企業分析

周星工程 (036930.KQ) 2026年第一季：營收腰斬至549億韓元，研發費用佔營收46%致營業虧損70億韓元

周星工程2026年第一季：合併營收年減54.6%至549億韓元，研發費用佔營收46%，致營業虧損70.3億韓元。深度分析半導體設備週期低谷及市場影響。

Rainbow Robotics (277810.KQ) Q1 2026: Revenue Surges 116.6% as Samsung Subsidy Lifts Scale, But R&D Intensity Widens Operating Loss

Rainbow Robotics (277810.KQ) posted Q1 FY2026 consolidated revenue of KRW 9.06 billion (+116.6% YoY), the first major scale expansion since Samsung Electronics became the 35% controlling shareholder at end-2024. Despite the top-line surge, the operating loss widened to KRW 1.57 billion as R&D spending reached 30.7% of revenue.

Alteogen (196170.KQ) Q1 2026: 120% SG&A Surge Erodes Operating Profit 36% Despite ₩867.5B Biogen Deal

Alteogen reported Q1 2026 revenue of ₩71.6B (-14.5% YoY) and operating profit of ₩39.3B (-35.6% YoY) as SG&A expenses surged 120% to ₩22.2B. A ₩35.9B RCPS derivative gain held net income at ₩71.3B. The quarter included a ₩867.5B Biogen licensing agreement, pushing total out-licensing backlog past ₩9.3 trillion.

EcoPro (086520.KQ) Q1 2026: ₩247.3B Swing, Gross Margin Doubles

EcoPro (086520.KQ) Q1 2026: ₩247.3B Swing, Gross Margin Doubles

EcoPro BM (247540.KQ) Q1 2026: Profit Surges 9x, Margin Now Real

EcoPro BM (247540.KQ) Q1 2026: Profit Surges 9x, Margin Now Real

How to Buy Samsung Stock as a US Investor: SSNLF, London GDR, KRX Direct, and ETFs Compared

Samsung (005930.KS) has no US ADR. Compare SSNLF OTC, SMSN.L London GDR, KRX direct via IBKR (May 2026), and ETFs — with tax and liquidity data for US investors.

Asiana Airlines (020560.KS) Q1 2026: Revenue Slumps 19%, ₩266B FX Translation Loss Drives ₩252B Net Deficit

Asiana Airlines (020560.KS) Q1 2026: Revenue Slumps 19%, ₩266B FX Translation Loss Drives ₩252B Net Deficit

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.

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%.

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.

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.

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.

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.

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.

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.

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.

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

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

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%

LX International (001120.KS) Q1 2026: Net Profit Slumps 33.4% as Effective Tax Rate Spikes to 40%

LX International (001120.KS) Q1 2026: Net Profit Slumps 33.4% as Effective Tax Rate Spikes to 40%

Cosmo Advanced Materials (005070.KS) Q1 2026: Net Loss as ₩3B Interest Bill Eclipses Operating Profit, ₩120B CB Bets on Europe

Cosmo Advanced Materials (005070.KS) Q1 2026: Net Loss as ₩3B Interest Bill Eclipses Operating Profit, ₩120B CB Bets on Europe

Hyosung TNC (298050.KS) Q1 2026: Spandex Spread Widens, Textile Margin Jumps to 9.5%

Hyosung TNC (298050.KS) Q1 2026: Spandex Spread Widens, Textile Margin Jumps to 9.5%

Amorepacific Holdings (002790.KS) Q1 2026: Revenue Rises 5% but Overseas Profit Slumps 18.5%

Amorepacific Holdings (002790.KS) Q1 2026: Revenue Rises 5% but Overseas Profit Slumps 18.5%

Daou Tech (023590.KS) Q1 2026: Kiwoom Doubles Profit, IT at 1.5%

Daou Tech (023590.KS) Q1 2026: Kiwoom Doubles Profit, IT at 1.5%

Korea Carbon (017960.KS) Q1 2026: Margin Surges to 19.4% but ₩52.6B Finance Hit Sinks Net Profit 29%

Korea Carbon (017960.KS) Q1 2026: Margin Surges to 19.4% but ₩52.6B Finance Hit Sinks Net Profit 29%

STX Engine (077970.KS) Q1 2026: Revenue Up 36%, Backlog Tops ₩2T as Margins Retreat

STX Engine (077970.KS) Q1 2026: Revenue Up 36%, Backlog Tops ₩2T as Margins Retreat

HJ Heavy Industries (097230.KS) Q1 2026: Operating Profit Surges 4.5x to ₩24.6B on Defense Ships, ₩335B Debt Due June

HJ Heavy Industries (097230.KS) reported first-quarter 2026 consolidated revenue of ₩541.4 billion (+32.0% YoY) and operating profit of ₩24.6 billion (+351.4%), driven by defense and special-purpose shipbuilding; ₩335.1 billion in creditor-bank covenant debt matures June 30, 2026.

CJ Logistics (000120.KS) Q1 2026: Record ₩3.21T Revenue as Bond-Driven Finance Costs Drag Net Profit 7.6% Lower

CJ Logistics (000120.KS) Q1 2026: Record ₩3.21T Revenue as Bond-Driven Finance Costs Drag Net Profit 7.6% Lower

Mirae Asset Life (085620.KS) Q1 2026: Net Profit Doubles as Underwriting Swings to Loss, K-ICS Slides to 167.6%

Mirae Asset Life (085620.KS) Q1 2026: Net Profit Doubles as Underwriting Swings to Loss, K-ICS Slides to 167.6%

Misto Holdings (081660.KS) Q1 2026: FILA Revenue Plunges 20% as Acushnet Shoulders 88.6% of Group Profit

Misto Holdings (081660.KS) Q1 2026: FILA Revenue Plunges 20% as Acushnet Shoulders 88.6% of Group Profit

Cosmax (192820.KS) Q1 2026: Record ₩682B Revenue as Input Costs Squeeze Operating Margin to 7.8%

K-beauty's largest ODM manufacturer posts its highest-ever quarterly sales but fails to convert top-line momentum into earnings growth, as rising production costs and an aggressive capital expansion program compress margins and widen leverage.

Kolmar Korea (161890.KS) Q1 2026: Record ₩728B Revenue, Operating Profit Surges 32% on K-Beauty ODM Boom

Kolmar Korea (161890.KS) posts record Q1 2026 revenue of ₩728B (+11.5% YoY), with operating profit surging 32% to ₩78.9B driven by cosmetics ODM growth and Kolmask subsidiary consolidation.

Cheil Worldwide (030000.KS) Q1 2026: Operating Profit Slumps 38% as Retirement Costs Nearly Triple

Cheil Worldwide (030000.KS) Q1 2026: Operating Profit Slumps 38% as Retirement Costs Nearly Triple

CS Wind (112610.KS) Q1 2026: Operating Profit Slumps 41% as Foundation Revenue Halves

CS Wind (112610.KS) Q1 2026: Operating Profit Slumps 41% as Foundation Revenue Halves

K-Bank (279570.KS) Q1 2026: Profit Doubles, NIM Rebounds to 1.57%

K-Bank (279570.KS) Q1 2026: Profit Doubles, NIM Rebounds to 1.57%

Hyundai GF Holdings (005440.KS) Q1 2026: Operating Profit Surges 24% as Equity-Method Collapse Cuts Controlling-Shareholder Net Income 47%

Hyundai GF Holdings (005440.KS) Q1 2026: Operating Profit Surges 24% as Equity-Method Collapse Cuts Controlling-Shareholder Net Income 47%

BGF Retail (282330.KS) Q1 2026: Operating Profit Surges 69%, Margin Hits 1.80%

BGF Retail (282330.KS) Q1 2026: Operating Profit Surges 69%, Margin Hits 1.80%

SeAH Besteel Holdings (001430.KS) Q1 2026: Operating Profit Surges 72% as Specialty Steel Margins Exit Cycle Trough

SeAH Besteel Holdings (001430.KS) Q1 2026: Operating Profit Surges 72% as Specialty Steel Margins Exit Cycle Trough

HD Hyundai Energy Solutions (322000.KS) Posts Record Q1 Profit as Solar Cycle Turns, Revenue Near-Doubles

HD Hyundai Energy Solutions posted a dramatic Q1 2026 turnaround with revenue up 87.6% YoY to KRW 159.9B and operating margin swinging from -3.6% to 18.2%, driven by domestic policy tailwinds and pre-tariff U.S. demand.

Hotel Shilla (008770.KS) Q1 2026: Duty-Free Swings to Profit After Airport Exit as Revenue Hits ₩1.05T

Hotel Shilla (008770.KS) Q1 2026: Duty-Free Swings to Profit After Airport Exit as Revenue Hits ₩1.05T

Hanmi Science (008930.KS) Q1 2026: Net Profit Surges 73%, Ownership Battle Narrows to 5.8%

Hanmi Science (008930.KS) Q1 2026: Net Profit Surges 73%, Ownership Battle Narrows to 5.8%

Kolon Industries (120110.KS) Q1 2026: Operating Profit Surges 130% as Chemical Materials Hit 12.8% Margin

Kolon Industries (120110.KS) Q1 2026: Operating Profit Surges 130% as Chemical Materials Hit 12.8% Margin

Hyundai Department Store (069960.KS) Q1 2026: Core Retail Hits Record Revenue as Zinus Tariff Shock Swings ₩57.6B to a Loss

Hyundai Department Store (069960.KS) Q1 2026: Core Retail Hits Record Revenue as Zinus Tariff Shock Swings ₩57.6B to a Loss

Korea Circuit (007810.KS) Q1 2026: ₩26.4B Operating Profit on PCB Rebound, but Operating Cash Swings to –₩21.1B

Korea Circuit Q1 2026 delivered ₩26.4B operating profit amid PCB cycle recovery, with revenue rising 18.4% YoY to ₩419.9B. However, operating cash flow turned negative at –₩21.1B, reflecting ₩69.3B working capital drain and ₩34.8B capex.

Nongshim (004370.KS) Q1 2026: Group Profit +20%, U.S. Up 61%

Nongshim (004370.KS) Q1 2026: Group Profit +20%, U.S. Up 61%

SK Gas (018670.KS) Q1 2026: Operating Profit Doubles to ₩228B as LPG Spike and PDH Arm Drive Portfolio Shift

SK Gas (018670.KS) Q1 2026: Operating Profit Doubles to ₩228B as LPG Spike and PDH Arm Drive Portfolio Shift

KEPCO KPS (051600.KS) Q1 2026: Nuclear Ramp Sends Profit Up 375%

KEPCO KPS (051600.KS) Q1 2026: Nuclear Ramp Sends Profit Up 375%

Hyundai WIA (011210.KS) Q1 2026: Net Profit Slumps 65% on ₩60.1B Russia Base Effect

Hyundai WIA (011210.KS) Q1 2026: Net Profit Slumps 65% on ₩60.1B Russia Base Effect

E-Mart (139480.KS) Q1 2026: Operating Profit Hits 14-Year High While Net Income Slips 5%

E-Mart (139480.KS) Q1 2026: Operating Profit Hits 14-Year High While Net Income Slips 5%

Korean Re (003690.KS) Q1 2026: Net Profit Surges 125% to ₩214.6B

Korean Re (003690.KS) Q1 2026: Net Profit Surges 126% to ₩214.6B

LS EcoEnergy (229640.KS) Q1 2026: Copper Rally Pumps Revenue 25%, Operating Cash Flow Dives 87%

LS EcoEnergy (229640.KS) Q1 2026: Copper Rally Pumps Revenue 25%, Operating Cash Flow Dives 87%

Dongsuh (026960.KS) Q1 2026: Revenue +5% but Profit Drops 11.9%

Dongsuh (026960.KS) Q1 2026: Revenue +5% but Profit Drops 11.7%

Daehan Shipbuilding (439260.KS) Q1 2026: 26.8% Operating Margin Surges as High-Price Tanker Contracts Flow Through

Daehan Shipbuilding (439260.KS) Q1 2026: 26.8% Operating Margin Surges as High-Price Tanker Contracts Flow Through

S1 (012750.KS) Q1 2026: 62% Profit Drop on Pension Cost Surge

S1 (012750.KS) Q1 2026: 62% Profit Drop on Pension Cost Surge

DN Automotive (000275.KS) Q1 2026: Revenue Tops ₩1T as Heller Integration Crimps Operating Margin to 14.2%

DN Automotive (000275.KS) Q1 2026: Revenue Tops ₩1T as Heller Integration Crimps Operating Margin to 14.2%

Lotte Corp (004990.KS) Q1 2026: Equity Swing Flips Net Income, Common EPS Stays Negative

Lotte Corp (004990.KS) Q1 2026: Equity Swing Flips Net Income, Common EPS Stays Negative

Dalba Global (460230.KS) Q1 2026: Revenue Surges 50% to ₩171.2B as U.S. Sales Nearly Triple, 26% Margin Intact

Dalba Global (460230.KS) Q1 2026: Revenue Surges 51% to ₩171.2B as U.S. Sales Triple, 26% Margin Intact

Young One Holdings (009970.KS) Q1 2026: OEM Recovery Lifts Margins to 14.6% While Won Weakness Inflates Net Profit 79%

Young One Holdings (009970.KS) Q1 2026: OEM Recovery Lifts Margins to 14.6% While Won Weakness Inflates Net Profit 79%

HD Hyundai Marine Engine (071970.KS) Q1 2026: Operating Profit Surges 217% as Margin Doubles to 24%

HD Hyundai Marine Engine (071970.KS) Q1 2026: Operating Profit Surges 217% as Margin Doubles to 24%

GS E&C (006360.KS) Q1 2026: Sales Slump 21.6%, Margin at 3.1%

GS E&C (006360.KS) Q1 2026: Sales Slump 21.6%, Margin at 3.1%

HL Mando (204320.KS) Q1 2026: Net Profit +53% on India and ADAS Gains, FCF Stays at -₩70B

HL Mando (204320.KS) Q1 2026: Net Profit +53% on India and ADAS Gains, FCF Stays at -₩70B

Hanall Biopharma (009420.KS) Q1 2026: Operating Loss Flips to ₩840M Profit as Clinical Debt Surges 79%

Hanall Biopharma (009420) posts Q1 2026 operating profit of ₩840M, revenue +10.7% YoY. Short-term borrowings surge 79% ahead of Phase 3 clinical readouts.

F&F (383220.KS) Q1 2026: ₩104.2B Property Gain Doubles Net Income; Core Operating Profit Up 24%

F&F (383220.KS) Q1 2026: ₩104.2B Property Gain Doubles Net Income; Core Operating Profit Up 24%

iM Financial Group (139130.KS) Q1 2026: ₩154.5B Profit Flat as Provisions Surge 26%

iM Financial Group Q1 2026: ₩154.5B net profit (+0.1% YoY), operating income fell 7.3% to ₩193.9B as provisions surged 26.3%. iM Bank total assets crossed ₩105 trillion.

Shinyoung Securities Posts Record KRW 156.1 Billion Net Profit as KOSPI Surges 100% in FY2025

Shinyoung Securities (001720.KS) reported FY2025 consolidated net profit of KRW 156.1 billion (+39.1% YoY), driven by surging trading volumes and investment gains as the KOSPI doubled to 5,052 points.

Lotte Energy Materials Posts First Net Profit Since EV Downturn as Elecfoil Utilization Rebounds to 66.6%

Lotte Energy Materials swings to net income of KRW 3.9B in Q1 2026, from a KRW 54.8B loss a year ago, as Elecfoil utilization rebounds to 66.6% from a 47.4% full-year 2025 average.

Isu Specialty Chemical Posts 9.8% Revenue Growth in Q1 2026, but Operating Profit Drops 42.9%

Isu Specialty Chemical (457190.KS) reports Q1 2026 revenue of KRW 108.6 billion (+9.8% YoY), while operating income falls 42.9% to KRW 3.5 billion amid margin compression.

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.

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.

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.

Hansol Chemical Posts 10.6% Revenue Jump in Q1 2026 on Semiconductor Materials Demand

Korea Gas Corporation (KOGAS) Logs KRW 910B Operating Profit in Q1 2026 as LNG Import Costs Fall 14.5%