[Click e-Stock] "Pulmuone Expected to See Significant Profit and Loss Improvement in 2026"

On December 5, Hana Securities projected that Pulmuone will see a significant improvement in its profit and loss in 2026, driven by a base effect. Hana Securities forecasts Pulmuone’s consolidated sales and operating profit for 2026 to reach 3.526 trillion won and 113.1 billion won, respectively. These figures represent increases of 4.4% and 21.6% compared to the previous year. Shim Eunju, a researcher at Hana Securities, identified “overseas operations” as the main factor behind Pulmuone’s profit and loss improvement. She explained, “The U.S. subsidiary is expected to reduce its deficit as new tofu private brand product supply and B2B noodle product orders are fully reflected in earnings.” She added, “We anticipate the U.S. subsidiary’s deficit will shrink by around 6 billion won year-on-year next year.” Shim also stated, “The Japanese subsidiary will also see the full benefits of consolidating its production bases,” estimating that “the related deficit reduction will be around 3 bill

Market Analysis

12.05 07:59

Newly Listed Stocks Soar Amid Stock Market Boom

As the domestic stock market continues to boom, the share prices of newly listed companies are also soaring. The implementation of the 'Mandatory Holding Commitment Priority Allocation System,' which has reduced the volume of shares available for trading, has also played a role. According to the Korea Exchange on December 5, among the companies listed last month (excluding SPACs, REITs, and spin-offs), there were nine stocks, including Nota, Innotech, and Curiosis. Of these, seven stocks are currently trading above their initial public offering (IPO) prices. According to Eugene Investment & Securities, the closing price return on the first day of trading for the nine stocks listed in November averaged 142.9% compared to their IPO prices. Nota recorded the highest increase, with its IPO price at 9,100 won and its closing price on December 4 reaching 42,500 won, representing a surge of 367.03%. Curiosis followed with a 255.45% increase, and Aromatica with 124.38%. In contrast, The Pinkfo

Market Analysis

12.05 06:50

[Click e-Stock] "Hanwha Ocean to See High Growth in Special-Purpose Ship Performance Driven by Defense Acquisition Projects"

On December 4, Korea Investment & Securities selected Hanwha Ocean as its top pick in the shipbuilding sector. The company maintained its "Buy" investment rating and a target price of 154,000 won. Kang Kyungtae, a researcher at Korea Investment & Securities, stated, "We estimate Hanwha Ocean's consolidated sales in 2026 to reach 12.7783 trillion won, up 2.1% year-on-year, and operating profit to reach 1.9142 trillion won, up 43.6%. This is a year in which special-purpose ships are filling the gap left by the offshore segment." Kang explained, "The recognition of revenue from the P-79 FPSO has been deferred to the first quarter of 2027. As this is gradually reflected, consensus estimates will decrease. With a lack of available work and a gap in major profit sources, it will be impossible to avoid losses in the offshore segment, given the burden of fixed costs. However, the weakness in offshore will be offset by special-purpose ships." He further noted, "We estimate sales from special-pu

Market Analysis

12.04 08:12

[Venture Drought]③Venture Market Faces 'Funding Drought to Capital Flood'... Concerns Over Side Effects Already Emerging

Editor's NoteThe Lee Jaemyung administration is increasing the budget for startup and venture development while introducing various policies to expand investment. However, the 'funding drought' for early-stage startups persists, and the 'rich-get-richer' phenomenon among venture capital (VC) firms has intensified. This article examines the current realities of the venture investment market, which is struggling through a difficult period, and explores potential solutions. With expectations of a large influx of capital into the venture investment market in 2026, anticipation is growing for a 'third venture boom.' The establishment of a 150 trillion won National Growth Fund, the introduction of Integrated Investment Accounts (IMA), and Business Development Companies (BDC) are gaining momentum, leading analysts to predict that the prolonged 'funding drought' could quickly turn into a 'flood of capital.' However, there are simultaneous concerns in the market that a 'valuation bubble,' wher

Market Analysis

12.04 07:00

Are Foreign Investors Returning? Net Buying Resumes This Month... Semiconductors Back in Favor

Foreign investors have shown a notable change in behavior this month. After offloading 14 trillion won in the Korea Exchange’s main board last month, they have shifted to net buying for three consecutive days in December. As foreign investors return to net buying, the KOSPI has rebounded past the 4,000 mark, fueling expectations for a year-end "Santa Rally." According to the Korea Exchange on December 4, foreign investors have recorded net purchases in the main board for three consecutive days since the beginning of this month. During this period, they purchased a total of 1.6045 trillion won. Foreign investors recorded the largest monthly net buying of the year in September, with 7.4465 trillion won, and continued this trend by purchasing 5.8872 trillion won in October. However, last month, they reversed course and sold off 14.4561 trillion won, marking the largest monthly net selling of the year after three months of buying. Han Ji-young, a researcher at Kiwoom Securities, stated, "F

Market Analysis

12.04 06:50

[Click e-Stock] "P&S Robotics Expected to Achieve Gradual Growth"

On December 3, Kiwoom Securities evaluated P&S Robotics, stating that the competitiveness of its WalkBot is being recognized and that the company is expected to achieve gradual growth. P&S Robotics is a company primarily engaged in the sales of the gait rehabilitation robot "WalkBot." In the third quarter, the company recorded sales of 800 million won, marking a 42.9% decrease compared to the same period last year. Its operating loss turned to a deficit of 800 million won, reflecting somewhat sluggish performance. Hakjun Kim, a researcher at Kiwoom Securities, explained, "This is not due to a deterioration in business fundamentals, but rather appears to be the result of seasonality. Revenue is recognized only after the product arrives at the client and assembly is completed, so performance tends to be concentrated in the fourth quarter." He added, "As of the cumulative third quarter, 93.7% of current product sales are from exports. Domestic results are somewhat disappointing, and the d

Market Analysis

12.03 08:01

Samsung Biologics Sees Surge in Analyst Expectations Following Spin-Off

Following its spin-off, Samsung Biologics has transformed into a pure contract development and manufacturing organization (CDMO), prompting securities firms to unanimously raise their target prices for the company. According to the securities industry on December 3, major brokerage firms have recently released reports highlighting several factors: a large influx of demand due to the restructuring of global supply chains; a series of mega-scale order acquisitions; entry into a high-profit regime driven by increased utilization rates at Plants 4 and 5; and visible expansion of production capacity, including the groundbreaking of Plant 6 and consideration of a U.S. facility. Based on these factors, they assessed that Samsung Biologics has entered a full-fledged phase of corporate value re-rating. Securities analysts noted that the spin-off has clarified the business structure, creating an environment where Samsung Biologics’ core CDMO competitiveness is directly reflected in the market. A

Market Analysis

12.03 07:00

NongHyup, UAMCO, Saemaul Geumgo... Homeplus at a Crossroads

Homeplus, which has been struggling with a pre-approval merger and acquisition (M&A), is now being pushed to the point where it must consider the possibility of liquidation. Although various rescue scenarios are being proposed by political circles, concerns over liquidation are mounting due to their low feasibility and financial viability. The Fading Flame of Homeplus According to the investment banking (IB) industry on December 3, Homeplus is considering closing five stores nationwide by the end of the year. This is an unavoidable measure due to worsening cash liquidity. Homeplus has been unable to find a new owner for six months, and its management crisis is deepening, with sales dropping by double digits. This is a result of major suppliers reducing the supply of goods. Various utility bills and national pension payments are also overdue. The company has failed to pay a total of 70 billion won in taxes, including comprehensive real estate tax, value-added tax, local taxes, and prope

Market Analysis

12.03 06:50

[Click e-Stock] "Lotte Chilsung to Accelerate Profitability Improvement of Overseas Subsidiaries"

[Click e-Stock] "Pulmuone Expected to See Significant Profit and Loss Improvement in 2026"

Newly Listed Stocks Soar Amid Stock Market Boom

[Click e-Stock] "Hanwha Ocean to See High Growth in Special-Purpose Ship Performance Driven by Defense Acquisition Projects"

[Venture Drought]③Venture Market Faces 'Funding Drought to Capital Flood'... Concerns Over Side Effects Already Emerging

Are Foreign Investors Returning? Net Buying Resumes This Month... Semiconductors Back in Favor

[Click e-Stock] "P&S Robotics Expected to Achieve Gradual Growth"

Samsung Biologics Sees Surge in Analyst Expectations Following Spin-Off

NongHyup, UAMCO, Saemaul Geumgo... Homeplus at a Crossroads

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