Kospi may reach 7,500 points by the end of 2026, JPMorgan bullish forecast

WalletDivorcer · 2026-02-12T10:19:44+00:00

JPMorgan analysts predict the KOSPI index could reach 7,500 points by the end of the year, driven by semiconductor price rises and significant growth in firms like Samsung and SK Hynix. Structural reforms and improved corporate governance are also expected to support KOSPI's sustained growth.

WalletDivorcer

2026-02-12 10:19:44

Abstract generation in progress

JPMorgan’s analyst team has announced a notable growth outlook for Korea’s leading stock index, the KOSPI. They expect the KOSPI to reach 7,500 points by the end of this year. This forecast is based on the milestone of surpassing 5,000 points earlier this month.

Semiconductor Industry Drives KOSPI Growth: Major Profit Opportunities for Samsung and SK Hynix

JPMorgan’s baseline scenario for the KOSPI this year is 6,000 points, with an optimistic scenario of 7,500 points. According to their analysis, the primary driver of this growth is the rise in semiconductor prices. Major industry players like Samsung Electronics and SK Hynix are expected to benefit the most from this boom. These two companies are projected to see a 45-50% increase by the end of 2026, significantly supporting the overall growth of the Korean stock market.

Structural Reforms Support KOSPI: Growth Opportunities Extending to Non-Memory Industries

Not only the semiconductor sector but also other non-memory industries are expected to perform well. JPMorgan forecasts approximately 20% earnings growth per share across these sectors. Additionally, policy measures such as corporate governance reforms, market structure improvements, and tax revisions in Korea are seen as factors that will further boost the KOSPI. The interplay of these multiple growth drivers is creating an environment conducive to sustained upward momentum for the index.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.