Lotte Shopping (KRX 023530) stock outlook 2026 for global investors: department store premiumization, Lotte On e-commerce struggles, store rationalization, REIT asset monetization, low-PBR value-up, high dividend yield, and consumer cyclicality risks.
An original 2026 outlook on LG Uplus (KRX 032640), Korea's third-largest mobile carrier. We break down stalling 5G ARPU, the ixi AI brand, data-center (IDC) and B2B growth, the high-dividend telecom thesis, tariff and tariff-rate regulatory risk, and how US and global investors can frame position sizing, KRX access, and currency exposure.
Samsung Card 029780 stock outlook 2026: a deep dive into Korea's flagship high-dividend card stock, its dividend yield, funding-cost and delinquency (asset-quality) sensitivity, merchant-fee regulation, Samsung Group affiliation, data/platform growth and the Value-up program for global investors.
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.
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.
An in-depth look at Dow Inc. (DOW) stock in 2026 — examining the chemical downcycle, dividend sustainability, portfolio restructuring toward high-value silicones, and how DOW compares to peers like LYB, DD, and CE. Analysis for US general investors navigating cyclical materials stocks.