Hyundai Glovis (086280 KS/Buy)Clear Path to Earnings Improvement Remains Intact
For 2Q26, Hyundai Glovis reported revenue of W8.71tr (+15.8% YoY) and operating profit of W495bn (-8.1% YoY). While top-line growth was solid,...
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Hyundai Glovis (086280 KS/Buy)A Growing List of Premium Factors
Net profit jumped 356% YoY to W440.7bn, supported by higher FX gains due to currency movements and a favorable base stemming from equity-method...
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Hyundai Glovis (086280 KS/Buy)Entering a Premium Valuation Phase
For 4Q25, we expect Hyundai Glovis to post revenue of W7.56tr (+3.7% YoY). Distribution revenue likely increased 4.9% YoY on favorable FX effects...
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[2H26 Outlook] TransportationAdaptability holds the key to market leadership
In 2H26, the market’s focus may begin to shift beyond the recent series of macro uncertainties (from tariffs and port fees in 2025 to the Middle...
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Equity Strategy[October] Reduced Earnings Volatility Is the Key to a Re-Rating
The 3Q25 earnings season is set to kick off following the Chuseok holiday. The consensus for Korean companies’ aggregate operating profit stands at...
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