Mercury Corp (100590) 2026 stock outlook: the rare KOSDAQ vendor supplying Wi-Fi routers to all three Korean carriers, its new FCC-certified Wi-Fi 7 export push, carrier-capex risk, and the quarterly metrics that actually matter.
Dongkuk Holdings (KRX 001230) 2026 stock analysis for US and global investors: the 2023 spin-off structure, holding company discount, dividend and NAV appeal, steel scrap costs, construction demand cycle, and how to access this Korean steel holding from abroad.
Asia Paper Mfg (KRX: 002310) stock outlook 2026: how Korean e-commerce parcel volume drives corrugated box demand, the waste-paper (OCC) spread that decides margins, the group's linerboard-to-box vertical integration, low price-to-book value-up program upside, dividend appeal, and risks for foreign investors accessing Korean small caps.
Mobirix (348030) stock outlook 2026: a KOSDAQ mobile game publisher running 300-plus casual and mid-core titles on a hybrid-casual ad-plus-IAP model. We cover the low hit-dependency thesis, mobile ad ecosystem risk, a peer comparison table, and a practical playbook for non-Korean investors including access and tax basics.
DK-Lok Corporation (KRX: 105740) stock outlook 2026: how this KOSDAQ-listed instrumentation fittings and valve maker is displacing Swagelok and Parker imports across shipbuilding, refining, semiconductor, and hydrogen infrastructure, plus the FX and order-cycle risks.
Shinsung Delta Tech (KOSDAQ 065350) stock outlook 2026: the washing machine balancer and drum business supplying LG Electronics and Whirlpool, cylindrical battery cap and CID parts tied to the Tesla 4680 story, subsidiary Shinsung ST's module and pack structural parts, and the volatility that comes with being a Korean Tesla-theme stock.
Saevit Chem (KOSDAQ: 107640) 2026 outlook: a semiconductor waste-acid recycling cash cow funding a fast-growing black-mass and battery-scrap recycling business that recovers nickel, cobalt and lithium into precursor liquid (MHP), the LG Chem / Korea Zinc joint-venture angle, EU Battery Regulation tailwinds, and metal-price risk for US investors.
Gigalane (KOSDAQ 319400) stock outlook for 2026, covering the split between RF connector and cable revenue tied to 5G capex cycles and semiconductor test-process consumables riding the AI and HBM testing tailwind, plus customer concentration and small-cap volatility risks.
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.
Shinyoung Securities (001720) 2026 stock outlook: the value-and-high-dividend investing DNA, an extreme sub-book PBR discount, preferred-share dividend yield, conservative capital and risk management versus limited growth, and how a foreign investor accesses this Korean broker.
Keyang Electric (KOSPI 012200) 2026 stock outlook: analyzing the dual-engine model of branded power tools and small automotive motors, exposure to Korean domestic demand and vehicle build volumes, the asset-value and dividend floor that supports the downside, competition against Bosch and Makita, and what foreign investors should know about FX and Korean withholding tax.
Farmsco (KOSPI: 036580) 2026 stock outlook: how the Harim Group feed-to-pork vertical actually makes money, the corn and soybean-meal cost versus hog-price spread, pass-through lag, ASF disease risk, KRW currency exposure for foreign investors, and how it stacks up against CJ CheilJedang and Tyson.
i3system (214430) 2026 stock analysis: cooled and uncooled infrared detector localization moat, guided-missile and ISR defense demand, K-defense export trickle-down, autonomous-driving and medical thermography optionality, plus small-cap earnings volatility and order lumpiness risk.
A deep-dive analysis of Husteel (KRX: 005010) for 2026: the OCTG and line pipe business model, exposure to US shale and LNG infrastructure, why antidumping duties cut both ways for Korean pipe makers, hot-rolled steel spread economics, competition with SeAH Steel and NEXTEEL, oil price and rig count sensitivity, plus a practical playbook and quarterly metrics for foreign investors buying Korean equities.
Hyundai Livart (KRX: 079430) 2026 stock outlook. Analysis of its B2C home furniture, B2B built-in and office contracts, Livart Kitchen built-in kitchens, integrated Hyundai L&C building materials, competition from Hansem and IKEA, housing-transaction and remodeling demand cycles, and PB/MDF raw material and freight cost risk for foreign investors.
A balanced 2026 outlook on POSCO M-Tech (KOSDAQ: 009520): the steel packaging and ferroalloy captive model tied to POSCO Group, the reality behind the nickel and lithium battery value-chain hype, ferroalloy spread cyclicality, theme-driven volatility, peer positioning versus POSCO Future M and POSCO Steeleon, and what foreign investors should watch.
A deep-dive into CPNG Coupang's 2026 investment case: the owned-logistics flywheel, WOW membership ecosystem, fixed-cost leverage economics, Developing Offerings (Taiwan, Farfetch, Eats, Play), and the Temu/AliExpress threat. For US investors seeking Korea and Asia e-commerce exposure.
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.