The author is an analyst for NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.At AGMs this year, the spread of shareholder proposals, which has been a global trend since 2023, is to continue. As Korea’s dividend system improvements roll out in earnest, more companies are
Earnings at Samsung C&T have been leveling upwards on strong earnings at the construction division through captive clients and brisk growth at the bio division. Based on such, the firm has announced plans to: 1) expand investment to strengthen its business portfolio; and 2) retire all of its treasur
The author is an analyst for NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.With profits from its E&P division, LXI is continuing its eco-friendly transition. The firm is entering the rechargeable battery value chain with its acquisition of the AKP nickel mine in Indone
The number of fatalities at the construction sites of the top 100 construction companies was recorded as twenty in the third quarter of this year.On Oct. 30, the Ministry of Land, Infrastructure, and Transport revealed that the number of fatalities at the sites of the top 100 construction companies
The author is an analyst for NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.Hanwha Corp’s in-house businesses have been resettled as construction, global, and momentum. The expansions of its green energy/materials and high-value added new ventures are to usher in earnin
The author is an analyst for NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.LS Holdings’ earnings momentum is being ramped up by the consolidation of LS MnM. Portfolio enhancement is in progress via capacity expansion and stake increase in subsidiaries. Moreover, shareh
The author is an analyst for NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.Backed by an accelerated digital transformation, mid/long-term growth prospects at Hyundai Autoever’s strategic businesses remain valid. The firm is beefing up: 1) its smart mobility capabilitie
The author is an analyst for NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.With profits from its E&P division, LXI is continuing its eco-friendly transition. Worries over the NPS’s exclusion of coal projects should ease gradually, as: 1) business diversification has st
The author is an analyst for NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.Following its merger with POSCO Energy, synergies are expected at POSCO International on the full-fledged start of investment in its energy business. POSCO International plans to strengthen its
The author is an analyst for NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.SK Inc is expected to maintain solid fundamentals as a ‘professional value investor’ by reinforcing its new growth portfolios centered upon four major businesses and by strengthening shareholder
The author is an analyst for NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.Marshalling profits from its E&P division, LXI is continuing its eco-friendly transition. Uncertainties over the NPS’s exclusion of coal projects from its investment portfolio should ease gradua
The author is an analyst at NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.In 2022, the NPS set aside 43.1% of its assets for responsible investment. At the NPS, responsible investment has become a key consideration for investment in a range of assets, including domesti
The author is an analyst for NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.LS Holdings’ earnings momentum is being spurred by the consolidation of LS MnM earnings. The firm is beefing up its portfolio by expanding capacity and increasing stakes in subsidiaries. Moreove
The author is an analyst for NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.In-house businesses have been reorganized into: construction, global, and momentum. The firm’s growth potential is rising on the expansion of its green energy/materials ventures and high-value a
The author is an analyst for NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.LG Corp is expected to strengthen its business portfolio, using its net cash holdings of W1.5tn for M&As and CVC establishment. Over the mid/long term, we expect share buybacks to continue. DPS
The author is an analyst for NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.Doosan Corp’s growth potential has strengthened on stable in-house business centered on the electronics division, consolidation of Doosan Tesna earnings, and improvements in business conditions
The author is an analyst for NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.Marshalling profits from its E&P division, LXI is actively continuing in its transition towards eco-friendly businesses. Uncertainties over the NPS’s exclusion of coal projects from its investme
The author is an analyst of NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.Following the merger with POSCO Energy, synergies are expected at POSCO International on the full-fledged start of investment in its energy business. POSCO International plans to strengthen its g
The author is an analyst of NH Investment & Securities. He can be reached at dongyang.kim@nhqv.com -- Ed.Earnings at Samsung C&T have leveled up thanks to stable earnings at the construction division, brisk growth at the bio division, and the fading of Covid-19 effects. Based on this, Samsung C&T ha