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…
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 European Expansion… Q2 Operating Profit Forecast at 176.6 Billion Won—Hana
Hana Securities forecast that APR(278470)will continue to post significant growth in its second-quarter earnings, driven by strong growth in global sales, particularly in the U.S. and Europe.
O…
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…
Stock Reports
TLB Co., Ltd. Continues to Expand Shipments of High-Value-Added AI Products—Meritz
On the 26th, Meritz Securities projected that TLB Co., Ltd.(356860)would enter a phase of structural growth, driven not only by a recovery in the memory market but also by the rapid expansion of its s…
Stock Reports
SOOP: Concerns Over Slowing Growth Materialize… Investment Rating Downgraded from 'Buy' to 'Neutral' - Korea
On the 26th, Korea Investment & Securities downgraded its investment rating for SOOP(067160)from “Buy” to “Neutral,” citing a slowdown in the growth of the domestic live streaming market and a weakeni…
Stock Reports
JIN AIR Expects Cost Burden to Ease and Passenger Demand to Recover in the Second Half… 'Buy' - NH
NH INVESTMENT & SECURITIES announced on the 26th that it is maintaining its “Buy” investment rating and target price of 10,000 won for JIN AIR(272450).
Jeong Yeon-seung, an analyst at NH INVEST…