Korea Stocks, page 8 of 36 — 24 articles published 2026-09-04 ~ 2026-09-07.
Daechang (012800) 2026 stock outlook. A deep qualitative look at Korea's leading brass-rod and copper-alloy maker: the roll-margin business model, copper-price and inventory leverage, demand from wiring, plumbing and auto parts, lead-free brass and EV catalysts, cyclical risks, and how a US investor accesses this KOSPI name.
Choil Aluminum (018470) stock outlook for 2026: how a Korean flat-rolled aluminum converter actually makes money, the roll-margin spread, inventory valuation swings tied to LME aluminum, the EV cathode-foil growth angle, peer positioning versus Novelis and Sam-A, and what US investors should watch.
Hanla IMS (092460) 2026 stock outlook. A deep qualitative look at the Korean marine measurement and automation niche, its electrolysis ballast water treatment (BWMS) line, the trickle-down from the shipbuilding supercycle, rising content-per-ship on eco-vessels, small-cap order volatility, and what a US investor faces buying a KOSDAQ name.
Tplex (081150) 2026 stock outlook. A deep qualitative look at Korea's number-one stainless bar distributor, its titanium, nickel, tungsten and rare-earth trading arm, why nickel and STS prices plus inventory valuation swings drive earnings, and how the US-China critical-minerals fight turns it into a supply-chain theme stock.
Daewon Media (048910) 2026 stock outlook. A deep, opinionated look at Korea's exclusive Pokemon and Yu-Gi-Oh trading-card distribution, Haksan publishing, Daewon anime channels, pop-up store and F&B expansion, the push toward owned IP, and the structural risk of leaning on licensed rights.
Kooksoondang (043650) stock outlook for 2026. A deep look at Korea's leading traditional-liquor maker behind Baekseju and draft makgeolli: the post-pandemic slump, the online-sales regulatory moat, the premium-makgeolli and K-liquor export turnaround, and why net cash and asset value make it a classic deep-value case for foreign investors.
Jinro Fermentation (018120) 2026 stock outlook. A deep qualitative look at Korea's No. 2 soju ethanol (jujeong) producer: the regulated distribution moat, recession-resistant demand, a ~6% dividend yield and its sustainability, plus feedstock, FX and shrinking-soju risks for US investors buying Korean dividend equities.
DY Deokyang (formerly Deokyang Industry, KRX 024900) 2026 outlook for global investors: Hyundai-Kia Tier 1 captive supplier making cockpit modules, crash pads and door trim, the EV interior transition, structural low margins, competition with Seoyon E-Hwa and Hyundai Mobis, plus how foreign investors access this small-cap Korean auto parts name.
Daechang Forging (015230) 2026 stock outlook. A qualitative deep dive into its construction-machinery undercarriage forging (track links, shoes, idlers, sprockets) and automotive crankshaft business, exposure to the global construction-equipment cycle, aftermarket replacement demand, low-PBR asset-value logic, and the electrification and customer-concentration risks that matter.
Capro (006380) 2026 stock outlook. A qualitative deep dive into Korea's only caprolactam and nylon 6 feedstock producer, its ammonium sulfate byproduct, the caprolactam-benzene spread, chronic Chinese oversupply, low-PBR asset value, and single-product cyclical risk.
Daeyang Electric (108380) 2026 stock outlook. A qualitative deep dive into its marine lighting and shipboard electronics business, the Korea Special Battery defense-power subsidiary, the twin shipbuilding-supercycle and defense tailwinds, order-cycle dependence, competitive position, and practical scenarios for foreign investors accessing Korean equities.
MICO (059090) 2026 stock outlook. A qualitative deep dive into the KOSDAQ maker's semiconductor ceramic parts localization moat, its MiCo Power SOFC solid oxide fuel cell growth bet, dual exposure to the chip cycle and hydrogen theme, loss-making risk, and how US investors can access Korean equities.
A 2026 stock outlook for Oros Technology (KOSDAQ: 322310), Korea's overlay metrology equipment maker, written for US and global investors: how overlay measurement works, breaking into the KLA-ASML duopoly, Samsung, SK Hynix and Chinese memory (YMTC, CXMT) exposure, HBM and advanced-node capex leverage, China revenue and customer-concentration risk, and how to access Korean equities.
Dongwon Metal (018500) 2026 stock analysis: stamped and welded body/chassis parts for Hyundai and Kia, EV lightweighting content upside, steel cost pass-through lag, thin margins, and how it compares to Sungwoo Hitech and Sewon.
Lumens (KOSDAQ: 038060) 2026 stock outlook: legacy LED package and module commoditization pressure, micro-LED and mini-LED next-gen display optionality, competition from Seoul Semiconductor and global micro-LED developers, and cash-burn risk.
Gigalane (KOSDAQ 319400) stock outlook for 2026, covering the split between RF connector and cable revenue tied to 5G capex cycles and semiconductor test-process consumables riding the AI and HBM testing tailwind, plus customer concentration and small-cap volatility risks.
KT Alpha (formerly KTH, KOSDAQ 036030) stock outlook for 2026. A close look at the structural squeeze on Korean T-commerce from rising carriage fees and an aging linear-TV audience, weighed against KT Group synergy and the pivot into digital commerce and content.
JNK Global (formerly JNK Heaters, KOSDAQ 126880) stock outlook 2026: a qualitative look at fired-heater order backlog cycles, the realism of its hydrogen reformer optionality, refinery capex sensitivity, and project margin risk for this small-cap Korean industrial name.
KEC (092220) 2026 stock analysis: discrete power semiconductors, an 8-inch fab economics model, EV and industrial power demand drivers, competition from Infineon, onsemi, and STMicroelectronics, and the commodity-pricing risk that comes with China's discrete-chip buildout.
AJ Networks (095570) stock outlook for 2026, covering the pallet, construction-equipment, and IT-device operating-lease spread model, interest-rate and utilization sensitivity, leverage and coverage ratios, and the holding-company discount versus subsidiary asset value.
Tongyang Inc. (KOSPI: 010160) stock outlook for 2026: a qualitative deep dive into its ready-mix concrete and aggregates business, construction-cycle sensitivity, cement and diesel input costs, post-restructuring land assets, and how it stacks up against Eugene Corp, Sampyo, and Asia Cement.
Harim Holdings (003380) stock outlook 2026: a deep, qualitative look at the Korean agri-food holding company sitting on top of poultry maker Harim, feed operations, and bulk shipper Pan Ocean, covering NAV-versus-market-cap holding discount mechanics, grain and feed-margin cycles, chicken price pass-through, and the long-running Yangjae land redevelopment option.
Sindoh (029530) stock outlook for 2026. A qualitative look at how a slowly declining office printer and copier business sits on cash and marketable securities rivaling its own market cap, backed by a long dividend history and an emerging 3D printing option.
DL (000210) DL Holdings (formerly Daelim Industrial) 2026 stock outlook. A qualitative deep dive into the net-asset-value holding-company discount, the DL E&C and DL Chemical subsidiary earnings link, dividend, trademark-royalty and rental income, and shareholder returns for foreign investors.