Ilji Tech (019540) 2026 stock outlook. Why operating profit jumped about 96% in 2025, how a stamped-and-welded auto body parts business really makes money, what the U.S. expansion and tariffs change, and whether the robot-parts hype is earned.
MMS (Maximus) 2026 stock outlook. How the company runs Medicaid, Medicare and other public benefit programs under long government contracts, why renewal rates stay high, what happens after the Medicaid redetermination bump, and the political risks behind its low multiple.
AGO (Assured Guaranty) stock outlook for 2026: municipal and structured bond guaranty insurance, trading below book value, relentless buybacks that shrink the share count, insider buying, new-business PVP versus run-off, and loss development risk.
Korea Cast Iron Pipe Industries (000970) stock outlook 2026. A qualitative deep dive into its ductile iron pipe business for water and sewage infrastructure, the aging-pipe replacement tailwind, pig iron and scrap cost cycles, and its low-PBR asset-value profile for foreign investors accessing the KRX.
BYC (001460) stock outlook 2026 for US investors: Korea's oldest underwear maker, a classic low-PBR asset play sitting on underbooked Seoul real estate, brand-aging risk among younger shoppers, and the access, tax, and PFIC issues US holders of this KRX-only name actually face.
Chosun Refractories (KRX: 000480) stock outlook 2026 covering its dominant refractory supply position to POSCO and Hyundai Steel, net-cash balance sheet, dividend reliability, crude steel cyclicality, and Korea's governance and value-up debate.
Sajo Seafood (KOSPI 014710) 2026 stock outlook. A deep qualitative read on its place inside Sajo Group's vertical integration, the tuna cost cycle driven by skipjack prices, bunker fuel and the won-dollar rate, domestic seafood demand, and the asset-value-versus-governance discount.
A qualitative 2026 outlook on Kangnam Jevisco (000860), the Korean mid-cap paint maker behind the Jebipyo brand. We cover its exposure to construction, shipbuilding, and auto cycles, its shift toward eco-friendly high-value coatings, its low-PBR asset-value case, and thin trading liquidity.
Crown Confectionery (KOSPI 264900) 2026 stock outlook. A deep qualitative look at its defensive Korean snack brands, cost structure driven by wheat, palm oil, sugar and cocoa, the Haitai Confectionery stake and real estate value, structural low-growth demographics, and how it stacks up against Orion, Lotte Wellfood and Nongshim.
JD.com (JD) 2026 outlook: the 1P direct-sales model and JD Logistics moat, China consumer weakness and stimulus swing factors, Alibaba and PDD (Pinduoduo) price wars, buybacks and dividend, plus ADR delisting and geopolitical risk framed for international investors.
Hankook Tire & Technology (KRX: 161390) 2026 stock outlook. A deep, qualitative analysis of its global top-7 tire position, premium high-inch and EV-specific tire mix, US Tennessee and Hungary plants, OE/RE revenue structure, the Hanon Systems acquisition and governance risk, and raw-material and freight headwinds from a dividend value-investor lens.