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In the Black, Short on Cash: Hanwha Solutions Injects KRW 400 Billion into Its U.S. Solar Unit
Hanwha Solutions is injecting more than KRW 400 billion in working capital into the entity that operates its U.S. solar module plant. The parent is, in effect, funding the operating costs of a U.S. bu...
2026-10-12 월요일 | 정진아 기자
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Samsung SDI Taps POSCO Future M for LFP, EcoPro BM for Solid-State Materials
Samsung SDI is reshaping its battery materials supply chain through back-to-back partnerships with South Korean cathode makers. It signed a long-term supply contract with POSCO Future M for lithium ir...
2026-10-08 목요일 | 김재훈 기자
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Kolon Industries’ 67% Return Outpaces SKC’s 22% as Restructuring Strategies Diverge
Shareholder returns at Kolon Industries and SKC have diverged, even though both companies are moving away from chemical- and film-centered businesses toward high-value-added materials and other growth...
2026-10-07 수요일 | 곽호룡 기자
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Samsung, SK hynix on Course for KRW 650 Trillion Profit, 2.5 Times Start-of-Year Forecasts
The combined operating profit of Samsung Electronics and SK hynix is expected to exceed KRW 650 trillion this year. That far surpasses the KRW 260 trillion (KRW 135 trillion for Samsung Electronics an...
2026-10-06 화요일 | 곽호룡 기자
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Dong-A Socio Holdings Absorbs Dong-A Pharmaceutical, Becoming Operating Holding Company to Close Valuation Gap
Dong-A Socio Holdings is formally launching as an "operating holding company" after absorbing its wholly owned subsidiary Dong-A Pharmaceutical. By bringing the group's key cash cows, Bacchus and over...
2026-10-02 금요일 | 정채윤 기자
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Ramen to Ice Cream: Korean Food Makers Push Into Mexico
Korean food companies including Nongshim, Binggrae and CJ CheilJedang have flown to Mexico to pioneer new global markets. As interest in Korean food grows alongside the popularity of K-content, partic...
2026-10-01 목요일 | 양현우 기자
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From Tanks to Rockets: Hyundai Rotem Bets K2 Export Cash on Aerospace Mass Production
Hyundai Rotem is channeling the cash it earned from K2 tank exports back into its aerospace business. The company aims to move away from its reliance on a single product and transform itself into a co...
2026-09-30 수요일 | 정진아 기자
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Same Group, Opposite Fortunes: LG Electronics Up 116%, LG Display Down 30%
The share prices of LG Electronics (CEO Lyu Jae-cheol) and LG Display (CEO Jeong Cheoldong) have diverged sharply this year.LG Electronics has broadened its business into automotive components, heatin...
2026-09-29 화요일 | 곽호룡 기자
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Riding the U.S. Power Supercycle, Hyosung Heavy Industries Eyes Global Top 3 by 2031
Hyosung Group Chairman Cho Hyun-joon plans to use a U.S. power supercycle, the first in 60 years, as a growth engine to lift Hyosung Heavy Industries into the ranks of the world's top three companies ...
2026-09-28 월요일 | 정진아 기자
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SK On Builds Non-Chinese LFP Supply Chain With POSCO Future M, L&F
SK On is stepping up efforts to build a supply chain free of Chinese dependence for cathode materials, the core component of lithium iron phosphate (LFP) batteries. It is partnering with leading Korea...
2026-09-23 수요일 | 김재훈 기자
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Doosan Doubles Down on Troubled HyAxiom, Eyes Nasdaq Listing Amid AI Power Boom
Doosan Corp. is moving to rescue its US subsidiary HyAxiom, which has been in capital impairment since 2022, transforming the loss-making unit into its fuel cell hub in the United States.Doosan has co...
2026-09-22 화요일 | 정진아 기자
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Beyond Samsung and SK hynix: Jusung Engineering Leads Korean Chip Stocks with 610% Return
Among semiconductor stocks other than Samsung Electronics and SK hynix, Jusung Engineering posted the highest shareholder return over the past three years. Expanded investment in artificial intelligen...
2026-09-21 월요일 | 곽호룡 기자
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Celltrion Buys Back Shares, But Merger Bloat Still Drags on Valuation
Celltrion announced the cancellation of treasury shares following a share buyback, but the market's reaction has been muted. The underlying reason is seen as the sheer size of the assets and capital t...
2026-09-17 목요일 | 이성규 기자
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Debt vs. Equity: LG Energy Solution and Samsung SDI Take Diverging Paths
Many factors shape corporate value, and a fair assessment requires weighing multiple variables. Through the Altman Z-score, Korea Financial Times aims to take a multidimensional look at a company's cu...
2026-09-16 수요일 | 김재훈 기자
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The Three Women Steering Chung Eui-sun's Hyundai Future
Few companies embody the identity of a traditional automaker as strongly as Hyundai Motor Group. It was long regarded as a workplace defined by a male-dominated corporate culture and a rigid, seniorit...
2026-09-15 화요일 | 김재훈 기자
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Steel Is Struggling — POSCO Is Betting Big on Lithium Anyway
POSCO Group Chairman Chang In-hwa recently traveled to Adelaide, Australia, to attend the Korea-Australia Economic Cooperation Committee as head of its Korean delegation. At the meeting, he proposed s...
2026-09-14 월요일 | 정진아 기자
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Hanwha Robotics Gets KRW 23 Billion Lifeline as Kim Dong-seon Doubles Down
Hanwha Machinery & Service Holdings (Hanwha M&S), led by Kim Dong-seon, the third son of Hanwha Group Chairman Kim Seung-youn, has decided on the first recipient of its financial support just ...
2026-09-11 금요일 | 정진아 기자
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Even If It Clears the Governance Overhang, Hyundai Mobis Faces a New Mountain: China's Robotics Rivals
Hyundai Mobis (CEO Lee Kyu-seok) sits at the center of Hyundai Motor Group's circular shareholding structure. Because of this, despite solid earnings, the company remains trapped in chronic undervalua...
2026-09-10 목요일 | 김재훈 기자
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Bear Robotics IPO Rumors Lift LG Electronics Shares
LG Electronics' share price responded to news that its U.S. subsidiary Bear Robotics may go public. Nothing has been finalized, but given LG Electronics' recent moves, the market appears to be treatin...
2026-09-09 수요일 | 이성규 기자
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Hankook & Company's Chairman Is Back — Can It Finally Shake Its 'Undervaluation' Curse?
Since converting into an operating holding company in 2021, Hankook & Company has been trapped in a chronic state of undervaluation, with its price-to-book ratio (PBR) staying below 1x.Analysts sa...
2026-09-08 화요일 | 김재훈 기자
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Hanwha Aerospace's New Playbook: Pairing Weapons Deals with Energy Supply
The United States is overwhelmingly the world's No. 1 defense market. With a defense budget exceeding USD 1 trillion, it is often referred to in Korea as the "trillion-jo nation" (cheonjoguk), a nickn...
2026-09-07 월요일 | 정진아 기자
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SK Innovation's Shareholders Sidelined From SKIET's Spin-off to Merger
SK Innovation has decided to absorb SK IE Technology (SKIET), the battery separator maker it spun off in 2019, judging that SKIET can no longer survive as an independent company. Throughout the entire...
2026-09-04 금요일 | 이성규 기자
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De-Risking From China: LG Energy Solution Secures US Lithium Supply Through 2039
LG Energy Solution has signed a long-term lithium carbonate supply agreement with a US lithium company. As the "de-China" trend intensifies in the energy storage system (ESS) market, the move is aimed...
2026-09-03 목요일 | 김재훈 기자
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Kumho Petrochemical's Buyback Dilemma: Cheap Stock, Cautious Returns
Kumho Petrochemical strengthened shareholder returns amid a management rights dispute, but has turned cautious about further returns now that the dispute has entered a lull. With the stock still tradi...
2026-09-02 수요일 | 곽호룡 기자
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Same Earnings Growth, Opposite Shareholder Returns: APR Up, LG H&H and Amorepacific Down
Among major domestic beauty companies, APR was the only one to deliver a "positive return" to shareholders in the first half of this year. While Total Shareholder Return (TSR) at both LG Household &am...
2026-09-01 화요일 | 박슬기 기자
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Kia's Three Growth Engines Fuel Its Historic Charge Toward No. 1
The long-standing formula of South Korea's auto market — Hyundai Motor No. 1, Kia No. 2 — is showing cracks. Kia has narrowed the sales gap with Hyundai Motor to within striking distance, and foreca...
2026-08-28 금요일 | 김재훈 기자