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
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
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
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
Hanmi Pharmaceutical Earnings Beat Expectations – What Drives the Rally? Hanmi Pharmaceutical is rated Buy: revenue +29.3% YoY, gross margin 59.6%, net income +115.2% YoY, but operating profit -36.0% YoY and China receivables governance risk remain. Valuation below average target. 2026년 09월 21일 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
Kakao Stock Reprices After Earnings Beat: AI Monetization Kakao stock looks undervalued: analysts rate Buy as operating profit jumped 66% YoY, driven by AI for All distribution, though net profit and ROE remain concerns. 2026년 08월 28일 English
Kakao Stock Buy on Weakness: Profit Jumps 66% YoY Kakao stock gets a Buy rating as operating profit jumps 66% YoY, revenue rises 11.1%, and valuation looks discounted, despite governance risks from Kakao Mobility’s US IPO. 2026년 08월 20일 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
HD Hyundai Heavy Industries Earnings Soar: Margin Momentum Ahead HD Hyundai Heavy Industries is rated Buy as earnings surge with net income up 172% YoY, despite a three day safety shutdown that may delay output; valuation still suggests upside. 2026년 07월 28일 English
