DL E&C (375500.KS) Q1 2026: Operating Profit Jumps 40% as Housing Margins Triple on Mix Shift
DL E&C reported Q1 2026 operating income of KRW 157.4 billion, up 40.4% year-on-year, as housing segment operating margin nearly tripled to 15.2% despite a 4.6% revenue decline to KRW 1.725 trillion.
- 02
EcoPro BM Prices KRW 1.2 Trillion Rights Issue to Fund Indonesia Nickel Push, Shares Plunge 19%
EcoPro BM launched a KRW 1.2T rights issue to expand its Indonesian nickel smelter stake, triggering a 19% after-hours stock drop on dilution fears.
- 03
Kolon Industries Puts PCB Resins and OLED Coatings Up for Sale as Lee Kyu-ho Steers Group Toward AI and Clean-Energy Materials
Kolon Industries is divesting its PCB epoxy-resin and OLED display-coating businesses via a Samjong KPMG process, while retaining its strategically valuable mPPO (AI semiconductor material) unit. Fourth-generation heir Lee Kyu-ho is driving the restructuring amid Kolon Global's high leverage of ~332% debt-to-equity. Q1 2026 operating profit rose 130% YoY to KRW 61.9 billion.
- 04
Korea's NPS Faces KRW 20–74 Trillion Rebalancing Sell-Off as KOSPI Hits 8,476
Korea's NPS faces mandatory equity rebalancing of KRW 20–74 trillion starting July 1, as the KOSPI rally near 8,476 has pushed the pension fund's domestic equity ratio to ~30%, above its 28.8% upper band.
- 05
Wemade Founder Sells KRW 920 Billion Stake to China-Linked NeoPulse, Handing Mir IP Control to Alibaba-Tied Investor
Wemade (112040.KS) founder Park Kwan-ho is selling his entire 39.33% stake to China-linked NeoPulse for KRW 920B (USD 593M), with the Hong Kong-registered Shengsong Investment affiliate set to become the largest shareholder at 40.25% by October 30, 2026.
- 06
Samsung SDI and SK On Gain Edge as Korea Mega-Project Plans Embed KRW 3.4 Trillion in Battery Demand
Samsung SDI and SK On are positioned to capture the bulk of Korea KRW 3.4-4.3 trillion ESS and data-center battery pipeline embedded in the mega-project blueprint, while LG Energy Solution faces capacity constraints.
- 07
Korea's Battery Trio Moves Fastest to Claw Back US Tariff Cash as Hyundai Stays on the Sidelines
LG Energy Solution leads Korea's battery makers in reclaiming over KRW 100B from US tariff refunds after Supreme Court ruling, while Hyundai Motor stays cautious amid Trump retaliation threats.
- 08
Pan Ocean Posts 24% Operating Profit Jump in Q1 2026 as LNG Segment Delivers Record Margins
Pan Ocean reports Q1 2026 revenue of KRW 1.51T (+8.3% YoY) and operating income of KRW 140.9B (+24.4%), driven by LNG segment delivering a 44.5% operating margin. Net income rose 31.2% to KRW 94.5B with EPS of KRW 177.
- 09
KakaoBank FinTech Lab Lands Four Papers at ICLR, ACL and LREC, Staking Out Korea's Bank-Side AI Safety Frontier
KakaoBank's FinTech Research Institute had four financial AI safety papers accepted at ICLR 2026, ACL (with KAIST), and LREC — covering prompt injection defense and a financial-risk AI safety taxonomy.
- 10
SGI Seoul Guarantee Posts KRW 57.5B Quarterly Profit as Guarantee Premiums Climb 28% Year-on-Year
SGI Seoul Guarantee reported Q1 2026 net profit of KRW 57.5 billion, nearly tripling year-on-year, as guarantee premiums climbed 28% and operating margins expanded sharply. K-ICS solvency ratio held at 395.1%, well above the 130% regulatory minimum.
- 11
Samsung Electronics Union Chief Survives Confidence Vote With 87.5% Mandate, Eyes Separate DS Chip Bargaining in 2027
Samsung Electronics' largest union reconfirms chair Choi Seung-ho with 87.5% approval (33,550/38,336 votes), plans to push for DS division as separate bargaining unit in 2027 wage talks.
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