SK Holdings Stock Rerates Up: AI Memory Demand Insight SK Holdings is rated Buy as policy and AI-driven memory demand accelerate earnings, despite market treating it as a cyclical trade; analysts target 860,454 yen. 2026년 07월 17일 English
Lotte Shopping Shares Re-rate After Soaring Profits: Value Insight Lotte Shopping looks mispriced: operating profit +70.6% YoY and net profit +691.8%, despite revenue only +3.6%. Analysts rate it Buy with potential 37.8% upside if margins hold. 2026년 07월 17일 English
POSCO Holdings Stock Rises on Profit Surge: Key Upside POSCO Holdings looks undervalued: analysts rate it Buy, and recent earnings show profit growth outpacing revenue plus supply-chain and low-carbon lithium progress; risks are thin margins and capex execution. 2026년 07월 16일 English
Samsung Electronics Earnings Accelerate Despite Short-Term Sentiment – Key Insight Samsung shares fall on AI memory sentiment, but earnings surged: revenue +69.2% and net profit +486.7%, margins strong. Analysts are bullish with targets far above the current price. 2026년 07월 16일 English
Korea Aerospace Industries Earnings Surge – Upside Near Target Korea Aerospace Industries is a Buy: revenue +56.3% and operating profit +43.4% YoY, stock below analyst targets, upside outweighs execution and margin risks. 2026년 07월 15일 English
Kakao Stock Looks Cheap After Profit Jump: Key Risks Kakao is rated Buy as operating profit surged 66 percent YoY with revenue up 11 percent, offering rerating upside, but net income is flat and risks include labor strain and regulation. 2026년 07월 15일 English
Hana Financial Group Earnings Rise – What Upside Lies Ahead Hana Financial Group is rated Buy as steady YoY revenue and net profit growth continue, supported by a low forward PER 7.5, but upside depends on whether the Cheongna headquarters operational reset improves measurable earnings quality. 2026년 07월 14일 English
IBK Industrial Bank Stock Holds Steady: Valuation vs Earnings IBK Industrial Bank is a hold: valuation is cheap (PER 5.8) but net profit fell YoY as mortgage insurance and tighter household credit limit loan growth; earnings visibility is weak. 2026년 07월 14일 English
S-Oil Earnings Jump on Margin Recovery: Upside Potential S-Oil earns surged despite flat revenue, driven by margin recovery and product mix; analysts rate it Buy, but upside hinges on durable refining and lubricant spreads amid geopolitics and regulatory risk. 2026년 07월 13일 English
Hyundai Motor Shares Fall on Strike Fears: Valuation Edge Hyundai Motor is rated Buy as valuation is cheap despite margin pressure; quarterly revenue holds, but labor partial strikes could hurt near-term earnings. 2026년 07월 13일 English
