Securities
Stock Reports
KOLMAR KOREA: Expects Profit Leverage Effect from Korean Subsidiary… Target Price Raised – Shinhan
On the 29th, Shinhan Investment Securities projected that KOLMAR KOREA(161890)’s second-quarter earnings would exceed market expectations, driven by strong skincare exports from its Korean subsidiary …
Stock Reports
KoreanAirLines’ Cargo Division Weathers Sharp Rise in Oil Prices… Expectations for Full-Scale Synergies from Merger—Shinhan
Shinhan Investment Securities projected that, for KoreanAirLines(003490), strong air cargo performance is offsetting the cost burden caused by soaring oil prices, and that the benefits of the merger w…
Stock Reports
S-OilCorporation: Refining Margins Triple Despite Falling Oil Prices… “Boom to Continue for Years”—NH
NH INVESTMENT & SECURITIES maintained its “Buy” rating and target price of 150,000 won for S-OilCorporation(010950). Although oil prices have returned to pre-Iran war levels, refining margins have act…
Investment Insights
"KOSPI Opens at 11,450"... Three Conditions for Rotational Trading
Analysts have noted that as earnings estimates for the KOSPI are being rapidly revised upward, expectations for the index’s upper limit are also rising. However, given that earnings momentum in the se…
Stock Reports
SamsungE&A: Expectations for Earnings Upgrade as Semiconductor Plant Construction Accelerates… 'Buy' - IBK
IBK Investment & Securities announced on the 29th that it is maintaining its “Buy” rating and target price of 60,000 won for #SamsungE&A.
(Photo: IBK Investment & Securities)
Cho Jung-hyun, an a…
Stock Reports
HD HYUNDAI MARINE SOLUTION CO., LTD: Global PE Firms Recognize Value of Asset Management… Growth Potential Reassessed—Yuanta
On the 29th, Yuanta Securities Korea assessed that the acquisition of Everllence (formerly MAN ES) by global private equity firm Bain Capital serves as an example demonstrating the high value of the s…
Stock Reports
APR Accelerates Expansion in Europe… Q2 Operating Profit Forecast at 1766억 원—Hana
Hana Securities forecast that APR(278470)will continue to post significant growth in its second-quarter earnings, driven by strong global sales growth centered on the U.S. and Europe.
On the 29…
Stock Reports
HS HYOSUNG ADVANCED MATERIALS: Tire Cord Production Returns to Normal, Carbon Fiber Business Grows… Target Price Lowered - NH
On the 29th, NH INVESTMENT & SECURITIES projected that HYOSUNG ADVANCED MATERIALS(298050)will see added growth driven primarily by carbon fiber, while its tire cord business continues to serve as a st…
Issues & Trends
Listed Companies’ ‘Resolve to Disclose’… Mixed Trust in Their Disclosure Practices [Weekly IB]
There is a long-standing adage in the securities industry : “What the market hates most is not bad news, but uncertainty.”This is because when bad news is disclosed, the market immediately reflects it…
Issues & Trends
Norgenbank Expands Stake in COSMAX, INC. at New Low… Betting on 'K-Beauty Growth'
Norges Bank, which manages Norway’s sovereign wealth fund, has moved to expand its stake by purchasing additional shares of COSMAX, INC.(192820). This move is interpreted as a bet on the growth of K-B…