South Korean Market Community

Conclusions and Investment Recommendations Final Verdict: A Promising Long-Term Investment with Risks ✅ LG Chem is an undervalued company with high growth potential. ✅ Strong growth drivers: EV battery business, petrochemicals, and advanced materials.Read more

Key Takeaways Heightened geopolitical and regulatory pressures threaten to disrupt supply chains, raise costs, and constrain Samsung's global market access and strategic flexibility. Industry commoditization, fierce competition, and demographic shifts are likely to erode margins, limit revenue growth, and challenge the sustainability of Samsung's profitability.Read more

Key Takeaways Hyundai's expansion into EVs, hybrids, and emerging markets, along with production and localization efforts, could drive major gains in sales, margins, and global market share. Investment in autonomous tech and connected services may unlock lucrative new revenue streams, enhancing earnings growth and shareholder returns.Read more

Catalysts About NHN NHN is a diversified digital platform company, operating gaming, payments, cloud and AI infrastructure, work collaboration tools, and content and commerce services. What are the underlying business or industry changes driving this perspective?Read more

Catalysts About CJ ENM CJ ENM is a diversified Korean entertainment and commerce company that creates, distributes and monetizes premium content and consumer brands across media, film, music, OTT platforms and live commerce. What are the underlying business or industry changes driving this perspective?Read more

Key Takeaways Anticipated blockbuster launches, global expansion, and technological advancements position Pearl Abyss for rapid revenue growth and competitive outperformance. Expansion into live-service models and digital assets is driving higher recurring revenues, margin gains, and greater customer lifetime value.Read more

Catalysts About Lotte Shopping Lotte Shopping is a diversified retail group operating department stores, hypermarkets, e-commerce platforms, home shopping, electronics retail and cinema businesses across Korea and key growth markets such as Vietnam and Indonesia. What are the underlying business or industry changes driving this perspective?Read more

Key Takeaways Exclusive AI platform integrations and digital infrastructure leadership give KT a dominant edge in Korea's B2B, telecom, and cloud markets, fueling outsized, recurring revenue growth. Strong margin expansion, structural cost tailwinds, and aggressive capital returns drive profitability and valuation higher, outpacing analyst and industry expectations.Read more

Key Takeaways Rapid shift toward high-margin digital finance and insurance products, bolstered by ecosystem integration, is driving sustained revenue growth and profitability. Aggressive adoption of AI, data analytics, and global partnerships enables greater efficiency, user engagement, and scalable new profit streams.Read more