Korea Stocks, page 17 of 36 — 24 articles published 2026-08-09 ~ 2026-08-12.
Samick THK (004380) 2026 stock outlook. A deep look at the domestic linear-motion moat in LM guides and ball screws, the THK joint-venture legacy, structural upside from cobots and factory automation, and heavy exposure to the semiconductor and battery capex cycle.
Hyundai Corporation 071970 stock outlook 2026: the Korean sogo-shosha trading model, oil and gas resource stakes, brand-retail arm, an ultra-low PBR asset play, commodity-cycle sensitivity, and the value-up capital-return re-rating case. Not Hyundai Motor.
KG Inicis (035600) 2026 stock outlook for global investors. How Korea's leading online payment gateway (PG) and VAN business earns a take-rate on e-commerce GMV, its merchant-network moat, fee-margin pressure from Naver Pay, Kakao Pay and Toss simple-pay, and the KG Group capital-allocation governance discount, analyzed qualitatively.
The Nature Holdings (298540, KOSDAQ) 2026 stock outlook. A deep qualitative look at its licensed-brand model built on National Geographic apparel, the NFL and Marvel portfolio, China and Japan expansion, and the license-renewal, brand-cycle and single-brand concentration risks.
Megastudy Edu 215200 KOSDAQ stock outlook 2026: online Suneung exam prep and star-instructor moat, repeat-year (재수 N수) hagwon expansion, adult civil-service and certification education, Korea's low-birthrate demographic cliff, medical-school quota expansion driving retakers, cash-rich buybacks and dividends, offline campus capex, foreign investor access and KRW FX risk.
SBS (034120) 2026 stock outlook. A qualitative deep dive into Korea's terrestrial broadcaster: structural TV ad erosion, Netflix and Disney+ output deals, SBS Studios drama IP, Wavve and digital, plus Taeyoung group governance and broadcast-regulation risk.
LS Eco Energy 229640 stock outlook for 2026. A qualitative deep dive into its Vietnam and ASEAN power-cable cash cow, data-center and grid demand tailwinds, the ex-China rare-earth and permanent-magnet supply-chain build as a second engine, plus parent LS Cable dependence, Vietnam macro and copper risk for foreign investors.
Hyosung Chemical 298000 stock outlook for 2026. A candid look at the high-margin NF3 semiconductor specialty-gas franchise, commodity polypropylene and PDH margin drag, the Vietnam capex overhang, a stretched balance sheet, refinancing risk, and the crown-jewel asset-sale dilemma.
CHA Biotech (KOSDAQ: 085660) 2026 outlook for global investors: the CHA hospital and fertility (IVF) network cash flow, the US Matica Bio cell and gene therapy CDMO bet, cell-therapy pipeline optionality, plus the cash-burn, dilution, and related-party governance risks — with KRW FX and peer context.
STI (039440, KOSDAQ) 2026 stock outlook. A deep qualitative read on the CCSS central chemical supply cash cow, wet stations, the HBM back-end reflow and TC bonder push, fab-buildout leverage, order-backlog cyclicality, and China exposure for foreign investors buying a Korean semiconductor equipment small-cap.
TSE 131290 stock outlook 2026: semiconductor test sockets and burn-in boards, memory and SoC final-test interface, HBM and DDR5 test-cycle demand, Samsung and SK Hynix customer concentration, memory capex leverage and key investment risks analyzed for foreign investors.
HyVision System (KRX 126700) 2026 stock analysis: Korea's leading camera-module autofocus and image-quality inspection equipment maker, leverage to the smartphone camera spec upcycle in folded zoom and automotive cameras, customer concentration risk around Samsung Electro-Mechanics, and the drag from its loss-making 3D printing business.
Insun ENT (060150) 2026 stock outlook. A deep qualitative look at Korea's construction-waste and resource-circulation leader: collection and intermediate processing, recycled aggregate, final landfill disposal, and end-of-life vehicle dismantling, plus the landfill-capacity moat, regulation and construction-cycle tailwinds, and permitting risks for global investors.
Hanil Cement (KRX 300720) 2026 stock outlook. A qualitative deep dive into Korea's top-tier cement, ready-mix and mortar business, cement pricing power, coal and power cost dynamics, waste-fuel cost cuts, construction slowdown risk, dividend value characteristics, and rivalry with Ssangyong C&E, Sungshin and Asia Cement.
Kumho E&C (002990) stock outlook for 2026. A deep qualitative look at the Eoullim housing brand, civil and plant work, the construction downcycle bottom and cost-normalization thesis, reduced group risk after the Asiana sale, and the real-estate PF contingent-liability, unsold-inventory, and regional housing risks.
Jeju Bank (006220) stock outlook 2026 covering its status as a majority-owned Shinhan Financial Group subsidiary, concentrated exposure to Jeju tourism, citrus farming and construction, deep low-PBR asset value, thin trading liquidity, internet-bank digital competition, NIM and delinquency risk, the Shinhan integration question, and a practical framework for investors.
Tonymoly (KRX 214420) 2026 stock analysis: the collapse of the single-brand road-shop model, the rebuild through Amazon and Costco in the US plus Japan and Southeast Asia, ODM and A2Gen probiotics diversification, K-beauty export tailwinds, and brand-aging turnaround risk.
Jeju Semiconductor (KRX 080220) 2026 stock analysis: a low-density specialty memory fabless designing low-power DRAM, SLC NAND, and MCP for IoT and telecom, its niche moat where Samsung and Micron won't play, memory-cycle leverage, and small-cap volatility risk.
Gaonchips (399720) 2026 stock outlook. A deep qualitative look at Samsung Foundry's official design solution partner (DSP): the advanced-node turnkey model, NRE versus mass-production royalty revenue, AI and automotive SoC wins, Samsung utilization leverage, and the customer-concentration and valuation risks.
Korea Steel (KRX 104700) 2026 stock outlook. A qualitative deep dive into the electric-arc rebar business model, the construction-scrap-power spread that drives earnings, the low-PBR net-cash asset-play character, and competition from Hyundai Steel and Dongkuk Steel.
Lotte Rental (089860) 2026 stock outlook. A deep, qualitative look at Korea's largest car rental company: B2B long-term lease subscription cash flow, the used-car residual value cycle, funding-cost and interest-rate sensitivity, and the Affinity Equity Partners ownership shift against SK Rent-a-Car.
Cuckoo Homesys (KRX: 284740) stock outlook for 2026. A qualitative deep dive into the rental subscription model for water purifiers, bidets and massage chairs, why rental accounts and the disconnection rate matter most, the Malaysia-led Southeast Asia growth engine, competition with Coway and SK Magic, and FX risk for international investors in Korean rental stocks.
Daol Investment & Securities (KRX 030210) 2026 stock outlook. A deep, opinionated look at this small-cap Korean brokerage built on real estate project financing and structured finance: how rate cuts drive an earnings rebound, why PF provisioning is the core risk, plus small-cap liquidity, control-battle dynamics, and how foreign investors should think about FX and taxes.
Satrec Initiative (099320) stock outlook for 2026. A deep qualitative look at Korea's only earth-observation (EO) satellite systems exporter, its move under Hanwha Aerospace, SpaceEye and small SAR/optical satellites, the imagery businesses at SIIS and SIA, and the tension between order momentum and project-driven losses.