EcoPro BM: EV Demand↑, Power Tool Demand↓
The author is an analyst of NH Investment & Securities. He can be reached at minwoo.ju@nhqv.com. — Ed. EcoPro BM is forecast to report 2023 sales of W9.9tn (+86% y-y) and…
Sekonix: Competitiveness to Be Highlighted as Key XR Component Supplier
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. — Ed. Sekonix boasts technological expertise and a solid delivery track record for projection modules (mounted…
Samsung C&T: Expect Stable Earnings and Enhanced Shareholder Value
The author is an analyst of NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com. — Ed. Earnings at Samsung C&T have leveled up thanks to stable earnings at…
Korean Air: Looking Forward to 2H23
The author is an analyst of NH Investment & Securities. He can be reached at ys.jung@nhqv.com — Ed. KAL’s margins deteriorated q-q in 4Q22 on lower freight rates and higher…
Hyosung Advanced Materials: Super Fibers Continue to Deliver Solid Earnings
The authors are analysts of Shinhan Securities. They can be reached at jinmyung.lee93@shinhan.com and cgh815@shinhan.com, respectively. — Ed. 4Q22 OP falls short of consensus at KRW49.8bn (-25% QoQ) Hyosung Advanced…
The Renaissance Man Proving the Power of Career Change
Whatever you imagine when you think of a school headmaster, Guðmundur Hegner Jónsson is likely to surprise you. Originally from Iceland and standing close to two meters in height, he…
Corporate Korea Faced with Unfavorable Factors on Export Front
Korea is faced with a host of unfavorable factors on its export front. A warning light has been lit on Korea’s export front. Due to a sluggish global semiconductor industry,…
Amorepacific: Beginning of a Turnaround
The authors are analysts of Shinhan Securities. They can be reached at hpark@shinhan.com and jieun.ju@shinhan.com. – Ed. 4Q earnings exceed market consensus, in line with SHS estimates Amorepacific delivered an…
Korean Shipbuilders Post KRW7tn in Order Intake in First Month of 2023
The design of a methanol-powered ship ordered by Maersk Korea’s major shipbuilders are landing orders for high-priced ships. They have already secured orders enough to keep them busy for the next three…
Hyundai Motor
Hyundai Motor’s electric sedan IONIQ 6 Hyundai Motor Co.’s electric sedan IONIQ 6 has been certified by the U.S. Environmental Protection Agency (EPA) for a driving distance of up to…