GS · News · 20260921N

Capital Markets Demand Trends

GOLDMAN SACHS GROUP INC · 2026-09-21 · Importance 17 · Surprise 24

Goldman Sachs analysts forecast a semiconductor-driven cash surge among South Korean companies, with net cash potentially reaching 9.3% of GDP by 2027. Repatriation of overseas earnings could increase liquidity in South Korean domestic financial markets. Major chip companies are also expected to deliver record-high wage and dividend payments, potentially supporting broader domestic capital-markets activity.

Key facts

• Goldman Sachs raised its price target for Thermo Fisher Scientific (TMO) to $780 from $650 and maintained a Buy rating. source
• The Goldman Sachs Group lowered its price target for Sunrun (NASDAQ:RUN) from $15.00 to $13.00 while maintaining a "buy" rating. source
• Goldman Sachs increased its price target for Mettler-Toledo International (MTD) to $1,510 from $1,440 while keeping a Neutral rating. source
• Goldman Sachs stood at $959.39 in the closing of the recent trading day, a +1.85% move from the preceding trading day. source
• Goldman Sachs entities acted as brokers for Coca-Cola Europacific Partners' repurchase activity in the week ending 18 September 2026. source