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Samsung Biologics: The Eight-Year Plan Costs Less Per Year Than It Already Earns

Samsung Biologics Co., Ltd. laid out a ₩15.4tn investment plan running to 2034 this week, and the shares fell 2% on September 4 to ₩1,447,000, a ₩67 trillion market cap.

kstock researchToday, 11:02 AM207940CDMO
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SK Square: The Rally Moved The Price, Not The Discount

SK Square Co., Ltd. rose 6.12% to ₩1,041,000 on September 4, crossing ₩1 million for the first time, as SK hynix gained about 4% on the same day.

kstock researchToday, 11:00 AM402340Holding discount
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SK Inc.: The Market Is Paying For SK Square And Nothing Else

SK Inc. rose 5.14% to ₩573,000 on September 4, part of a broad holding-company rally, taking its market capitalisation to ₩41.5 trillion.

kstock researchToday, 10:59 AM034730Holding discount
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Celltrion: Receivables Are Growing Faster Than The Sales They Come From

Celltrion, Inc. reported second-quarter revenue of ₩1,393.7bn, up 45% year on year, and operating income of ₩451.8bn, a 32.4% margin, both records for a second quarter.

kstock researchToday, 10:57 AM068270Biosimilars
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NAVER: One Gigawatt Is A Meeting, 200 Megawatts Is The Filing

NAVER Corporation rose 2.89% to ₩213,500 on September 4 after announcing that founder Lee Hae-jin met Brookfield chairman Bruce Flatt the day before to discuss a 1-gigawatt AI factory.

kstock researchToday, 10:56 AM035420AI infrastructure
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LG Energy Solution: Four Quarters Of Growth, And The Core Still Loses Money

LG Energy Solution, Ltd. has grown revenue for four straight quarters, from ₩5.57tn in Q2 2025 to ₩7.56tn in Q2 2026, a 35.8% year-on-year gain.

kstock researchToday, 10:54 AM373220Batteries
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Samsung Electronics: Priced Like A Peak On Book, Like A Trough On Earnings

Samsung Electronics Co., Ltd. closed at ₩255,500 on September 4, a market capitalisation of ₩1,493.7 trillion against ₩579.3tn of book equity, about 2.6 times book.

kstock researchToday, 10:53 AM005930Valuation
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Hanwha Aerospace: The Backlog Alone Covers Most Of The Market Cap

Hanwha Aerospace Co., Ltd. reported an order backlog of about ₩38.3tn in its ground-defense segment at the end of June, with exports making up 75% of it.

kstock researchToday, 10:52 AM012450Defense
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HD Hyundai: Friday's Surge Was A Holding-Company Trade, Not A Shipbuilding Trade

HD Hyundai Co., Ltd. closed at ₩240,500 on September 4, up 12.65% in one day, the largest gain among Korean large caps and far ahead of its own shipyards.

kstock researchToday, 10:50 AM267250Holding company
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Hyundai Motor: A Steel Mill Is The Cheapest Tariff Insurance It Could Buy

Hyundai Motor Co. and its affiliates broke ground on September 4 on a $5.8bn electric-arc steel mill in Donaldsonville, Louisiana, due to make 2.7 million tons a year from 2029.

kstock researchToday, 10:49 AM005380Tariffs
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KB Financial: The Book-Value Premium Is A Capital-Rule Premium

KB Financial Group Inc. fell 3.32% to ₩172,000 on September 4 while the KOSPI rose, leaving its ₩61 trillion market cap almost exactly level with ₩62.7tn of reported equity.

kstock researchToday, 10:48 AM105560Banks
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Hanmi Semiconductor: The Record Quarter Hasn't Been Collected Yet

Hanmi Semiconductor Co., Ltd. rose 9.26% to ₩230,000 on September 4, its first strong day after three sessions of declines and the SK hynix HBM4 delivery deadline of September 2.

kstock researchToday, 10:47 AM042700HBM
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Silicon2: Starlink's ₩300bn Capital Backs Growth But Raises Terms Risk

Silicon2 Co., Ltd. is scaling with the K-beauty export wave, while a new preferred-share investor will fund further global infrastructure.

kstock researchYesterday, 1:46 PM257720K-beauty
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Doosan Robotics: Revenue Rebounds But ₩4.3tn Still Prices Perfection

Doosan Robotics Inc. restored growth in early 2026, but sales remain tiny beside the value assigned to collaborative-robot adoption today.

kstock researchYesterday, 1:46 PM454910Robotics
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HLB: Rivoceranib Optionality Cannot Hide A ₩121.3bn Half-Year Loss

HLB Co., Ltd. remains a rivoceranib approval story, while its small operating businesses cannot yet support the company's market value.

kstock researchYesterday, 1:46 PM028300Biopharma
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NC Corporation: September IR Must Explain A ₩287.1bn Rebound

NC Corporation scheduled September meetings with Korean and Japanese institutions just after reporting a sharp first-half earnings recovery for a detailed business update.

kstock researchYesterday, 1:46 PM036570Games
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Orion: China And Vietnam Support A Reasonable 13x Earnings Frame

Orion Corporation enters the second half with higher sales and profit, while China, Vietnam and Russia keep the business diversified beyond Korea.

kstock researchYesterday, 1:46 PM271560Consumer
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EO Technics: AI Packaging Momentum Still Faces A ₩5.1tn Test

EO Technics Co., Ltd. is capturing stronger demand for laser tools used in advanced semiconductor packaging, including high-bandwidth memory production.

kstock researchYesterday, 1:46 PM039030Semiconductor equipment
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Taihan Cable & Solution: ₩173.3bn Loss Masks Better Operations

Taihan Cable & Solution Co., Ltd. produced stronger cable earnings, but a large derivative charge pushed first-half net income deeply negative.

kstock researchYesterday, 1:46 PM001440Power cables
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Sanil Electric: TMEIC Order Supports A Demanding ₩5.7tn Valuation

Sanil Electric Co., Ltd. has turned a US transformer shortage into rapid growth, and a fresh TMEIC USA order extends that evidence.

kstock researchYesterday, 1:46 PM062040Power equipment
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Doosan Bobcat: $81m Of The Quarter's $195m Operating Profit Was A Tariff Refund

Doosan Bobcat reported second-quarter revenue of $1,630.4m and operating profit of $194.8m, an 11.9% margin that beat what analysts were expecting.

kstock researchYesterday, 1:32 AM241560Tariffs
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HPSP: A 52% Operating Margin Just Lost Its Patent Case

Korea's Patent Court ruled on June 18 that rival YEST's high-pressure annealing equipment does not infringe HPSP's patent. YEST says the legal barrier to commercialising it is gone.

kstock researchYesterday, 1:28 AM403870Patents
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LG CNS: The Overhang Left In January And The Stock Halved Anyway

Macquarie sold its last 8.3% of LG CNS in a January 2026 block trade, ending the selling pressure that dominated the stock's first year as a public company.

kstock researchYesterday, 1:24 AM064400IPO
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Hanwha: The Split Took 24% Of Book Value And The Stock Rose 17%

Hanwha Corporation completed a horizontal spin-off on August 1 and relisted on August 25. The stock opened at ₩100,600 and closed the day up 17.4%.

kstock researchYesterday, 1:22 AM000880Spin-off
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Hankook Tire: The Acquisition Halved The Margin, Tennessee Is The Offset

Hankook Tire's revenue went from ₩9,411.9bn in FY2024 to ₩21,202.3bn in FY2025. Operating income moved from ₩1,762.3bn to ₩1,841.1bn, a rise of 4.5%.

kstock researchYesterday, 1:20 AM161390Hanon Systems
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AMOREPACIFIC: The Americas Grew 56.5% Into A 15% Tariff

AMOREPACIFIC reported Americas revenue of ₩210.4bn in the second quarter, up 56.5% year on year, while Korean goods entering the United States now face a 15% tariff.

kstock researchYesterday, 1:18 AM090430Tariffs
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KRAFTON: Subnautica 2 Sold 5m Copies And Produced A Net Loss

KRAFTON reported record first-half revenue of ₩2,661.6bn and record operating profit of ₩972.5bn. It also reported a second-quarter net loss of ₩29.9bn.

kstock researchYesterday, 1:16 AM259960Earnout
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Korea Investment Holdings: A 29.6% ROE Priced At 0.75 Times Book

Korea Investment Holdings earned ₩1,915.0bn in the first half of 2026. That is 94.6% of what the company made in all of FY2025, a record year.

kstock researchYesterday, 1:15 AM071050Brokerage
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Samsung Heavy: The Order That Grew 51% This Year Is Not A Ship

Samsung Heavy Industries raised the value of a building contract to ₩639.9bn on August 31. The customer is Samsung Electronics and the work is a semiconductor fab in Pyeongtaek.

kstock researchYesterday, 1:13 AM010140Construction
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Samsung Fire: Buying Canopius Added ₩2tn To The Buyer's Market Value

Samsung Fire & Marine told the Korea Exchange on September 3 that no acquisition has been decided, hours after the Korea Economic Daily reported a Canopius takeover.

kstock researchYesterday, 1:11 AM000810M&A
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Rainbow Robotics: ₩8.5 Trillion For ₩45 Billion Of Revenue

Rainbow Robotics Co., Ltd. carries a ₩8.47tn market capitalization against trailing four-quarter revenue of ₩45.1bn — roughly 188 times sales and 64 times book value.

kstock researchSep 3, 1:24 AM277810Robotics
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Hyundai AutoEver: Revenue Tripled Since 2016 And The Margin Is Still 6%

Hyundai AutoEver Corporation grew June-quarter revenue 20% to ₩1,250.7bn, but first-half operating profit rose only 3.4% as the operating margin fell from 5.8% to 5.1%.

kstock researchSep 3, 1:22 AM307950IT services
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Korea Aerospace: A ₩25.8 Trillion Backlog That Is Getting Smaller

Korea Aerospace Industries, Ltd. grew June-quarter revenue 41% year on year to ₩1,167.9bn, but operating profit fell 43% to ₩48.4bn as gross margin went from 18.7% to 10.7%.

kstock researchSep 3, 1:20 AM047810Defense
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Kiwoom Securities: 4.2 Times Earnings Is A Forecast, Not A Bargain

Kiwoom Securities Co., Ltd. earned ₩680.6bn of net profit in the June quarter, up 119% year on year, on operating profit of ₩788.9bn that rose 93%.

kstock researchSep 3, 1:19 AM039490Brokerage
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Jusung Engineering: The Shares Went Up 6x While Revenue Halved

Jusung Engineering Co., Ltd. closed at ₩173,700 against a 52-week low of ₩26,450, while first-half 2026 revenue fell 42% year on year to ₩114.8bn.

kstock researchSep 3, 1:17 AM036930Semiconductors
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LS Corp: A Record Half Year That Consumed ₩1.6 Trillion In Cash

LS Corp. earned ₩1,071.7bn of operating profit in the first half of 2026, more than it made in all of 2025, on June-quarter revenue of ₩11.0tn.

kstock researchSep 3, 1:16 AM006260Holding company
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KakaoBank: The ₩93 Billion That Turned A Flat Half Into A Record

KakaoBank Corp. reported first-half net profit of ₩328bn, up 24.4% and a record, while operating profit for the same six months came in at ₩351.6bn against ₩353.2bn a year earlier.

kstock researchSep 3, 1:13 AM323410Banks
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Hanwha Systems: A Record Radar Quarter Still Shrank Equity By ₩471 Billion

Hanwha Systems Co., Ltd. booked record June-quarter revenue of ₩1.12tn and ₩103.7bn of operating profit, roughly triple the year-earlier figure, on defense exports and radar shipments.

kstock researchSep 3, 1:11 AM272210Defense
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Alteogen: Novartis Bought Options, And The Terms Are Sealed Until 2053

Alteogen Inc. disclosed an exclusive option and license agreement with Novartis Pharma AG on September 2, worth up to $3,223 million if every option is exercised and every milestone lands.

kstock researchSep 3, 1:09 AM196170Licensing
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Industrial Bank of Korea: The Loan Book Isn't Management's To Choose

Industrial Bank of Korea (KRX:024110) closed at ₩20,900 against book value of about ₩47,571 a share, so it trades at 0.44 times equity while earning a return on equity near 7.7%.

kstock researchSep 2, 1:36 AM024110Banks
40 pieces across the coverage list. Each links the filing or article it rests on.

Movers in coverage

Gainers
030530Wonik Holdings Co., Ltd.₩22,500
+29.91%
108490Robotis₩304,500
+22.54%
267250HD Hyundai Co., Ltd.₩240,500
+12.65%
336260Doosan Fuel Cell₩43,850
+12.44%
058610SPG Co., Ltd.₩94,200
+12.41%
Losers
036460Korea Gas Corporation₩35,100
-6.90%
003690Korean Reinsurance Company₩14,500
-6.27%
088350Hanwha Life Insurance₩5,740
-6.06%
000810SAMSUNG FIRE & MARINE INSURANCE CO.,LTD₩663,000
-5.56%
011780Kumho Petro Chemical Co., Ltd.₩125,900
-5.41%
Last close against the previous close, across the companies kstock covers.

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