코스피 이야기
Quickly browse recent reports in the selected category.
-
[KOSPI Story] 'AI Power Surge and K-Nuclear Export Roadmap' Doosan Enerbility (034020): Czech Final Contract Execution Stage and Proprietary Gas Turbine Diversification Strategy
Doosan Enerbility is solidifying its European foothold via the Czech Dukovany 5 6 nuclear project while securing consecutive proprietary 380MW gas tur...
-
[KOSPI Story] '90% PBM Coverage and KRW 99.5B in 1H': Celltrion (068270), Expansion of Zymfentra Prescriptions and the Valuation Rerating Scenario as a Novel Drug
Celltrion secures over 90% U.S. PBM coverage for Zymfentra, with 1H sales surging 176.4% to KRW 99.5B. Amid broader market volatility, robust export m...
-
[KOSPI Story] '30% CTR & 3x Conversion Rate' NAVER (035420): Launch of AI Briefing and Scenarios for a 2H Search Platform Ad Turnaround
NAVER 035420 deploys generative AI 'AI Briefing' to boost its ad business, delivering a 30% jump in CTR and 3x conversion rates. With Q2 2026 sales hi...
-
[KOSPI Story] ‘Georgia 500K-Unit Expansion & Mixed Production’: Hyundai Motor (005380) Navigates the EV Chasm with a North American Hybrid Surge
Hyundai Motor is boosting US operations at HMGMA Georgia, adopting mixed EV/HEV production and targeting a 500K unit capacity. This strategy aims to b...
-
[KOSPI Story] '$250M per Vessel and KRW 1.6T Quarterly Profit': HD Korea Shipbuilding & Offshore Engineering (009540) Cements Profitability Amid Newbuilding Price Rally
HD Korea Shipbuilding & Offshore Engineering 009540 delivered KRW 1.6T in Q2 operating profit on high margin LNG carrier deliveries and firm newbuildi...
-
[KOSPI Story] '$8.5B Backlog and 765kV Supply Chain' HD Hyundai Electric (267260), North American EHV Transformer Shortage and Mid-to-Long-Term Earnings Scenarios
HD Hyundai Electric's North American order backlog surpassed $8.5B amid an unprecedented EHV transformer shortage driven by grid replacement and AI da...