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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
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POSCO Holdings: Poised to Emerge as the Market Darling in the Second Half?
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 ...
2025-08-05 화요일 | 김재훈 기자
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Hanwha’s Third Son Kim Dong-seon Doubles Down on Department Stores and Food Tech After Burger Venture
Five Guys was the first real test of management for Kim Dong-seon, Executive Vice President of Hanwha Galleria.After stepping into management in 2023, the Five Guys business was the first project Kim ...
2025-08-04 월요일 | 박슬기 기자
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Can Underperforming SK Square Become SK Group’s Portfolio Standout?
SK Square, the core vehicle for SK Group’s portfolio rebalancing, is successfully improving its corporate structure through a comprehensive business realignment. Since assuming the CEO role last year...
2025-08-01 금요일 | 정채윤 기자
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SKC’s 11th Consecutive Quarterly Loss Signals Tough Road Ahead Even in 2025
SKC (CEO Park Won-chul) reported second-quarter sales of KRW 467.3 billion and an operating loss of KRW 70.2 billion on July 30. While sales improved 3.1% year-on-year, operating losses widened by 13....
2025-07-31 목요일 | 곽호룡 기자
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Hanwha Ocean Swings to Profit in Q2, Gears Up for Global Submarine Bids
Hanwha Ocean (CEO Kim Hee-cheol) returned to profit in the second quarter of this year, and has announced its intention to thoroughly prepare for upcoming submarine business opportunities after failin...
2025-07-30 수요일 | 신혜주 기자
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CJ CheilJedang Stock Drops, But Retained Earnings Reach KRW 5.7T — Shareholder Returns to Stay on Track
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 ...
2025-07-29 화요일 | 손원태 기자
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Kia Steps Up Global Defence Drive under CEO Song Ho-sung with Tactical Vehicles
Kia is stepping up its presence as a defense contractor, with President and CEO Song Ho-sung doubling down on military vehicle exports as a core pillar of the company’s future growth strategy.Althoug...
2025-07-28 월요일 | 김재훈 기자
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SK Hynix Surges to 41% Operating Margin in Q2; Puts Full Force Behind HBM4 Pricing Defense
SK hynix (CEO Gwak Noh-Jung) achieved a quarterly operating profit above KRW 9 trillion, driven by high-bandwidth memory (HBM).On July 24, SK hynix announced that it achieved revenue of KRW 22.232 tri...
2025-07-25 금요일 | 곽호룡 기자
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HD Hyundai Infracore Posts Earnings Surprise, Retires Treasury Shares; Eyes North America Rebound
HD Hyundai Infracore has once again exceeded market expectations by posting an earnings surprise in the second quarter, following its strong performance in the first quarter. With the ongoing post-war...
2025-07-24 목요일 | 신혜주 기자