Strong growth in battery copper foil sales has yet to translate into profits, leaving investors to weigh strategic promise against mounting debt and years of losses still to come.
27 July 2026
KB Financial Group's aggressive shareholder returns and a booming securities business drove a record second-quarter profit, but the sustainability of gains so dependent on equity-market volumes remains an open question.
24 July 2026
South Korea's largest contract drugmaker achieved its strongest-ever quarterly revenues in the second quarter of 2026, but a May labour strike threatens to dampen third-quarter growth.
24 July 2026
Strong demand for MLCC release films, driven by the AI and semiconductor boom, is propelling Cosmo Advanced Materials well ahead of market expectations, even as its battery cathode business remains in the red.
23 July 2026
Higher investment costs tied to aespa's North American push and a new group debut weigh on near-term earnings, though analysts urge investors to focus on 2027 returns.
23 July 2026
South Korean beauty brands are storming America's bricks-and-mortar retailers, with sales forecast to grow 48% to $2.8bn in the current fiscal year.
22 July 2026
A bullish earnings surprise forecast, driven by tariff rebates and nascent AI cooling and robotics businesses, underpins a sharp upgrade to LG Electronics' valuation.
22 July 2026
Samsung Electronics' formal commitment to robotics, backed by new leadership and global research infrastructure, could revive a domestic sector that has lost more than half its market value in six months.
22 July 2026
Driven by surging overseas sales — particularly in Europe and North America — South Korea's leading instant-noodle maker looks set to comfortably exceed market expectations this quarter.
21 July 2026
Samsung Biologics' KRW 2.7trn takeover of Swiss peptide specialist PolyPeptide Group marks a strategic leap beyond its antibody-focused roots, though analysts are waiting for synergies to materialise before revising valuations upward.
21 July 2026
A new buy recommendation on South Korean satellite antenna maker Intellian Technologies sees 54% upside, driven by rapid growth in flat-panel antennas for low-earth-orbit satellite networks.
21 July 2026
A bold expansion in advanced chip-packaging substrates signals that Daeduck Electronics is betting heavily on a structural shift in semiconductor demand.
21 July 2026
Reduced sector interest and weaker-than-expected near-term earnings prompt a target price cut, though analysts see substantial upside as Stray Kids' world tour looms.
21 July 2026
A leading Korean brokerage argues that market misunderstanding of memory chip supply agreements is stoking unwarranted fears of a sector peak.
20 July 2026
A Korean brokerage sees 52% upside in motor and precision reducer maker SPG, betting on its unique position as the sole supplier of precision reducers across Rainbow Robotics' full humanoid robot line-up.
20 July 2026
Despite slashing its target price on valuation concerns, Kiwoom Securities maintains a buy rating on HYBE, forecasting an 83% surge in second-quarter revenues driven by BTS's world tour.
20 July 2026
A bullish earnings outlook, a windfall from global lubricant supply disruptions, and a stake in next-generation nuclear power are prompting Hana Securities to sharply upgrade its view on SK Innovation.
16 July 2026
Surging demand for FC-BGA substrates and AI-server components is expected to nearly triple Samsung Electro-Mechanics' operating profit by 2027, prompting a sharp upgrade from IBK Investment Securities.
16 July 2026
South Korea's Hyosung Heavy Industries is deepening its push into the American power infrastructure market through a joint venture with Quanta Services, even as its share price sits 40% below its 52-week peak.
16 July 2026
Strong inbound medical tourism and rapid cosmetics export growth are driving earnings well ahead of market expectations at South Korean biotech firm Pharma Research.
16 July 2026
A South Korean brokerage has moved to dispel market confusion over a rival hyaluronidase platform, arguing that Alteogen's proprietary enzyme retains a clear edge over any biosimilar competitor.
15 July 2026
Converging signals across supply chains suggest the multilayer ceramic capacitor market is crossing the threshold from tightening lead times into outright price increases.
15 July 2026
Weak album sales drag on near-term earnings, though a Stray Kids world tour offers hope for recovery in the second half.
15 July 2026
South Korean pharmaceutical firm ST Pharm has demonstrated antiviral efficacy and safety for its novel HIV candidate in a Phase 2a trial, boosting the prospects of a global partnership or technology transfer.
15 July 2026
Big Bang's 20th-anniversary world tour and expanding western fanbases for younger acts offer a path to recovery, even as near-term costs weigh on margins.
15 July 2026
A surge in foreign tourist spending and resilient domestic consumption are driving a remarkable re-rating of South Korea's big three department store groups.
14 July 2026
Sliding subsidiary valuations and a delayed AI monetisation timeline have prompted Kyobo Securities to sharply reduce its price target for Kakao, South Korea's dominant messaging and internet platform.
14 July 2026
A weaker-than-expected earnings recovery prompts Hanwha Investment Securities to trim its target price for Hyundai Steel, even as the stock's steep recent sell-off keeps a Buy rating intact.
14 July 2026
The Korean wireless-communications device maker beat expectations with surging margins, while a government push for humanoid robots could transform its growth story.
13 July 2026
Surging orders for next-generation memory substrates are set to transform the South Korean circuit-board maker's revenue mix and margins over the next two years.
13 July 2026
Despite the sharp target-price reduction, Mirae Asset Securities maintains a buy rating, arguing that the steelmaker's shares remain deeply undervalued relative to its recovery prospects.
13 July 2026
Eugene Investment & Securities argues that Meta's ability to monetise idle computing capacity signals a maturing and increasingly profitable AI cloud-rental market, not a bubble.
13 July 2026
A surge in order backlogs and accelerating fab investments by Samsung and SK Hynix underpin a sharp upward revision to TES's valuation.
13 July 2026
Surging demand from Big Tech for power distribution equipment has propelled LS Electric's North American data-centre orders well past last year's full-year total in just six months.
13 July 2026
A surge in demand for substrate components used in Nvidia's latest products is prompting analysts to sharply upgrade their earnings forecasts for South Korean printed circuit board maker Simtech.
10 July 2026
A South Korean broker sees 61% upside for printed circuit board maker Daeduck Electronics, citing a historic demand boom across all substrate categories driven by AI infrastructure spending.
10 July 2026
Strong solar-module pricing and a chemicals windfall are set to lift Hanwha Solutions well above market expectations in the second quarter of 2026.
10 July 2026
South Korea's largest shipbuilder is firing on all cylinders, with iM Securities forecasting a 97% surge in operating profit for the second quarter of 2026 and the company already at 98% of its annual merchant vessel order target.
10 July 2026
A government-backed plan to build a 1.2-gigawatt AI data centre in Donghae could transform the fortunes of GS E&C, even as its core housing business faces near-term headwinds.
10 July 2026
Eugene Investment & Securities has cut its target price for Hyundai Motor but urges investors to treat a weak second quarter as a buying opportunity, blaming one-off disruptions rather than any deterioration in fundamentals.
10 July 2026
A combination of customer-compensation costs and a tough base effect from last year's property revenues is set to drag KT's quarterly operating profit down by more than 40%.
10 July 2026
A confluence of new liquefaction projects and an ageing global fleet is expected to sustain robust demand for LNG carrier newbuilds well into the next decade, cementing South Korean shipbuilders' dominance.
9 July 2026
South Korea's leading home-appliance rental firm is outpacing market expectations as Malaysia, Thailand, and Indonesia fuel double-digit revenue growth.
9 July 2026
Yuanta Securities projects South Korean beauty-device maker APR will post a 24.3% operating margin in the second quarter of 2026, driven by explosive growth in the United States.
9 July 2026
SK Securities forecasts a supply crunch in circuit foil by 2027, giving Lotte Energy Materials an 87% upside from its battered share price.
9 July 2026
Daishin Securities sees Samsung Heavy Industries entering a sharp revenue-growth phase, backed by a full order book through 2029 and emerging opportunities in floating LNG and offshore data centres.
9 July 2026
Strong iPhone 17 sales and surging demand for premium camera modules are set to drive LG Innotek to a record quarterly revenue, far exceeding market expectations.
9 July 2026
BTS's world tour, booming merchandise sales, and high-margin album formats are expected to drive record quarterly results at the K-pop giant.
8 July 2026
Yuanta Securities projects strong second-quarter results for the South Korean printed circuit board maker, driven by a richer product mix and rising average selling prices across its memory and FC-BGA divisions.
8 July 2026
A dual upcycle in MLCCs and advanced packaging substrates underpins a bullish case for Samsung Electro-Mechanics, with analysts forecasting 70% upside from current levels.
8 July 2026
Daeshin Securities forecasts Samsung's second-quarter 2026 operating profit at 89.4 trillion won, driven by surging memory semiconductor sales despite a heavy bonus accrual charge.
8 July 2026
A surge in daily trading volumes and a growing share of foreign investor business are pushing Korea Investment Holdings towards annual operating profit of 3.3 trillion won, even as weaker trading gains and a quieter deal calendar temper the second quarter.
8 July 2026
Weak utilisation rates in North American EV pouch batteries and ramp-up costs at new energy-storage facilities have prompted a sharp downgrade to LG Energy Solution's earnings outlook, even as analysts see the worst behind it.
8 July 2026
Surging demand for AI server components is driving extraordinary profit growth at Samsung Electro-Mechanics, with analysts forecasting record operating earnings through 2028.
7 July 2026
Rising raw material costs and persistent losses in battery materials are expected to weigh on POSCO Holdings' second-quarter earnings, though analysts remain bullish on the steelmaker's longer-term prospects.
7 July 2026
A sharp rise in foreign ownership and accelerating next-generation tobacco sales have prompted Kyobo Securities to lift its target price for KT&G by 32%, benchmarking the South Korean tobacco giant against Philip Morris International.
7 July 2026
Strong domestic growth, rising capacity utilisation, and promising re-orders from global luxury brands underpin a bullish outlook for Korea's leading cosmetics contract manufacturer.
7 July 2026
The South Korean electronics components maker has launched production of self-driving car parts at its Vietnamese factory, trading at a steep discount to domestic peers.
7 July 2026
Mirae Asset Securities sees KB Financial's second-quarter profit beating consensus by 12.5%, buoyed by surging brokerage revenues and a robust shareholder return programme.
7 July 2026
A brokerage's debut coverage argues that Gamsung Corporation's nascent China expansion is wholly unpriced by the market, offering investors a 33% upside from current levels.
7 July 2026
A leading Korean brokerage sees Hugel's second-quarter revenues and operating profit coming in above consensus, driven by strong botulinum toxin exports and an accelerating push into the American market.
7 July 2026
Surging demand for AI data-centre infrastructure is transforming Gaon Cable from a domestic also-ran into a high-margin North American power supplier.
7 July 2026
Strong electric vehicle sales and improving regional diversification underpin Kia's first earnings recovery in six quarters.
6 July 2026
The South Korean brokerage sees more than 80% upside in Samsung Electronics, driven by a memory-market surge and aggressive shareholder returns.
6 July 2026
A surge in AI-driven demand for multilayer ceramic capacitors is squeezing global supply, prompting Mirae Asset to forecast a near-doubling of Samsung Electro-Mechanics' operating profit in 2026.
6 July 2026
A major submarine contract with Canada could add roughly ₩8 trillion in value to Hanwha Ocean, even as the shipbuilder's core earnings improve steadily.
6 July 2026
A sector-wide valuation de-rating, driven by investors rotating into semiconductors, has prompted Kiwoom Securities to lower its price target for JYP Entertainment, even as it retains a buy recommendation on the K-pop agency.
6 July 2026
A spike in bunker fuel prices triggered by Middle Eastern conflict is set to weigh heavily on Hyundai Glovis's shipping division, though analysts expect a sharp recovery from the third quarter onwards.
6 July 2026
A brokerage analysis argues that the Korean optical components maker is turning a corner, driven by expanding actuator sales, automated production lines, and a thinning competitive field in optical filters.
6 July 2026
South Korea's leading biosimilar maker Celltrion delivered a sharp acceleration in earnings, driven by a richer product mix and surging sales of newer treatments.
6 July 2026
Buoyed by stronger-than-expected trading profits and a government push to revitalise the KOSDAQ, Kiwoom Securities looks increasingly attractive to analysts.
3 July 2026
As South Korea's benchmark index suffered its sharpest fall in years, bank stocks bucked the trend — and analysts say the sector's attractions go beyond mere safe-haven appeal.
3 July 2026
A sharp sell-off in Samsung Electronics has dragged Samsung C&T's share price down more than its underlying assets warrant, creating what analysts see as a compelling entry point.
3 July 2026
Surging DRAM and NAND prices are driving South Korea's iM Securities to sharply upgrade its earnings outlook for Samsung Electronics, projecting a record-breaking return on equity that would eclipse anything seen in the past three decades.
3 July 2026
Despite slashing its target price by over a fifth to reflect a broad KOSDAQ de-rating, IBK Securities sees nearly 100% upside in BHI on the back of surging revenues from power and nuclear auxiliary equipment projects.
3 July 2026
A South Korean brokerage expects LG Innotek to deliver a second-quarter earnings surprise more than 30% above market consensus, driven by a turnaround in its optics division and surging demand for high-value AI substrates.
2 July 2026
Soaring AI-driven demand for memory chips has prompted Yuanta Securities to raise its target price for SK Square—the investment holding arm of South Korea's SK Group—from 840,000 won to 2.1m won.
2 July 2026
With export growth running at roughly 40% and a favourable currency tailwind offsetting rising marketing costs, Samyang Foods looks attractively valued after a recent share-price retreat.
2 July 2026
Hana Securities forecasts a 24% revenue surge for the South Korean cosmetics manufacturer, yet its shares trade at just 11 times forward earnings — a valuation analysts call deeply undervalued.
2 July 2026
The South Korean cathode-material maker's heavily discounted share offering has rattled investors, with its stock falling 20% in after-hours trading and analysts warning that a stretched valuation leaves little room for disappointment.
1 July 2026
KB Financial's diversified non-banking portfolio is expected to drive a historic second-quarter result, with analysts urging investors to buy aggressively.
1 July 2026
Rising foreign visitor numbers are lifting results at the operator of Seoul's largest hotel complex, yet its share price has halved from this year's peak.
1 July 2026
A landmark contract with what analysts believe is a cloud computing giant signals a dramatic surge in demand for advanced components driven by the AI server boom.
1 July 2026
Strong sales of newly released title Subnautica 2 and resilient mobile revenues are expected to push Krafton's second-quarter results well above market expectations.
30 June 2026
A luxury-focused renovation of Shinsegae's flagship store and a sharp recovery in its duty-free business are driving earnings well above market expectations.
30 June 2026
European market gains and an emerging electric-vehicle tyre replacement cycle underpin a bullish upgrade for South Korea's largest tyremaker.
30 June 2026
Samsung Securities forecasts the South Korean battery-recycling firm will swing back to quarterly operating profit in the second quarter of 2025, driven by rising black mass volumes from Europe and higher lithium and nickel prices.
30 June 2026
Despite trimming its target price to reflect modest earnings softness ahead, the broker sees nearly 91% upside potential and argues that faster dry-dock turnarounds and a new class of gas carrier could trigger a rerating.
30 June 2026
South Korean beauty brand Dalba Global looks set to exceed its annual guidance of 700 billion won in revenue and a 21% operating margin, driven by B2B expansion and surging TikTok Shop sales.
30 June 2026
Despite a brief union strike and a weak share price, Samsung Biologics is on track to meet its full-year growth targets as new capacity comes on stream in the second half.
29 June 2026
IBK Investment Securities maintains its buy rating on Samsung E&A, projecting semiconductor-related orders could double official guidance as Samsung Electronics resumes its investment cycle.
29 June 2026
Mandatory treasury-share cancellations, tighter dual-listing rules and fairer merger valuations are converging to close the discount between CJ and its crown jewel, CJ Olive Young.
29 June 2026
A South Korean fabless chipmaker specialising in augmented-reality display drivers is entering a phase of rapid revenue growth, with sales forecast to more than triple by 2026.
26 June 2026
Orion is making a 125 billion won follow-on investment in LegaChem Biosciences to defend its existing stake as part of a broader 500 billion won fundraising round.
26 June 2026
A sharply upgraded earnings outlook, driven by stronger DRAM pricing and the growing dominance of next-generation HBM chips, underpins a bullish new valuation for the South Korean memory giant.
26 June 2026
The AI and dark-web intelligence firm has impressive technology credentials and growing international contracts, but mounting losses and a stalled product line raise questions about whether it can turn promise into profit.
26 June 2026
Despite recent share-price volatility, Daishin Securities sees no reason to waver on Samsung Electronics, forecasting sharply rising memory chip prices and stronger shareholder returns ahead.
26 June 2026
A brokerage upgrade highlights a widening gap between Hyundai GF Holdings' surging net asset value and its near-stagnant share price, suggesting significant upside remains on the table.
26 June 2026
A confluence of six factors—from renewed Federal Reserve tightening fears to a liquidity drain towards AI stocks—sent precious metals and cryptocurrencies sharply lower on 24th June.
25 June 2026
Korean brokerage stocks have been sliding since early May, but valuations are now approaching levels that suggest the sell-off is nearly exhausted.
25 June 2026
A South Korean brokerage forecasts far steeper price rises for DRAM and NAND chips than consensus estimates, driven by persistent supply shortages that it expects to last well into the decade.
25 June 2026
South Korea's shipbuilder has the strongest order prospects among domestic rivals for floating data centres, underpinned by proven deep-water technology and a growing pipeline of big-tech enquiries.
25 June 2026
SK Hynix's debut on the Nasdaq — via American depositary receipts — could open the door to inclusion in the Philadelphia Semiconductor Index and reflects growing bullishness on the memory chipmaker's high-bandwidth memory business.
25 June 2026
Mirae Asset Securities maintains its bullish stance on Samsung Electronics, arguing that rising memory chip prices and full production capacity could drive earnings well above market expectations.
25 June 2026
The South Korean chipmaker's dual listing could unlock a valuation re-rating by placing it in direct comparison with America's Micron Technology.
25 June 2026
A South Korean brokerage sees nearly 90% upside in Seobu T&D, a property developer and hotel operator, driven by a tourism boom and two major urban redevelopment projects due for completion by 2030.
25 June 2026
A yard tour by analysts reveals that Samsung Heavy Industries is positioning floating data centres and liquefied natural gas vessels as twin engines of a structural earnings re-rating.
25 June 2026
Despite more forceful government measures to tackle chronically undervalued Korean stocks, the targeted companies have fared far worse than during the initial reform push two years ago.
24 June 2026
A robotics pivot, anchored by Boston Dynamics actuator production, is prompting Hanwha Investment Securities to see nearly 60% upside in the South Korean auto-parts maker.
24 June 2026
A surge in camera-module profits from Apple's premium iPhone line is driving a dramatic rerating of LG Innotek, with one brokerage lifting its price target by 60%.
24 June 2026
Despite a sharp rise in jet fuel costs, robust cargo revenues and the approaching merger with Asiana Airlines are prompting a more bullish outlook on Korea's flag carrier.
23 June 2026
South Korea's leading laser-equipment maker is set to benefit from chiplet adoption in AI semiconductors, rising demand for laser annealing tools, and growing sales of cutting equipment for high-bandwidth memory.
23 June 2026
Backed by a validated siRNA drug platform and a landmark licensing deal with Eli Lilly, South Korean biotech OliX is pushing into obesity treatment and cosmetic applications, with a path to profitability now in sight.
23 June 2026
The South Korean office-software maker is betting that its vast base of document-data customers can be converted into subscribers of an AI-powered operating platform — and early numbers suggest the bet may pay off.
23 June 2026
A dramatic revaluation by Hanwha Investment Securities argues that SK Hynix is trading at an unjustifiable discount to global semiconductor peers, with 55% upside on offer.
22 June 2026
A South Korean industrial cable manufacturer is quietly shifting from low-margin marine cables towards high-margin speciality products, with the full earnings impact expected to materialise by 2027.
22 June 2026
Surging power-cable order books, copper price tailwinds, and regulatory reforms that should shrink a persistent holding-company discount make LS one of South Korea's more compelling industrial plays.
22 June 2026
A South Korean brokerage has sharply upgraded its outlook for Samsung Electronics, forecasting a record return on equity in 2026 on the back of a sustained memory-chip boom.
22 June 2026
A sharply narrowed valuation discount to global peer Philip Morris International, surging overseas cigarette sales, and an aggressive shareholder-return programme are driving a re-rating of South Korea's dominant tobacco group.
19 June 2026
A faster-than-expected fall in jet fuel prices and a confirmed merger date with Asiana Airlines have prompted iM Securities to lift its target price for Korean Air by nearly 18%.
19 June 2026
A surge in South-East Asian data-centre investment and a richer product mix are expected to lift margins at the Vietnamese cable maker.
19 June 2026
Kiwoom Securities projects that LS Materials will swing back to operating profit next year, driven by widening applications for its ultracapacitor technology in power grids and AI data centres.
19 June 2026
Hana Securities upgrades its Samsung Electronics price target, citing surging LPDDR memory prices driven by AI demand that more than offset bonus provisions and weakness in Chinese smartphone orders.
18 June 2026
Hanwha Investment Securities lifts its Kia target price by 45,000 won, citing a KOSPI valuation premium, accelerating eco-friendly vehicle sales, and emerging robotics momentum.
18 June 2026
Daeshin Securities maintains a Buy rating on Shinsegae with a 1 million won target price, citing surging foreign visitor sales and an imminent revaluation of the retailer's corporate worth.
18 June 2026
DS Investment Securities forecasts a second-half memory market rebound driven by surging HBM prices, tightening conventional DRAM supply, and explosive AI-related demand.
17 June 2026
IBK Investment Securities has sharply revised up its target price for Samsung C&T, citing a revaluation of the conglomerate's equity holdings and an expanded shareholder-return policy.
17 June 2026
Naver is exploring up to $50 billion in financing for a 1GW AI data centre expansion, using an asset-light structure that separates ownership from operations.
17 June 2026
Hana Securities forecasts a 39% rise in combined 2026 operating profit for Lotte Shopping, Shinsegae, and Hyundai Department Store, with structural reforms accounting for ten percentage points of that gain.
17 June 2026
A new joint venture between LIG Nex1's subsidiary LIG D&A and Germany's Rheinmetall could unlock a market worth up to 160 trillion won in European and NATO air-defence contracts.
17 June 2026
Eugene Investment & Securities forecasts Tesla's global EV sales will grow 8% this year, upgrading Korean battery stocks to Overweight as supply and regulatory tailwinds converge.
16 June 2026
Yuanta Securities sharply upgrades its Hyundai Mobis target price, reframing the auto-parts maker as a tier-one hardware platform supplier for the global humanoid robotics industry.
16 June 2026
Daeshin Securities opens coverage on LG Corp with a target price of 110,000 won, arguing its rock-bottom price-to-book ratio and robust net cash position make it a prime beneficiary of Korea's corporate value-up push.
16 June 2026
Daishin Securities initiates coverage of CJ with a Buy rating, arguing that tightened dual-listing regulations will channel the full value of unlisted subsidiary CJ Olive Young directly to the holding company.
15 June 2026
Daishin Securities argues that tightening dual-listing rules, valuation-reform pressure, and proposed inheritance-tax changes will meaningfully narrow the deep NAV discounts at which Korean holding companies trade.
15 June 2026
Mirae Asset Securities argues Samsung Electronics' full-stack memory manufacturing capabilities justify a premium rerating, with 70.5% upside to its unchanged 550,000-won target.
15 June 2026
Surging foreign tourist spending, buoyed by K-culture and a weak won, is driving a sharp earnings upgrade and valuation re-rating at South Korea's leading department store group.
15 June 2026
Kiwoom Securities reaffirms Shift Up as its top gaming-sector pick, holding a 65,000-won target price despite a current share price roughly half that level.
15 June 2026
SK Securities argues that AI's insatiable demand for memory has structurally elevated the sector's industrial standing, yet Samsung and SK Hynix remain the cheapest bottleneck assets in the AI value chain.
15 June 2026
iM Securities reiterates a Buy on Koh Young, citing accelerating inspection demand from space manufacturing, next-generation memory modules, and medical robotics.
15 June 2026
Foreign medical-tourism expenditure in Korea has hit an all-time high, yet share valuations of leading aesthetic-medicine companies sit at historical lows.
15 June 2026
Surging sales of global luxury brands and a favourable base effect drove Shinsegae International's first-quarter operating profit up more than fivefold, beating market expectations.
15 June 2026
South Korean bearing-components maker NVR Motion swung to an operating loss in the first quarter of FY2026 as one-off costs from a production facility overhaul temporarily weighed on earnings.
15 June 2026
Mirae Asset Securities says AI security-camera maker Trueen is reshaping its business mix via international markets and consumer channels, even as seasonal factors weigh on near-term earnings.
15 June 2026