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)...
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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...
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[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...
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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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Hyundai Steel (004020 KS/Buy)Likely to Swing to Black on a Standalone Basis
For 3Q25, we expect Hyundai Steel to report consolidated revenue of W5.66tr (+0.6% YoY) and operating profit of W91.7bn (+78.2% YoY).
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