Samsung E&A (028050 KS/Buy)Energy Sector Expansion Remains Positive Despite Middle East Conflict
For 1Q26, we expect Samsung E&A to report consolidated revenue of W2.32tr (+10.5% YoY) and operating profit of W192.2bn (+22.2% YoY; in line with...
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Samsung E&A (028050 KS/Buy)Staying the Course Despite Low Oil Price Environment
For 4Q25, we expect Samsung E&A to report consolidated revenue of W2.68tr (+4.1% YoY) and operating profit of W221.6bn (-25% YoY), with the latter...
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Samsung E&A (028050 KS/Buy)In-Line Results Likely
For 3Q25, we expect Samsung E&A to post consolidated revenue of W2.28tr (-1.4% YoY) and operating profit of W168.8bn (-17.2% YoY), with the latter...
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Samsung E&A (028050 KS/Buy)Relative Investment Appeal Highlighted; Order Wins to Resume
Against this backdrop, we believe the company is on track to achieve its fullyear new order guidance of W11.5tr (including W4tr in non-hydrocarbon...
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[2026 Outlook] Construction/Building MaterialsA time for selective positioning
Within the sector, we expect share performances to diverge depending on momentum in non-housing segments (such as overseas nuclear power projects)...
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