Defense/Aerospace (Overweight/Initiate)Korean Contractors Poised to Fill the Supply Gap
Capability gaps exposed during recent conflicts should translate into orders and ultimately earnings, strengthening defense industry fundamentals.
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Asian Equities: Model Portfolio Outperformed Sharply; Less China Consumption, More Korea Defence
China's economic data (FAI & industrial growth sharply lower than expected, retail sales growth underwhelming) underscores the need for nuanced...
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IMEC - The End Game for Potential End of War in Iran? (Positive Impact on Hyundai Rotem)
IMEC offers a solution to reduce reliance on existing Middle East energy transportation routes, requiring significant investment but potentially...
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Hyundai Rotem (064350 KS/Buy)Growth Trajectory Remains Intact
For 4Q25, Hyundai Rotem reported revenue of W1.6tr (+12.8% YoY; 6.4% below the consensus), operating profit of W267.5bn (+65.4% YoY; 16.4% below...
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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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