Upcoming spectrum auctions in the United States and South Korea are expected to trigger a major upcycle in telecoms equipment stocks, prompting Hana Securities to recommend aggressive long-term buying of leading Korean vendors.
11 September 2026
A more favourable regulatory environment in the United States and dwindling competition in the wind-tower market have prompted DS Investment Securities to lift its target price for CS Wind by 9%.
11 September 2026
A 1.07 trillion-won capacity expansion into power-generation engines and small modular reactors underscores HD Hyundai Heavy Industries' long-term growth ambitions, yet the market remains sceptical about near-term earnings.
11 September 2026
A confluence of structural tailwinds—rising NAND layer counts, surging HBM demand, and record order backlogs—has prompted IBK Securities to initiate coverage of Korean semiconductor equipment maker TES with a buy rating implying 36% upside.
10 September 2026
A South Korean forging specialist that has reinvented itself three times in two decades is now the only non-Chinese supplier capable of making the giant flanges that next-generation offshore wind turbines will require.
10 September 2026
A sharp recovery in operating profit and an ambitious data-centre expansion could more than double SK Telecom's dividend per share by 2027, argues Hana Securities — though the gap between promise and delivery remains wide.
9 September 2026
DS Investment Securities raises its 2026 and 2027 earnings forecasts for DB HiTek, citing locked-in price increases of at least 15%, surging demand for power semiconductors, and tightening global supply in the eight-inch foundry market.
9 September 2026
A preliminary agreement between Seoul and Washington to build eight large nuclear reactors in the United States could generate up to 24 trillion won in orders for Doosan Enerbility — but the choice of reactor design will determine who wins big.
8 September 2026
A surge in inbound tourism, a luxury-store overhaul and semiconductor bonus spending are poised to more than triple Shinsegae's net profit by 2026—yet its shares trade at a steep discount to Japanese peers.
8 September 2026
A landmark $3.2bn licensing deal with Novartis cements Alteogen's pipeline credentials, but analysts say the market must now shift its gaze from deal-counting to hard cash.
8 September 2026
A diversifying roster of AI chip customers—from AMD to Meta to OpenAI—strengthens SK Hynix's dominant position in high-bandwidth memory and reduces its dependence on any single buyer.
7 September 2026
A bold call from one of South Korea's leading brokerages sees Samsung's semiconductor margins transforming beyond recognition, driven by HBM-led memory price inflation and the insatiable bandwidth appetite of next-generation AI models.
7 September 2026
SK Telecom's split approach to its data centre business—separating legacy infrastructure from new AI capacity—offers significant upside, but the path to revenue visibility remains uncertain.
7 September 2026
A new research report highlights how Shin Daeyang Paper's fully integrated corrugated-board supply chain positions it to benefit from a recovering market, even as the shares remain well below their 52-week peak.
4 September 2026
Wavice, the sole South Korean company to have indigenously developed and mass-produced gallium nitride RF semiconductors across the full value chain, achieved its first-ever annual operating profit in 2025 — only to slip back into the red in the first half of 2026.
4 September 2026
A South Korean broker argues that a semiconductor and display equipment maker is trading at a steep discount to peers, despite record order backlogs and a fortress balance sheet.
3 September 2026
A landmark licensing deal with Novartis, the fourth of its kind this year, has prompted Daishin Securities to lift its target price for Alteogen by nearly 10%, pointing to a potential 50% upside from current levels.
3 September 2026
Daishin Securities forecasts a 144% surge in Samsung Electro-Mechanics' third-quarter operating profit, driven by crippling supply shortages in two critical AI server components.
3 September 2026
A third long-term supply agreement for multilayer ceramic capacitors, this time signed directly with a semiconductor platform designer, signals a structural shift in how the AI server supply chain secures critical components.
2 September 2026
A bullish broker note projects RFHIC's operating profit to multiply more than fiftyfold in three years, driven by defence contracts and a looming supply shortage in telecoms transistors — but the stock's 60% slide from its peak and a string of rapidly revised targets warrant caution.
2 September 2026
A capacity expansion in high-margin continuous transposed conductors could triple TC Materials' monthly output and drive operating profit up 72% in 2027, but a structural flaw in copper-price pass-through remains the key risk to watch.
2 September 2026
A modest battery supply contract between SK On and a small American start-up carries an outsized signal: the structural shift away from Chinese cells in the US energy storage market has passed the point of no return.
1 September 2026
Buoyed by surging overseas sales and a nascent European market, Samyang Foods looks set to more than double its revenues within three years.
26 August 2026
A prolonged Middle East-driven squeeze on global shipping capacity has prompted Daeshin Securities to upgrade HMM and sharply lift its earnings forecasts for South Korea's largest container line.
26 August 2026
Despite slashing its target price by 15%, Daishin Securities argues that fears over Hana Materials' push into silicon anode materials are overblown and that the market is ignoring strong growth in its core semiconductor components business.
26 August 2026
South Korean printed-circuit-board maker Simtech is making the largest single capital investment in its history, banking on surging demand for AI-server memory substrates even as its factories run well below full capacity.
26 August 2026
A bullish initiation rests on three pillars—a potential OEM partnership with a Bain Capital-backed European licensor, Hanwha Engine's unique status as the only listed member of the group's North American power chain, and solid growth in its core marine engine business—but hinges critically on a data-centre order that has yet to materialise.
25 August 2026
Trading at just 3.7 times earnings and half its book value, Korea FT offers a compelling valuation case — though thin analyst coverage and rising execution risks warrant caution.
25 August 2026
A widening gap between market pricing and intrinsic value, combined with mounting cash reserves and a credible case for buybacks, makes HD Korea Shipbuilding an asymmetric long-term bet — if management follows through on shareholder returns.
25 August 2026
A Korean maker of ultra-high-voltage transformers is winning orders from AI data-centre operators as well as traditional utilities, pointing to a structural shift in power-infrastructure demand.
24 August 2026
South Korea's only maker of all three types of precision reducer is riding the robotics wave, but a 330% share-price surge means much of the good news is already in the price.
24 August 2026
Despite record quarterly earnings, Lotte Tour Development's shares have halved from their peak, battered by regulatory fears that analysts at Kiwoom Securities believe the market has substantially overpriced.
24 August 2026
A return to quarterly profit after three years of losses has not been enough to prevent a sharp downward revision in Sungeel HiTech's valuation, as analysts remain cautious about whether the recovery is structural.
21 August 2026
A surge in copper prices has hammered margins at Korea's leading connector maker, yet its rock-bottom valuation and gradual pricing recovery suggest the worst may be priced in.
21 August 2026
A South Korean brokerage sees promise in Intech Plus's doubling order backlog, even as the semiconductor inspection-equipment maker posts its fourth consecutive year of operating losses.
21 August 2026
A landmark clinical success for Moderna's personalised mRNA cancer vaccine has sent its shares soaring and raised hopes for a clutch of South Korean companies positioned along the therapy's supply chain.
21 August 2026
A surge in semiconductor facility investment is pulling Sebo MEC out of a three-year revenue slump, with Kyobo Securities arguing the turnaround is structural rather than cyclical.
20 August 2026
A sharp de-rating driven by shifting investor sentiment—rather than deteriorating fundamentals—has prompted Kyobo Securities to slash its target price for semiconductor testing specialist Doosan Tesna by nearly 30%, even as it retains a buy recommendation on the stock.
20 August 2026
A landmark share cancellation by SK Hynix signals a dramatic shift in South Korean corporate culture towards shareholder returns, but the bounty depends heavily on a semiconductor boom that may not last.
20 August 2026
As long-term government bond yields in the United States and Japan hit multi-decade highs in tandem, analysts warn that a repatriation of Japanese capital could amplify instability across global debt markets.
19 August 2026
A revaluation of CJ's prized unlisted beauty retail subsidiary drives a higher price target, even as the parent group's earnings disappoint.
19 August 2026
Strong second-quarter results and a broadening hyperscaler client base support the bull case for the Korean PCB maker, though heavy customer concentration and competitive pressures deserve scrutiny.
19 August 2026
A research report from the Korea Investor Relations Service argues that Olix Pharmaceuticals is evolving from a single-pipeline biotech into a multi-target RNAi platform company, projecting revenues to nearly triple by 2026.
19 August 2026
South Korean semiconductor equipment and materials firms have seen order backlogs surge to all-time highs, prompting SK Securities to identify this as the key catalyst for a stock-price recovery in the second half of 2025.
18 August 2026
A surge in Chinese tourists diverted from Japan is filling rooms at Seobu T&D's flagship Seoul hotel, driving record operating profits — but the rally rests on fragile geopolitical foundations.
18 August 2026
A new research report forecasts steady earnings growth for Deokyang Energen, but warns that the benefits of its flagship joint venture will take years to flow through to the bottom line.
14 August 2026
Strong second-quarter revenues and rising container rates have prompted South Korea's Mirae Asset Securities to lift its target price for HMM, though surging costs and the spectre of oversupply temper the bullish case.
14 August 2026
A doubling of new orders in the second quarter and a strong correlation between TES's backlog and its share price underpin SK Securities's bullish case, though valuation and execution risks remain.
14 August 2026
A structural shift in how AI computing assets are valued points to a longer and more lucrative earnings cycle for memory chipmakers Samsung Electronics and SK Hynix.
13 August 2026
Surging demand for energy storage in North America, amplified by AI data-centre investment and strategic retreats from electric-vehicle ventures, is reshaping the fortunes of South Korea's battery giants.
13 August 2026
Record quarterly earnings and a strengthening order book from global multinationals prompt SK Securities to lift its price target on South Korea's leading cosmetics contract manufacturer by 21%.
13 August 2026
A South Korean maker of semiconductor equipment components has posted its strongest-ever quarterly results, driven by surging demand for nitrogen-purge systems and a favourable exchange rate—with further growth anticipated through 2027.
13 August 2026
Yuanta Securities identifies three Korean electronics suppliers as structural beneficiaries of the AI infrastructure buildout, pointing to surging profits, tightening MLCC supply, and long-term agreements with big-tech customers as evidence that the cycle has further to run.
12 August 2026
SK Telecom's second-quarter operating profit surged 67% as its AI data-centre business more than doubled, but the telecom giant's ambitious ₩7trn hyperscale investment raises questions about funding and the long road to meaningful returns.
12 August 2026
IBK Investment & Securities reaffirms a bullish target price on South Korea's leading department store operator after a blowout quarter, yet the stock trades at a 45% discount to that target—suggesting the market remains sceptical.
12 August 2026
A South Korean brokerage sees SK Hynix shares as deeply oversold, pointing to extraordinary profit growth fuelled by insatiable demand for high-bandwidth memory.
11 August 2026
South Korean PCB maker Simtech is riding a server-driven upcycle that analysts argue is fundamentally different from the boom-bust patterns of the past.
11 August 2026
A reassessment of how long-established K-pop acts continue to drive merchandise revenues well beyond their commercial peak offers a compelling, if underappreciated, investment case for SM Entertainment.
10 August 2026
A stronger-than-expected second quarter, thinning domestic competition in the American wind-tower market, and a valuation well below global peers make CS Wind an increasingly compelling case—if it can wean itself off policy subsidies.
10 August 2026
A war-driven supply shock handed Kumho Petrochemical a blockbuster second quarter, but analysts warn the windfall will evaporate almost as quickly as it arrived.
10 August 2026
A new brokerage report argues that AI data centres and semiconductor fab expansions will drive South Korean demand for energy-storage systems to at least 7GWh a year over the next decade, benefiting LG Energy Solution, Samsung SDI, and Hanjung ENCIS.
7 August 2026
A South Korean brokerage upgrades the battery-materials maker as its lithium iron phosphate cathode business begins to scale, though heavy debt and recurring inventory losses remain risks to watch.
7 August 2026
Simultaneous disruptions to global detergent feedstocks LAB and NP, caused by the Middle East conflict, are squeezing supply chains worldwide — and vertically integrated Isu Chemical may be the clearest beneficiary.
7 August 2026
Record casino drop figures signal that Paradise Co. has finally broken free of the structural damage wrought by the THAAD diplomatic crisis and the pandemic — yet its shares trade at a stark discount to book value.
6 August 2026
The South Korean cosmetics company APR has more than doubled its full-year revenue target after posting blockbuster second-quarter results, with North America and Europe driving extraordinary growth.
6 August 2026
A brokerage report argues that two South Korean semiconductor packaging-materials suppliers enjoy near-dominant positions in the Chinese market and stand to gain handsomely as CXMT, China's leading memory chipmaker, expands capacity following its IPO.
5 August 2026
Strong margins and promising overseas growth cannot fully offset a worrying decline in paid subscribers to DearU's Bubble fan-messaging platform.
5 August 2026
SK Securities maintains its buy rating and 300,000-won target price on POSCO Future M, arguing the battery materials maker holds a rare dual advantage in both cathode and anode supply just as demand for LFP chemistry is set to accelerate.
5 August 2026
A massive write-down tied to the sale of its Chinese operations has left SK IE Technology trading well below book value, with its recovery hinging entirely on new orders that have yet to materialise.
4 August 2026
Structural tightness in refined-product markets, not a temporary spike, underpins the bullish case for South Korea's S-Oil, even as risks from oil-price volatility and weak petrochemicals linger.
4 August 2026
A South Korean brokerage predicts Samsung SDI will turn profitable on a core operating basis in the third quarter of 2026, stripping away one-off tariff refunds and government subsidies that flattered second-quarter results.
3 August 2026
A sharp earnings miss forecast for the third quarter and mounting debt weigh on LG Chem's near-term outlook, yet a revival in its advanced materials division offers a longer-term case for optimism.
3 August 2026
A collapse in American energy-storage orders and European carmakers' deepening reliance on Chinese battery suppliers have forced a dramatic reassessment of one of South Korea's leading cathode-material makers.
3 August 2026
A packaging and assembly capacity crunch in its energy storage business dragged LG Energy Solution's second-quarter operating profit nearly 40% below consensus, even as its electric vehicle and small-battery units held up well.
31 July 2026
A better-than-expected second quarter, driven by battery-materials and trading subsidiaries, offers a glimmer of structural improvement at POSCO Holdings, but weak steel markets and fragile lithium prices continue to weigh on the outlook.
31 July 2026
iM Securities reiterates a buy rating on SK Innovation, arguing that overlapping conflicts in Ukraine and the Middle East have created a structurally tighter refining market that should sustain elevated earnings even as second-half profits ease.
31 July 2026
A strong second-quarter earnings beat, driven largely by a one-off tariff refund, has done little to shield Samsung SDI from a sweeping devaluation of battery stocks globally.
31 July 2026
A blowout second quarter, with operating margins hitting 16.4%, confirms that the South Korean shipbuilder is now reaping the rewards of the 2024 orderbook bonanza — but the share price tells a more cautious story.
30 July 2026
HD Korea Shipbuilding & Offshore Engineering's surging margins and record order backlog suggest its profit recovery is structural rather than cyclical, yet the share price still trades well below its 52-week high.
30 July 2026
Despite slashing its target price by a third amid a global sector de-rating, Kiwoom Securities argues that Haesung DS's surging profits and near-doubling upside make the stock too cheap to ignore.
30 July 2026
Strong operating results from PUBG were overshadowed by a large one-off settlement charge that tipped Krafton into a net loss, prompting analysts to revise down earnings forecasts and trim their valuation target.
30 July 2026
SK Hynix fell short of market expectations in the second quarter of 2026, but near-record margins, surging HBM demand, and rock-bottom valuations have prompted Kiwoom Securities to raise its rating and flag 57% upside.
30 July 2026
A surge in quarterly operating profit, a doubling of Malaysian polysilicon capacity, and take-or-pay contracts with American buyers have prompted Samsung Securities to upgrade its outlook on OCI Holdings—though execution risk lingers.
30 July 2026
A global BTS tour and simultaneous activity across multiple artist rosters powered Hybe to blowout second-quarter results, but heavy dependence on a single act clouds the outlook beyond 2026.
29 July 2026
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