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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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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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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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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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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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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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GS Stock Hits Record High, Yet Still Trades at Half Its Book Value
GS shares are extending a historic rally.On August 13, the stock closed at KRW 107,400 per share, surpassing the previous all-time high of KRW 103,000 set on April 21, 2011 — during the era of the so...
2026-08-25 화요일 | 곽호룡 기자
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"LG Innotek's Stock Rally Leaves Dividend Yield Behind"
LG Innotek's dividend yield is projected to fall below 0.1% as its stock price has surged nearly fourfold over the past year. The company has set a plan to raise its payout ratio by 10 percentage poin...
2026-08-07 금요일 | 곽호룡 기자
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Coway's Profits Keep Rising — So Why Aren't Shareholders Smiling?
Coway posted record-high earnings in the first quarter of this year and is signaling another strong quarter in the second, putting it on track to cross KRW 5 trillion in annual revenue. Yet despite th...
2026-07-31 금요일 | 양현우 기자
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What Activist Funds' Korean Targets Have in Common: Poor Capital Allocation
The common trait among companies targeted by activist funds is inefficient capital allocation. More than 600 companies with similar financial structures have also been identified. As activist funds ar...
2026-07-30 목요일 | 이성규 기자
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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