Misto Holdings (081660 KS) - Margins See Broad Recovery After US Operation Wind-Down
3Q25 OP jump 41% YoY after the US FILA wind-down. On track for expanding distribution of brands popular with global consumers. That said, domestic...
129 Views
Korea Investment Holdings (071050 KS) - Nothing Short of Extraordinary
Full-year streak of quarterly beats in 2025; 3Q results came in 50% above consensus. Large valuation gains from investment assets at Securities and...
229 Views
Classys (214150 KQ Nov 11, 2025) - V-Shape Rebound Begins
Full-year guidance intact despite weak Brazil; 4Q25 revenue growth expected to exceed 15% QoQ. Quadessy and Reepot both strong, steady installments...
131 Views
Kia (000270 KS Nov 10, 2025) - Poised for Its Turn
We presented Kia as our top auto pick, but it has underperformed Hyundai Motor since OctoberWe expect a catch-up rally, supported by group-wide...
175 Views
Naver (035420 KS Nov 6, 2025) - Longer-Term Growth Visibility over Short-Term Event-Driven Noise
Dunamu inclusion should help improve margins; focus more on long-term growth and structural shift, rather than short-term events
314 Views