memory suppliers, including Samsung, SK Hynix, and Micron, to secure volume.\",\"source\":\"매일경제\",\"instrument\":\"News\",\"claim_key\":null,\"published_at\":\"2026-09-04T05:57:30.000Z\",\"publisher_count\":1,\"sources\":[\"매일경제\"]},{\"statement\":\"Nomura predicts memory market supply will struggle to meet AI-driven demand, requiring global memory production to double to 720 million units/month by 2028.\",\"source\":\"매일경제\",\"instrument\":\"News\",\"claim_key\":null,\"published_at\":\"2026-09-04T05:57:30.000Z\",\"publisher_count\":1,\"sources\":[\"매일경제\"]},{\"statement\":\"Samsung and SK Hynix's 2027 projected P/E ratios are at 3x, which Nomura deems undervalued compared to their earnings potential.\",\"source\":\"매일경제\",\"instrument\":\"News\",\"claim_key\":null,\"published_at\":\"2026-09-04T05:57:30.000Z\",\"publisher_count\":1,\"sources\":[\"매일경제\"]}]",
    "kind": "news"
  },
  "receipt_verify": "Ed25519 over the dot-joined string `slice_hash.cursor_from.cursor_to.view.view_version.row_count`; public_key and sig are base64url of the raw 32-byte key / 64-byte signature",
  "receipt": null,
  "receipt_note": "this revision predates receipt-keeping (before v0.37.0); the filed row lives in the record",
  "generation_chain": {
    "wire": {
      "stream": "fountain_news",
      "story_id": "f395866fd80fb7bc691276c311a12f26",
      "thread_id": "8f5ebd24286e2c8c0fd5e57ec97b80a9",
      "thread_label": "Nomura Securities",
      "novelty": "UPDATE",
      "content_hash": "25d238cf61a6f3bd1028e727d09ee86523085bc82acfd537722946eb3653e5f2",
      "last_published_at": "2026-09-05T06:09:22.000Z",
      "read_receipt": {
        "slice_hash": "1a4dc75fa8913a23e620bbe5f63b79980065602481ed24434ac5266ff7160cfc",
        "cursor_from": "eyJ0cyI6IjIwMjYtMDktMDVUMDY6MDg6NDIuMDAwMDAwWiIsImlkIjoiZTI0YjZhZDNiYTkyZmQ5ODc3MmQzMjgyYTM0OGI0OTUiLCJ2IjoiMSJ9",
        "cursor_to": "eyJ0cyI6IjIwMjYtMDktMDVUMDc6Mjg6MDcuMDAwMDAwWiIsImlkIjoiOWZjNWUxMjIzYzg4ZjdjZmNmYjg4MGIzMmExZDdhM2QiLCJ2IjoiMSJ9",
        "view": "v_fountain_news",
        "view_version": "1",
        "row_count": 100,
        "window_days": 3,
        "bytes_scanned": 10804931,
        "credits": 8,
        "price_per_100_rows": 8,
        "sig": "KdgQpfEwEtixmg6EX10rK83FKPjUZlBrm0PjSCPRlIFhh7BnZE37hfNuZDx4Mfwk0tr8L_81rO4seN4OEfX_DQ",
        "public_key": "bMUigy8O0jOnBxQ4Sc-5lwhIZ8LQVAhxMbR7qESVuUE",
        "signer_path": "lakehouse/data-extract/v1",
        "alg": "Ed25519",
        "signed": true
      }
    },
    "written_at": "2026-09-05T12:26:01.242Z"
  },
  "cited_facts": [
    {
      "statement": "Nomura Securities maintained its buy ratings and target prices for Samsung Electronics and SK Hynix on August 4, despite a 37% correction from their highs.",
      "source": "세계일보",
      "instrument": "News",
      "claim_key": null,
      "published_at": "2026-09-05T06:09:22.000Z",
      "publisher_count": 1,
      "sources": [
        "세계일보"
      ]
    },
    {
      "statement": "Nomura maintained its target price for Samsung Electronics at 6.7 million won and for SK Hynix at 4.7 million won.",
      "source": "세계일보",
      "instrument": "News",
      "claim_key": null,
      "published_at": "2026-09-05T06:09:22.000Z",
      "publisher_count": 1,
      "sources": [
        "세계일보"
      ]
    },
    {
      "statement": "SK Hynix reported record quarterly earnings with revenue of 79.3 trillion won and operating profit of 60.5 trillion won.",
      "source": "세계일보",
      "instrument": "News",
      "claim_key": null,
      "published_at": "2026-09-05T06:09:22.000Z",
      "publisher_count": 1,
      "sources": [
        "세계일보"
      ]
    },
    {
      "statement": "Major tech clients are entering 5-year long-term supply contracts (LTAs) with memory suppliers, including Samsung, SK Hynix, and Micron, to secure volume.",
      "source": "매일경제",
      "instrument": "News",
      "claim_key": null,
      "published_at": "2026-09-04T05:57:30.000Z",
      "publisher_count": 1,
      "sources": [
        "매일경제"
      ]
    },
    {
      "statement": "Nomura predicts memory market supply will struggle to meet AI-driven demand, requiring global memory production to double to 720 million units/month by 2028.",
      "source": "매일경제",
      "instrument": "News",
      "claim_key": null,
      "published_at": "2026-09-04T05:57:30.000Z",
      "publisher_count": 1,
      "sources": [
        "매일경제"
      ]
    },
    {
      "statement": "Samsung and SK Hynix's 2027 projected P/E ratios are at 3x, which Nomura deems undervalued compared to their earnings potential.",
      "source": "매일경제",
      "instrument": "News",
      "claim_key": null,
      "published_at": "2026-09-04T05:57:30.000Z",
      "publisher_count": 1,
      "sources": [
        "매일경제"
      ]
    }
  ],
  "note": "A signature proves who filed this and that it has not changed since. It never makes a claim true."
}