The author is an analyst of NH Investment & Securities. She can be reached at jy.lee@nhqv.com. -- Ed. In 2H21, we recommend paying attention to stocks that: 1) have yet to rise in price; or 2) boast attractive valuations, as the majority of retail/fashion sector plays have already seen share price r
The author is an analyst of Shinhan Investment Corp. He can be reached at mj1224@shinhan.com. -- Ed. Widening acceptance of sponsorship system and strong ad growthSome investors have been doubtful about the growth potential of influencer sponsorship in platform services (star balloons, etc.) over th
The author is an analyst of NH Investment & Securities. She can be reached at hzl.lee@nhqv.com. -- Ed. We maintain a Positive outlook on the media/entertainment industry. Given: 1) an expansion of new sales sources amid Covid-19; and 2) the possibility of resumed operations following vaccination, ou
SsangYong Motor Co. announced on June 1 that the company sold a total of 8,810 units in May 2021 – 4,956 units in domestic sales and 3,854 in exports.SsangYong’s May sales jumped 101.1 percent month-on-month and 6.3 percent year-on-year as the company solved the back orders, which resulted from prod
The author is an analyst of NH Investment & Securities. She can be reached at jy.lee@nhqv.com. -- Ed. Sector earnings should continue to improve in 2H21 in response to both low base effect and deferred demand. With our key investment points including the continued strength of sports/outdoor category
The combined sales of Hyundai Motor Co. and Kia Corp. in Europe increased more than four times on year in April. The stellar performance is attributable to strong sales of sports utility vehicles (SUVs) and electric vehicles along with the base effects of a sharp drop in car sales in April 2020 due
Interest in Genesis Brand's first electric vehicle G80e is growing in overseas markets.Hyundai Motor Group said on May 19 that major media outlets around the world have continued to praise the G80e since the model made its debut at the 2021 Shanghai International Motor Show in April. In China, f
Hyundai Motor Co. will halt some production lines of its Ulsan plant due to a shortage of semiconductors such as airbag control units (ACUs). It will stop Production Line 52 of Ulsan Plant 5 that produces the Tucson, a compact sports utility vehicle (SUV), and the Nexo, a hydrogen electric vehicle (
The Bolt EV became the best-selling imported electric vehicle (EV) in April by selling 148 units, according to the Korea Automobile Importers and Distributors Association (KAIDA). The Bolt EV was followed by the Mercedes-Benz EQC 400 4MATIC (137 units) and Porsche's first pure electric sports ca
The author is an analyst of Shinhan Investment Corp. He can be reached at mj1224@shinhan.com. -- Ed. 1Q21OP exceeds consensus at KRW19.6bn (+14.2% QoQ)AfreecaTV posted operating profit of KRW19.6bn (+14.2% QoQ) on sales of KRW60.9bn (+1.0% QoQ) for 1Q21, surpassing the consensus estimate of KRW15.7b
SsangYong Motor Co. announced on May 3 that the company sold a total of 4,381 units in April 2021 – 3,318 units in domestic sales and 1,063 in exports.SsangYong’s April sales plunged 35.7% from a year earlier as the production line has halted for 12 days due to a shortage of semiconductor chips and
The author is an analyst of NH Investment & Securities. He can be reached at midas.sohn@nhqv.com. -- Ed. Innox subsidiary TRS stands on the verge of full-fledged earnings growth. Amid rising demand for silicon-based anode materials for batteries, TRS represents the only firm capable of producing fin
The Genesis Brand Division of Hyundai Motor unveiled an electric model of the Genesis G80 at the 2021 Shanghai International Motor Show on April 19 (local time). It can run up to 427 kilometers on a single charge and features a "solar roof" that charges its batteries using solar energy.The EV model
Rivian, an American electric vehicle (EV) startup, announced on April 13 that it will use Samsung SDI's cylindrical batteries for its electric pickup truck R1T and sports utility vehicle (SUV) R1S, which are scheduled to hit the market in 2021.Rivian is called the next Tesla thanks to its techno
The author is an analyst of NH Investment & Securities. He can be reached at jack.baek@nhqv.com. -- Ed. Alton Sports turned around in 2020 after five years of losses. The company can meet diverse B2C client needs based on its stellar manufacturing capabilities. It now produces bikes for the Seoul Ci
The author is an analyst of NH Investment & Securities. He can be reached at jack.baek@nhqv.com. -- Ed. What is micro-mobility?Electric kickboards are coming into greater usage among younger generations, and electric bikes and scooters are being frequently used by delivery drivers. Furthermore, elec
Hyundai Mobis announced on March 31 that it will shift its focus from automotive component hardware to software and transform its business model into a platform-oriented company.Hyundai Mobis unveiled its mid- to long-term strategy "Transformation X-Y-Z" at the 2021 Hyundai Mobis Strategies and New
Hankook Tire & Technology announced on March 29 that its Ventus S1 evo Z tire was named as the winner of the Red Dot Design Award 2021 in the Product Design category for high design quality.The Red Dot Design Award is given out each year to industry leaders who have designed the best and innovative
Japan’s endurance race, Super Taikyu Series, will begin its 2021 season with the opening race to be held on March 20 with global leading tire company Hankook Tire as the exclusive tire supplier.The Super Taikyu Series is Japan’s longest-running endurance racing series. It was launched in 1991 and no
Hyundai Motor Co. and Kia Corp. posted nearly 2 trillion won in operating losses in China in 2020. It was the worst business performance since the two Korean carmakers entered China in 2002.Hyundai Motor announced on March 10 that Beijing Hyundai, its subsidiary in China, logged 6.87 trillion won in