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: Korea - If Not Memory, Then What?
KR memory giants have driven equity crash, but many non-tech firms show strong growth, cheap valuation, healthy balance sheets & EPS upgrades. We...
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KRX's Mandatory English Disclosure Debut: A Detailed Guide on Utilizing This Without Confusion
This post is a comprehensive guide on utilizing KRX's inaugural mandatory English disclosures without confusion, which began today.
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Primer: LIG Nex1 Co (079550 KS) - Apr 2026
LIG Nex1 is a key beneficiary of escalating global defense expenditures, driven by its specialization in high-demand precision-guided munitions...
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LIG Nex1 (079550 KS/Hold)Steadily Improving
For 3Q25, LIG Nex1 announced revenue of W1.05tr (+42% YoY; 6.5% above the consensus), operating profit of W89.6bn (+73% YoY; 16% above the...
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