Business · Companies · 17 hrs ago
Hana Securities says Naver may benefit most from US AI data center regulation concerns
Hana Securities expects Naver to benefit most in South Korea from growing concern about US rules for AI data centers.
The forecast follows a Democratic Party landslide in the US midterm elections.
AI data centers are facilities that provide the computing power needed for artificial intelligence, and the prospect of tighter rules has raised concerns.
Hana kept its buy rating and 400,000-won target price for Naver; the stock closed at 190,200 won in the previous trading session.
Naver is a South Korean internet company, and the assessment focuses on how US regulatory concerns could affect domestic companies.
The report gives no further timetable or next step for the expected benefit.
Hana Securities said Naver may be South Korea’s biggest beneficiary as concerns grow about US regulation of AI data centers.
The brokerage linked those concerns to the Democratic Party’s strong victory in the US midterm elections.
Hana Securities maintained its Buy rating and 400,000-won target price for Naver.
Naver’s previous closing price was 190,200 won.
- Who
- Hana Securities said Naver may benefit most among South Korean companies.
- What
- The brokerage maintained its Buy rating and target price of 400,000 won for Naver.
- When
- The report was published on November 9, 2026.
- Where
- The regulation concerns are in the United States; the forecast identifies Naver as the biggest beneficiary in South Korea.
- Why
- Hana Securities said concerns about regulation of AI data centers were growing after the Democratic Party’s strong victory in the US midterm elections.
This story does not have two clearly opposing sides.
A payment related to a third-party share allotment to Nvidia was mentioned, but the article text is cut off before explaining it.
Hana Securities said concerns about regulation of AI data centers were growing following the Democratic Party’s strong victory.
Hana Securities maintained its Buy rating and 400,000-won target price for Naver.
- Target price
- 400,000 won
- Previous close
- 190,200 won
- Rating
- Buy
- Company named as biggest domestic beneficiary
- NAVER
- Article publication date
- November 9, 2026
1 source
What people are saying
Naver will be the biggest beneficiary of the US blue wave