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Wednesday, August 26, 2026
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Financial Analysis

In-depth U.S. company analysis

Financial Analysis
Daewoong Pharmaceutical (069620.KS) Q1 2026: Revenue +6% but Operating Profit Collapses 42.6% as CapEx Surge Drains CashPremium
Korea Stock

Daewoong Pharmaceutical (069620.KS) Q1 2026: Revenue +6% but Operating Profit Collapses 42.6% as CapEx Surge Drains Cash

Daewoong Pharma Q1 2026: Revenue hits ₩377.8B (+6% YoY) but operating profit crashes 42.6% to ₩22.2B; net income misleads at +29% on one-time gain.

2026.07.21.0
Lotte Tour Development (032350) Q1 2026: Casino Revenue Surges 40%, Operating Profit Doubles as Net Loss Narrows 69%Premium
Korea Stock

Lotte Tour Development (032350) Q1 2026: Casino Revenue Surges 40%, Operating Profit Doubles as Net Loss Narrows 69%

Lotte Tour Development (032350.KS) Q1 2026: Revenue +28.1% to ₩156.2B, Operating Profit +121% to ₩28.8B driven by Jeju Dream Tower casino surge. Net loss narrows 68.5%.

2026.07.21.0
SNT Dynamics (003570.KS) Q1 2026: Defense +54%, Exports Slip 7%Premium
Korea Stock

SNT Dynamics (003570.KS) Q1 2026: Defense +54%, Exports Slip 7%

SNT Dynamics (003570.KS) posted its highest-ever quarterly revenue at USD 128M (+19.8% YoY) in Q1 2026, fueled by a 53.9% domestic defense surge. Operating margin held at 11.8%, while FX losses and a lower effective tax rate shaped the profit mix.

2026.07.20.0
Orion Holdings (001800.KS) Q1 2026: Revenue Hits ₩1T as Showbox Swings ₩21.7B ProfitPremium
Korea Stock

Orion Holdings (001800.KS) Q1 2026: Revenue Hits ₩1T as Showbox Swings ₩21.7B Profit

Orion Holdings reported Q1 2026 revenue of ₩1,008.6B (+24.1% YoY) and operating profit of ₩172.9B (+48.5%), driven by confectionery strength and Showbox's film turnaround.

2026.07.20.0
GC Corp (006280.KS) Q1 2026: Operating Profit Surges 47% While Subsidiary Exit and Tax Reversal Drag Net Income 31% LowerPremium
Korea Stock

GC Corp (006280.KS) Q1 2026: Operating Profit Surges 47% While Subsidiary Exit and Tax Reversal Drag Net Income 31% Lower

GC Corp posted a 47% surge in Q1 2026 operating profit to KRW 11.7 billion on 13.5% revenue growth, but net income attributable to controlling shareholders fell 31% due to a subsidiary exit and a KRW 14 billion adverse tax swing.

2026.07.20.0
Dongwon Industries (006040.KS) Q1 2026: ₩2.53T Revenue, Net Profit Surges 51%Premium
Korea Stock

Dongwon Industries (006040.KS) Q1 2026: ₩2.53T Revenue, Net Profit Surges 51%

Dongwon Industries Q1 2026: revenue ₩2.53T (+9.1%), operating profit ₩146.2B (+17.1%), net income ₩112.9B (+51%). B2B packaging and logistics outperform; StarKist maintains 46% US tuna market share.

2026.07.19.0
HLB (028300.KS) Q1 2026: Net Loss Narrows 40%, FDA Ruling LoomsPremium
Korea Stock

HLB (028300.KS) Q1 2026: Net Loss Narrows 40%, FDA Ruling Looms

HLB's Q1 2026 consolidated net loss narrowed 40% to ₩40.9B as cost discipline offset declining drug revenues. The biotech's FDA rivoceranib ruling for hepatocellular carcinoma is the key catalyst to watch.

2026.07.19.0
Daeshin Securities (003540.KS) Q1 2026: Net Profit Surges 89%Premium
Korea Stock

Daeshin Securities (003540.KS) Q1 2026: Net Profit Surges 89%

Daeshin Securities (003540.KS) posted Q1 2026 consolidated net profit of ₩145.5 billion, up 89.3% year-on-year, as brokerage fee income and proprietary trading gains converged.

2026.07.19.0
SK Networks (001740.KS) Q1 2026: Net Profit Snaps to ₩42.7B as ICT Division Surges SixfoldPremium
Korea Stock

SK Networks (001740.KS) Q1 2026: Net Profit Snaps to ₩42.7B as ICT Division Surges Sixfold

SK Networks (001740.KS) swung from a ₩5.4B loss to ₩42.7B profit in Q1 2026, powered by ICT division sixfold earnings surge and AI-fund valuation gains.

2026.07.18.0
SKIET (361610.KS) Q1 2026: Revenue Dives 38%, ₩1.1T Due This YearPremium
Korea Stock

SKIET (361610.KS) Q1 2026: Revenue Dives 38%, ₩1.1T Due This Year

SKIET (361610.KS) Q1 2026: Revenue Dives 38%, ₩1.1T Due This Year

2026.07.18.0
SK REIT (395400.KS) Q1 2026: 0% Vacancy Intact but ₩33.9B Interest Devours 63% of Operating ProfitPremium
Korea Stock

SK REIT (395400.KS) Q1 2026: 0% Vacancy Intact but ₩33.9B Interest Devours 63% of Operating Profit

SK REIT (395400.KS) Q1 2026: 0% Vacancy Intact but ₩33.9B Interest Devours 63% of Operating Profit

2026.07.17.0
Shift Up (462870.KS) Q1 2026: Op Profit Slides 18%, FX and Funds Drive Net Income Up 41%Premium
Korea Stock

Shift Up (462870.KS) Q1 2026: Op Profit Slides 18%, FX and Funds Drive Net Income Up 41%

Shift Up (462870.KS) Q1 2026: Op Profit Slides 18%, FX and Funds Drive Net Income Up 41%

2026.07.17.0