[Market Focus] Hansol Chemical Surges on Expectations of Samsung Electronics P4 Line Conversion Benefits...Hits New High

Hansol Chemical is showing strong performance as expectations rise regarding potential benefits from Samsung Electronics’ line conversion at its Pyeongtaek P4 plant. The company hit a new 52-week high during intraday trading.

As of 9:12 a.m. on December 1, 2025, Hansol Chemical was trading at 242,000 won on the Korea Exchange, up 4,000 won (1.68%) from the previous day. The stock climbed as high as 250,500 won during the session, setting another new 52-week high.

On this day, Kiwoom Securities raised its earnings outlook for Hansol Chemical for 2026 to 2028 and increased its target price to 300,000 won. Park Yuak, a researcher at Kiwoom Securities, stated, “Samsung Electronics’ DRAM capital expenditure (CapEx) for next year is expected to reach 16.6 billion dollars. This CapEx will be invested in P4 facility upgrades and P5 infrastructure construction, with part of it allocated to converting cleanroom space at P4 (from foundry to DRAM). Therefore, demand for hydrogen peroxide from Hansol Chemical is expected to increase significantly.” He added, “Customer facility investments and operational schedules will serve as major momentum drivers for Hansol Chemical’s earnings and stock price growth.”