Naver Earnings Rebound Drives Valuation Re-Rating Ahead Naver is rated Buy as revenue and net profit rebound, but operating profit fell sharply. Key risk is Dunamu deal timing delayed to March 2027. 2026년 10월 16일 English
Hyundai Steel Stock Buy Call – Demand Up, Margins Watch Hyundai Steel looks undervalued with a buy rating, as margins are collapsing but industry recovery and analyst targets suggest earnings could rebound. 2026년 10월 15일 English
Lotte Chemical Stock Holds Steady as Margin Risks Linger Lotte Chemical rated HOLD: profits rebounded with higher revenue and operating profit, but gross and operating margins remain thin and ROE is still negative, so durability is unproven. 2026년 10월 12일 English
KB Financial Group Stock Drops on NIM Worries: Buy Setup KB Financial Group stock is a “Buy” as earnings grew despite sector NIM worries, low PER, and supportive analyst targets; key risk is continued NIM deterioration. 2026년 10월 12일 English
LG Energy Solution Shares Rally on Strong Growth: Buy Case LG Energy Solution is rated a Buy, but the stock fell due to earnings volatility: revenue slightly down, gross profit down 15.6%, and operating/net losses widened. Upside depends on margin stabilization. 2026년 10월 08일 English
Hana Financial Group Stock Looks Undervalued – Key Earnings Insight Hana Financial Group looks undervalued for its improving earnings, with strong analyst buy sentiment and low forward PER, suggesting upside despite market hesitation. 2026년 10월 08일 English
Samsung C&T Earnings Rally – Upside Hinges on Margins Samsung C&T has Buy consensus as revenue rose 19.7% and net profit 68.8% YoY, with margin strength driving upside, though risks remain if construction cost inflation hits margins. 2026년 09월 24일 English
LG Chem Earnings Rise After Profit Turnaround: Valuation Gap LG Chem is rated Buy as revenue and operating profit rose, net profit turned positive, but margins stay thin and ROE negative. Valuation gap vs targets may close if earnings momentum continues. 2026년 09월 18일 English
Hanwha Ocean Earnings Soar: Revenue Up 65% YoY Hanwha Ocean received a Buy consensus as quarterly earnings surged: revenue up 65.2%, operating profit up 98.1%, net income up 366.6%, suggesting margin expansion and favorable risk reward despite timing and execution risks. 2026년 09월 18일 English
Lotte Shopping Stock Holds Steady Despite Profit Miss: Key Takeaways Lotte Shopping stock is rated Hold: revenue and operating profit improved, but net profit stays negative and operating margin is thin, so investors should wait for earnings quality to stabilize. 2026년 09월 11일 English
