Securities
Research
"Weak Dollar Expected to Drive Inflow of Foreign Capital… Automotive and Rechargeable Battery Sectors in the Spotlight"
Hana Securities stated on the 18th that, with the simultaneous expansion of the U.S. manufacturing sector and a decline in inflation, it is reasonable to expect an inflow of foreign capital into the d…
Research
Battery Stocks: Are They Emerging from the Slump?… Shift in Focus from EVs to ESS Marks a 'New Phase'
Analysts are assessing that the rechargeable battery sector has emerged from a prolonged slump in earnings and is entering a rebound phase. Although the recovery in electric vehicle (EV) demand remain…
Research
Rechargeable Batteries: North American ESS Demand Growing Faster Than Expected... Even Greater Growth Expected the Year After Next
iM Securities has released an analysis predicting that the shift toward ESS (energy storage systems) by domestic rechargeable battery cell manufacturers will accelerate further as demand in North Amer…
Research
"Extremely Undervalued... Stock Market Plunge Attributed to Panic Selling" [Urgent Analysis]
As the KOSPI and KOSDAQ plunged into panic after triggering circuit breakers for two consecutive days—an unprecedented occurrence—heads of research centers at major securities firms are offering urgen…
Research
"KOSPI Opens Lower as Semiconductor Market Uncertainty Persists Despite Easing U.S.-Iran Tensions"
Analysts predict that market indices will come under pressure as downward pressure stemming from Chinese semiconductors comes to the fore, even as macroeconomic headwinds have eased due to falling oil…
Research
Will Casino Fund Burden Jump to 15%? … “Concerns Over Profit Decline Already Reflected in Stock Prices”
An analysis suggests that a decline in profits for related companies is inevitable as the government pushes forward with plans to increase the burden on foreigner-only casinos regarding the Tourism Pr…
Research
Is the Era of the iPhone “Two-Year Replacement Cycle” Upon Us?… SamsungElectronics, SK Hynix, and LG Innotek Set to Benefit
Forecasts suggest that the iPhone market will enter a new growth cycle as Apple introduces its own leasing program to make iPhone purchases more affordable. Analysts predict that domestic semiconducto…
Research
KRAFTON and NCSoft Post Strong Second-Quarter Results… Anticipation for New Releases Rises
Ahead of the second-quarter earnings season for the gaming sector, analysts have noted that KRAFTON(259960)and NC (NCsoftCorporation(036570)) are raising earnings expectations based on the solid perfo…
Research
"KOSPI: Foreign Investors Also Shift to Net Buying... Bottom Confirmed"
Han Ji-young, an analyst at KIWOOM Securities, stated on the 23rd regarding the domestic stock market, “Although intraday volatility is expected to continue, at this point, it is appropriate to priori…
Research
"Buying Opportunity": SamsungElectroMechanics and LG Innotek Expected to Enjoy a Boom Through 2028 Amid Surging Demand
SamsungElectroMechanics(009150)and LG Innotek(011070) Although their stock prices have recently undergone a sharp correction, analysts say the growth trend in the components sector driven by expanding…