Kakao Stock Rallies on Profit Surge: Labor Risk Ahead Kakao is rated Buy as the stock discounts labor fears ahead of June 10, while latest results show strong momentum: operating profit up 66% YoY, revenue up 11%. 2026년 06월 04일 English
Naver Stock Jumps on Defense AI Shift and Nvidia Deal Naver is rated Buy as revenue grows 16.3% YoY with 16.7% operating margin, but net income fell 32.8% due to cost timing. AI factory and defense AI catalysts drive a buy outlook. 2026년 06월 03일 English
Samsung Biologics Shares Rally on Strong Growth: Key Insights Samsung Biologics stays a Buy: despite labor, legal, and quality recall risks, 2026.03 revenue rose 25.8% YoY and operating profit 35.0% YoY, supporting margin resilience and upside. 2026년 06월 02일 English
SK Holdings Shares Look Cheap as Earnings Improve – Key Insight SK Holdings rated Buy as earnings accelerate far faster than revenue, with valuation still conservative despite ETF-driven volatility and short-selling noise. 2026년 05월 28일 English
Lotte Shopping Earnings Improve: Higher Profit Margin Insight Lotte Shopping shows sharp operating profit growth and strong 48.1% gross margin despite low revenue growth; analysts remain cautious due to weak ROE and net income volatility. 2026년 05월 07일 English
Naver Earnings Power Up: Stock Pricing AI Monetization Naver is rated Buy as revenue grows 10.7% and operating profit 12.7% YoY, but net income drops 43.5% due to FX, suggesting operating strength outweighs earnings noise. 2026년 04월 30일 English
AT&T Inc Stock Shows Improving Momentum – Cash and Dividend Upside AT&T looks like a Buy: operating income and margins improving, valuation depressed near $26, analysts target $30.43. Key risk is wireless pressure driving net income decline. 2026년 04월 23일 English
Navitas Semiconductor Stock Rerates on AI Power Narrative – Buy Case Navitas (NVTS) rallies on an AI power narrative, but fundamentals still lag: revenue fell 59% YoY and losses remain large. Buy rating hinges on earnings proving sequential revenue momentum and stabilizing scale. 2026년 04월 22일 English
Nokia Trading Near Highs – What Valuation Means for AI-RAN Gains Nokia stock is rated Buy as AI-RAN and cybersecurity momentum may stabilize margins, though profits are pressured and revenue growth is modest; forward valuation offers upside if execution improves. 2026년 04월 21일 English
Bitmine Immersion Technologies Inc Trades Like Ethereum Beta: Caution Bitmine Immersion Technologies trades like an Ethereum proxy, but despite explosive revenue growth, operating and net losses remain huge; with ETH volatility driving results, the analyst stance is Hold. 2026년 04월 20일 English
