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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[2H26 Outlook] ConstructionNuclear Momentum: Time to Deliver
Earlier in 2026, shares of major Korean construction companies rallied on expectations for participation in overseas nuclear power projects and...
104 Views
Best Ways to Position for the Growth of REITs in Korea
In this insight, we discuss the best ways to position for the growth of REITs in South Korea. ESR Kendall Square REIT is our top pick in this sector.
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Large Korean E&C Companies: Biggest Beneficiaries of End of War in Iran (Reconstruction)
In this insight, I argue how the large Korean E&C companies could be the biggest beneficiaries of the end of the war in Iran due to large...
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KRX Short Interest Weekly (Apr 24th): SK Hynix, DB HiTek, KOREA AEROSPACE, HDHMS
We analyzed KRX short interest report for the past week and highlighted short interest changes in SK Hynix, DB HiTek, KOREA AEROSPACE, HDHMS, HD...
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