Hansol Paper (213500) 2026 stock analysis: Korea's leading printing and industrial paper maker, its thermal paper export franchise, the structural pivot into eco-friendly paper packaging (Protega), pulp and energy cost spreads, and the case for a low-PBR, dividend-paying materials stock in transition.
Macrogen (KRX: 038290) 2026 investment analysis for global investors: the NGS sequencing services model, consumer DTC genetic testing, genomics big-data and precision medicine, falling sequencing costs versus low-margin competition, the US-listed Psomagen/Soma Genomics subsidiary, and where Macrogen sits inside the Illumina ecosystem.
Cosmax (KRX: 192820) 2026 stock analysis: the world-leading cosmetics ODM's formulation and R&D moat, the K-beauty indie brand trickle-down effect, production hubs in China, the US, Indonesia, and Thailand, China risk, cost and FX pressure, a Kolmar Korea comparison, and how global investors should frame this picks-and-shovels cosmetics play.
Nongshim (004370) stock outlook for 2026, analyzing the Shin Ramyun global expansion, the second US factory ramp, wheat and palm oil cost pressure, the K-food export wave, and dividend appeal. Includes a peer comparison with Ottogi and Samyang Foods and a practical framework for US investors seeking Korean consumer-staples exposure.
Poongsan (103140) stock outlook for 2026, analyzing the copper fabrication (sindong) price cycle, the global ammunition and defense export tailwind, the dual-engine business model, metal-gain inventory swings, dividend appeal, and how US and global investors can frame exposure to this unusual copper-plus-defense Korean stock.
LG Household & Health Care (051900) 2026 stock analysis: three divisions — Beauty (The History of Whoo luxury cosmetics), Home & Daily Beauty, and Coca-Cola Korea bottling. China demand recovery, duty-free/daigou normalization, Whoo brand reset, dividend, and why this de-rated compounder cushions cosmetics cyclicality with stable beverage cash flow.