HD Hyundai (July 26, 2024) - Shipbuilding, Marine Solution, Electrical Biz Drive Earnings Beat
Weak performance in oil refining was more than offset by strong gains in shipbuilding, marine solution and electrical businesses
120 Views
HD Hyundai (KS 267250) - Shipbuilding, Marine Solution, Electrical Biz Drive Earnings Beat
2Q24 consolidated OP exceeds market consensus and our estimate by a substantial margin. Weak performance in oil refining was more than offset by...
151 Views
Kakao (KS 035720 Oct 10, 2024) - New Ad Growth Strategy Needed
Below-consensus results expected for 3Q24, largely due to softened performance from content business. Growth in ad business should come to fore to...
112 Views
SK Hynix - Solely Shining
SK hynix delivers strong performance for 3Q24, with revenue of W17.57tn, OP of W7.3tn, and an OPM of 40%. Portfolio concentrated on high value...
283 Views
SK - Towards Higher ROE, Greater Shareholder Returns
Value-Up disclosure aimed at raising PBR by strengthening ROE and shareholder returns. Three implementation plans set to reach a target of ROE of...
269 Views