Korea Stocks, page 31 of 36 — 24 articles published 2026-07-02 ~ 2026-07-06.
Hana Micron (KRX 067310) 2026 stock outlook: a deep look at the OSAT back-end packaging and test business, memory trickle-down from Samsung and SK hynix, advanced-packaging and HBM hopes, Vietnam and Brazil capacity expansion, subsidiary Hana Materials, the high-beta memory-cycle leverage, peer comparison with SFA Semiconductor, and the quarterly metrics global investors should watch.
Studio Dragon (253450, KOSDAQ) 2026 stock analysis: Korea's largest drama producer and a CJ ENM affiliate. Its production-and-distribution model, Netflix and global OTT supply structure, IP library value and recoup mechanics, production-cost inflation, tentpole hit volatility, and OTT bargaining power — compared with Contentree JoongAng and peers.
SHIFT UP (KRX 462870) Stock Outlook 2026 covering the Goddess of Victory: NIKKE cash cow, Stellar Blade console IP, high operating margin lean-studio model, single-game concentration risk, growth-stock valuation, peer comparison and what global investors should watch.
Lotte Wellfood (KRX 280360, formerly Lotte Confectionery) Stock Outlook 2026 covering its confectionery, ice cream and processed-food segments, India's Havmor growth engine, cocoa and sugar cost pressure, merger synergies, health-and-wellness rebranding, dividends, peers like Orion, and how a global investor can access it.
Hite Jinro (KRX 000080) Stock Outlook 2026: a practical look at the soju oligopoly moat and pricing power, the Terra and Kelly beer share war, JINRO soju going global, input and FX cost pressure, dividends and debt risk, plus scenarios and tax for a global investor.
A framework-based Ottogi (KRX 007310) Stock Outlook 2026 covering its ramen, curry, mayonnaise and instant-rice brand moat, wheat, palm-oil and FX cost sensitivity, domestic maturity versus K-food export growth, cheap valuation and dividends, governance risk, peer comparison, and a global-investor tax and scenario framework.
A regulated-utility analysis of KOGAS (Korea Gas Corporation, 036460): the LNG import and wholesale monopoly, rate base and allowed return, how the fuel-cost receivable builds and unwinds, dividend restart odds, overseas E&P risk, and what global investors accessing Korea via foreign brokerage should monitor each quarter.
KEPCO KPS (KRX 051600) Stock Outlook 2026 covering the power plant maintenance (O&M) moat, nuclear and thermal servicing near-monopoly, dividend policy, nuclear life extension and overseas orders, labor-cost risk, and peer comparison for global investors.
BNK Financial Group (KRX 138930) Stock Outlook 2026 covering the low-PBR regional bank value case, dividend yield, Korea's value-up program, Busan and Gyeongnam economy exposure, NIM and credit costs for global investors.
Dentium (KRX 145720) 2026 stock outlook: an in-depth look at China dental-implant market growth, volume-based procurement (VBP) price-cut risk, emerging-market expansion, competition with Osstem Implant, margins, aging-population demand, the razor-blade consumables model, and what global investors should watch.
A 2026 stock outlook for GS Holdings (KRX 078930), analyzed through GS Caltex refining margins, the holding-company discount, dividend characteristics, and energy transition. Includes risks, peer comparison, and a global-investor tax framework.
GS Retail (KRX 007070) Stock Outlook 2026 analyzed through GS25 convenience stores, GS The Fresh supermarkets, home shopping and the Yogiyo stake. We cover the CU (BGF Retail) convenience duopoly, offline retail resilience, quick commerce, dividends and what global investors should watch.
Hanwha Corp (KRX 000880) stock outlook 2026: a deep dive into the holding-company discount, K-defense super-cycle exposure via Hanwha Aerospace, solar and shipbuilding, governance and succession risk, dividends, and how global investors should think about it.
JB Financial Group (KRX 175330) stock outlook 2026: a deep dive into Korea's highest-ROE regional financial holding — Jeonbuk Bank, Kwangju Bank and JB Woori Capital — its dividend, value-up program, Cambodia and Southeast Asia exposure, capital efficiency and risks.
Lotte Corp (KRX 004990) Stock Outlook 2026: a practical look at the holding-company NAV discount, Lotte Chemical and Lotte Shopping cycles, dividends, value-up policy, governance, and global-investor tax.
Nextin (KRX 348210) Stock Outlook 2026 analysis: dark-field pattern defect inspection moat, heavy China revenue exposure, the domestic-localization thesis, competition with KLA and Applied Materials, the memory capex cycle, small-cap volatility, and what global investors should watch.
A framework-based CJ Corp (KRX 001040) Stock Outlook 2026 covering holding-company NAV discount, subsidiary earnings pass-through from CJ CheilJedang, ENM, Logistics and Olive Young, the Olive Young IPO catalyst, dividends and governance for global investors.
HD Hyundai Infracore (KRX 042670) Stock Outlook 2026: a full breakdown of the excavator and engine businesses, the China and emerging-market infrastructure cycle, HD Hyundai group synergies, the Caterpillar-Komatsu-Volvo competitive map, and what global investors should watch.
A qualitative 2026 stock outlook for Pharma Research (KRX 214450), the Korean aesthetics-bio company behind Rejuran, a salmon-DNA PN/PDRN skin booster. We cover its brand moat, expansion into fillers, toxin, and cosmetics, high margins, the growth-premium valuation risk, competition from Hugel and others, overseas approval hurdles, and how global investors should frame the KRW-listed shares.
A qualitative deep dive into the POSCO DX (KRX 022100) stock outlook for 2026. We analyze its industrial AI, smart factory, EIC plant automation for batteries and manufacturing, logistics automation, cobot and logistics-robot new ventures, and system integration, weighed against POSCO group captive dependence, battery capex sensitivity, order-book volatility, and AI/robot theme valuation risk.
A qualitative 2026 stock outlook for Enchem (KRX 348370), Korea's No.1 battery electrolyte maker. We break down its global position, North American capacity near LG Energy Solution and SK On, IRA and FEOC non-China tailwinds, additive and lithium-salt in-housing, and the risks of EV demand softness, capex, debt, price erosion, and customer destocking.
APR Corp (KRX 278470) 2026 stock outlook. A qualitative deep dive into its beauty-tech model that fuses home beauty devices (Medicube AGE-R) with skincare brands, the razor-and-blade device-plus-consumables revenue engine, high-growth global expansion via Amazon and direct-to-consumer in the US and Japan, marketing-spend and trend-dependency risks, and the valuation compression danger baked into a growth premium.
A qualitative deep-dive into CS Wind (KRX 112610) for 2026: how the world's leading wind-tower manufacturer leverages the U.S. IRA advanced-manufacturing credit (45X AMPC) and U.S. capacity expansion, extends its offshore value chain through the Bladt acquisition, and faces risks from U.S. wind policy, steel-plate costs, project delays, and FX.
LigaChem Biosciences (KRX 141080, formerly LegoChem) stock outlook 2026: how its ADC ConjuAll linker platform, big-pharma license-out deals with partners like J&J, and Orion Group backing weigh against clinical, partner-dependency and valuation risks.