want to be a stock master

Samsung's Turnaround and AMD's Sprint: The AI-Led Semiconductor War Samsung's Turnaround and AMD's Sprint: The AI-Led Semiconductor War The recent star of the stock market has undoubtedly been semiconductors . The surge of semiconductor companies, especially those powered by the formidable engine of Artificial Intelligence (AI), has been relentless. Meanwhile, Samsung Electronics is heralding a dramatic comeback by unveiling its secret weapon, the 'foundry' business. Who will be the victor in the semiconductor market in the second half of the year? Let's find some clues from Hana Financial Investment's latest report. AI, The Unstoppable Growth Engine A common thread runs through the earnings reports of U.S. semiconductor companies: 'AI demand' has been the primary driver of performance. With Big Tech companies racing to increase their AI-related investments, the favorable winds from AI are expected...

The Auto Tariff War: Not an End, But a New Beginning? The Auto Tariff War: Not an End, But a New Beginning? Recently, the tariff negotiations with the U.S., which had the South Korean auto industry on edge, have concluded. With the hot-button tariff rate lowered from 25% to 15%, the biggest cloud of uncertainty has lifted. However, the market's reaction has been surprisingly calm. Instead of celebratory fireworks, the mood is one of cautious assessment of the road ahead. Why is that? And what opportunities should we seize amidst this wave of change? A Sigh of Relief, But the Calculation Isn't Over The news of the Korea-U.S. tariff agreement is undoubtedly good news. A sense of relief that the worst-case scenario has been avoided swept through the market. But investors' expressions are mixed. Here are a few reasons why: 1. Expectations Already Priced In: When Japan previously concluded its negotiations with the U.S. at a...

HD Hyundai Mipo Report Analysis: A New Leap Forward HD Hyundai Mipo: Why It's Late to the Game, but Catching Up Fast! HD Hyundai Mipo (010620)'s recent performance and future outlook, based on a report from Yuanta Securities. The subtitle, 'Late but Fast,' suggests an interesting story. With the shipbuilding industry gaining a lot of attention in the stock market recently, let's find out why HD Hyundai Mipo is in the spotlight! 2Q25 Review: Exceeding All Expectations HD Hyundai Mipo recorded 1.2 trillion KRW in sales and 89.4 billion KRW in operating profit for Q2 2025. This is a great result that surpassed market expectations (consensus). A particularly noteworthy point is that this performance was achieved despite a one-time bonus cost of 9.4 billion KRW, which was shared with HD Hyundai Heavy Industries and HD Hyundai Samho. If this cost had not been included, the operating profit would have been even higher. A...

HD Korea Shipbuilding & Offshore Engineering Q2 2025 Review: Why We Should Look Beyond the Performance HD Korea Shipbuilding & Offshore Engineering Q2 2025 Review: Why We Should Look Beyond the Performance In this article, take a simple and fun look at the details of HD Korea Shipbuilding & Offshore Engineering's (009540) Q2 2025 earnings report, a company that has recently been attracting a lot of attention in the stock market. The Strong Q2 Performance: 'Subsidiaries and Productivity' HD Korea Shipbuilding & Offshore Engineering achieved a revenue of 7.4 trillion won and an operating profit of 950 billion won in the second quarter of 2025, meeting market expectations. This robust performance was driven by several positive factors. In particular, the overall increase in working days of its subsidiaries and the reflection of higher shipbuilding ...

The Future of K-Defense: Hanwha Aerospace The Future of K-Defense, Forged by Shells and Rockets: A Deep Dive into Hanwha Aerospace Hanwha Aerospace (012450), often called the 'heart of K-defense,' based on the latest analysis report from Kyobo Securities. 2025 Q2, A 'Surprise Earnings' Exceeding Market Expectations Hanwha Aerospace recorded surprising earnings in the second quarter of 2025, significantly surpassing market expectations. Its revenue increased by 168.7% year-on-year to KRW 6.2735 trillion, and its operating profit of KRW 864.4 billion far exceeded the market's forecast. This strong performance is attributed to the delivery of 18 K9 self-propelled howitzers and 27 Chunmoo Multiple Launch Rocket Systems to Poland. 'Export Momentum' to Continue Through the Second Half of 2025 and 2026 The report suggests that Hanwha Aerospace's momentum will not stop...

Pan Ocean, Starting a New Voyage with LNG Fleet Pan Ocean, Starting a New Voyage with LNG Fleet: A Signal for Passing the Low Point? Hello, investors! Today, we will dive into an exciting investment story based on a recent analysis report on 'Pan Ocean,' a noteworthy company in the shipping industry. Let's find out together what growth drivers Pan Ocean will demonstrate despite the recent volatility in the shipping market. Q2 2025, Performance Exceeding Expectations! In the second quarter of 2025, Pan Ocean recorded sales of KRW 1.2936 trillion and operating profit of KRW 123 billion , achieving solid performance that met initial expectations. The rapid growth of the LNG carrier business unit is particularly noteworthy. It recorded an operating profit of KRW 37.2 billion , a remarkable 490% increase year-on-year, driving the company's overall performance. This is the result of new fleet deliveries, and as additional ship...