Iljin Electric (103590 KS) - Solid Earnings Trajectory and Rising Domestic Grid Investment
For 3Q26, we expect Iljin Electric to post revenue of W612.9bn (+36.1% YoY; 5.1% above the consensus) and operating profit of W62.9bn (+78.1% YoY;...
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Using Smartkarma's Smart Score Screener to Screen Alpha Generating Stocks in Korea
In this insight, we discuss using Smartkarma's new feature called Smart Score Screener to screen alpha generating stocks in Korea.
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[Quiddity Index] KOSPI 200 Leaderboard for Jun26: Final Predictions; 4 ADDs, 4 DELs
We still see 4 ADDs and 4 DELs for the June 2026 KOSPI rebal but one of the ADDs has changed. The pairs trades recommended at end-March are up on...
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Primer: Iljin Electric (103590 KS) - Apr 2026
Iljin Electric is capitalizing on a global 'super-cycle' for power equipment, driven by grid modernization, the expansion of renewable energy,...
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Power Infrastructure (Overweight/Initiate)Still Plenty of Runway Ahead
To gauge the direction of the power infrastructure/equipment cycle, market participants have relied mostly on a range of traditional indicators,...
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