LG Chem Stock Steadies as Revenue Slips Slightly: Buyable LG Chem is rated Buy: battery materials traction and stabilization hint at earnings normalization, though petrochemical losses and regulatory risks remain major uncertainties. 2026년 08월 11일 English
Korea Aerospace Industries Earnings Jump: Export Trend Brings Growth Korea Aerospace Industries shows strong export-driven earnings: revenue up 56.3% YoY and operating profit up 43.4% YoY, consensus Buy despite margin risk and premium valuation. 2026년 08월 07일 English
LG Uplus Stock Jumps on AI Data Center Momentum – Key Outlook LG Uplus is rated Buy as AI data center momentum and shareholder returns improve profits. Analysts expect upside vs the current low telecom valuation. 2026년 08월 07일 English
Hanwha Ocean Stock Rally Explained: Earnings vs Value Gap Hanwha Ocean is rated Buy as quarterly profit surged, margins and ROE improved, and defense contracts plus Super Eul policy support boost longer-term execution despite modest revenue growth. 2026년 08월 06일 English
SK Innovation Stock Rebounds as Earnings Quality Improves SK Innovation earns a Buy rating as refining and lubricants rebound, driving revenue up 15.2% and net profit up 521.2%, aided by Middle East supply disruptions and US battery expansion, but margin normalization risk remains. 2026년 08월 06일 English
Kakao Earnings Soar: Operating Profit Up 66% YoY Insight Kakao is rated Buy as operating profit surged 66% YoY with 11.1% revenue growth, while net income stays flat. Analysts target higher prices, despite timing and translation-to-net-income risks. 2026년 08월 05일 English
SK Telecom Earnings Rebound Accelerates: Upside on AI DC Growth SK Telecom’s buy thesis: operating profit jumps on fast AI data center growth while telecom stabilizes; analysts see upside near the average target but warn of utilization demand and margin durability risks. 2026년 08월 05일 English
POSCO Holdings Trades Low PER as Earnings Accelerate: Upside POSCO Holdings is rated Buy as profits accelerate strongly YoY with a low forward PER, while lithium and LNG exposure may improve margins; key risk is margin durability and low ROE. 2026년 08월 04일 English
S-Oil Stock Rerates After Profit Surge: Upside Ahead S-Oil looks like a buy: revenue is flat but profits and margins surged, supported by stronger Q3 refining conditions and Shaheen project progress. 2026년 08월 04일 English
Hyundai Mobis Stock Re-Rates Potential Amid Margin Risks Hyundai Mobis stock is rated Buy as revenue and operating profit rise, but net profit falls due to electronics cost pressure; valuation looks near the low analyst target with upside if margins stabilize. 2026년 08월 03일 English
