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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KRX Foreign Holding Weekly (Dec 19th): HD HYUNDAI HEAVY INDUSTRIES, Samsung Electronics
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in HD HYUNDAI HEAVY INDUSTRIES, Samsung Electronics,...
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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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Korea Value Up Index Rebalance Announcement Next Week
Korea Exchange plans to announce the first rebalance of the "Korea Value Up Index" next week on 27 May. The actual rebalance is expected to take...
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