Hyundai Mobis (012330 KS/Buy)Tariff cost-sharing will be key
For 3Q25, Hyundai Mobis reported revenue of W15tr (+7.4% YoY; 1% below the consensus of W15.2tr), operating profit of W780.3bn (-14.1% YoY; 9%...
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The Straight-Up Timelines on Three Big Econ Policy Bills Rattling Korea’s Local Market Right Now
This post outlines the clear timelines for the three major economic policy amendments currently shaking up Korea’s local stock market.
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Hyundai Mobis (012330 KS Apr 28, 2025) - Solid AS Performance, Anticipated Momentum
Modest modules/parts performance offset by strong AS earnings. Inventory build-up as a short-term response against tariffs should lead to limited...
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MSCI South Korea Index Earning Revision (Nov): ORION, KEPCO, LG Energy Solution, ECOPROBM, NAVER
We analyzed MSCI South Korea's consensus for Nov 2025 and highlighted changes of EPS in ORION (271560 KS), KEPCO (015760 KS), LG Energy Solution...
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KRX Value-Up Index Rebalance Results and Estimated Passive Impact
This post breaks down the latest special rebalancing results for the KRX Value-Up Index, along with the estimated passive impact.
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