#brokerage

2개의 글

June 25, 2026

NH Investment & Securities (005940) Stock Outlook 2026: High-Dividend Brokerage Caught Between IB Strength and PF Risk

A 2026 stock outlook for NH Investment & Securities (KRX 005940), analyzing the NongHyup-affiliated broker's IB franchise (ECM, DCM, real estate), high-dividend policy, WM and retail brokerage, bond and trading P&L, real-estate PF exposure risk, the rate cycle, and the Korean value-up re-rating thesis.

005940 NH Investment Korea stocks

June 25, 2026

Samsung Securities (KRX 016360) Stock Outlook 2026: Wealth Management, High Dividends, and the Value-Up Re-Rating

A 2026 outlook on Samsung Securities (KRX 016360): its wealth management and ultra-high-net-worth SNI franchise, retail overseas equity brokerage, top-tier dividend payout among Korean brokers, trading-volume cyclicality, low real-estate PF exposure, and the value-up re-rating case for foreign investors.

016360 Samsung Securities Korea stocks