Korea Stocks, page 11 of 36 — 24 articles published 2026-08-27 ~ 2026-08-30.
KH Vatec (060720) 2026 stock outlook. A deep qualitative look at its foldable-smartphone hinge and metal-case franchise, the precision-machining moat, single-customer concentration on Samsung, set-launch seasonality, foldable penetration leverage, and the competing hinge-vendor landscape.
Suheung (008490) 2026 stock outlook. A deep qualitative look at its near-monopoly in domestic hard capsules and top-three global position, the health-supplement contract-manufacturing (ODM) growth lever, and the gelatin, currency, and demand-cycle risks facing this KOSDAQ materials name.
A qualitative 2026 outlook on JNTC (KOSDAQ 204270), the Korean maker of 3D tempered cover glass and connectors: its glass-forming moat, deep Samsung supply-chain exposure, the automotive-connector expansion, and sensitivity to smartphone demand, the won-dollar rate, and set-maker cycles.
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.
Kolmar Holdings (KRX 024720, formerly Kolmar Holdings Korea) 2026 stock outlook. A qualitative look at the pure holding company controlling Kolmar Korea's cosmetics ODM export boom and HK inno.N's K-CAB pharma pipeline, the persistent Korean holding-company discount, and what US and global investors should weigh before buying this KRX parent ticker.
SK Discovery (006120) stock outlook for 2026. A qualitative deep dive into the Chey Chang-won branch of SK Group, its control over SK Chemicals, SK Gas, and SK Bioscience, the vaccine-to-hydrogen value chain, PFIC risk for US holders, and why the holding company discount runs so deep here.
Kolon (002020) stock outlook 2026: a qualitative read on the holding company behind Kolon Industries' hydrogen materials and Kolon Global's construction business, weighing holding discount, cycle risk, and dividend income.
BGF (027410) stock outlook for 2026. A deep, qualitative look at the pure holding company controlling BGF Retail (282330), operator of Korea's CU convenience store chain, covering holding-company discount mechanics, convenience-store saturation, and the BGF Eco Materials optionality.
Daesang Holdings (084690) stock outlook 2026. A qualitative look at the pure holding company controlling Daesang Corp's Chungjungwon and Jongga food brands — dividend and royalty income, NAV versus market cap, and the lysine/starch-sugar cycle risk hidden inside a food conglomerate.
Kyungnong (KRX: 002100) 2026 stock analysis: Korea's top-tier crop protection maker paired with fertilizer subsidiary Jobi, seasonal earnings tied to the farming calendar, climate-driven demand shifts, an aging rural workforce pushing drone application, and the eco-friendly transition risk global investors should track.
SJM (KRX 123700) 2026 stock outlook: how this exhaust-bellows maker's moat holds up against EV decline, its cooling/hydrogen/defense diversification, and what US investors should know about accessing the stock and its tax treatment.
Dongil Industries (004890) stock outlook for 2026 covers its position in the POSCO steel supply chain, why the stock persistently trades at a fraction of book value, its exposure to construction equipment demand cycles, and dividend reliability.
EcoPro HN (KOSDAQ: 383310) stock outlook for 2026, covering its emissions-control equipment and semiconductor cleanroom chemical filter businesses, its role as the EcoPro Group's steady cash generator, capex-cycle risk, and how US investors can realistically access this KOSDAQ small-cap.
Sebang (004360) 2026 stock outlook. A deep look at its integrated-logistics model — container inland trucking, port stevedoring, heavy-lift cargo — how it differs from Sebang Global Battery (004490), port throughput cyclicality, 3PL moat, asset-play valuation, and the case for a US investor.
Actoz Soft (052790) 2026 stock outlook. A qualitative deep dive into Legend of Mir (热血传奇) IP royalty cash flow, Shanda/Shengqu Chinese control structure, the long-running Wemade royalty litigation, new-title drought risk, and the IP licensing business model.
Huons Global (084110) stock outlook for 2026. A deep qualitative look at this Korean pharma holding company behind Huons and Humedix: eye-drop cash cow, aesthetics and HA fillers, botulinum toxin exports, China and Brazil regulatory catalysts, dividend appeal, and the persistent holding-company discount.
Nongshim Holdings (072710) 2026 stock outlook. A holding-company view of the Nongshim Group structure, the persistent holdco discount, subsidiary Nongshim's (004370) Shin Ramyun US factory expansion, dividend flow tied to subsidiary earnings, and wheat and palm-oil input-cost cycles.
Kyungbang (000050) 2026 stock outlook. A deep qualitative look at the decline of its 1919 textile legacy, the rental and retail income from the Yeongdeungpo Times Square mall, real-estate asset revaluation, the persistent NAV discount, and retail-tenant cycle risk.
Youngone Holdings (009970) stock outlook for 2026. A deep qualitative look at the holding-company structure over Youngone Corporation (111770), outdoor OEM/ODM manufacturing for brands like The North Face, Bangladesh production, Scott bicycles, the holding discount, customer concentration, and order-cycle risk.
Hanwha Galleria (452260) stock outlook 2026. A deep qualitative look at the department-store operator spun off from Hanwha Solutions in 2023 — the Galleria luxury hall premium, luxury-spending cyclicality, F&B, wine and bio ventures, dividend appeal, and its scale gap versus Lotte, Shinsegae and Hyundai.
Heungkuk Fire & Marine Insurance (000540) 2026 stock outlook. A qualitative deep dive into the Taekwang Group P&C insurer's long-term protection and auto mix, IFRS17 CSM and K-ICS capital rules, scale disadvantage versus Samsung Fire, DB Insurance and Hyundai Marine, and its low-P/B dividend case and risks.
Danal (064260) 2026 stock outlook. A qualitative deep dive into the carrier-billing fee model, dependence on gaming and content merchants, the PayCoin blockchain regulatory episode, competitive gaps versus Naver Pay, Kakao Pay and Toss, and the durability of its micropayment niche.
Megastudy (072870) 2026 stock outlook. A deep qualitative read on subsidiary Megastudy Edu (215200), its dominance in Korean exam-prep e-learning, the star-instructor IP moat, structural repeat-taker demand, demographic decline risk, and the pivot into adult and vocational education.
Hannong Chemicals (011500) stock outlook for 2026. A qualitative deep dive into its surfactant and glycol-ether core business, functional monomers and glyme expansion, the solid-state battery electrolyte-material option, small-cap volatility, and valuation-overheat risk.