DL E&C (375500 KS/Buy)Solid 3Q25 Results, but Full-Year Guidance Lowered
For 3Q25, DL E&C posted consolidated revenue of W1.91tr (-0.6% YoY) and operating profit of W116.8bn (+40% YoY), with the latter slightly beating...
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DL E&C (375500 KS/Buy)Disappointing Order Intake
For 3Q25, we expect DL E&C to post consolidated revenue of W1.74tr (-10.4% YoY) and operating profit of W103.3bn (+23.9% YoY), with the latter...
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A Pair Trade Between DL Holdings and DL E&C
In this insight, we discuss a pair trade between DL Holdings Co (000210 KS) (go long) and DL E&C (375500 KS) (go short).
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 1Q 2025
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2024
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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