FILA Holdings: Nothing to Lose
The author is an analyst of NH Investment & Securities. She can be reached at jiyoony@nhqv.com. — Ed. FILA Holdings is forecast to report significant 4Q22 earnings decline due to…
Handset/IT Industry: Shipments of Optical Components for Apple XR Devices Imminent
The author is an analyst of NH Investment & Securities. He can be reached at kyuha.lee@nhqv.com. — Ed. Asian optical component makers are expected to supply components for Apple XR devices from…
Dongwha Enterprise: Battery Materials Earnings to Improve
The author is an analyst of NH Investment & Securities. He can be reached at minwoo.ju@nhqv.com. — Ed. Dongwha Enterprise’s wood division earnings are to remain sluggish for now, but we…
Korean Display Makers Under Decarbonization Pressure from Apple
Korean display makers unanimously welcome the government’s addition of next-generation display technologies to the list of national strategic technologies. As the Korean government has designated next-generation display technologies as a national strategic…
Samsung Electronics Keeps Top Spot in Global Smartphone Market in 2022
Samsung Electronics accounted for 22 percent of global smartphone shipments in 2022, retaining its top spot. Samsung Electronics kept its top spot in the global smartphone market in 2022 by…
CJ Logistics: Earnings Growth to Sustain
The author is an analyst of NH Investment & Securities. He can be reached at ys.jung@nhqv.com — Ed. We lower our TP on CJ Logistics by 5% to W122,000 in…
SK innovation: Order Intake Slowdown Considered Positive
The author is an analyst of KB Securities. He can be reached at wchun@kbfg.com. — Ed. Order intake slowdown considered positive ㅡ On Jan 18, SK innovation stock retreated 9.4% MoM,…
Doosan Enerbility to Invest US$5mn in X-Energy, a U.S. SMR Developer
A bird’s-eye view of X-Energy’s small module reactor (SMR) plant Doosan Enerbility is concentrating its efforts on preoccupying the nascent small module reactor (SMR) market. It has decided to invest in…
Fixed Income Strategy: Dramatic Change in Market Conditions
The author is a fixed income strategist of Shinhan Securities. He can be reached at jk.ahn@shinhan.com. — Ed. BOK to shift focus to the economy in response to weaker growth…