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SOUTH KOREA FIRST TO MARKET
研报英文原文证据摘录
SOUTH KOREA FIRST TO MARKET
Asia Pacific Equity Research
South Korea First to Market 10 July 2026
Top Stories
Korea 2Q26 earnings preview by sector (Stanley Yang/Benjamin Kim/Jay Kwon/Jihyun Cho/Sonny Lee/Simon
Han/Mixo Das/MW Kim/Stephen Tsui, CFA/Parsley Ong)
Key bottom-up pre-results trading ideas
Following the preliminary earnings beat from SEC and in-line results from LGES this week, our Korea coverage’s 2Q26
earnings season will commence in the week of 20 July (Table 4). Combining 2Q earnings beat/miss expectations and other
catalysts, we provide key bottom-up pre-results trading ideas. Top picks: SEC, SEMCO, KB, Shinhan, Samsung Life,
Hanwha Aerospace, Hyundai Rotem, LIG D&A, Hanwha Ocean, Samsung Biologics, LS Electric and Krafton. Top
Avoids: Hanmi Semiconductor, KEPCO and LG H&H. We also provide 2Q sector earnings outlooks across our coverage
(Positive: Tech, Banks, Defense, Energy/Chem, Insurers and Shipbuilders; Negative: Utilities).
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