US tariffs & exports stocks

미국 관세·수출

What are US tariffs & exports stocks in Korea?

The US tariffs & exports theme on jonbur groups 31 Korean stocks listed on KOSPI and KOSDAQ, worth ₩3,006T in total. On Oct 29, 2026 the group moved down 1.41% (weighted by market value); the largest members are Samsung Electronics, SK hynix, LG Energy Solution.

Stocks: 31
Total market value: ₩3,006T
Day's move: −1.41%
As of: Oct 29, 2026
Largest members: Samsung Electronics, SK hynix, LG Energy Solution

Earnings tracker · 2Q 2025

Past quarter

28 of 28 reportedOperating profit up vs a year ago: 11 of 28

Revenue+6.7%

Operating profit−8.1%

Net profit−41.7%

Combined, for the companies that have reported, vs the same quarter a year ago

Company	Reported	Revenue	vs a year ago	Operating profit	vs a year ago	vs last quarter	Op. margin
Samsung Electronics	Aug 14	₩75T	+0.7%	₩4.7T	−55.2%	−30.1%	6.3%14.1%
SK hynix	Aug 14	₩22T	+35.4%	₩9.2T	+68.5%	+23.8%	41.4%33.3%
LG Energy Solution	Aug 14	₩5.6T	−9.7%	₩492B	+152.0%	+31.4%	8.8%3.2%
Hyundai Motor	Aug 14	₩48T	+7.3%	₩3.6T	−15.8%	−0.9%	7.5%9.5%
Celltrion	Aug 14	₩961B	+9.9%	₩242B	+234.5%	+62.3%	25.2%8.3%
Samsung SDI	Aug 14	₩3.2T	−28.6%	−₩398B	Turned to loss	Smaller loss	−12.5%6.3%
KIA	Aug 14	₩29T	+6.5%	₩2.8T	−24.1%	−8.1%	9.4%13.2%
Hanwha Aerospace	Aug 14	₩6.3T	+126.5%	₩865B	+141.0%	+54.2%	13.7%12.9%
Doosan Enerbility	Aug 14	₩4.6T	+10.1%	₩271B	−12.5%	+90.3%	5.9%7.5%
Hyundai Mobis	Aug 14	₩16T	+8.7%	₩870B	+36.8%	+12.0%	5.5%4.3%
LG Electronics	Aug 14	₩21T	−4.4%	₩639B	−46.5%	−49.2%	3.1%5.5%
POSCO Holdings	Aug 14	₩18T	−5.2%	₩607B	−19.3%	+6.8%	3.5%4.1%
Korea Zinc	Aug 14	₩3.8T	+25.1%	₩259B	−3.7%	−4.5%	6.8%8.8%
HD Korea Shipbuilding & Offshore Engineering	Aug 14	₩7.4T	+12.3%	₩954B	+153.3%	+11.0%	12.8%5.7%
Hanwha Ocean	Aug 12	₩3.3T	+29.9%	₩372B	Turned to profit	+43.7%	11.3%−0.4%
Hyundai Glovis	Aug 14	₩7.5T	+6.4%	₩539B	+22.7%	+7.4%	7.2%6.2%
HD Hyundai	Aug 14	₩17T	−2.0%	₩1.1T	+29.4%	−11.5%	6.6%5.0%
Hankook Tire & Technology	Aug 14	₩5.4T	+131.7%	₩354B	−15.8%	−0.3%	6.6%18.1%
Hanwha Solutions	Aug 14	₩3.1T	+17.0%	₩102B	Turned to profit	+236.7%	3.3%−4.0%
Hanon Systems	Aug 14	₩2.9T	+11.7%	₩64B	−10.2%	+205.1%	2.2%2.8%
Hyundai Steel	Aug 14	₩5.9T	−1.6%	₩102B	+3.9%	Turned to profit	1.7%1.6%
SL	Aug 14	₩1.3T	−0.3%	₩106B	−28.3%	−11.2%	8.2%11.4%
Nexen Tire	Aug 14	₩805B	+5.4%	₩43B	−32.2%	+4.7%	5.3%8.2%
SeAH Steel	Aug 14	₩415B	−5.6%	₩21B	−41.8%	−18.2%	5.0%8.2%
Hyundai	Aug 13	₩1.9T	+11.0%	₩35B	−5.1%	−6.1%	1.8%2.1%
Fursys	Aug 14	₩82B	−4.2%	₩243M	−92.8%	−95.2%	0.3%3.9%
GS Global	Aug 13	₩1.1T	+12.2%	₩20B	−6.8%	+24.0%	1.8%2.2%
Hansae YES24 Holdings	Aug 14	₩804B	+16.6%	₩540M	−98.7%	−97.4%	0.1%6.2%

Single-quarter figures. Preliminary figures are the company's own early numbers and are replaced by the quarterly report when it's filed. Expected dates are around when each company reported a year ago.

Technical breadth

After the close on Oct 29, 2026

Above 20-day average: 12.9%
Above 60-day average: 9.7%
RSI above 70: 0%
RSI below 30: 16.1%
52-week highs: 0
52-week lows: 4

Index gauge · Short term

Bearish

1 bullish, 1 neutral, 7 bearish

Index gauge · Medium term

Bearish

0 bullish, 0 neutral, 8 bearish

Technical read

The US tariffs and exports theme covers 31 Korean member stocks, and its breadth is very weak, with only 12.9% trading above their 20-day averages and 9.7% above their 60-day averages. No members hit a 52-week high, while 4 touched a 52-week low, and the lowest member RSI reading was 16.1 with none at the high end. The equal-weighted member index sits below its cloud with an RSI of 35.7, and its short-term and medium-term gauges both read bearish.

Written by AI from the indicator values above. Not advice.

Share of members, from each member's own indicators; the gauge reads an equal-weighted index of the members. Technical indicators describe past price and volume patterns. They are not predictions or recommendations.

Credit & macro

MaturitiesOct 20, 202685SK Reit: ₩130bn of bonds due in the next 6 months vs ₩54bn cash₩350bn due within 12 months, from the bond filings so far; cash and cash equivalents as of 2025 FY.SK Reit SK hynix SK Networks SK Discovery SKC SK Telecom

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