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[KOSPI Story] LS (006260) Proves Power Cable Competitiveness with 140 Billion Won Singapore Order; Outlook on KOSPI Large-cap Supply-Demand Dynamics Amid 15-Year Super Cycle
LS (006260) secured a 140B KRW ultra-high voltage power grid order in Singapore. Backed by a 7T KRW backlog and a 15-year global power infrastructure super cycle, LS enters a major earnings quantum jump phase.
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POSCO Holdings (005490) Under KRW 1,527 Exchange Rate: Assessing Dual Pressures of Global Steel Oversupply and Earnings Improvement Scenarios for Lithium and Secondary Battery Subsidiaries
POSCO Holdings (005490) faces pressures from global steel oversupply and high exchange rates, but non-steel subsidiaries like lithium and battery materials are emerging as key supports, driving a turnaround and long-term valuation growth.
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[KOSPI Story] Joy and Sorrow Cross for Samsung Electronics (005930) Eyeing '530,000-Won' Amid Stable Exchange Rate of 1,512 Won, and Hyundai Motor (005380) Facing 'Triple Decline'
On June 17, 2026, the USD/KRW stabilized to 1,512.10 won. Samsung Electronics rose to 346,500 won (+1.02%) on target price hikes, while Hyundai Motor fell to 619,000 won (-3.28%) on triple decline indicators and labor risks.
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[KOSPI Story] Doosan Enerbility (034020) Analysis of Czech Nuclear Power Plant Contract Expectations and June Stock Price Outlook
Amid surging global energy security and eco-friendly power demand, Doosan Enerbility is emerging as a key market leader in June, driven by Czech contract expectations and large-scale Middle East orders.
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[KOSPI Story] Examining KB Financial Group's (105560) Record Treasury Stock Cancellation and Scenario to Exceed 55% Shareholder Return Amid 1,519 KRW Exchange Rate
KB Financial Group (105560) posted a record Q1 2026 net profit of KRW 1.8924 trillion and is canceling 3.8% of its treasury shares. Its annual shareholder return rate is expected to surpass 55% despite high exchange rate risks.
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[KOSPI Story] KEPCO (015760) Introduces June Electricity Rate Restructuring, Eyeing Escape from Deficit
KEPCO (015760) launched a seasonal and time-of-use electricity rate restructuring on June 1, 2026. The move aims to cut power purchase costs and improve KEPCO's financial health amid high interest expenses from its 205T won debt.