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Original, source-based guides to south korean companies for investors.
20 articles · Original research guides with primary sources and worked examples
Samsung Electronics’ total profit alone cannot show how semiconductors and finished products are performing. Learn to connect segment profit contributions, intercompany eliminations, inventory, and capital expenditure to understand earnings changes.
Read article →SK hynix’s memory earnings depend on shipments, product mix, costs, and investment spending as well as prices. Learn what to check when translating HBM expectations into companywide profit, and where the calculations fall short.
Read article →Separate demand and pricing mix across automotive, server, and mobile MLCCs at Samsung Electro-Mechanics. Learn how to interpret utilization improvements and why other businesses’ profit contributions and inventory also matter.
Read article →Hyundai Motor’s sales mix reflects regions, powertrains, and discounts as well as models. Learn to interpret average selling prices by distinguishing wholesale from retail sales and aligning automotive and finance business scopes.
Read article →Distinguish ROBOTIS actuator and robot platform technology announcements from commercial results. Learn what to check at the trial supply, repeat order, customer mass-production, and cash collection stages.
Read article →Learn to separate sales mix, incentives, warranty costs, and currency effects in Kia’s operating margin. A hypothetical calculation explains why record revenue and strong profitability mean different things.
Read article →Separate Hyundai Mobis’ modules and core parts from its aftermarket business to assess revenue and profit contributions. Learn to distinguish electrification investment costs, new customer orders, R&D spending, and consolidated profit.
Read article →Learn why LG Energy Solution’s long-term orders do not immediately translate into revenue or factory utilization. Separate regional and product capacity, customer production schedules, joint venture structures, and subsidy effects.
Read article →Separate demand for automotive, ESS, and small batteries at Samsung SDI. Learn to connect its high-value product strategy, yield stabilization, R&D, capital expenditure, and customer supply schedules.
Read article →Value LG Chem’s petrochemicals, advanced materials, life sciences, and equity holdings separately. Check for overlap between consolidated earnings and subsidiary stakes, debt allocation errors, and material-price linkage pitfalls.
Read article →Cash generation in POSCO Holdings’ steel business and investment recovery in battery materials follow different timelines. Learn to separate steel spreads, raw material prices, investment by business, and ownership structures.
Read article →Break NAVER’s search and commerce results into advertising prices, transaction value, monetization, and costs. Check overlapping payment and commerce metrics and AI investment costs to assess the quality of platform growth.
Read article →Examine the difference between Kakao’s consolidated results and earnings attributable to its shareholders. Connect affiliate stakes, noncontrolling interests, restructuring, and capital allocation to assess platform growth’s contribution to per-share value.
Read article →Learn to distinguish Samsung Biologics’ long-term contract values from current-period revenue. Check amendments, production batches, factory operations, technology transfer, advances, and consolidation scope together.
Read article →Distinguish product approvals from commercial sales in Celltrion biosimilar analysis. Connect country-level launches, prices and discounts, channel inventory, direct selling costs, and receivables to assess the quality of product growth.
Read article →Analyze Hanwha Aerospace’s backlog by contract stage, delivery schedule, and cash terms. Understand framework agreements versus implementation contracts, currency effects, advances, and production expansion costs.
Read article →Understand how historical ship prices, construction progress, and estimated costs affect HD Hyundai Heavy Industries’ shipbuilding margins. Check loss provisions, currency hedging, and contract assets when connecting strong new orders to current profit.
Read article →Analyze Doosan Enerbility’s power business by separating equipment manufacturing, EPC, and maintenance. Connect nuclear and gas turbine expectations to contract stages and production schedules, and distinguish orders, profit, and cash.
Read article →Separate KEPCO’s electricity selling prices, sales volumes, fuel costs, and purchased power costs. Examine input-price lags, consolidation scope, financing costs, and grid investment to understand the gap between profit and cash.
Read article →Break KB Financial’s banking earnings into net interest margin, interest-earning assets, credit costs, and capital. Distinguish bank and group metrics and connect nonbank contributions, provisions, and risk-weighted assets.
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