Issues & Trends

SamsungHeavyIndustries, IsuChemical, and SIMMTECH Co., Ltd. [Hana Securities’ Weekly Stock Picks]

[E-Daily Reporter Shin Ha-yeon ] △SamsungHeavyIndustries(010140)
- Earnings improvement gains momentum as the share of high-priced LNG carrier sales expands and low-priced orders decline
-The merchant ship construction mix, categorized by order timing, is expected to improve steadily throughout the year

△#IsuChemical
-Expected to benefit from tight supply-demand conditions based on Korea’s only integrated NP and LAB production system
-Expectations for a valuation reassessment as the growth potential of the lithium sulfide business comes into focus

△#SIMMTECH Co., Ltd.
- Projected to see a sharp improvement in profitability starting in the second quarter due to rising unit prices for memory PCBs
-Opportunities in SOCAMM-related PCBs are expected to be greater than anticipated

Economy

Corporation

IT·Science

Economy

A Semiconductor Fabless Company Founded by SK Hynix’s Youngest-Ever Executive [VC Cradle]

The biggest bottleneck for AI servers is memory. As the KV cache—where large language models (LLMs) store past computations—accumulates, the required memory capacity increases exponentially. This prob…
2026-07-04 09:00:07

Corporation

Genosco, Tax Risk?… “Lecraza Is ‘Royalty Income’; Its Value Remains Unchanged”

Concerns about “tax risks” have been raised in some quarters of the financial investment, pharmaceutical, and biotech markets regarding Genosco, a subsidiary of OSCOTEC Inc.(039200)specializing in new…
2026-07-04 08:31:02

IT·Science

Celltrion Pharm Inc. Builds a Plant, AriBio Secures Investment… K-Bio in ‘Expansion Mode’ [Weekly Bio Roundup]

As July began (June 29–July 3), the pharmaceutical and biotech industries turned their attention to Celltrion Pharm Inc.’s large-scale investment in production facilities and AriBio’s successful fundr…
2026-07-04 09:01:02