#real estate PF

3개의 글

July 24, 2026

SK Securities (001510) Stock Outlook 2026: A Small-Cap Korean Broker Caught Between PF Risk and Value-Up Hype

SK Securities (KOSPI: 001510) 2026 stock analysis: a sub-scale Korean brokerage no longer part of SK Group, leaning on IB and real-estate project financing (PF), squeezed by giant full-service rivals and platform brokers. An honest, balanced look at the moat, PF credit risk, low-PBR value-up trades, and what global investors should watch.

SK Securities 001510 Korea Stocks

July 13, 2026

DL E&C (KOSPI 375500) Stock Outlook 2026: Housing Margin Squeeze vs the Non-Housing Pivot

DL E&C (KOSPI 375500) 2026 stock outlook. A deep qualitative look at the ACRO and e-Pyeonhansesang housing brands, cost-to-completion and real-estate PF risk, and the pivot into overseas plant EPC, carbon capture (CCUS), hydrogen, and SMR, plus the low-valuation and shareholder-return debate.

DL E and C 375500 Korea Stocks

June 25, 2026

NH Investment & Securities (005940) Stock Outlook 2026: High-Dividend Brokerage Caught Between IB Strength and PF Risk

A 2026 stock outlook for NH Investment & Securities (KRX 005940), analyzing the NongHyup-affiliated broker's IB franchise (ECM, DCM, real estate), high-dividend policy, WM and retail brokerage, bond and trading P&L, real-estate PF exposure risk, the rate cycle, and the Korean value-up re-rating thesis.

005940 NH Investment Korea stocks