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[KOSPI Story] 'CET1 Solid at 13.6% & 250 Billion KRW Q4 Buyback Loaded': Shinhan Financial Group (055550) Drives Value-up Through Shareholder Returns Amid Non-Interest Volatility
Shinhan Financial Group's Q3 2026 net profit is estimated at 1.61T–1.70T KRW amid securities weakness, but CET1 is projected to improve to ~13.6%, rai...
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[KOSPI Story] 'Full-scale High-Price VLAC Deliveries and Expanding Q4 Operating Profit' HD Hyundai Heavy Industries (329180), Eco-Friendly Gas Carrier Mix Improvement Scenario
HD Hyundai Heavy Industries has worked through its low priced backlogs and entered a high margin delivery phase led by VLACs and LNG carriers, paving ...
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[KOSPI Story] 'AI Search Shift & Q3 Ad Defense': NAVER (035420), Search Platform Upgrades and the Depreciation Horizon
NAVER's Search Platform defends performance with generative AI search and ADVoost targeting. While Q3 operating profit faces depreciation costs from G...
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[KOSPI Story] 'The Era of 50% Shareholder Returns and RWA Control' KB Financial Group (105560): Countdown to Q3 Earnings and Excess Capital Return Formula Analysis
KB Financial Group 105560 is drawing market focus ahead of its Q3 earnings, reactivating its CET1 based shareholder return framework. Key attention ce...
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[KOSPI Story] 'D-2 to Oct 8 Preliminary Earnings and the 100 Trillion Won Watershed': Samsung Electronics (005930), Checking Memory Dominance and Lowered Expectations Amid FX Variables
Ahead of Samsung Electronics' Q3 2026 preliminary earnings on Oct 8, crossing KRW 100T in operating profit is a key watershed for the KOSPI amid lower...
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'Unrivaled HBM3E Dominance and Q3 Earnings Level-Up' SK hynix (000660), 12-Layer Shipments in Full Swing and the AI Memory Ultra-Gap Scenario
SK hynix reinforces AI memory leadership by kicking off mass production of world first 12 layer HBM3E. Strong high value mix and tech moat support hig...