Investing, page 13 of 18 — 24 articles published 2026-04-28 ~ 2026-05-04.
NextEra Energy (NEE) 2026 investment analysis: FPL vs. NEER segment valuation, IRA tax credits, 33 GW backlog, 8%+ EPS CAGR guidance, dividend aristocrat path, bull and bear scenarios.
Hyundai Rotem (KRX: 064350) 2026 investment analysis. K2 Poland Phase 2 $6.5B contract, Peru 54-tank order, K2PL licensed production, Morocco $1.6B rail contract, dual defense-rail business model, book-to-bill framework, peer comparison vs Rheinmetall and GDLS, key risk triggers.
BlackRock (BLK) 2026 stock outlook: near $14T AUM, iShares fee economics by bps, Aladdin SaaS recurring revenue, BUIDL tokenized fund on Ethereum, GIP acquisition, vs Vanguard and State Street.
NCSoft (036570) stock analysis 2026: first operating loss in 26 years, Throne and Liberty Western expansion via Amazon, Aion 2 pipeline, AI gaming development, and Krafton vs Netmarble comparison.
Amorepacific (090430) 2026 stock analysis: Sulwhasoo China comeback, Laneige US Sephora growth, daigou duty-free channel recovery, COSRX synergy, LG Household & Shiseido comparison, and KRX cosmetics stock guide for global investors.
LIG Nex1 (KRX: 079550) 2026 investment analysis. Cheongung M-SAM exports to Middle East, L-SAM development, Haesong anti-ship missiles, book-to-bill framework, FMS vs DCS export mechanics, peer comparison with Raytheon and MBDA, and risk triggers for global investors.
Meritz Financial Group (KRX: 138040) 2026 outlook: Korea's highest-ROE holding company, K-ICS ratio, share buyback strategy, IFRS 17 CSM analysis, vs Samsung Life and DB Insurance.
Doosan Fuel Cell (336260) 2026 analysis: PAFC M400 vs SOFC technology, South Korea's CHPS clean hydrogen power policy, IRA Section 45V tax credit, Bloom Energy comparison, HyAxiom US expansion, and KRX hydrogen stock guide.
Hanmi Pharmaceutical (128940) 2026 outlook: GLP-1 obesity pipeline, efpeglenatide Phase 3, MSD license milestones, Lapscovery platform, IFRS R&D capitalization risk, and KRX investing guide for global investors.
Korea Aerospace Industries (KAI, KRX: 047810) 2026 investment analysis. KF-21 production contract, FA-50 export wins across NATO and ASEAN, MRO revenue stream, book-to-bill framework, peer comparison vs Lockheed and Embraer, and key risk triggers for global investors.
Korea's Parents' Day falls on May 8. This guide covers the best mid-budget gift categories — massage devices, appliances, food subscriptions, travel vouchers, and health checkup packages — for Koreans abroad sending gifts home.
Applied Materials 2026 analysis: 2nm/advanced node equipment share, HBM capex demand, China export control exposure, WFE TAM from SEMI World Fab Forecast, and how US investors should think about semiconductor equipment.
Citigroup 2026 analysis: Jane Fraser's five-segment reorganization, ROTCE target of 11–12%, CET1 ratio, Basel III endgame, CCAR stress test results, and what US investors should know about positioning in C.
Amgen 2026 analysis: MariTide GLP-1 Phase 3 inflection, Horizon Therapeutics integration, biosimilar erosion of Prolia and Enbrel, CMS drug price negotiation risk, and how US investors should position.
ServiceNow 2026 analysis: Now Assist GenAI ARPU expansion, cRPO visibility, ITSM/HRSD/ITOM platform moat, valuation risk, and how US investors should think about holding NOW.
CSCO 2026 outlook after the Splunk acquisition: AI ethernet demand, security observability integration, dividend growth trajectory, and how US investors should position.
EcoPro BM (247540) 2026 stock analysis: NCM cathode material for Samsung SDI and SK On, IRA AMPC Section 45X credit extension, Ford and VW EV cycle recovery, LFP competition risk, and how US investors can access Korean battery material stocks.
Hotel Shilla (008770) 2026 analysis: duty-free segment recovery from China daigou normalization, Incheon Airport lease renegotiation, Korea Tourism Organization visitor statistics, China GACC data, and US investor access via EWY.
CJ CheilJedang (097950) 2026 analysis: Bibigo frozen dumpling US market share leadership, Schwan's acquisition leverage, food vs bio segment GP margin decomposition, amino acid cycle risk, and US investor access via EWY or direct KRX.
HD Hyundai Heavy Industries (329180) 2026 analysis: LNG carrier supercycle, ammonia and methanol dual-fuel vessel technology, IMO 2030 regulations, backlog comparison vs Samsung Heavy and Hanwha Ocean, and how US investors access Korean shipbuilding stocks.
Starbucks (SBUX) 2026 analysis: Brian Niccol's 'Back to Starbucks' plan mechanics, US SSSG transaction-count recovery, China Luckin structural competition, NLRB labor relations cost structure, and FCF-to-dividend coverage ratio. Position: gradually constructive with specific SSSG triggers.
Hanwha Aerospace (012450) 2026 stock analysis: K9 self-propelled howitzer Poland and Egypt follow-on orders, Cheongung II missile exports, Nuri rocket, book-to-bill ratio above 2.0x, and how US investors can access Korean defense stocks.
Nike (NKE) 2026 analysis: DTC strategy reversal and gross margin dilution, wholesale channel restoration, Hoka and On Running competitive encroachment, China SSSG recovery pace under guochao pressure, and inventory normalization. Position: watchful/neutral with SSSG transaction-count triggers.
SK Innovation (096770) 2026 investment analysis covering SK On battery division losses, refining crack spread cycles, the post-merger SK E&S LNG and hydrogen portfolio, and US investor access via EWY or direct KRX trading.