Screened Target List for Korea FSC’s Surprise New Play on Shareholder Push, Unveiled Yesterday
This post provides the screened target list for Korea FSC’s surprise new play on shareholder push, unveiled just yesterday.
323 Views
Hyundai Steel (004020 KS/Buy)Standalone earnings improve markedly, but subsidiary results disappoint
For 4Q25, Hyundai Steel reported consolidated revenue of W5.49tr (-2.2% YoY) and operating profit of W43.2bn (swinging to black YoY; well below the...
182 Views
Hyundai Steel (004020 KS/Buy)Earnings Improvement Remains on Track
For 4Q25, we expect Hyundai Steel to report consolidated revenue of W5.71tr (+1.8% YoY) and operating profit of W101.1bn (turning to black YoY)...
198 Views
Hyundai Steel (004020 KS Oct 22, 2025) - Blast Furnace Margins on the Rise
In-line results likely; 3Q25 consolidated OP forecast at W106.6bn (+106.9% YoY). Higher BF prices and cost savings reflected; subsidiary margins to...
641 Views
[2H26 Outlook] SteelRecovery remains slow, but valuations are compelling
Although domestic steel industry conditions are likely to improve only modestly in 2H26, we expect the sector’s valuation discount to narrow on...
122 Views