SJM (KRX 123700) 2026 stock outlook: how this exhaust-bellows maker's moat holds up against EV decline, its cooling/hydrogen/defense diversification, and what US investors should know about accessing the stock and its tax treatment.
Shinyoung Securities (001720) 2026 stock outlook: the value-and-high-dividend investing DNA, an extreme sub-book PBR discount, preferred-share dividend yield, conservative capital and risk management versus limited growth, and how a foreign investor accesses this Korean broker.
Keyang Electric (KOSPI 012200) 2026 stock outlook: analyzing the dual-engine model of branded power tools and small automotive motors, exposure to Korean domestic demand and vehicle build volumes, the asset-value and dividend floor that supports the downside, competition against Bosch and Makita, and what foreign investors should know about FX and Korean withholding tax.
Farmsco (KOSPI: 036580) 2026 stock outlook: how the Harim Group feed-to-pork vertical actually makes money, the corn and soybean-meal cost versus hog-price spread, pass-through lag, ASF disease risk, KRW currency exposure for foreign investors, and how it stacks up against CJ CheilJedang and Tyson.
i3system (214430) 2026 stock analysis: cooled and uncooled infrared detector localization moat, guided-missile and ISR defense demand, K-defense export trickle-down, autonomous-driving and medical thermography optionality, plus small-cap earnings volatility and order lumpiness risk.
A deep-dive analysis of Husteel (KRX: 005010) for 2026: the OCTG and line pipe business model, exposure to US shale and LNG infrastructure, why antidumping duties cut both ways for Korean pipe makers, hot-rolled steel spread economics, competition with SeAH Steel and NEXTEEL, oil price and rig count sensitivity, plus a practical playbook and quarterly metrics for foreign investors buying Korean equities.
Hyundai Livart (KRX: 079430) 2026 stock outlook. Analysis of its B2C home furniture, B2B built-in and office contracts, Livart Kitchen built-in kitchens, integrated Hyundai L&C building materials, competition from Hansem and IKEA, housing-transaction and remodeling demand cycles, and PB/MDF raw material and freight cost risk for foreign investors.
A balanced 2026 outlook on POSCO M-Tech (KOSDAQ: 009520): the steel packaging and ferroalloy captive model tied to POSCO Group, the reality behind the nickel and lithium battery value-chain hype, ferroalloy spread cyclicality, theme-driven volatility, peer positioning versus POSCO Future M and POSCO Steeleon, and what foreign investors should watch.
A deep-dive into CPNG Coupang's 2026 investment case: the owned-logistics flywheel, WOW membership ecosystem, fixed-cost leverage economics, Developing Offerings (Taiwan, Farfetch, Eats, Play), and the Temu/AliExpress threat. For US investors seeking Korea and Asia e-commerce exposure.
Doosan Tesna (KOSPI 131970) 2026 outlook: wafer-level testing in the AI semiconductor value chain, Doosan Group ownership benefits and risks, fabless customer diversification opportunity, and what foreign investors need to know about this Korean back-end semiconductor services specialist.
Hanon Systems (KOSPI 018880) 2026 stock outlook: analyzing EV thermal management opportunity, battery thermal management systems, heat pump technology, competitive positioning against Denso and Valeo, and what foreign investors need to know about this Korean auto components supplier.
SK Biopharmaceuticals (KOSPI 326030) 2026 outlook: XCOPRI (cenobamate) US prescription growth, direct-sales model economics, CNS pipeline depth, competitive position in epilepsy treatment, and what foreign investors need to know before buying a Korean biotech.
SK Square (KOSPI 402340) 2026 outlook: analyzing the NAV discount structure, SK Hynix equity stake value, portfolio assets including 11Street, Tmap Mobility, and OneStore, and what foreign investors need to know about investing in a Korean ICT holding company.
Kakao Pay (KOSPI 377300) 2026 stock outlook: analyzing the path to profitability, Ant Financial shareholding risks, multi-license fintech expansion, and what foreign investors need to know about withholding tax and ADR availability.