#EV tires

3개의 글

July 14, 2026

Kumho Tire (073240) Stock Outlook 2026: Raw-Material Spreads, EV Replacement Demand, and the Doublestar Overhang

A deep 2026 analysis of Kumho Tire (KRX: 073240), the world's ~13th-largest tire maker. We break down the raw-material and FX cost cycle versus pricing power, the shift toward high-inch and EV-specific tires, US Georgia plus Vietnam and China plant utilization and tariff exposure, and the Chinese-owner Doublestar overhang left by its workout past. A cyclical value and turnaround name for foreign investors.

Kumho Tire 073240 Korea Stocks

July 8, 2026

Nexen Tire (002350) Stock Outlook 2026: Raw-Material Spreads, Shipping Costs, and the Czech Plant's Debt

Nexen Tire (002350) 2026 stock analysis: natural and synthetic rubber cost spreads, ocean-freight exposure, European and North American OE expansion, EV-specific tires, Czech plant depreciation and debt, mid-market positioning versus Michelin and Bridgestone, and dividend and tax considerations for global investors.

Nexen Tire 002350 Korea Stocks

June 24, 2026

Hankook Tire (161390) Stock Outlook 2026: Global No. 7 Tiremaker's Premium Shift and Dividend Value Case

Hankook Tire & Technology (KRX: 161390) 2026 stock outlook. A deep, qualitative analysis of its global top-7 tire position, premium high-inch and EV-specific tire mix, US Tennessee and Hungary plants, OE/RE revenue structure, the Hanon Systems acquisition and governance risk, and raw-material and freight headwinds from a dividend value-investor lens.

161390 Hankook Tire Hankook Tire Technology