Earnings of Kospi-Listed Firms Could Improve in 3Q -- Market Talk

Dow Jones
07/22

0645 GMT - Earnings of South Korean companies listed on the local benchmark index could improve in 3Q, likely driven by semiconductor stocks, HSBC analysts write in a research note. They expect the operating profit of Kospi-listed companies to rise 12% on quarter after falling 3% in 2Q. Higher memory-chip prices from supply constraints and robust shipments of 12-layer high-bandwidth-memory 3E products stand to be key catalysts, they say. The government-led recovery in domestic consumption and export growth are also expected to support earnings growth for consumer names, they add. HSBC maintains a buy rating on memory-chip maker SK Hynix and Hansol Chemical, a supplier of high-purity hydrogen peroxide used by chip producers, among other local stocks. (kwanwoo.jun@wsj.com)

 

(END) Dow Jones Newswires

July 22, 2025 02:45 ET (06:45 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

應版權方要求,你需要登入查看該內容

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10