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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NPS: Net Seller of Korean Stocks in the Past Month (What Is It Buying and Selling?)
NPS and local pension funds have started to net sell Korean stocks in the past month. This could accelerate in the coming weeks, which could...
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[2H26 Outlook] AutosRobotics nearing an inflection point; earnings growth to resume
Shares of Hyundai Motor (HMC) and Kia Corp. (Kia) performed well in January-February and May, driven less by earnings and more by robotics...
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Massive Net Selling of Korean Stocks by Foreign Investors in 2026: Having Significant Impact on FX
In this insight, I discuss the following three major items including net selling/buying of Korean stocks by foreign investors, domestic...
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KRX Foreign Holding Weekly (Oct 2nd): SK Hynix, Samsung Electronics, Woori Financial
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Samsung Electronics, Woori Financial,...
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