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Tit-for-Tat in US ESS Market: LG EnSol Debuts Prismatic Cells as Samsung SDI Unveils First LFP Batteries
LG Energy Solution (CEO Kim Dong-myung) and Samsung SDI (CEO Choi Joo-sun) are fiercely competing in the U.S., which has emerged as the largest market for Energy Storage Systems (ESS), by showcasing n...
2025-09-12 금요일 | 김재훈 기자
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“Not Just Hanwha and Samsung?" HD Hyundai Heavy to Shake Up Icebreaker Market with Mipo Merger
HD Hyundai Heavy Industries (HD HHI), the only one among Korea’s “Big Three” shipbuilders with no icebreaker construction record, is seeking its first icebreaker order through a merger with HD Hyun...
2025-09-11 목요일 | 신혜주 기자
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From LOTTE and SK to LG and EcoPro… Battery and Petrochemical Firms Turn to Price Return Swap (PRS) for Fundraising
Recently, companies, particularly in the petrochemical and battery sectors, are successively pursuing Price Return Swap (PRS) agreements. As corporate bond issuance becomes burdensome, equity-backed f...
2025-09-10 수요일 | 곽호룡 기자
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A New Game in E-commerce: Will the 'Kurly & Naver' Alliance Shake Coupang?
The alliance between Kurly and Naver has officially commenced. This comes five months after signing a strategic partnership and forming a joint task force in April. The joint venture, named 'KurlyN Ma...
2025-09-09 화요일 | 박슬기 기자
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SK, LG, LOTTE: 'Secure Cash!' — Restructuring, Liquidity Drive 'All-In'
Major South Korean conglomerates are rapidly engaging in a 'cash preservation battle'. Amidst a global economic slowdown and increasing uncertainty, they are focusing on management strategies geared t...
2025-09-08 월요일 | 곽호룡 기자
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K-Defense Gets an AI Boost as HD Hyundai and LIG Nex1 Join Forces with Palantir
While the South Korean defense industry wields significant influence in the global market, its artificial intelligence (AI) ecosystem remains in a nascent stage. HD Hyundai and LIG Nex1 aim to secure ...
2025-09-05 금요일 | 정채윤 기자
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Which Korean Companies Are Partnering with Palantir, co‑founded by PayPal alumni?
According to industry sources on the 3rd, Palantir Technologies (hereinafter Palantir), a U.S. big-data processing company, has ranked among the most favored stocks by Korean retail investors who trad...
2025-09-04 목요일 | 정채윤 기자
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Netmarble Tightens Its Belt Even After Returning to Profit
Netmarble is emerging from a prolonged downturn on the back of successive hits among new releases. Still, the company believes it is too early to celebrate, as the aftereffects of large-scale mergers ...
2025-09-03 수요일 | 김재훈 기자
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Samsung Electronics’ Jun Young-hyun Bets on HBM4 — Decision Expected in Q1 Next Year
Vice Chairman Jun Young-hyun has been at the helm of Samsung Electronics' semiconductor division since May of last year . After a stint as the head of the memory business and then CEO of Samsung SDI, ...
2025-09-02 화요일 | 곽호룡 기자
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The Lure of Dividends at LX Holdings: The Paradox of Weak Subsidiaries
Interest is growing over whether the “Korea Discount” can be resolved under the Lee Jae-myung administration. This is because policies such as an amendment to the Commercial Act to strengthen direct...
2025-09-01 월요일 | 신혜주 기자
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S-OIL’s KRW 9 Trillion “Shaheen Project”: Blessing or Curse?
Concerns are mounting over S-OIL’s ambitious “Shaheen Project,” into which the company is investing roughly KRW 9 trillion. Since Anwar Al-Hejazi took the helm, the company has suffered three years...
2025-08-29 금요일 | 김재훈 기자
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Why Bill Gates Met SK Bioscience and LG Chem but Not Vaccine Specialist GC Pharma
Bill Gates, chair of the Bill & Melinda Gates Foundation, visited Korea for the first time in three years. The Gates Foundation, a nonprofit organization, has been one of the world’s most influential...
2025-08-28 목요일 | 양현우 기자
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SoftBank Sells KRW 2.3 Trillion Worth of Coupang Shares
It has been confirmed that SoftBank disposed of Coupang shares worth approximately KRW 2.3 trillion over three separate transactions between May and August this year.According to the U.S. Securities a...
2025-08-27 수요일 | 박슬기 기자
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Petrochemical Restructuring Underway… Will S-OIL’s ‘Time Bomb’ Go Off?
The petrochemical restructuring plan announced on the 21st can be summed up as: “If companies present self-rescue plans, the government will provide support.” Under the plan, if companies cut capaci...
2025-08-26 화요일 | 곽호룡 기자
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After Missing Out on State-Backed AI Project and Being Left Out of US Delegation, What’s Next for KT CEO Kim Young-shub?
Kim Young-shub, CEO of KT, was left off the list of leading Korean companies accompanying the first Korea–U.S. summit business delegation under the Lee Jae-myung administration. Earlier, KT also fail...
2025-08-25 월요일 | 정채윤 기자
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'Tariff-Heavy US,' 'Uncertain China': Samsung, Hyundai Motor, LG, POSCO, Lotte Seek Breakthrough in India
Major South Korean corporations are increasingly turning their attention to India as a new strategic stronghold, amidst rising uncertainties in the two global economic powerhouses, China and the Unite...
2025-08-22 금요일 | 김재훈 기자
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Doosan Enerbility: "Operating Cash Flow Negative KRW 947.5 Billion in H1," Czech Nuclear Project Becomes a Source of Concern
With Doosan Enerbility (CEO and Chairman Park Ji-won) grappling with a tightening financial situation, anxiety is escalating as its highly anticipated Czech nuclear power plant deal, envisioned as a b...
2025-08-21 목요일 | 신혜주 기자
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Samsung Biologics vs. Celltrion: Which Company Excels in Both Earnings and Employee Benefits?
Samsung Biologics and Celltrion showed a gap in both first-half performance and employee benefits this year. Samsung Biologics outpaced Celltrion not only in revenue but also in areas such as parental...
2025-08-20 수요일 | 양현우 기자
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Samsung Foundry Seeks Rebound with ‘Made in America’ Drive
Samsung Electronics' foundry division has begun targeting the US market in earnest under the banner of "Made in America". The company has recently secured consecutive orders from global big tech clien...
2025-08-19 화요일 | 곽호룡 기자
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LS’s Intent Behind Treasury Share Retirement: A Strategy to Thwart Hoban Group?
LS Group’s holding company, LS Corp., announced a plan to reduce its treasury stock ratio to 12% by March 2026 in a bid to enhance shareholder value, but market reaction remains lukewarm.On August 12...
2025-08-14 목요일 | 신혜주 기자
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NHN, with Largest Shareholder Stake Nearing 60%: Can Its Share Price Recover?
With the launch of the Lee Jae-myung administration, attention is turning to whether the so-called “Korea Discount” will finally be resolved. A series of reform initiatives—such as the revision of ...
2025-08-13 수요일 | 정채윤 기자
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SK Safeguards Battery Business with Cash Cow Enmove, While LG Sells Non-Core Growth Businesses
SK Innovation and LG Chem are both moving to secure cash in a bid to defend the competitiveness of their battery businesses, though the two are taking markedly different routes. The end goal, however,...
2025-08-12 화요일 | 곽호룡 기자
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Diverging Fortunes in Q3 Solar: Hanwha Solutions vs HD Hyundai Energy Solutions
Shareholders of Hanwha Solutions and HD Hyundai Energy Solutions are eyeing the third quarter with caution. Despite both companies delivering strong performances in the solar energy business during th...
2025-08-11 월요일 | 신혜주 기자
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Coupang Hits “KRW 12 Trillion Q2 Sales” Milestone, Taiwan Results Materialize… “Global Rocket Growth”
Coupang’s achievements in Taiwan are now coming to the fore. Nearly three years since its entry into Taiwan in 2022, the company’s growth businesses, including Taiwan, posted their highest-ever quar...
2025-08-08 금요일 | 박슬기 기자
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Posco and Hyundai Steel Step Up Race for Green Steel Supply Chains
Posco and Hyundai Steel, the two dominant players in Korea's steel industry, are focusing on securing eco-friendly, low-carbon steel supply chains as part of their strategies for long-term growth. Thi...
2025-08-07 목요일 | 김재훈 기자
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Why Did Kakao and KT Fall Short Against Naver and SKT in Korea’s ‘National AI’ Selection?
Kakao (CEO Chung Shina) and KT (CEO Kim Young-seop) were both eliminated from the recent ‘National AI Selection Competition.’ While both companies have developed their own large language models—Kak...
2025-08-06 수요일 | 정채윤 기자