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[KOSPI Story] Hanwha Aerospace (012450) Surpasses KRW 118 Trillion Order Backlog: Examining Second-Half Loaded Export Momentum and Global Shortlist Scenarios
Hanwha Aerospace secured a record high consolidated backlog of KRW 118T. While targeting a KRW 1T quarterly profit by Q2 2026, we check the second hal...
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Samyang Foods (003230): Launch of 'Jjareureu' Leveraging 'Beef Tallow Heritage' and Review of Second-Half Earnings Momentum Scenarios
Samyang Foods 003230 , rewriting K food history globally with Buldak, targets the domestic market with new premium Jajang ramen 'Jjareureu' and gears ...
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[KOSPI Story] Era of 1,500 KRW/USD Hyper-Exchange Rate: Checking the Profit Maximization Scenario of HD Hyundai Heavy Industries (329180) Reaching a Record-High 'Real Ship Price'
As the KRW/USD exchange rate settles in the 1,500s, Korea's June exports surpassed $100 billion for the first time. Combined with rising ship prices a...
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[KOSPI Story] SK Hynix (000660) Secures Nasdaq Ticket: Checking the $29B ADR Listing and HBM4 Shipment Scenario
SK Hynix, the dominant leader in the AI semiconductor market, is passing through a historic turning point, ahead of both record breaking Q2 earnings a...
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[KOSPI Story] POSCO Holdings (005490) Pulls Out 3.6 Trillion Won Subsidiary Stake Sale Card: Reviewing 'Triple-Core' Lithium & Energy Transformation Scenario
POSCO Group announced its 'Triple Core' strategy to pivot from steel toward lithium and energy resources. It plans to invest 29.1 trillion won over 3 ...
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[KOSPI Story] Samsung Electronics (005930) Recovers from 72.6T Won Foreign Selling and '13-Year Low Ownership' to Eye 85T Won Q2 Earnings Amid Special Bonus Variable
Samsung Electronics faces a supply demand turning point ahead of historic Q2 earnings, overcoming massive mechanical foreign selling of 72.6 trillion ...