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2026年8月30日日曜日
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企業分析

SEC開示に基づく米国上場企業の財務分析 — 米国市場

企業分析
HD Hyundai Construction Equipment (267270.KS) Q1 2026: Infracore Merger Triples Revenue to ₩2.3T, Operating Margin Doubles to 8.3%プレミアム
企業分析

HD Hyundai Construction Equipment (267270.KS) Q1 2026: Infracore Merger Triples Revenue to ₩2.3T, Operating Margin Doubles to 8.3%

The January 1, 2026 absorption of HD Hyundai Infracore instantly recast HD Hyundai Construction Equipment as a global top-tier construction machinery and engine conglomerate, with first-quarter results confirming that the merger's financial impact was both explosive and immediate.

2026.06.11.1
LG CNS (064400.KS) Q1 2026: Profit Surges 19% on Cloud-AI Demandプレミアム
企業分析

LG CNS (064400.KS) Q1 2026: Profit Surges 19% on Cloud-AI Demand

LG CNS가 IPO 후 첫 온전한 비교 분기를 클라우드·AI 수요로 채웠다. 2026년 1분기 연결 매출은 1조 3,150억원으로 전년 동기 대비 8.6% 늘었고, 영업이익은 942억원으로 19.4% 증가하며 영업이익률을 6.5%에서 7.2%로 끌어올렸다. 매출의 58%를 차지하는 클

2026.06.11.1
Sanil Electric (062040.KS) Q1 2026: Revenue Surges 52% to ₩150.3B on US Grid Supercycleプレミアム
企業分析

Sanil Electric (062040.KS) Q1 2026: Revenue Surges 52% to ₩150.3B on US Grid Supercycle

Sanil Electric posted Q1 2026 revenue of ₩150.3B (+52.1% YoY) driven by the U.S. power grid supercycle, with order backlog at ₩477.4B and 93.6% utilization.

2026.06.11.2
ISU Petasys (007660.KS) Q1 2026: 41% Profit Surge, ₩76B Cash Burnプレミアム
企業分析

ISU Petasys (007660.KS) Q1 2026: 41% Profit Surge, ₩76B Cash Burn

ISU Petasys posted record Q1 2026 revenue of ₩340.3B (+34.8% YoY) and operating profit of ₩67.2B (+41.0%), but operating cash flow swung to -₩76.5B as receivables surged ₩104.4B.

2026.06.10.2
Hanwha (000880.KS) Q1 2026: Net Profit Surges 76% as Shipbuilding Leads, Defense Retreatsプレミアム
企業分析

Hanwha (000880.KS) Q1 2026: Net Profit Surges 76% as Shipbuilding Leads, Defense Retreats

Hanwha (000880.KS) Q1 2026: Net Profit Surges 76% as Shipbuilding Leads, Defense Retreats

2026.06.10.1
Samyang Foods (003230.KS) Q1 2026: Revenue +35%, Europe Triplesプレミアム
企業分析

Samyang Foods (003230.KS) Q1 2026: Revenue +35%, Europe Triples

Samyang Foods Q1 2026: revenue KRW 714.4B (+35%), operating profit KRW 177.1B (+32%), Europe sales +215%, overseas +38% YoY. Operating margin held at 24.8%.

2026.06.10.0
DB Insurance (005830.KS) Q1 2026: Net Profit Slumps 44% as Claims Costs Surgeプレミアム
企業分析

DB Insurance (005830.KS) Q1 2026: Net Profit Slumps 44% as Claims Costs Surge

2026.06.09.0
Kiwoom (039490.KS) Q1 2026: Operating Profit Surges 91% to ₩621Bプレミアム
企業分析

Kiwoom (039490.KS) Q1 2026: Operating Profit Surges 91% to ₩621B

2026.06.09.0
Daehan Electric Wire (001440.KS) Q1 2026: Record ₩60.4B Operating Profit; Hedge Losses Flip Net to Redプレミアム
企業分析

Daehan Electric Wire (001440.KS) Q1 2026: Record ₩60.4B Operating Profit; Hedge Losses Flip Net to Red

2026.06.09.1
HYBE (352820.KS) Q1 2026: Record ₩698B Revenue as ₩225B RSU Charge Swings to Operating Lossプレミアム
企業分析

HYBE (352820.KS) Q1 2026: Record ₩698B Revenue as ₩225B RSU Charge Swings to Operating Loss

2026.06.09.1
HD Hyundai Marine Solution (443060.KS) Q1 2026: Record ₩574.6B Revenue, but 70% of Net Profit Surge Is FX-Drivenプレミアム
企業分析

HD Hyundai Marine Solution (443060.KS) Q1 2026: Record ₩574.6B Revenue, but 70% of Net Profit Surge Is FX-Driven

2026.06.09.0
Samsung Securities (016360.KS) Q1 2026: Record ₩450.9B Profit Surges 82% on Historic Trading Boomプレミアム
企業分析

Samsung Securities (016360.KS) Q1 2026: Record ₩450.9B Profit Surges 82% on Historic Trading Boom

2026.06.08.2