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2026/09/30 [Semiconductor/Equip] October 2026 preview: proof

September review: HBM spe

acrobat file Gil-hyun Baik관심 애널리스트 162
2026/09/29 [Pumtech Korea] Capacity expansion and global customers to accelerate growth

Initiate coverage at BUY

acrobat file Seung-eun Lee관심 애널리스트 175
2026/09/29 [Korean Air] Solid earnings fundamentals despite oil price volatility

3Q26 separate revenue est

acrobat file Seung-eun Lee관심 애널리스트 290
2026/09/29 [Cosmecca Korea] Lower 3Q expectations, growth outlook intact

3Q26 preview: OP likely t

acrobat file Seung-eun Lee관심 애널리스트 278
2026/09/29 [Kolmar Korea] Orders firm despite tube shortage; 4Q26 growth in focus

3Q26 preview: OP likely t

acrobat file Seung-eun Lee관심 애널리스트 278
2026/09/28 [Market strategy] [Conviction Call] October stock market outlook and strategy: mean reversion

We expect the KOSPI to tr

acrobat file Yong-goo Kim관심 애널리스트 274
2026/09/23 [DL E&C] Housing strong, now with nuclear power and shareholder returns

Initiate coverage at BUY

acrobat file Do-yub Kim관심 애널리스트 516
2026/09/23 [Samsung Electronics] A longer cycle matters more than slowing memory price hikes

3Q26 OP estimated at W100

acrobat file Gil-hyun Baik관심 애널리스트 594
2026/09/22 [GS E&C] Proven player in data center construction

Initiate at BUY and targe

acrobat file Do-yub Kim관심 애널리스트 550
2026/09/22 [Daewoo E&C] Improving profitability and growing orders

Initiate coverage at BUY

acrobat file Do-yub Kim관심 애널리스트 543