LG Innotek (011070 KS/Buy)Raise TP on Stronger Substrate Earnings Outlook
We lift our target price for LG Innotek to W320,000 (from W300,000), as we revised up our 2026 operating profit forecast (+30% for substrates)...
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Games (Overweight/Maintain)30% App Store Commission Model Nearing Its End
With games increasingly competing with short-form video platforms for users’ time and attention, the overall gaming market is projected to grow...
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[2026 Outlook] Electrical/Electronic ComponentsSet to enter a structural up-cycle
As AI workloads increasingly move from training to inference tasks, LLM token usage continues to rise. This is leading to sustained high growth in...
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Misto Holdings (081660 KS/Buy)Turnaround Potential Coming into View
Strong results at Acushnet have contributed to the improvement, with 1Q-3Q25 revenue and operating profit up 8% and 5% YoY respectively (operating...
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SoluM (248070 KS/Buy)As ESL Growth Continues, Restoring Trust Will Be Key
We expect a meaningful earnings ramp-up in the ESL business starting in 2026, while the valuation discount stemming from past governance issues is...
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