SK Telecom Q2 2026 Earnings Preview: +56% OP on USIM Hack Recovery — Three Questions for August 8
SK Telecom (SKM) Q2 2026 call expected around August 8. Consensus OP ₩527.9B (+56.1% YoY) reflects USIM hack base effect. Watch AI data center, margins, and H2 guidance.
Naver (035420.KS) Q2 2026 Earnings Preview: Three Questions for August 7 as AI Ads Go Live
Naver Q2 2026 earnings due August 7. Consensus OP ₩572.7B (+9.8% YoY). Three watch points: FIFA cost drag, AI Briefing ads launched July 21, NVIDIA $1B deal dilution.
Korea Market Week Ahead: August 3–8, 2026 — Naver Earnings, Telco Divergence, and Chip Cycle Aftermath
Naver Q2 on Aug 7 (OP consensus KRW 572.7B, +9.8% YoY). SKT +56% vs KT -40% telco divergence. Apple DRAM warning after record Samsung/SK Hynix quarters. BoK meets mid-August.
Starbucks (SBUX) Q3 FY2026: Comp Sales +7.9%, Adj. EPS Beats by 29%, Niccol Raises Full-Year Guidance
Starbucks Q3 FY2026 (ended June 28): U.S. comp sales +7.9%, non-GAAP EPS $0.85 beat $0.66 consensus by 29%, non-GAAP margins +430 bps. Niccol raises FY26 EPS to $2.55–$2.65.
Korean Dividend Withholding Tax Guide: Rates, ADR Rules & Refund for U.S. Investors (2026)
South Korea withholds 22% on dividends paid to non-residents. U.S. investors qualify for a 15% treaty rate on ADRs automatically. Rates, forms, and refund steps explained.
SKHY ADR Premium Week 3: 22% Gap Rebounds on Q2 Miss as Two-Way Conversion Opens
SKHY ADR premium rebounded to 22% on July 29 as KRX fell harder than Nasdaq on Q2 miss. Forward quota is zero---structural analysis for US investors.
SKHY Below IPO Price — SK Hynix Q2 Preview: Three Questions for Wednesday's ₩64T Earnings Call
SKHY trades at $143, 4% below its $149 IPO. Full Q2 results Wednesday July 29 (consensus OP ₩64.1T, +596% YoY). Three key questions for the conference call.
Hyundai Motor & Kia Q2 2026 Actual Results: Tariffs and Warranty Costs Drag Profits Despite Record Revenue
Hyundai Motor Q2 2026 OP fell 20.8% to ₩2.85T, missing consensus. Kia OP down 4.9% on record ₩33T revenue. Tariffs, warranty costs bit hard. Both held FY2026 guidance.
Kia (000270.KS) Q2 2026 Earnings Preview: Why Korea's No. 2 Automaker May Outperform Hyundai Tomorrow
Kia (000270.KS) reports Q2 2026 earnings July 24. Consensus OP ₩2.79T (+0.7% YoY) vs Hyundai's -8.4% actual. EV9 Georgia production and hybrid mix drive the divergence.
KOSPI vs KOSDAQ: What's the Difference? A Guide for International Investors (2026)
KOSPI (Samsung, SK Hynix) vs KOSDAQ (EcoPro, Alteogen): listing rules, market caps, trading hours, and how US investors access both markets explained simply.
Korea Market Week Ahead July 27–August 1: SK Hynix Q2 Full Results and Samsung Segment Data
SK Hynix Q2 full results July 29 (consensus OP ₩64.2T, +597% YoY); Samsung and LG Electronics deliver segment breakdowns July 30. Key watch points for Korea investors.
Hanwha Solutions Locks In ₩1.2T Rights Offering at ₩22,100 After FSS Halved Its Capital Plan
Hanwha Solutions (009830.KS) cuts rights offering to ₩1.2T at ₩22,100 after FSS forced two revisions from ₩2.4T. Shareholders subscribe July 22–23; new shares list August 11.