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
SK Innovation Earnings Surge: Margin Growth Signals Upside SK Innovation shows a turnaround with revenue up 49.9% and operating profit up 968.4% YoY; analysts rate it a Buy, but valuation and risks remain tied to margin-cycle durability and contingencies. 2026년 10월 07일 English
LG Energy Solution Pullback Signals Stabilizing Earnings Ahead: Key Insights LG Energy Solution shares fell on risk off sentiment, but analysts rate it a buy as EV and ESS order momentum plus production ramp could stabilize earnings despite recent margin deterioration. 2026년 06월 26일 English
Lotte Chemical Stock Stays Hold Despite Earnings Beat: Key Risks Ahead Lotte Chemical shows YoY profit recovery, but margins are still thin and ROE remains negative. Restructuring and IFRS S2 ESG updates help, yet durability is unproven, so the outlook is Hold. 2026년 06월 26일 English
