LG Display’s Q3 Net Profit — 3x What Its Panels Earned
LG Display’s Q3 operating profit was ₩250.6 billion, but net profit was ₩755.6 billion. The company credits currency gains. What LPL holders should check next.
Earnings & Filings
LG Energy Solution Q3 Profit — 55% Was a U.S. Tax Credit
LG Energy Solution’s Q3 2026 operating profit was ₩756 billion, but 55% was an expected U.S. production tax credit. Without it, profit was ₩339 billion.
Samsung’s $80 Billion Quarter Arrived as Just Two Numbers
Samsung reported Q3 operating profit of ₩107.4 trillion (about $80 billion) in a filing with just two numbers. The business breakdown comes Oct. 29.
Samsung Electro-Mechanics: $2.7B of Orders, No Buyer Named
Samsung Electro-Mechanics filed six supply contracts worth about $2.73 billion in 2026. All start in 2027, and none of the filings names the buyer.
Korea’s State Fuel Deal Grew 19% at the Same Stated Volume
SK Energy’s renewed fuel deal with Korea’s state oil company is ₩2.21 trillion, up 18.9% on the same stated 1.3 billion liters. What it shows.
Hanwha Aerospace’s Deal Rumors Come With a Korean Deadline
Hanwha Aerospace answered deal reports with “not yet” plus a date to answer again. Still open: Nov 28 for the Spain K9 price and Dec 9 for Austal.
Samsung and SK Hynix Filed to Buy Stock — Not to Cancel It.
42 Korean firms filed to buy their own shares Sept 9, Samsung and SK Hynix included. But buying is not cancelling – here’s what it means for EWY.
The AI Boom Reached Korea’s Parts Bin — It Books in 2027
Samsung Electro-Mechanics won a ₩1.07tn AI-server MLCC contract that books in 2027. Korea’s AI cycle reaches the parts makers on a lag.
Hanwha Signed a Spanish Defense Deal — and Withheld the Price
Hanwha Aerospace signed a Spanish defense contract with Indra, then withheld the price. Investors got a ₩667bn regulatory floor and nothing above it.
Hyundai Canceled ₩789bn in Stock. The Price Fell.
Hyundai canceled ₩789bn of its own shares and the stock still fell. Why a Korean cancellation is not a US buyback, and what it means for EWY holders.