-
Small Reactors, Big Bets: Doosan Enerbility's SMR Revenue to Soar Nearly 10-Fold
Doosan Enerbility's revenue from small modular reactors (SMRs) is expected to surpass KRW 6 trillion by 2031. With SMR order backlogs projected to begin translating into revenue in 2027, the company's...
2026-07-14 화요일 | 정진아 기자
-
HS Hyosung's Growth Gamble Backfires as Debt Fears Resurface
HS Hyosung Vice Chairman Cho Hyun-sang, who took direct charge of managing HS Hyosung Advanced Materials, now finds his high-stakes bet at a crossroads. Cho chose "growth" over securing cash through t...
2026-07-13 월요일 | 곽호룡 기자
-
Growing Reliance on SK Hynix... SK Square's Dilemma
While Korea's stock market has repeatedly risen and fallen, the share price volatility of SK Square (402340) has far exceeded the market average.While the KOSPI index rose 72% from the end of 2025, SK...
2026-07-10 금요일 | 두경우 전문위원
-
New '3% Rule' on Duplicate Listings Puts HD Hyundai Robotics, LS Essex in the Crosshairs
Subsidiaries established through spin-offs (physical division) can no longer go public without the consent of general shareholders, even if they are small relative to their parent companies. As unlist...
2026-07-09 목요일 | 정진아 기자
-
Hyundai's IPO-Ready Boston Dynamics Runs Into Dual-Listing Roadblock
The Financial Services Commission (FSC) and the Korea Exchange (KRX) unexpectedly announced detailed guidelines on the "principle ban, exception allowance" rule for dual listings. The move is intended...
2026-07-08 수요일 | 김재훈 기자
-
Stock Down 40% in a Month—Is Hyundai Mobis' 'Robot Fantasy' Falling Apart?
Numerous factors influence corporate value. An objective evaluation requires considering a range of variables. Through the "Altman Z-Score," Korea Financial Times seeks to take a multidimensional look...
2026-07-07 화요일 | 김재훈 기자
-
Hyundai Sales Slump at Home and Abroad... What's Causing the 'Sharp Decline'?
The mission facing José Muñoz, Hyundai Motor Company's first foreign-born CEO, is clear-cut. As a global sales strategist with a background in dealership operations, his job is to properly fulfill t...
2026-07-06 월요일 | 김재훈 기자
-
Why LS Cable & System Won Korea's National Growth Fund
LS Cable & System has been selected as the first investment target under the Manufacturing AI Transformation (M.AX) Frontier Project. Through the National Growth Fund, the company will receive rou...
2026-07-03 금요일 | 정진아 기자
-
Beyond "Future Businesses" to "One Lotte": Shin Yu-yeol's Succession Training Enters Act Two
Shin Yu-yeol, Head of the Future Growth Office (Executive Vice President) at Lotte Corporation, has entered the second act of his succession training. He is set to serve as board chairman of a joint v...
2026-07-02 목요일 | 박슬기 기자
-
Samsung, SK hynix Face a KRW 250 Trillion Question: Reward Shareholders or Reinvest in AI
Samsung Electronics and SK hynix, riding the current semiconductor supercycle, stand at a crossroads over shareholder returns. Under each company's free cash flow (FCF)-based shareholder return policy...
2026-07-01 수요일 | 곽호룡 기자
-
Kakao Stumbles on AI and Historic Strike — Can a KRW 2 Trillion Windfall Turn the Tide?
Many factors influence corporate value. Objective assessment requires consideration of multiple variables. The Korea Financial Times employs the Altman Z-Score to examine companies' current situations...
2026-06-30 화요일 | 정채윤 기자
-
LG Display Is Profitable Again — So Why Is Its Cash Disappearing?
LG Display President Jeong Cheol-dong is racing toward "two consecutive years in the black," but his expression is less bright than one might expect. A single dilemma is weighing on him: investment. H...
2026-06-25 목요일 | 곽호룡 기자
-
Why Samsung Lost Its Market-Cap Crown to SK hynix
The battle between Samsung Electronics and SK hynix over the top spot in market capitalization is intensifying. It is a picture that would have been hard to imagine just a few years ago. SK hynix, whi...
2026-06-24 수요일 | 곽호룡 기자
-
'U.S. Subsidy Effect Fades'… LG Energy Solution Scrapes Together Every Penny
LG Energy Solution (CEO Kim Dong-myung) faces a profitability alarm after the reduction of U.S. electric vehicle subsidies, which had served as its prop during the EV chasm (a temporary slowdown in de...
2026-06-23 화요일 | 김재훈 기자
-
A Shrimp Between Two Whales: Korea Petrochemical Caught Between S-Oil and China
The clock is ticking on the government-led restructuring of the petrochemical industry, but the calculus in Ulsan — one of Korea's three major petrochemical complexes — is complicated. With the inte...
2026-06-22 월요일 | 곽호룡 기자
-
Why Asiana's Air Busan Bond Conversion Burdens Minority Shareholders
Asiana Airlines (CEO Song Bo-young) is facing controversy after converting privately placed perpetual convertible bonds (CBs) of its subsidiary Air Busan into shares at a price exceeding the market ra...
2026-06-19 금요일 | 두경우 전문위원
-
Lotte Chemical Swung to Profit in Q1 — So Why Won't the Stock Move?
Lotte Chemical has yet to escape its financial squeeze despite a surprise return to profit in the first quarter of this year.The company posted an operating profit of KRW 73.5 billion in the first qua...
2026-06-18 목요일 | 곽호룡 기자
-
The Green Paradox: How Hyundai Steel's Low-Carbon Bet Backfired.
Hyundai Steel (CEO Lee Bo-ryong), Korea's No. 1 electric arc furnace (EAF) steelmaker, is grappling with deepening difficulties. The EAF production system it built ahead of the curve, in step with the...
2026-06-17 수요일 | 정채윤 기자
-
Cathode Rivals L&F and Ecopro BM: Why a Two-to-One Gap in Share Gains?
As the EV "chasm" (a temporary slowdown in demand) passes its trough, led by Europe's compact-car segment, the share prices of cathode-material twins L&F and Ecopro BM are also riding an upward tr...
2026-06-16 화요일 | 김재훈 기자
-
"Where Did All the Cash Go?" — Why KT and LG Uplus Can't Break Above Book Value
This is part of the Korea Financial Times "DQN (Data Quality News)" series, which analyzes companies using objective, data-driven metrics. "Korea Discount" refers to the persistent tendency of Korean ...
2026-06-15 월요일 | 두경우 전문위원
-
Hyundai Wia Bets on Robots and EVs—With an Eye on Succession
Hyundai Wia, an affiliate of Hyundai Motor Group, is showing signs of a business overhaul. After selling off its machine-tool business—the company's founding operation—last year, it is now reviewing...
2026-06-12 금요일 | 김재훈 기자
-
Even Jensen Huang Couldn't Save It: Why NAVER's Stock Reversed in Just One Day
NAVER (CEO Choi Soo-yeon) shares plunged just one day after surging on the boost from Nvidia CEO Jensen Huang's visit to Korea, and remain unable to escape a downward trend. Analysts on Wall Street at...
2026-06-11 목요일 | 정채윤 기자
-
Cash-Rich but Inefficient: OTOKI's Japan Push Aims to Wake Dormant Capital
Numerous factors influence corporate value, and an objective assessment requires considering a wide range of variables. Through the "Altman Z-Score," the Korea Financial Times aims to offer a multidim...
2026-06-10 수요일 | 양현우 기자
-
NVIDIA's Huang Visits Hyundai HQ, Hails "Hyundai's Time" in the Age of Physical AI
"The next wave of AI is mobility and physical AI. It is a future in which AI understands the world, ventures out into it, and performs valuable, productive work for people. Now is Hyundai Motor Group'...
2026-06-09 화요일 | 김재훈 기자
-
SK's Holding Subsidiaries Diverge: SK Discovery Falls Behind the Pack
Many factors affect corporate value. Objective evaluation requires considering diverse variables. Through the "Altman Z-Score," Korea Financial Times aims to view a company's current situation, respon...
2026-06-08 월요일 | 곽호룡 기자
-
Once Samsung's Cash Cow, Galaxy Now Teeters on the Brink of a Loss
Roh Tae-moon, President of Samsung Electronics, faces the worst earnings crisis since the launch of the company's smartphone business. The reason is that surging semiconductor prices have raised the p...
2026-06-05 금요일 | 곽호룡 기자