Hyundai Rotem (KRX: 064350) 2026 investment analysis. K2 Poland Phase 2 $6.5B contract, Peru 54-tank order, K2PL licensed production, Morocco $1.6B rail contract, dual defense-rail business model, book-to-bill framework, peer comparison vs Rheinmetall and GDLS, key risk triggers.
Amorepacific (090430) 2026 stock analysis: Sulwhasoo China comeback, Laneige US Sephora growth, daigou duty-free channel recovery, COSRX synergy, LG Household & Shiseido comparison, and KRX cosmetics stock guide for global investors.
LIG Nex1 (KRX: 079550) 2026 investment analysis. Cheongung M-SAM exports to Middle East, L-SAM development, Haesong anti-ship missiles, book-to-bill framework, FMS vs DCS export mechanics, peer comparison with Raytheon and MBDA, and risk triggers for global investors.
Doosan Fuel Cell (336260) 2026 analysis: PAFC M400 vs SOFC technology, South Korea's CHPS clean hydrogen power policy, IRA Section 45V tax credit, Bloom Energy comparison, HyAxiom US expansion, and KRX hydrogen stock guide.
Hanmi Pharmaceutical (128940) 2026 outlook: GLP-1 obesity pipeline, efpeglenatide Phase 3, MSD license milestones, Lapscovery platform, IFRS R&D capitalization risk, and KRX investing guide for global investors.
Korea Aerospace Industries (KAI, KRX: 047810) 2026 investment analysis. KF-21 production contract, FA-50 export wins across NATO and ASEAN, MRO revenue stream, book-to-bill framework, peer comparison vs Lockheed and Embraer, and key risk triggers for global investors.