Primer: Samsung Heavy Industries (010140 KS) - Aug 2026
Samsung Heavy Industries (SHI) is in a strong cyclical upswing, having returned to profitability after a prolonged downturn. This recovery is...
99 Views
Samsung Heavy Industries (010140 KS/Buy)Solid Growth Trajectory
For 4Q25, Samsung Heavy Industries (SHI) reported revenue of W2.84tr (+5.1% YoY; 2.5% below the consensus), operating profit of W296.2bn (+70.0%...
232 Views
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,...
97 Views
MS-South Korea Index Earning Revision (Sep): SK Hynix, Samsung Electronics, KB Financial, KIH
We analyzed MS-South Korea's consensus for Sep 2026 and highlighted changes of EPS in SK Hynix, Samsung Electronics, KB Financial, Hana Financial,...
115 Views
[2026 Outlook] Defense/ShipbuildingAnother inflection point
New naval vessel and LNG carrier orders could lead to a prolonged earnings up-cycle, and profit growth in the commercial vessel segment should...
326 Views