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  • NHN : Value of Line

    - Lift TP to W330,000 on improving growth potential - Line value at W1trn at end-2012; Huge growth potential - Growth potential and profitability to improve in 2013 *Source: Korea Investment &...

    2012-07-10 17:47
  • Hyundai HYSCO : Evolution to ‘Highsco’

    - Dash for growth through 2014 - Profitability also to improve - More than 20% NP growth in both 2012 and 2013 *Source: Korea Investment & Securities **Pls refer to the attached PDF file for ...

    2012-07-10 17:43
  • KT&G  : 2Q12 preview: Tobacco strong, but ginseng weak

    -Tobacco stays strong on higher M/S -Red ginseng sales depressed on slow exports -2H12: OP growth to improve on red ginseng exports and base effect *Source: Korea Investment & Securities **...

    2012-07-10 17:41
  • Banks' 2Q provisioning costs to rise following 2012 credit risk

    36 companies need to restructure, banks face additional provisioning risks According to a recent credit test result release of large corporations with over W50bn in credit balances on Jul 6, 36 ...

    2012-07-09 17:32
  • Chart book for Korean economy: Results better than expected

    Despite jitters from Europe, industrial production and exports were robust Overall unemployment falls in 2012, but weak for younger Koreans FX volatility eases on government efforts; rate cut lik...

    2012-07-09 17:27
  • Samsung Electronics share price headed for a new high in 3Q12[Daishin]

    Investment Points -2Q12 OP W6.7tn meets the market's consensus. - 3Q12 OP will likely reach W8.46tn on the semiconductor division’s recovery. - The share price will likely set a new high in Augu...

    2012-07-09 15:54
  • Melfas 2Q12 chip sales to reach an alltime quarterly high[Daishin]

    Investment Points -2Q12E sales W71.5bn, OP W3.4bn. - The Galaxy S3 effect boosts chip sales to an estimated W39.5bn in 2Q12 and W146.3bn for all of 2012. - OP margin is estimated at over 10% wi...

    2012-07-09 08:44
  • 2013 containership orders will reach 1.5mn TEU

    2013 containership orders will reach 1.5mn TEU Containership orders boomed in 1H12 but declined sharply in 2H11, following reports of 2Q11 operating losses at container carriers. There was not m...

    2012-07-09 08:38
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    Oil Refining-Crude oil unlikely to surge again[Korea Investment]

    Crude oil unlikely to surge again, even if Iranian risks recur Crude oil prices surged yesterday, but additional upside should be limited on a mix of upward and downward pressure. Brent crud...

    2012-07-06 19:23
  • Autos : 2H12 to be better than 1H12[Korea Investment]

    Shares to rebound as earnings season approaches With earnings season approaching, we believe auto shares will rally on expectations for a second straight quarter of solid earnings. Both Hyundai ...

    2012-07-06 19:12
  • Hana Financial-Look past2Q12E NP W175bn falls shy of the consensus[Daishin]

    Investment Points - 2Q12E NP W175bn falls shy of the consensus. - 2Q12 weakness is explained by one-off factors and is already priced in. - Top pick: revenue growth and long-term structural ch...

    2012-07-06 17:27