Investing, page 14 of 18 — 24 articles published 2026-04-25 ~ 2026-04-28.
Boeing (BA) 2026 analysis: FAA Order 8100.16 production rate constraints on 737 MAX, 787 delivery normalization and FCF recovery, BDS fixed-price contract forward losses, backlog conversion timeline, and book-to-bill trajectory. Position: gradually constructive once delivery trend confirms with specific triggers.
Doosan Bobcat (241560) 2026 investment outlook covering North American compact equipment leadership, US housing starts sensitivity, post-merger governance clarity after the failed Doosan Enerbility combination, EPA Tier 4 Final compliance costs, and EWY access for US investors.
KB Financial Group (105560) 2026 stock analysis for US investors: CEO Yang Jong-hee's digital strategy, NIM and CIR dual improvement, real estate PF provisioning cycle, ADR access, and Korean dividend withholding tax.
General Motors (GM) 2026 analysis: Cruise robotaxi scale-back cash benefit vs strategic optionality lost, Ultium battery factory utilization ramp, China SAIC-GM equity income erosion, and dividend + buyback shareholder return case. Position: watchful/neutral with dual triggers for upgrade.
Alteogen (196170) 2026 outlook through the lens of ALT-B4 subcutaneous delivery platform, MSD Keytruda SC milestone structure, competition with Halozyme ENHANZE, and access options for US investors via EWY or direct KRX trading.
Ford (F) 2026 analysis: F-150 Lightning demand slowdown, Ford Pro software subscription story, ICE cash cow durability under EPA CAFE, UAW contract cost structure, and IRA § 30D implications for US investors. Position: cautious/hold with clear buy triggers.
Shinhan Financial Group (055550) 2026 outlook for US investors: treasury share cancellation progress, 50% CCR policy, NIM vs KB Financial, PF loan normalization, and how to access Korean bank stocks from the US.
Chevron (CVX) 2026 investment analysis — ICC arbitration timeline and Stabroek Block scenarios, Permian Wolfcamp/Bone Spring cost structure, Tengiz FGP ramp, Australia and Israel LNG, free-cash-flow breakeven Brent, capital return program, and how the Hess merger outcome reshapes the XOM vs CVX comparison.
Caterpillar (CAT) 2026 stock outlook: Energy & Transportation segment as a data-center backup power play, copper mining capex cycle, IIJA infrastructure tailwind, dealer inventory normalization, autonomous mining trucks, and capital return track record. Segment-level analysis for long-term investors.
BMY 2026 deep-dive: Eliquis IRA Medicare pricing impact, Karuna/Cobenfy commercial ramp, RayzeBio radiopharma bet, Opdivo franchise against Keytruda, Mirati KRAS position, dividend sustainability with heavy M&A debt, and patent cliff math. Written for US and global investors.
Goldman Sachs (GS) 2026 stock outlook: M&A and IPO cycle recovery, Asset & Wealth Management expansion, consumer banking exit (Marcus, Apple Card), capital return capacity, and how GS compares to Morgan Stanley, JPMorgan, and boutiques like Evercore and Lazard.
Wells Fargo (WFC) 2026 stock analysis: the Federal Reserve's $1.95T asset cap and release timeline, Charlie Scharf restructuring progress, Wealth & Investment Management growth, NII sensitivity to rate cuts, CCAR capital return capacity, and how WFC stacks up against JPM, BAC, and C.
Samsung Biologics (KRX: 207940) 2026 investment analysis for global investors: Plant 5 operating leverage, BIOSECURE Act tailwinds vs WuXi Biologics, ADC CDMO entry, Samsung Bioepis IPO scenario, biosimilar pipeline (Pyzchiva, Hadlima), and CDMO peer comparison with Lonza, WuXi, FUJIFILM Diosynth.
HMM (KRX 011200) 2026 outlook for global investors: SCFI freight rate dynamics, Red Sea rerouting impact, Premier Alliance positioning vs Gemini Cooperation, Korean government privatization timeline, methanol dual-fuel newbuilds, and how HMM compares to MSC, Maersk, CMA CGM, and COSCO in the new alliance landscape.
Krafton (259960) 2026 stock analysis: PUBG single-IP concentration risk, inZOI early access launch traction, BGMI India regulatory exposure, shareholder return program, and how Krafton stacks up against Take-Two, EA, NetEase, and Tencent on gaming-stock valuation.
KakaoBank (KRX 323410) 2026 outlook for international investors: business model, Kakao conglomerate governance risk, NIM compression, Indonesia Superbank stake, competitive moat vs Toss Bank and K Bank, and how non-Korean investors access KRX 323410 through HSBC or Interactive Brokers.
Samsung SDI (KRX 006400) 2026 stock outlook: Hungary factory utilization, US IRA AMPC credits via GM and Stellantis JVs, 26700 cylindrical cell ramp, ESS market recovery, and how SDI stacks up against CATL and LG Energy Solution in the global battery race.
Merck (MRK) 2026 stock outlook: Keytruda patent cliff preparation ahead of 2028 expiry, subcutaneous formulation strategy, IRA drug pricing negotiation impact, next-generation oncology pipeline depth, dividend growth sustainability, and whether MRK fits in an income or growth portfolio.
T-Mobile (TMUS) 2026 stock outlook: what comes after Sprint synergies run out, the 5G subscriber growth ceiling, fixed wireless access (FWA) as an internet service lever, share buyback capacity, and whether TMUS fits in a US growth or income portfolio.
Bank of America (BAC) 2026 stock outlook: net interest income sensitivity to rate cuts, CCAR capital return capacity, consumer credit quality signals, commercial real estate exposure, and whether BAC fits in a dividend-focused portfolio or 401(k) allocation.
Doosan Enerbility (034020) 2026 outlook for US investors: the small modular reactor (SMR) supply chain opportunity, Korean gas turbine export potential, nuclear renaissance policy tailwinds, and how to access this Korean energy equipment company from US markets.
Celltrion (068270) 2026 outlook for US investors: ZYMFENTRA subcutaneous infliximab US market penetration, PBM formulary dynamics, pipeline beyond the first wave, and how to access this Korean biosimilar leader through OTC markets or ETFs.
LG Chem (051910) after spinning off LG Energy Solution: how US investors can access the parent company, whether the NAC discount closes, petrochemical cycle bottom prospects, and the advanced materials segment's role as a structural growth driver in 2026.
Can Samsung Electronics (005930) reclaim its semiconductor throne in 2026? This analysis covers HBM3E/HBM4 competition with SK Hynix, foundry GAA yield recovery, DRAM/NAND price cycle positioning, and how US investors can access Samsung exposure through OTC ADRs or ETFs.