AI Pick

  • Hana Securities Raises Tes Target to 117,000 Won on Expected DRAM, NAND Gains Hana Securities on Tuesday raised its target price for Tes to 117,000 won from 67,000 won, saying the semiconductor equipment maker is positioned to benefit from both DRAM and NAND investment. It maintained its “buy” rating. Analyst Kim Rok-ho said Tes’ first-quarter revenue is forecast to rise 16% from a year earlier to 97.7 billion won, with operating profit up 11% to 18.0 billion won. He said Tes continues to benefit from new DRAM investment and NAND conversion investment tied to Samsu April 28, 2026
  • Samsung Electronics wins 16 Red Dot Design Awards, including two top honors Samsung Electronics said April 28 it won 16 awards at the 'Red Dot Design Award 2026,' including two of the competition's top honors, known as 'Best of the Best.' The Red Dot Design Award is a major international design prize that began in 1955 under Germany's North Rhine-Westphalia Design Center. Samsung submitted 16 entries in the product design category, and all were recognized. The Best of the Best awards went to the OLED TV 'S95H' and the Bespoke AI April 28, 2026
  • Hyundai Motor Securities Raises LG Innotek Target Price 82% on Substrates, Optics Outlook Hyundai Motor Securities on 28 raised its target price for LG Innotek to 710,000 won from 390,000 won, an 82% increase, citing expectations for growth in its package-substrate business and improving conditions for its optical solutions unit. It maintained a “buy” rating. Analyst Kim Jong-bae said the stock’s recent surge reflected rising optimism about the package-substrate market, LG Innotek’s fast execution and near-term results. He added that a recovery in optical solutions “is a key b April 28, 2026
  • Hyundai Rotem Signs Deal to Build Poland-Specific K2 Tanks in Poland Hyundai Rotem said Monday it held a signing ceremony in Warsaw on April 27 (local time) with BUMAR-ŁABĘDY, a defense company under Poland’s state-owned PGZ group, to cooperate on local production and maintenance of the Poland-specific K2PL main battle tank and an armored recovery vehicle. The ceremony, attended by Hyundai Rotem CEO Lee Yong-bae and BUMAR-ŁABĘDY CEO Monika Kruczek, was aimed at finalizing details for local production and maintenance that form a key part of the second impl April 28, 2026
  • U.S.-Japan Drone Partnership Raises Stakes for South Korea’s Defense Industry The United States and Japan have agreed to jointly develop and produce advanced weapons, including attack drones, a move that is rapidly reshaping the global defense industry. The partnership pairs U.S. technology with Japan’s manufacturing capacity, giving it the character of an industrial alliance as well as a military one. While it is framed as a supply-chain shift aimed at China, it could also affect South Korea’s defense exports. The immediate goal is clear: to check China, which dominates April 28, 2026
  • Genians Leads South Korea’s Public EDR Procurement Market for Seventh Straight Year South Korean cybersecurity company Genians said it ranked No. 1 in the public procurement market for endpoint detection and response, or EDR, for the seventh consecutive year. The company said Monday that it held a 46% share in 2025 based on the Public Procurement Service’s Nara Marketplace data. Genians said it has expanded its foothold in the public sector by building on technical competitiveness from the early days of South Korea’s EDR market in 2019 through today’s AI-driven securit April 28, 2026
  • Samsung Unveils Glasses-Free 32-Inch 3D Spatial Signage Display Samsung Electronics said on the 28th it will launch a new 32-inch glasses-free 3D display called “Spatial Signage.” The next-generation display uses Samsung’s proprietary “3D Plate” technology to create a three-dimensional effect without dedicated 3D glasses, making images appear to have depth as if there were space inside the screen. Samsung expanded the lineup after introducing an 85-inch model earlier this year, adding the 32-inch version to boost visibility for smaller products on April 28, 2026
  • Trump Skeptical of Iran Proposal to Open Strait of Hormuz, Pause Nuclear Talks U.S.-Iran talks aimed at ending the war have stalled, and President Donald Trump has been skeptical of a new Iranian proposal described as a “three-step peace plan,” according to a report. The Wall Street Journal reported April 27, citing U.S. officials, that Trump and his national security team view Iran’s offer with doubt. The proposal would include opening the Strait of Hormuz and deferring discussions of Iran’s nuclear program, the officials said. Trump discussed the offer with advise April 28, 2026
  • Lee Praises NTS Chief Lim for Tracking Overseas Hidden Assets of Tax Delinquents President Lee Jae-myung applauded the National Tax Service on the 28th for tracking overseas hidden assets held by tax delinquents, calling tax fairness “a very important value.” In a post on X, formerly Twitter, Lee thanked NTS Commissioner Lim Gwang-hyeon for “working hard,” noting that Lim took the job after leaving his seat as a lawmaker. The NTS said the previous day it had recovered 33.9 billion won in overseas assets from delinquent taxpayers since Lee’s government launched in April 28, 2026
  • Heungkuk Securities Raises Hyundai Steel Target on Improving Steel Market Outlook Heungkuk Securities maintained its “buy” rating on Hyundai Steel and raised its target price to 55,000 won. The brokerage cited expectations for improving steel market conditions and the impact of planned price increases, saying a near-term earnings rebound is becoming more visible. Jinsoo Jung, an analyst at Heungkuk Securities, said Hyundai Steel’s first-quarter results missed market expectations, with revenue of 5.7397 trillion won and operating profit of 15.7 billion won. He attrib April 28, 2026