Hanwha Solutions (009830 KS Apr 25, 2025) - Consensus-Beating Results
1Q25 OP came in at W30.3bn, topping expectations of -60.7bn, thanks to strong renewables performance. Operating loss from module sales narrowed on...
213 Views
KEPCO (015760 KS Apr 15, 2025) - Reliable Defensive Play
1Q25 OP forecast to beat consensus at W3.98tn (+206% YoY). 2025 OP forecast at W15.56tn (+86% YoY) on lower oil and thermal coal prices despite...
183 Views
HD Hyundai Electric (267260 KS Apr 23, 2025) - No Surprise, but Overcorrected
1Q25 OP recorded W218.2bn (+69% YoY) as business conditions in the US and Middle East remain strong. 2025F OP raised to W912.1bn (+36% YoY) on...
180 Views
Hanmi Pharma (128940 KS Apr 15, 2025)
While flagship product growth remains solid, Hanmi’s 1Q earnings look set to fall short of consensus on a high base at Beijing Hanmi
473 Views
Kakao (035720 KS Apr 14, 2025)
1Q25 earnings miss likely, core businesses slowing, content segment remains sluggish. Development of new services scheduled for 2025 rollout on...
489 Views