Korea Stocks, page 15 of 36 — 24 articles published 2026-08-14 ~ 2026-08-16.
SAMG Entertainment (419530) 2026 stock analysis: the character-IP flywheel from Teenieping to Miniforce and Secret Jouju, toy and merchandise licensing economics, the margin swing between MD mix and content spend, single-franchise concentration risk, and the KRW/FX angle for foreign investors.
RBW (361570) 2026 stock analysis for foreign investors: the K-pop multi-label roll-up model behind Mamamoo, Oneus, Onewe and Purple Kiss, album-concert-merch-platform IP economics, why a mid-tier label is riskier than HYBE, SM, JYP and YG, plus enlistment, contract-renewal, China and Japan risks.
Woojin Entech (457550) 2026 stock analysis: the recurring nuclear I&C maintenance moat, installed-reactor-base service revenue, the nuclear-revival and SMR optionality thesis, KEPCO KPS and global service peers, plus single-country and small-float risks.
Dongkuk S&C (100130) 2026 analysis: the wind-tower export thesis, US IRA offshore-wind demand versus policy reversal risk, why tower makers are a capacity and logistics play, CS Wind and Seah Steel competition, steel-plate cost, order lumpiness, and KRW/FX for foreign investors.
Shinsung E&G (KRX 011930) 2026 stock analysis: how the semiconductor and battery cleanroom business (FFU) rides Samsung and SK Hynix capex while the solar cell and module unit fights Chinese oversupply, with peer comparison, risks, and a foreign-investor playbook for KRW exposure.
Robotis (KOSDAQ 108490) 2026 stock analysis: the DYNAMIXEL actuator moat as a de-facto standard in robotics research and education, the humanoid picks-and-shovels thesis, Samsung's robotics push, Harmonic Drive competition, and the small-revenue valuation risk.
Anapass (123860) 2026 stock analysis: fabless timing-controller and intra-panel interface IP moat, the OLED and large-format panel thesis, China panel-maker demand as double-edged, customer-concentration and cycle risks, and what foreign investors should watch.
DI Corporation (KRX 003160) 2026 stock analysis: memory burn-in test equipment versus test-house services, the HBM and DRAM test-intensity thesis, Korean peers like Techwing and Exicon, Samsung and SK hynix customer concentration risk, and how a foreign investor should size a KRW-denominated semi-cap small cap.
Oscotec (039200) 2026 stock analysis: how the lazertinib royalty stream through Genosco cushions the downside, why the SYK inhibitor cevidoplenib drives the upside, and how a US investor should size a speculative clinical-stage Korean biotech with KRW exposure.
Gabia (079940) 2026 stock outlook. A deep qualitative look at Korea's leading domain registrar and web host, the recurring-revenue moat, the G-Cloud battle against Naver and NHN, the Kakao affiliation, and the FX and capex risks foreign investors face.
DY Power (210540) stock outlook for 2026: excavator hydraulic cylinders, the global OEM supply model, why it is not the DY holding company, construction-machinery cycle and China risk, the KRW effect on export earnings, and steel-cost and electrification risks.
Speco (013810) 2026 stock outlook. A deep qualitative look at the Korean small-cap's guided-weapon defense parts, wind-tower and flange structures, and asphalt and crusher plant machinery, plus K-defense export upside, offshore wind policy risk, and order lumpiness.
A qualitative deep dive into Sebitchem (107600) for 2026: its waste-acid and spent-battery recycling model, the precursor composite solution, permit and hydrometallurgy moats, metal-price spread and capex risk, the EV slowdown and LFP threat, plus the SungEel HiTech competitive map.
Woori Industrial (215360) 2026 stock outlook. A qualitative deep dive into its high-voltage PTC heaters, coolant heaters, HVAC actuators, the rising per-vehicle content thesis, OEM price-down pressure, customer concentration, and the heat-pump risk.
Woldex (KOSDAQ 101160) 2026 stock outlook. A qualitative deep dive into semiconductor etch quartzware consumables, cleaning and refurbishment recurring revenue, memory capex-cycle sensitivity, Samsung and SK Hynix customer concentration, rising etch intensity as a structural tailwind, and the Wonik QnC peer landscape.
Neopharm (092730) 2026 stock outlook. A qualitative deep dive into the Atopalm, Zeroid and Real Barrier brands, the ceramide MLE skin-barrier technology moat, the dermatology and pharmacy pull-through model, export growth levers, and channel and competition risks.
A qualitative deep dive into Sajo Daerim (003960) for 2026: canned tuna, surimi and fish-cake processing, B2B foodservice, the fish-price and won-dollar cost cycle, the Sajo Group governance discount, low-PBR re-rating potential, dividends and key risks.
Mr. Blue (207760) 2026 stock outlook. A deep qualitative look at its martial-arts comic IP library, the Mr. Blue and Blacktoon platforms, web-novel distribution, game and real-estate diversification, and the scale gap against Naver and Kakao.
Genexine (095700) stock outlook for 2026. A deep look at the hyFc long-acting protein platform, the IL-7 immuno-oncology and rare-disease pipeline, the NeoImmuneTech link, R&D losses and dilution risk, and how it stacks up against Hanmi and Alteogen.
Coocon (294570) stock outlook 2026. A committed look at the KOSDAQ fintech-infrastructure firm behind Korea's financial data scraping, API connectivity, virtual accounts and MyData plumbing, its API moat and recurring revenue, plus the regulatory and customer-concentration risks that move the stock.
Kidari Studio (KOSPI 020120) stock outlook for 2026. A qualitative deep dive into Bomtoon's women-and-romance niche moat, the Delitoon France and Europe webtoon expansion option, competition from Naver and Kakao, persistent operating losses and content spend, and the web-novel IP value chain.
Pumtech Korea (251970) 2026 stock outlook. A qualitative deep dive into its cosmetic pump, airless dispenser and packaging business, the K-beauty indie-brand export boom, dispensing know-how as a moat, and the real risks of customer concentration and beauty fashion cycles.
Chong Kun Dang Bio (063160) 2026 stock outlook. A deep qualitative look at its fermentation-based active pharmaceutical ingredients, B2B probiotics raw-material franchise, CDMO growth optionality, plus the customer-concentration and Korean group-governance risks that keep the multiple in check.
Firstec (KOSPI 010820) 2026 stock outlook. A deep, opinionated look at the maker of guided-missile actuators, power supplies and control units as a supplier into Korea's booming defense export chain, weighing trickle-down upside from record arms exports against small-cap earnings lumpiness, program-timing risk and valuation versus the primes.