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The author is an analyst of NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com. -- Ed. Having solidified their competitiveness during the Covid-19 pandemic, Internet firms are to continue prevailing even after the outbreak comes to an end. We predict that NAVER’s competitiveness in
Finance
Ahn Jae-min
2020.06.10 17:43
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The author is an analyst of NH Investment & Securities. He can be reached at jaemin.ahn@nhqv.com. -- Ed. While the ad market has performed sluggishly since the outbreak of Covid-19, the e-commerce, content, fintech, and digital ad markets have expanded strongly, with related plays maintaining solid
Finance
Ahn Jae-min
2020.06.10 17:35
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The author is an analyst of NH Investment & Securities. He can be reached at jinmyung.choi@nhqv.com. -- Ed. While China’s construction machinery market is recovering faster than expected, accompanying NP improvement for Hyundai CE is to be restricted as its effective stake in its Chinese subsidiarie
Finance
Choi Jin-myung
2020.06.10 11:23
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The author is an analyst of KB Securities. He can be reached at newday@kbfg.com. -- Ed. We downgrade from POSITIVE to NEUTRAL for shipbuilding. Similar to when global shipbuilders saw both new orders and newbuilding prices bottom out in 2016, now plunging international oil prices amid COVID-19 have
Finance
Jeong Dong-ik
2020.06.10 10:48
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Job losses continued in May due to the disastrous consequences of the COVID-19 pandemic on the economy.According to the job market data released by Statistics Korea on June 10, the number of employed people totaled 26.93 million in May, down 392,000 or 1.4 percent from a year earlier. The job market
National
Jung Suk-yee
2020.06.10 10:34
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The authors are analysts of Shinhan Investment Corp. They can be reached at johnsoh@shinhan.com and chank@shinhan.com, respectively. -- Ed. Advanced Process Systems started to develop LCD equipment with Samsung Display in 2004, and since then has transformed into an equipment supplier for small/mid-
Finance
Yoon Young-sil
2020.06.09 22:33
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The authors are analysts of Shinhan Investment Corp. They can be reached at johnsoh@shinhan.com and chank@shinhan.com, respectively. -- Ed. Profitability levels remaining high thanks to diversificationFollowing its success in providing clean logistics solutions for LCD lines and front-end/module equ
Finance
Soh Hyun-cheol & Kim Chan-woo
2020.06.09 22:18
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The authors are analysts of Shinhan Investment Corp. They can be reached at johnsoh@shinhan.com and chank@shinhan.com, respectively. -- Ed. 1Q20 results in line with consensus at OP of KRW6.9bnDuk San Neolux posted operating profit of KRW6.9bn (-24.8% QoQ, +220.4% YoY) on sales of KRW31.8bn (+14.8%
Finance
Soh Hyun-cheol & Kim Chan-woo
2020.06.09 22:13
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The authors are analysts of Shinhan Investment Corp. They can be reached at johnsoh@shinhan.com and chank@shinhan.com, respectively. -- Ed. 1. Demand for smartphone-use OLED panels to increase 36.5% YoY in 2021Korea and China launched 5G networks in 2019 and all 5G smartphone models released to date
Finance
Soh Hyun-cheol & Kim Chan-woo
2020.06.09 22:06
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The author is an analyst of NH Investment & Securities. He can be reached at jinmyung.choi@nhqv.com. -- Ed. HHI Holdings’ equity value for its subsidiaries divides as refinery 59%, shipbuilding 35%, and offshore/ship services 6%. Versus competitors, HHI Holdings trades at a higher discount rate to N
Finance
Choi Jin-myung
2020.06.09 15:42
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The author is an analyst of Shinhan Investment Corp. He can be reached at jinmyung.lee93@shinhan.com. -- Ed.Continued efforts for business model innovationSKC shares recently soared to a new high, bouncing back from correction caused by the COVID-19 pandemic. We believe this is attributable to manag
Finance
Lee Jin-myung
2020.06.09 15:37
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The author is an analyst of NH Investment & Securities. He can be reached at ys.hwang@nhqv.com. -- Ed. Earnings at LG Chem’s basic chemicals division are outpacing consensus, with profitability recovering rapidly thanks to low raw material cost effects. The expansion of eco-friendly policies by gove
Finance
Hwang Yu-sik
2020.06.09 15:24