Samsung Electronics (005930 KS) - Feb 23, 2026
HBM: HBM4 can deliver 11.7Gbps I/O speeds, and if the market segments by I/O performance (11.7Gbps vs. 10.6Gbps), Samsung could leverage its speed...
97 Views
KT (030200 Ks Jan 9, 2025) - Trust to Rebuild, Shares to Recover
4Q25 revenue expected at W6.8tn (+4% YoY), OP at W190bn (YoY turnaround)Earnings should remain on an uptrend, excluding the pre-booked one-offs for...
98 Views
Krafton - Absorbing Seasonal Headwinds in 4Q Results
PUBG 1Q26 metrics are encouraging, but traditional peak seasonality alone looks insufficient to back annual PUBG growthShare price upside hinges on...
116 Views
Samsung Electronics (005930 KS) - Feb 23, 2026
2026 OP forecast raised to W201tn from W171tn. Strong profit growth further strengthens financial position, opening up additional growth opportunities
265 Views
Krafton (259960 KS) - Absorbing Seasonal Headwinds in 4Q Results
4Q25 OP came in at W84bn, missing consensus even after factoring in one-offs and ADK consolidationPUBG 1Q26 metrics are encouraging, but...
160 Views