NAVER (035420 KS) - Commerce in Full Swing
Naver confirmed its Naver Plus Store app launch for March 12 and plans to implement a revised commission policy on June 2
183 Views
KT (030200 KS) - Stronger and Faster than Expected
4Q24 revenue W6.6tn (-2% YoY), OP -W660bn (YoY swing to deficit). 4Q24 OP W350bn (+30% YoY); 2024 OP W1.8tn (+10% YoY), if removing oneoff labor costs
136 Views
SK Telecom (017670 KS) - SKT and SKB in Sync
Balanced growth in both wireless and wireline, with easing marketing and depreciation cost burdens; 2025E OP W2.1tn (+16%). OP CAGR 11% for...
141 Views
LG Uplus (032640 KS) - Gearing up for Stronger Earnings and Shareholder Returns
4Q24 revenue W3.8tn (-2% YoY), OP W140bn (-27% YoY). 2024 OP W860bn (-14% YoY), 2025E OP W1.03tn (+19% YoY). 2025E TSR W310bn-W380bn, return 6.8%–8.3%
143 Views
Samyang Foods (003230 KS Feb 6, 2025) - Growth Potential Reaffirmed
4Q24 revenue and OP came in at W480.8bn and W87.3bn, respectively (OPM 18.2%) Revenue grew 10% QoQ, but profitability weakened on one-off marketing...
313 Views