Korea Stocks, page 26 of 36 — 24 articles published 2026-07-16 ~ 2026-07-20.
Seoul Semiconductor (KOSPI 046890) 2026 analysis: WICOP package-less LEDs, SunLike natural-spectrum, mini-LED backlights, automotive lighting, and an aggressive patent-litigation strategy weighed against Chinese overcapacity, commodity price wars, and downstream demand cycles.
Golfzon (KOSDAQ 215000) 2026 stock analysis: simulator hardware sales, franchise network and round-fee recurring revenue, GDR academies, the course-library platform lock-in, overseas expansion into the US, Japan and Southeast Asia, and the post-COVID golf-participation normalization risk.
PSK Holdings (KOSDAQ 319660) 2026 stock analysis: the world-leading photoresist dry-strip franchise, structural upside from HBM and 3D-NAND step multiplication, Samsung and SK Hynix customer concentration, memory capex cyclicality, and Chinese competition — for global investors accessing Korea.
Hyundai Elevator (KRX 017800) 2026 stock analysis: the high-margin maintenance service annuity and installed-base lock-in, Korea's number-one elevator share, overseas China and Asia expansion, versus new-installation exposure to the construction cycle, past Schindler governance disputes, and derivative overhang.
PI Advanced Materials (178920) 2026 stock analysis: the world's #1 polyimide film maker, FPCB and heat-spreader and EV battery insulation demand, BPDA/PMDA raw-material cost, downstream electronics cyclicality, customer concentration, and private-equity ownership after Arkema's failed acquisition.
Chips and Media (KOSDAQ 094360) 2026 stock analysis: the video codec IP licensing model, upfront license fees plus per-chip royalties, on-device AI and NPU IP optionality, an ARM and Ceva-style moat, and the small-cap liquidity and end-market cyclicality risks.
ENF Technology (KOSDAQ 102710) 2026 stock analysis: semiconductor and display wet chemicals — thinner, edge-bead-remover, etchant, stripper — plus color-filter and OLED organic materials. Samsung and SK hynix supply-chain exposure, HBM and 3D-DRAM step-count tailwinds, versus customer concentration and commodity-chemical margins.
HD Hyundai Construction Equipment (KRX 267270) 2026 stock analysis: excavator and wheel loader cyclicality, India's local franchise and emerging-market infrastructure demand, Sany and XCMG price pressure, FX risk, HD Hyundai group synergy, and how US investors can access this Korea-listed cyclical.
Cafe24 (KOSDAQ 042000) 2026 stock outlook. A qualitative look at the global D2C storefront SaaS model, GMV-linked payment revenue, the YouTube Shopping partnership and Naver equity tie, cross-border payments and fulfillment, plus what durable profitability leverage really depends on for foreign investors.
LS Corp (006260) 2026 stock outlook. A qualitative look at LS Cable's HVDC submarine backlog, LS Electric and LS MnM copper smelting, the grid-CAPEX super-cycle and data-center power demand, plus the NAV-versus-holdco discount that foreign investors must weigh in Korean won terms.
A qualitative deep dive into the Nepes (KOSDAQ 033640) stock outlook for 2026: wafer bumping and WLP and PLP fan-out advanced packaging, DDI and PMIC test, the earnings profiles of subsidiaries Nepes Ark and Nepes Laweh, the on-device AI back-end demand story, and the central question of whether the company can finally turn profitable.
A qualitative 2026 stock outlook for SPC Samlip (KOSPI 005610). We break down its mass-produced bread brands, the Paris Baguette raw-material and logistics vertical, food-materials and distribution segments, wheat and fats cost pass-through, and its profile as a defensive Korean domestic-demand dividend name.
Yuanta Securities Korea (KOSPI 003470) stock outlook for 2026. A qualitative look at the retail brokerage and wealth-management model, sensitivity to trading volumes and rates, the Taiwan-Korea cross-border IB option, the low-PBR value-up dividend angle, small-cap broker risks, and what foreign investors should weigh on KRW FX and withholding tax.
Korean Re (KOSPI 003690) stock outlook for 2026. A qualitative deep dive into Korea's only dedicated reinsurer, its moat, how IFRS17 CSM and the insurance-service result reframe earnings, overseas inward-reinsurance growth, the reinsurance hard-market cycle, and its low-PBR dividend profile from a foreign investor's angle.
SK Networks (KOSPI 001740) stock outlook for 2026. A qualitative look at the pivot to an 'AI Company' after selling SK Rent-a-car, the hidden real-estate value of Walkerhill, Minttit used-phone kiosks, appliance rental, a global AI-startup portfolio, net cash, buybacks, and the value-up and holding-discount angle.
SNT Motiv (064960 KOSPI) stock outlook for 2026. A grounded look at the dual structure of airbag inflators, EV drive motors and powertrain parts alongside a K-series small-arms defense cash cow, plus GM customer concentration, valuation, dividend appeal and the KRW currency risk facing foreign investors.
Huons (KOSDAQ 243070) stock outlook for 2026. A qualitative deep dive into its three-axis model of prescription pharma, contract manufacturing, and botulinum toxin and filler aesthetics, its niche generics in eye drops and local anesthetics, the Huons Global holding structure, toxin export momentum, valuation, and the key risks for a foreign investor.
Interojo (KOSDAQ 119610) stock outlook for 2026. A qualitative deep dive into its silicone hydrogel one-day and color contact lens ODM edge, the Clalen own-brand, export expansion into Japan, Europe and the Middle East, the capacity build cycle, and FX leverage for foreign investors.
Samwha Capacitor (KOSPI 001820) 2026 outlook. A qualitative deep dive into its MLCC, DC-link film, and power-electronics capacitor business, the xEV and industrial demand thesis, the small-cap position versus Murata and Samsung Electro-Mechanics, and how a foreign investor can access this cyclical Korean name.
Amorepacific Group (KOSPI 002790) 2026 outlook for foreign investors. How the holding company differs from operating co 090430, the China and duty-free deleveraging, the US and Japan rebalancing, the Cosrx acquisition, Sulwhasoo and Laneige brand equity, and the NAV discount debate.
Hyundai Home Shopping (KOSPI 057050) 2026 stock outlook. A deep-value Korean retailer trading far below book, with net cash, dividends, Hyundai L and C building materials, plus a structurally declining TV home-shopping core, carriage-fee pressure, and capital-return optionality analyzed in depth.
Modetour Network (KOSDAQ 080160) 2026 stock outlook for foreign investors. A deep look at Korea's number-two outbound travel agency: operating leverage on package-tour recovery, Japan and Southeast Asia short-haul demand, thin margins, OTA disruption, and won FX and cyclicality risk.
Dongsuh (026960) 2026 stock outlook. A deep qualitative look at the ~50% stake in Dongsuh Foods (Maxim, Kanu, Maxwell House), the near-monopoly coffee-mix cash flow and dividend, the structural headwind as younger Koreans leave instant coffee, and the holding-company complexity for foreign investors.
SL Corp (005850) 2026 stock outlook. A deep qualitative look at Korea's automotive lighting tier-1, the rising dollar content per vehicle as lamps go full-LED and matrix, heavy Hyundai, Kia and GM concentration risk, auto-cycle sensitivity, strong free cash flow and a cheap valuation for foreign investors.