Samsung Electro-Mechanics Re-Rating on Faster Earnings – AI Cycle Outlook Samsung Electro-Mechanics rated Buy: AI supply tightness boosts margins, with net income up 86% YoY while stock trades below analyst targets. 2026년 08월 27일 English
Hanwha Ocean Stock Rally Explained: Earnings vs Value Gap Hanwha Ocean is rated Buy as quarterly profit surged, margins and ROE improved, and defense contracts plus Super Eul policy support boost longer-term execution despite modest revenue growth. 2026년 08월 06일 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
Hanwha Aerospace Profit Soars 338% YoY – Key Drivers Hanwha Aerospace is rated Buy as profits surged +338% YoY and margins expanded, supported by S&P A- and a $500m overseas bond, offering upside despite defense delivery risks. 2026년 07월 22일 English
Lotte Shopping Stock Near Target: Earnings Show Profit Surge Lotte Shopping is rated Buy as shares trade near the average target, but the key driver is a sharp earnings rebound with modest revenue growth, while regulatory and labor risks threaten margin sustainability. 2026년 05월 22일 English
Celltrion Earnings Accelerate: Margin Gains Boost Outlook Celltrion BUY: operating profit and net income surged YoY, driven by strong margin expansion; stock near lowest target supports upside, but sustainability and valuation risk remain. 2026년 05월 08일 English
Celltrion Stock Momentum Shifts: Margin And Earnings Surge Celltrion is rated Buy as margins expand rapidly, operating profit accelerates, and three ADCs have moved to patient dosing with US fast track, supporting upside. 2026년 04월 28일 English
MARA Holdings Stock Setup Improves With Bitcoin Monetization: AI Pivot MARA trades as a Bitcoin miner but is monetizing BTC to cut debt and pivot to AI data centers; analysts rate it Buy with upside despite ugly earnings. 2026년 04월 17일 English
