Securities
Research
K-Beauty Exports Hit All-Time High… “Stock Prices Rose Faster Than Business Conditions”
HANKOOKCOSMETICS’s cosmetics exports have once again set a new all-time monthly record. As K-Beauty continues to penetrate markets—particularly in North America and Europe—at a faster-than-expected pa…
Research
Entertainment Stocks Overshadowed by AI… “Ridiculously Undervalued”
Although entertainment sector stock prices plummeted due to market demand shifting toward artificial intelligence (AI), analysts have concluded that current stock prices are actually in an excessively…
Research
Despite Daily Trading Volume of 100 Trillion Won, Brokerage Stocks Remain Sidelined… “Time to Take Another Look When Rotation Trading Begins”
Analysis suggests that securities stocks are being particularly left behind despite a booming stock market where average daily trading volume has surpassed 100 trillion won. While rising indices and i…
Research
Samsung and SK’s Semiconductor Investment Roadmap… “Power and Water Supply Will Be Key Factors in Success or Failure”
SamsungElectronics(005930)and SK hynix(000660)have unveiled large-scale investment plans for semiconductors and artificial intelligence (AI) in line with the government’s “Three Major Mega-Projects fo…
Research
“Price-fixing? Chinese substitutes?”… “Just a warning shot” in response to claims that the semiconductor market has peaked
While customer resistance to the sharp rise in memory semiconductor prices is intensifying, analysts say this is not a factor significant enough to break the upward cycle of the domestic semiconductor…
Research
Lithium-Ion Batteries, Having Endured Three Years, Show Signs of an End to the Downturn… “Market to Consolidate Around Cell Manufacturers”
Analysts have concluded that the three-year downturn in the secondary battery industry is nearing its end. The sector, which has been struggling due to slowing demand for electric vehicles, inventory …
Research
The Correction in Nuclear Power Stocks Is Not Over, Just a Breather… “Visibility on New Orders Is Key”
Analysts suggest that as the reconstruction of the U.S. nuclear power value chain gains momentum, it is time to assess the potential benefits for domestic nuclear power equipment manufacturers. With t…
Research
"KOSPI's Record-Breaking Plunge Is Due to Supply-and-Demand Issues... Market Expected to Stabilize After Short-Term Overheating Subsides"
Analysts suggest that the cause of yesterday’s sharp decline in the domestic stock market lies in supply and demand dynamics.Byeon Jun-ho, an analyst at IBK Investment & Securities, said on the 24th, …
Research
Brokerage Stocks Can’t Smile Even With 100 Trillion Won in Trading Volume… “Short-Term Approach Recommended Due to Interest Rate Burden”
An analysis suggests that while stock market trading volume remains at a high level, stock prices of securities firms are not fully reflecting this trend. Although expectations for improvements in bro…
Research
Even After the War Ends, the Armory Remains Empty… “Structural Growth in the K-Defense Industry”
Analysts have concluded that global defense demand has entered a phase of structural growth rather than being driven by one-off war-related spikes. Amid the shifting U.S.-centered security order, coun…