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Dividends and Buybacks: How Emart Broke Free From Retail's Valuation Trap [The Answer Is TSR]
Retail stocks are a textbook example of an undervalued sector in the stock market, largely because investors remain skeptical about their growth potential.As the leading player in South Korea's retail...
2026-04-14 화요일 | 박슬기 기자
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Samsung Foundry Eyes Turnaround After Years of Losses
"Many people still think of Samsung only as a memory powerhouse, but lately I've felt that our foundry and System LSI synergy is drawing real attention. I'm very proud. Please bear with us a little lo...
2026-04-13 월요일 | 곽호룡 기자
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NPS Exits Coupang, Doubles Down on Emart in Retail Portfolio Reshuffle
The National Pension Service (NPS) has sold off most of its stake in Coupang amid the e-commerce giant's recent personal data breach controversy, while increasing its holdings in Emart, industry sourc...
2026-04-10 금요일 | 박슬기 기자
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LG CNS Lacks Treasury Shares — What Tools Does It Have to Boost Its Stock?
LG CNS has sidestepped the risks posed by the amended Commercial Act by holding zero treasury shares. While earnings and dividends remain on a stable trajectory, the company's stock has lingered at ro...
2026-04-09 목요일 | 정채윤 기자
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Hanwha Solutions' Rights Offering Controversy Stands in Sharp Contrast to Hanwha Energy — the Third-Generation's 'Cash Cow'
Hanwha Solutions' surprise announcement of a massive rights offering is stirring mounting controversy. The move draws striking parallels to the backlash that followed Hanwha Aerospace's rights offerin...
2026-04-08 수요일 | 이성규 기자
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Korea's Four SI Firms Race to Own the Humanoid Operating System
As interest in humanoid robots continues to surge, a group of companies has suddenly found itself in the spotlight: systems integration (SI) firms. With humanoid robots spreading into manufacturing an...
2026-04-07 화요일 | 정채윤 기자
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[Petrochemicals: A Shifting Landscape] Korea's Petrochemical Restructuring Accelerates as Middle East Crisis Bites
South Korea's petrochemical industry, already deep in a sweeping restructuring process, has been hit by an unexpected new variable: the crisis in the Middle East. As Lotte Chemical — mired in losses ...
2026-04-06 월요일 | 곽호룡 기자
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POSCO Holdings Finds New Revenue Engine in Energy, but Debt Shadow Deepens
In its fourth year since converting to a holding company structure, POSCO Holdings (Chairman Jang In-hwa) is accelerating its business transformation with energy and advanced materials at the forefron...
2026-04-03 금요일 | 정채윤 기자
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Netmarble: Undervalued on Assets, Overvalued on Earnings — or Is It?
The market indicators used to assess Netmarble's corporate value are sending starkly divergent signals. The company's price-to-book ratio (PBR), which measures share price relative to book value, sits...
2026-04-02 목요일 | 김재훈 기자
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SK Hynix Weighs Growth Over Governance in Treasury Share Strategy [Treasury Share Report]
SK Hynix continues to walk a fine line between business pragmatism and corporate governance controversy in its approach to treasury share management.The chipmaker has repeatedly deployed its treasury ...
2026-04-01 수요일 | 곽호룡 기자
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From iPhones to Humanoids: LG Innotek Bets Big on Robotics and AI
Moon Hyuk-soo, president of LG Innotek, is accelerating a fundamental transformation of the company — shedding its reputation for heavy reliance on iPhone sales and repositioning it as an AI and robo...
2026-03-31 화요일 | 곽호룡 기자
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From Autonomous Vehicles to Defense Tech: GenGenAI's Quest to Solve the Data Problem [Rising Stars of K-Defense]
The success or failure of artificial intelligence development is determined not by the sophistication of the model, but by the quality of the data. In the defense industry — where security is paramou...
2026-03-30 월요일 | 신혜주 기자
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Hyundai Motor Shifts Gear: From Automaker to Advanced Mobility Company
Hyundai Motor President and CEO José Muñoz announced Thursday that the company will accelerate its transformation from a conventional automaker into an advanced mobility company, with electrificatio...
2026-03-27 금요일 | 김재훈 기자
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How a KRW 1,000 Shop Became a KRW 4 Trillion Retail Powerhouse
Daiso is on the verge of achieving KRW 4 trillion in annual revenue. The variety store chain's strategy of maintaining an ultra-low price structure — ranging from KRW 500 to KRW 5,000 — while rapidl...
2026-03-26 목요일 | 박슬기 기자
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Celltrion's Share Cancellation Undercut by New Issuance Plan [Treasury Share Report]
Celltrion is demonstrating a shareholder-friendly stance by cancelling 9.11 million treasury shares, equivalent to 74% of its total treasury shares holdings. However, despite these shareholder return ...
2026-03-25 수요일 | 양현우 기자
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Kumho Petrochemical's Treasury Shares Face Governance Test After 20 Years [Treasury Share Report]
Kumho Petrochemical is set to amend its articles of incorporation at its annual general meeting (AGM) to formally require shareholder approval for the retention and disposal of treasury shares. The mo...
2026-03-24 화요일 | 곽호룡 기자
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"Speed vs. Infrastructure: Coupang and Shinsegae Wage AI War for Retail Dominance"
The retail industry's competitive front is shifting decisively toward artificial intelligence. Domestic retailers are joining forces with global tech giants to build AI infrastructure, fundamentally r...
2026-03-23 월요일 | 박슬기 기자
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LIG Nex1 Stockpiles KRW 1 Trillion War Chest as Defense Boom Accelerates
LIG Nex1 (CEO Shin Ik-hyun) is laying the groundwork for expanded fundraising by raising the issuance limits for convertible bonds (CBs) and bonds with warrants (BWs) to a combined KRW 1 trillion. The...
2026-03-20 금요일 | 신혜주 기자
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Samsung Eyes Record KRW 90 Trillion Shareholder Payout as Chip Supercycle Ignites Earnings [Treasury Stock Report]
Samsung Electronics has decided to retire KRW 15 trillion worth of treasury shares, fulfilling its shareholder return commitments established in 2024, when annual operating profit hovered in the KRW 3...
2026-03-19 목요일 | 곽호룡 기자
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Why Hanwha Bought Back Into KAI After Seven Years
Hanwha Group (Chairman Kim Seung-youn) has re-entered the shareholder registry of Korea Aerospace Industries, Ltd. (KAI), signaling a potential reshaping of the South Korean defense industry landscape...
2026-03-18 수요일 | 신혜주 기자
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NearthLab: The Drone Startup That Inspected Wind Turbines — Now Targeting the Global Battlefield [Rising Stars of K-Defense]
As the South Korean government announced plans to foster "defense innovation startups" capable of driving military requirements with cutting-edge civilian technology, domestic drone solutions company ...
2026-03-17 화요일 | 신혜주 기자
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Six Years Locked Away: What Will Hyundai Steel Decide on Its Treasury Shares at This AGM?
Hyundai Steel has been accumulating treasury shares for six consecutive years without cancellation, even as its stock remains mired in a deep valuation discount. With earnings improvement anticipated ...
2026-03-16 월요일 | 정채윤 기자
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POSCO Holdings Completes 6% Share Cancellation Pledge — But Core Profit Recovery Remains the Missing Piece
POSCO Holdings has completed its three-year plan to cancel treasury shares equivalent to 6% of total issued shares. The shareholder return measure, aimed at simultaneously improving earnings per share...
2026-03-13 금요일 | 정채윤 기자
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Yanolja Bets on AI to Redefine Global Travel with New 'Vision 3.0' Strategy
Global travel tech company Yanolja is accelerating its push to transform the travel industry through artificial intelligence under its newly unveiled "Yanolja 3.0" vision, marking 100 days since its l...
2026-03-12 목요일 | 박슬기 기자
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Beyond Hynix: SK's Three-Company AI Alliance Eyes Full-Stack Jackpot
SK Telecom, SK Square, and SK Networks — three SK Group affiliates — are drawing growing market attention as they undergo fundamental business transformations centered on artificial intelligence. De...
2026-03-11 수요일 | 정채윤 기자
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LG Corp. Taps Asset Sale Proceeds to Defend Dividend Amid Subsidiary Slump
LG Corp., the holding company of LG Group, has maintained its dividend for the third consecutive year even as its subsidiaries posted lackluster earnings. The company plugged the gap left by reduced d...
2026-03-10 화요일 | 곽호룡 기자