Korea Stocks, page 35 of 36 — 24 articles published 2026-05-18 ~ 2026-06-24.
Wemade (KRX 112040) 2026 stock outlook. A deep qualitative analysis of Mir4 and Night Crows global hits, the WEMIX blockchain gaming ecosystem, the Play-to-Earn business model, and the structural risks of crypto price volatility, P2E regulation, exchange delisting history, hit-game dependence, and cash flow for global blockchain gaming investors.
Wonik IPS (KRX 240810) 2026 stock outlook. A deep, qualitative analysis of its deposition (CVD/ALD), etch and thermal front-end semiconductor equipment business, dependence on Samsung and SK Hynix capex, the localization tailwind, HBM and DRAM/NAND capacity investment, plus customer-concentration and memory-cycle risks — framed against US equipment giants AMAT and LRCX.
Samsung SDS (018260) 2026 stock analysis: the two-segment structure of IT Services (cloud SCP, system integration, FabriX/Brity generative AI) and Logistics (Cello digital forwarding), Samsung captive reliance, freight-rate volatility, strong balance sheet and dividend, AI optionality, and governance overhang.
LG Household & Health Care (051900) 2026 stock analysis: three divisions — Beauty (The History of Whoo luxury cosmetics), Home & Daily Beauty, and Coca-Cola Korea bottling. China demand recovery, duty-free/daigou normalization, Whoo brand reset, dividend, and why this de-rated compounder cushions cosmetics cyclicality with stable beverage cash flow.
Kakao Games (293490, KOSDAQ) 2026 stock analysis: a Korean game publisher-developer under the Kakao umbrella. Odin's legacy, the new-title pipeline, global publishing, platform leverage, hit-driven earnings volatility, probability-item regulation, and parent-governance overhang — compared with Krafton, NCSoft, Netmarble, and Pearl Abyss.
Yuhan Corporation (KRX: 000100) 2026 stock analysis: a stable base of prescription, OTC, consumer-health and API businesses meets a transformational catalyst — lazertinib (Lazcluze/Leclaza), out-licensed to Johnson & Johnson, generating milestone and royalty income in EGFR lung cancer. Bull case, single-asset risk, governance, and what global investors should watch.
SK Bioscience (KRX: 302440) 2026 stock analysis: own vaccine pipeline (pneumococcal, shingles, flu), the pivot from one-off COVID manufacturing into recurring CDMO and cell-and-gene therapy contract production, German acquisition and glocalization strategy, plus the post-COVID earnings cliff and R&D-burn risks.
L&F (KOSDAQ 066970) 2026 stock analysis: high-nickel NCM/NCMA cathode leadership, cylindrical-cell and Tesla-linked supply chain exposure, North American IRA localization, metal-price pass-through margins, customer concentration, and Chinese LFP competition.
Hanwha Solutions (009830) 2026 stock analysis: Hanwha Qcells US solar manufacturing and IRA 45X tax credits, PVC and caustic soda chemical cycle, advanced materials, conglomerate discount, and why this Korea-listed name blends clean-energy growth with petrochemical cyclicality.
Hanwha Systems (272210) 2026 stock analysis: the defense-electronics core (radars, electro-optics, naval combat systems, C4I), ICT systems integration, and growth bets in LEO satellite communications (OneWeb) and UAM (Overair) — plus risks, valuation, and peer comparison versus Hanwha Aerospace.
Hanwha Ocean (042660) 2026 stock analysis: the former Daewoo Shipbuilding now repositioned by Hanwha toward high-value LNG carriers, submarine and surface-combatant defense exports, US Navy MRO via a US shipyard acquisition, and the cyclicality and turnaround risks investors must weigh.
HLB (KOSDAQ 028300) 2026 stock analysis: rivoceranib liver-cancer combination therapy and the single US FDA approval catalyst, CRL/manufacturing/partner risk, the complex HLB Group affiliate structure, retail-driven volatility, and how a clinical-stage Korean biotech binary differs from Celltrion, Samsung Biologics, and Alteogen.
HYBE (352820) 2026 stock analysis: the BTS full-group return catalyst, multi-label IP diversification across BigHit, Source Music, Pledis and ADOR, Weverse fan-platform monetization, the US/Latin/Japan multi-home strategy, and the contract and governance risks that make this Korea-listed K-pop name uniquely event-driven.
POSCO Holdings (005490) 2026 stock analysis: the dual identity of a cyclical Korean steelmaker and a vertically integrated battery-materials platform spanning Argentine brine lithium, nickel, cathode via POSCO Future M, holding-company discount, dividends, and lithium-price risk.
LG Energy Solution (373220) 2026 stock analysis: global automaker order backlog, IRA AMPC production tax credits, GM joint-venture plants and ESS growth, the EV demand chasm, Chinese LFP competition (CATL/BYD), metal price pass-through, and capex intensity — for global investors in the US battery supply chain.
SK Hynix (000660) 2026 stock analysis: the HBM franchise powering AI accelerators, #2 global DRAM position, NAND/Solidigm exposure, the boom-bust memory cycle, competition with Samsung and Micron, capex intensity, and how foreign investors access this Korea-listed memory leader.
Doosan Tesna (KOSPI 131970) 2026 outlook: wafer-level testing in the AI semiconductor value chain, Doosan Group ownership benefits and risks, fabless customer diversification opportunity, and what foreign investors need to know about this Korean back-end semiconductor services specialist.
Hanon Systems (KOSPI 018880) 2026 stock outlook: analyzing EV thermal management opportunity, battery thermal management systems, heat pump technology, competitive positioning against Denso and Valeo, and what foreign investors need to know about this Korean auto components supplier.
SK Biopharmaceuticals (KOSPI 326030) 2026 outlook: XCOPRI (cenobamate) US prescription growth, direct-sales model economics, CNS pipeline depth, competitive position in epilepsy treatment, and what foreign investors need to know before buying a Korean biotech.
SK Square (KOSPI 402340) 2026 outlook: analyzing the NAV discount structure, SK Hynix equity stake value, portfolio assets including 11Street, Tmap Mobility, and OneStore, and what foreign investors need to know about investing in a Korean ICT holding company.
Kakao Pay (KOSPI 377300) 2026 stock outlook: analyzing the path to profitability, Ant Financial shareholding risks, multi-license fintech expansion, and what foreign investors need to know about withholding tax and ADR availability.
DB HiTek (000990) 2026 outlook: Korea's largest 8-inch foundry, BCD power management, MEMS, automotive AEC-Q100, GlobalFoundries vs TowerSemi, corporate governance, and how to access KOSPI as a foreign investor.
Hyundai Glovis (086280) analysis: PCTC pure car carrier fleet strategy, Car Freight Price Index (CFPI) dynamics, CKD logistics, 3PL margin structure, EV battery dangerous goods logistics, Alabama and Georgia Metaplex steel supply operations, and HMG dependency diversification for 2026 investors.
Korea Zinc (010130) analysis: zinc smelting TC/RC economics, LME price dynamics, Troika Drive strategy (pCAM precursors, semiconductor materials, battery recycling), MBK Partners vs. Choi family ownership dispute, share buyback tender offer, and IRA FEOC positioning for 2026 investors.