Korea Stocks, page 24 of 36 — 24 articles published 2026-07-22 ~ 2026-07-25.
SK Securities (KOSPI: 001510) 2026 stock analysis: a sub-scale Korean brokerage no longer part of SK Group, leaning on IB and real-estate project financing (PF), squeezed by giant full-service rivals and platform brokers. An honest, balanced look at the moat, PF credit risk, low-PBR value-up trades, and what global investors should watch.
Dongwha Enterprise (KOSDAQ 025900) 2026 stock outlook. A deep qualitative look at Korea's No.1 MDF and particle-board maker, its construction-cycle exposure, the Dongwha Electrolyte battery growth arm, competition with Enchem, Soulbrain and Dongkuk, plus foreign-access and FX angles.
Daehan Flour Mills (KRX: 001130) 2026 stock analysis: one of Korea's big-3 flour millers with a thin-margin B2B ingredient business, the iconic Gompyo polar-bear licensing brand as an upside option, hidden low-PBR asset value in logistics and investments, and heavy exposure to imported wheat prices, FX and ocean freight.
A qualitative 2026 outlook on Sungshin Cement (KOSPI 004980), one of Korea's major integrated cement makers. Covers oligopoly pricing power, ready-mix price negotiations, the waste-derived alternative fuel margin lever, construction-cycle and PF risk, and the low-PBR value angle for foreign investors.
Motonic (KOSPI 009680) 2026 stock outlook. A deep dive into the fuel-delivery modules, throttle bodies and LPG/LPi injectors it supplies to Hyundai and Kia, its huge net cash versus tiny market cap, hydrogen FCEV valve optionality, and the EV-transition, single-customer and governance-discount risks.
Kolon Global 003070 stock outlook for 2026. A qualitative deep dive into the three-legged conglomerate structure — Haneulchae housing construction and civil engineering, imported-car dealerships for BMW, Audi, Volvo and Rolls-Royce, and wind-power EPC plus trading — covering housing PF and unsold-inventory risk, dealership recurring cash flow, renewable growth optionality, and the low-PBR valuation debate.
Kyeryong Construction (013580) 2026 stock analysis: a Daejeon-Chungcheong mid-cap builder anchored by public civil-engineering and government contracts, the Lee's Ville housing brand and distribution arm, its low-PBR and high-dividend profile, real-estate PF and unsold-inventory risk, cost-cycle pressure, peer comparison with Dongbu, Taeyoung and HDC, and how foreign investors access it.
Kiswire (KRX: 002240) 2026 stock analysis: global leadership in tire steel cord, wire rope and specialty steel wire meets an extreme net-cash balance sheet and a stubbornly low PBR. We examine the deep-value asset thesis, the high-carbon wire rod spread, downstream demand cycles, and the governance and value-trap risks global investors should weigh.
Dongwon Systems (KRX 014820) 2026 stock outlook. A full-line packaging franchise spanning aluminum cans, steel cans, PET, glass and flexible pouches, backed by captive demand from Dongwon tuna and beverages, plus a growth option in EV battery aluminum foil, cylindrical battery cans and pouches — weighed against aluminum, FX and capex risk.
KT Skylife (053210, KOSPI) 2026 stock analysis: Korea's only satellite pay-TV operator inside the KT Group media value chain. Skylife Mobile MVNO, the HCN cable acquisition, SkyTV content, dividend and low-valuation appeal weighed against cord-cutting, structural subscriber decline, OTT competition, and IPTV cannibalization — compared with LG HelloVision, SK Broadband, and Dlive.
CJ Freshway (KRX 051500) 2026 stock outlook. A deep look at Korea's leading B2B food-material distributor and institutional catering operator, the FreshOne partnership model, its scale and cold-chain moat, and the thin-margin, food-cost, and labor-cost risks that define the thesis.
Hyundai Corporation (KRX 011760) 2026 stock outlook. A deep-dive on the general trading house model in steel, auto parts, plants and chemicals, its pivot to resource development and business investment, an extreme deep-value low-PBR setup, shareholder-return upside, and commodity and global-trade cycle risk.
Seoyon E-Hwa (KRX 200880) 2026 stock outlook. A qualitative deep dive into the captive Tier-1 interior supplier to Hyundai and Kia, its door trim, cockpit, bumper and interior module business, volume and mix sensitivity, the lightweighting and EV interior content-per-vehicle growth lever, group dependency and price-down risks, and overseas plant utilization.
Nasmedia (KOSDAQ 089600) 2026 stock outlook. A qualitative deep dive into Korea's largest digital media rep: the KT Group affiliate's commission model, PlayD performance-marketing subsidiary, CTV, retail media and programmatic growth levers, and the margin pressure from Google, Naver and Coupang walled-garden in-housing.
Young Poong (KRX 000670) stock outlook for 2026. A qualitative deep dive into the Seokpo zinc and lead smelter, the Korea Zinc shareholding that drives its market cap, the extreme deep-value low PBR against net cash and net assets, plus environmental and management-control risks.
Samchully (KRX 004690) 2026 stock analysis: a regulated Seoul-metro city-gas distribution monopoly, its cost-plus regulated margin, LNG receivables recovery, cogeneration and hydrogen growth options, extreme low-PBR deep value, and dividend appeal versus mature demand.
KG Steel (016380) 2026 stock analysis: how KG Group turned around the former Dongbu Steel, the cold-rolled, galvanized and color-coated flat-steel model, hot-rolled coil cost spreads (roll margin), the Chinese steel oversupply cycle, auto, construction and appliance end-demand, governance risk, and whether the low PBR can re-rate.
Hanwha General Insurance (000370) 2026 analysis: how IFRS17 CSM and a shift to long-term protection insurance reshape earnings quality, long-term risk loss ratio, K-ICS capital adequacy, the Carrot pay-per-mile auto insurance option, and deep-value dividend upside versus Samsung Fire and DB Insurance.
LX International (001120) 2026 stock analysis: the former LG International, now the core operating company of Korea's LX Holdings group, spanning Indonesian coal and palm resources, the Pantos logistics subsidiary, and a nickel, biomass and glass-substrate pivot — dissecting commodity-cycle sensitivity, coal stranded-asset fears, and its high-dividend, low-PBR appeal.
Wonik Materials (KRX 104830) 2026 stock analysis: NF3 and N2O cleaning gases, ALD/CVD precursor localization, Wonik Group captive synergy, Samsung and SK Hynix capex tied to HBM and 3D NAND step counts, customer concentration risk, and valuation for foreign investors.
Hansol Paper (213500) 2026 stock analysis: Korea's leading printing and industrial paper maker, its thermal paper export franchise, the structural pivot into eco-friendly paper packaging (Protega), pulp and energy cost spreads, and the case for a low-PBR, dividend-paying materials stock in transition.
Kukdo Chemical (KRX 007690) 2026 stock outlook. A committed look at its world-leading epoxy resin capacity, electronic-materials (semiconductor EMC, PCB), wind-blade, EV and coatings demand, the BPA/ECH raw-material spread cycle, Chinese oversupply, and its low-PBR, dividend-paying materials-cyclical profile.
DN Automotive (KRX 007340) 2026 stock analysis: a Korean industrial holding-style parts maker combining top-tier anti-vibration rubber, Atlas BX lead-acid batteries, and DN Solutions machine tools. Strong cash generation and deep-value optics versus the acquisition debt and interest burden that keep the multiple compressed.
Hancom (KRX 030520) 2026 stock analysis: the HWP file-format lock-in across Korean government and education, the Hancom Docs subscription and cloud pivot, Hancom Assistant AI and e-documents, the structural fight with Microsoft Office, M&A baggage and subsidiary noise, and why the valuation swings so hard.