Naver vs Kakao: Business Comparison for Investors (2026)
Naver (035420) and Kakao (035720) dominate Korea's digital economy. Compare revenues, margins, user bases, and risks to decide which fits your Korea tech thesis.
Micron Locks In 3-to-5-Year Automotive AI Memory Deals with Hyundai Mobis and Samsung Harman
Micron signed 3-5 year supply deals with Hyundai Mobis (012330.KS) and Samsung Harman for ADAS memory. TrendForce projects SLC NAND prices could surge 120-170% in H2 2026.
Korea Aerospace Industries Completes T-50i Deliveries to Indonesia — KF-21 Export Deal Next in Line
KAI delivered 6 T-50i jets to Indonesia in July 2026 (total: 22). Indonesia may next buy 16 KF-21 fighters (~KRW 3T). KAI stock is 27% below analyst consensus target.
Starbucks Korea's First Union Forms as Q2 Operating Loss Looms — Emart (139480.KS) Faces Compounding Risk
Korea's first coffee-chain union forms at Starbucks Korea as Q2 2026 brings an expected ₩22.9B operating loss — a dual shock for Emart (139480.KS), which owns 67.5% of SCK.
LG Display (034220.KS) Q2 2026 Earnings Preview: Restructuring Trough on July 22 Before Apple OLED Ramp
LG Display reports Q2 2026 on July 22. Consensus: OP loss ₩83–119B on restructuring. Analysts see Q2 as the trough before H2 Apple OLED ramp — BOE shut out of premium models.
Hyundai Motor and Kia Q2 2026 Earnings Preview: Fire, Tariffs, and a Surprising Divergence
Hyundai Motor reports Q2 on July 23, Kia on July 24. Consensus sees Hyundai OP down ~14% from a factory fire and tariffs; Kia up ~1% on hybrid strength. Three things to watch.
Woori Financial (316140.KS) Q2 2026 Earnings Preview: Indonesia Provisions Booked, ₩958B Rebound on July 24
Woori Financial reports H1 2026 results on July 24 at 16:00 KST. Q2 consensus: ~₩958B (approx. +2% YoY per FnGuide). CET1 record 13.6%; H2 buyback up to ₩350B in view.
Shinhan Financial Group (055550.KS) Q2 2026 Earnings Preview: NIM Lift, ₩5T Milestone, and Lotte Wildcard
Shinhan Financial Group reports Q2 on July 24. Consensus net profit ~₩1.61T (+4% YoY). NIM +1bp to 1.94%, CET1 ~13.5%, and Lotte Non-Life deal are the key watch points.
Hana Financial Group Q2 2026 Earnings Preview: Record Profit, NIM Expansion, and ₩650B H2 Buyback
Hana Financial reports Q2 2026 results July 24. Consensus ₩1.22–1.25T net income (+4–6% YoY), record quarter. Watches: NIM +3bp, ₩650B H2 buyback, Dunamu CET1.
Foreign Investors Net-Sold ₩12.4 Trillion in Korean Stocks in July — but They Are Buying Index ETFs
Foreign investors net-sold ₩12.44T in Korean equities in July (₩12.1T KOSPI + ₩338.1B KOSDAQ) but bought a net ₩593.7B in Korean ETFs. We decode what this divergence signals.
KB Financial (105560.KS) Q2 2026 Earnings Preview: Record Profit, Rate Hike, and H2 Buyback
KB Financial's H1 2026 earnings conference is July 23 at 16:00 KST. Consensus Q2 net profit ₩1.91T (+10%) — here are three things Korea investors must watch.
Korea Market Week Ahead (July 20–25): SK Hynix Q2 Wednesday, Bank Earnings, Homeplus Verdict
SK Hynix Q2 lands Wed July 22 (OP consensus ₩60–65T, +551–606% YoY). KB Financial call Thu July 23. Homeplus ruling expected. Four key events July 20–25 plus CXMT IPO July 27.