KOSPI closed in selective risk-on mode on April 10, with Samsung Electro-Mechanics surging 9.5% and telecom infrastructure stocks driving the day's narrative.
KOSPI ends April 9 in mild risk-off mode as Samsung Electronics slips 3%, overshadowing strength in telecom and EPC plays. Key levels to watch tomorrow.
APR deep analysis. Market cap KRW 12T+ surpassing Amorepacific and LG H&H to become Korea's #1 beauty company. Medicube revenue KRW 1.4T, AGE-R 6M+ cumulative units, 2026 revenue guidance KRW 2.1T. Strong fundamentals and chart, but not cheap.
Hanwha Ocean deep analysis. LNG carriers drive earnings, special vessels/defense drive multiples, overseas MRO provides long-term optionality. Peer comparison with HD Korea Shipbuilding and Samsung Heavy Industries plus full technical analysis.
Pearl Abyss 4/9 daily report. KRW 55,000 support / 56,600 resistance range-bound. Short selling surge is hedge-driven. Foreign +2.53M shares over 3 weeks but momentum fading. 5M copies announcement imminent.
Hanwha Ocean (042660.KS) is no longer just a Korean shipyard. LNG dominance, naval contracts, and a US beachhead make it a global defense-maritime play.
A deep-dive into Samsung Heavy Industries (010140.KS) — the Korean shipyard dominating LNG carriers and floating LNG plants as global gas demand surges.
Deep-dive on Samyang Foods (003230.KS): FY2025 results, overseas expansion catalysts, and what Buldak's ₩1.82 trillion export run means for global investors.
Deep-dive investment thesis on Pearl Abyss. Crimson Desert sold 4M+ copies in 12 days, projecting Q1 2026 OP of KRW 200-250B — a historic turnaround for Korean gaming.
Pearl Abyss's Crimson Desert sold 4M copies in 12 days. Q1 2026 estimated revenue ₩430B, operating profit ₩223B — ending 3 years of losses in one quarter.