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[KOSPI Story] '77% of Target Achieved Early' HD KSOE (009540) Explores Overseas Production Base Expansion Amid KRW 98 Trillion Order Backlog
HD KSOE secured $18.08B in cumulative orders as of late August 2026, reaching 77.6% of its annual target. Backed by a KRW 98T backlog, the shipbuilder...
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[KOSPI Story] '1.5 Trillion Won Buying Storm': The Identity of Other Corporate Bodies, Mega Semiconductor Buybacks, and KOSPI 6,900 Landing Scenario
KOSPI climbed 1.53% to close at 6,912.37, supported by Nvidia's surprise earnings and a massive 1.58 trillion won net purchase by 'other corporate bod...
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[KOSPI Story] HD Hyundai Heavy Industries (329180) Surpasses 1 Trillion Won in Quarterly Profit: 3.5 Years of Order Backlog and H2 Earnings Growth Scenarios
HD Hyundai Heavy Industries 329180 has proven its profitability during the global shipbuilding supercycle, achieving an quarterly operating profit exc...
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[KOSPI Story] 'North American ESS Boom Pierces EV Chasm' LG Energy Solution (373220), Annual Shipment Guidance Adjustment and Portfolio Rebalancing Scenarios
LG Energy Solution is adapting to the temporary slowdown in EV demand by diversifying its portfolio toward the booming North American ESS market and a...
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'Return of 32 Trillion Won Debt Investing': Analyzing the Surge in KOSPI Margin Balances and Short-term Volatility Scenarios
As the KOSPI rebounds, individual margin balances are rapidly approaching 32 trillion won. While short term index recovery is positive, sudden leverag...
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[KOSPI Story] Bank of Korea Stepping on the Tightening Pedal: The Crossroads of a "Back-to-Back Rate Hike" in August and KOSPI Liquidity Scenarios
With the Bank of Korea's Monetary Policy Committee raising the base rate in July, market attention is high on whether it will implement an additional ...