Daily Brief Industrials: LG Corp, Caster , Equifax Inc, Kelington Group, Uber Technologies and more

• Starting next week, the tax subcommittee is set to hash out the 25% proposal, and with the opposition unlikely to block it, the 25% top rate is basically locked in.
• The street’s treating 30% payout as base case, betting on more upside. The committee may pick it up next week, with headlines likely hitting the KRX tape fast.
• Locals are already chasing 30%+ payout, deep-value names, with gov’t aiming for a Taiwan-style re-rating. If dividend-tax headlines drop next week, these screened names could rip.

Key points (machine generated)

• Caster, listed on the Tokyo Stock Exchange Growth Market in October 2023, reported increased revenue but an operating loss for the fiscal year ending August 2025.
• The company focuses on alleviating labor shortages for SMEs by connecting them with remote workers, promoting remote work normalization.
• Caster has over 5,800 users, primarily from startups and SMEs, employs around 800 individuals, and operates entirely remotely.

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• Equifax Inc.’s results for the third quarter of 2025 reflect a period of robust revenue growth intertwined with complex operational adjustments.
• The company reported a revenue of $1.54 billion, marking a growth of over 7% in both constant currency and reported dollars.
• This performance surpassed the guidance provided in July by $25 million, primarily courtesy of strong performance in U.S. mortgage, Employment & Income Verification (EWS), and U.S. Information Solutions (USIS) non-mortgage sectors.

• Integrated Engineering and Industrial Gas Provider with Strong Regional Presence: Kelington Group Berhad (KGB) is a Malaysia-based investment holding company that provides integrated engineering services, construction, and general trading. The company operates through two main segments: Engineering and Industrial Gases, serving a diverse range of industries including electronics, semiconductor, petrochemical, and food and beverage across Malaysia, Singapore, China, and Taiwan.
• Leveraging Growth in the Semiconductor Industry: A significant portion of KGB’s business is tied to the semiconductor sector through its Ultra-High Purity (UHP) division, which provides gas and chemical delivery solutions. The company is well-positioned to benefit from the long-term growth of the semiconductor industry, driven by advancements in AI, IoT, and electric vehicles. Recent expansion into Germany and Hong Kong is a strategic move to capture a larger share of the global semiconductor capital expenditure.
• Diversified Business Model Mitigates Cyclicality: While the UHP segment is a primary revenue contributor, KGB has diversified its operations to include Process Engineering, General Contracting, and an Industrial Gases division. This diversification helps to mitigate the risks associated with the cyclical nature of the semiconductor industry and provides multiple avenues for growth. The industrial gases business, particularly the supply of liquid carbon dioxide (LCO2), is a key pillar for future growth with strong demand from the food and beverage sector.

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• Uber Technologies, Inc. recently reported its third-quarter 2025 earnings, highlighting solid growth in its operations, both in Mobility and Delivery sectors.
• The company recorded a marked increase in trips by 22%, the fastest growth since 2023, driven predominantly by enhancements in innovation and execution strategies.
• As a result of strong audience engagement and operational efficiency, gross bookings grew by 21% while maintaining relatively stable pricing.