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
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
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
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
Korea Aerospace Industries Revenue Rises 56% – Execution Insight Korea Aerospace looks like a buy as revenue and operating profit surged YoY, supported by talent, regulatory clearance, and export momentum, but margins are still modest and need scale-driven expansion to justify the valuation. 2026년 09월 02일 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
KG Mobility Stock Re-Rates as Chery Funding Boosts Insights KG Mobility shares get a Buy case as Chery-linked $75M funding and improving profitability drive net income sharply higher, though thin operating margin makes execution risk remain. 2026년 08월 28일 English
Samsung Heavy Industries Earnings Surge: Profit Boost Ahead Samsung Heavy Industries shows strong operating profit growth and improving margins, but investors doubt whether LNG/FLNG and floating data centers will quickly convert into new orders. 2026년 08월 21일 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
