Hyundai Steel (004020 KS/Buy)3Q26 Earnings Likely to Disappoint, but Recovery Remains on Track
For 3Q26, we expect Hyundai Steel to report consolidated revenue of W5.64tr (-1.7% YoY, -7.7% QoQ) and operating profit of W65.2bn (-30.0% YoY,...
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POSCO Holdings (005490 KS/Buy)Steel to Provide Stability; Lithium to Drive Growth
For 3Q26, we expect POSCO Holdings to report consolidated revenue of W18tr (+4.3% YoY, -6.6% QoQ) and operating profit of W796.9bn (+24.8% YoY, ...
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LG Innotek (011070 KS/Buy)FC-BGA Growth and Re-Rating Potential
FC-BGA growth and re-rating potentialRaise TP by 15%; higher FC-BGA earnings estimates and peer multiple expansion We raise our target price for LG...
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DL E&C (375500)OP Likely to Miss Consensus, but Business Expansion Efforts Remain on Track
For 3Q26, we expect DL E&C to report consolidated revenue of W1.67tr (-12.2% YoY) and operating profit of W114.1bn (-2.2% YoY)...
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SK Telecom (017670 KS/Buy)Earnings delivery likely to remain strong
For 3Q26, we expect SK Telecom (SKT) to report consolidated revenue of W4.5tr (+2.8% QoQ, +12.6% YoY) and operating profit of W543.5bn (-4.6% QoQ,...
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