Investment analysis of CJ Logistics (KRX: 000120) for 2026: Korean parcel market share defense against Coupang's internal logistics, US DSC Logistics 4PL expansion, container freight rate exposure, fulfillment automation CAPEX payoff timeline, dawn delivery expansion, and valuation considerations for foreign investors in Korean logistics equities.
Deep-dive investment analysis of POSCO Future M (KRX: 003670) for 2026: cathode material capacity expansion to 1 million tonnes, LG Energy Solution and Samsung SDI supply contracts worth ~100 trillion KRW, IRA Foreign Entity of Concern graphite risk, Canada mining investments, and valuation considerations for foreign investors in Korean battery materials stocks.
Investment analysis of Daewoo Engineering and Construction (KRX: 047040) for 2026, covering the Joongheung Group acquisition synergies, Iraq and Nigeria EPC project pipelines, Korean housing project finance (PF) risk exposure, Vietnam new town development, valuation framework, and key risks for foreign investors.
Investment analysis of Korean Air (KRX: 003490) for 2026, covering the completed Asiana Airlines merger (EU/US approval December 2024), mileage program integration, cargo fleet expansion, Boeing 787 and A350 fleet additions, mega-carrier valuation, and key risks for foreign investors accessing Korean aviation equities.
A deep-dive investment analysis of Samsung Heavy Industries (KRX: 010140) for 2026, covering LNG carrier backlog, FLNG technology moat, Qatar Energy project exposure, green methanol vessels, valuation after 8 years of losses, and key risks for foreign investors accessing Korean equities.
Woori Financial Group (316140) 2026 stock analysis: non-bank M&A strategy, government stake divestment, ROE vs ROTE gap versus peers, Value-Up Program, Basel III CET1, and access via EWY/FLKR for foreign investors.