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
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
한화 주가 전망과 실적 분석 투자 전략 및 급등 가능성 한화는 선행 PER 4.7배의 저평가 속에 매출과 이익이 크게 개선됐고 KDDX 방산 일정도 구체화돼 매수 의견이 우세다. 다만 투자 부담과 재무 레버리지 리스크가 핵심이다. 2026년 07월 31일 Korean
Hyundai Motor Builds Optionality Despite Profit Slowdown: Key Insight Hyundai Motor looks undervalued with a Buy consensus, despite weaker profits. Robotics and hydrogen optionality could drive a future margin recovery, but the key risk is persistent operating margin compression. 2026년 07월 21일 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
Lotte Shopping Stock Jumps as Profits Rebound: Insight Lotte Shopping sees profit rebound with operating profit up 70.6% and net profit up 691.8% YoY; Buy rating supported by analyst targets despite low 1.2% ROE. 2026년 07월 09일 English
Samsung SDI Stock Slumps But Signals Improve: Buy Case Samsung SDI is a buy as revenue rose 12.6% YoY and losses shrank; ESS and solid-state/EV traction may stabilize earnings despite EV pricing pressure. 2026년 07월 08일 English
삼성SDI 급락에도 주가 전망 분석과 투자 전략 삼성SDI는 컨센서스 매수지만 실적은 영업적자 지속. 매출과 매출총이익은 개선(총이익 급증)돼 턴어라운드 기대가 있으나, 다음 분기 영업이익률 회복 속도가 관건이다. 2026년 07월 08일 Korean
Hanwha Ocean Earnings Jump After Submarine Program Loss: Buy Insight Hanwha Ocean shares plunged after Canada picked Germany for its next submarine program, but earnings surged year over year and it remains a reserve supplier, so the selloff may be an overreaction. 2026년 07월 07일 English
Hyundai Mobis Stock Moves Up Despite Earnings Volatility: Key Insight Hyundai Mobis trades as a Buy: revenue and operating profit are rising, but net income fell, likely from one off effects; analyst targets imply upside if earnings stabilize. 2026년 07월 03일 English
