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Category: Analyst Insights & IR

HMM (011200): Maximizing H2 Earnings on Near-Term Freight Rate Surge as Industry Downcycle Delays Further

HMM (011200): Maximizing H2 Earnings on Near-Term Freight Rate Surge as Industry Downcycle Delays Further

Analyst Insights & IR
Cosmax (000500): Supply Chain Normalization and High-Margin Payout Mix to Unlock Structural Earnings Turnaround into the Second Half

Cosmax (000500): Supply Chain Normalization and High-Margin Payout Mix to Unlock Structural Earnings Turnaround into the Second Half

Analyst Insights & IR
Hyundai Motor (005380): Overcoming First-Half Supply Disruption with Sequential Margin Recovery Powered by New Eco-Friendly Product Rollouts and Robotics Momentum

Hyundai Motor (005380): Overcoming First-Half Supply Disruption with Sequential Margin Recovery Powered by New Eco-Friendly Product Rollouts and Robotics Momentum

Analyst Insights & IR
Kia (000270): Robust Eco-Friendly Vehicle Mix Confirming Core Earnings Power and Robotics Traction to Drive Value Re-rating

Kia (000270): Robust Eco-Friendly Vehicle Mix Confirming Core Earnings Power and Robotics Traction to Drive Value Re-rating

Analyst Insights & IR
Celltrion (068270): Securing Stellar 2Q26 Earnings Beat to Cement Guidance Reliability as Next-Gen Biosimilar Portfolio Takes Center Stage

Celltrion (068270): Securing Stellar 2Q26 Earnings Beat to Cement Guidance Reliability as Next-Gen Biosimilar Portfolio Takes Center Stage

Analyst Insights & IR
JYP Ent. (035900): Navigating Short-Term Earnings Deferrals, Set for Strong Second-Half Rebound Fueled by Mega-Scale Global IP Expansion

JYP Ent. (035900): Navigating Short-Term Earnings Deferrals, Set for Strong Second-Half Rebound Fueled by Mega-Scale Global IP Expansion

Analyst Insights & IR
Doosan (000150): High-End Product Influx and Global Capacity Logistics Setup to Anchor Multi-Year Valuation Lift via Surging AI Data Center Infrastructure Demand

Doosan (000150): High-End Product Influx and Global Capacity Logistics Setup to Anchor Multi-Year Valuation Lift via Surging AI Data Center Infrastructure Demand

Analyst Insights & IR
Samsung SDS (018260): Initiating a KRW 10 Trillion AI Infrastructure Roadmap to Unlock Long-Term Valuation Re-Rating via Aggressive Data Center Expansion

Samsung SDS (018260): Initiating a KRW 10 Trillion AI Infrastructure Roadmap to Unlock Long-Term Valuation Re-Rating via Aggressive Data Center Expansion

Analyst Insights & IR
BHI (083650): Robust Topline Driven by Core Power Infrastructure and Mid-Term Gains via Expanding Global Order Backlog

BHI (083650): Robust Topline Driven by Core Power Infrastructure and Mid-Term Gains via Expanding Global Order Backlog

Analyst Insights & IR
Samsung C&T (028260): Resilient Core Operations and Compelling Valuation Discount to Drive Mid-Term Upside

Samsung C&T (028260): Resilient Core Operations and Compelling Valuation Discount to Drive Mid-Term Upside

Analyst Insights & IR

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