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 ₩3,053T in total. On Oct 28, 2026 the group moved up 8.49% (weighted by market value); the largest members are Samsung Electronics, SK hynix, LG Energy Solution.

Stocks: 31
Total market value: ₩3,053T
Day's move: +8.49%
As of: Oct 28, 2026
Largest members: Samsung Electronics, SK hynix, LG Energy Solution

Earnings tracker · 3Q 2025

Past quarter

28 of 28 reportedOperating profit up vs a year ago: 15 of 28

Revenue+10.8%

Operating profit+25.0%

Net profit+231.6%

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	Nov 14	₩86T	+8.8%	₩12T	+32.5%	+160.2%	14.1%11.6%
SK hynix	Nov 14	₩24T	+39.1%	₩11T	+61.9%	+23.6%	46.6%40.0%
LG Energy Solution	Nov 14	₩5.7T	−17.1%	₩601B	+34.1%	+22.2%	10.5%6.5%
Hyundai Motor	Nov 14	₩47T	+8.8%	₩2.5T	−29.1%	−29.6%	5.4%8.3%
Celltrion	Nov 14	₩1T	+16.7%	₩301B	+45.1%	+24.3%	29.3%23.5%
Samsung SDI	Nov 14	₩3.1T	−6.3%	−₩591B	Turned to loss	Bigger loss	−19.4%2.2%
KIA	Nov 14	₩29T	+8.2%	₩1.5T	−49.2%	−47.1%	5.1%10.9%
Hanwha Aerospace	Nov 13	₩6.5T	+264.2%	₩856B	+96.4%	−0.9%	13.2%24.5%
Doosan Enerbility	Nov 13	₩3.9T	+14.3%	₩137B	+19.4%	−49.4%	3.5%3.4%
Hyundai Mobis	Nov 14	₩15T	+7.4%	₩780B	−14.1%	−10.3%	5.2%6.5%
LG Electronics	Nov 14	₩22T	−1.4%	₩689B	−8.5%	+7.7%	3.1%3.4%
POSCO Holdings	Nov 14	₩17T	−5.8%	₩639B	−14.0%	+5.2%	3.7%4.1%
Korea Zinc	Nov 13	₩4.2T	+29.7%	₩273B	+82.3%	+5.6%	6.6%4.7%
HD Korea Shipbuilding & Offshore Engineering	Nov 14	₩7.6T	+21.4%	₩1.1T	+164.5%	+10.5%	13.9%6.4%
Hanwha Ocean	Nov 12	₩3T	+11.8%	₩290B	+1,032.7%	−22.0%	9.6%0.9%
Hyundai Glovis	Nov 14	₩7.4T	−1.5%	₩524B	+11.7%	−2.8%	7.1%6.3%
HD Hyundai	Nov 14	₩18T	+9.8%	₩1.7T	+294.5%	+49.5%	9.3%2.6%
Hankook Tire & Technology	Nov 13	₩5.4T	+122.3%	₩586B	+24.6%	+65.7%	10.8%19.3%
Hanwha Solutions	Nov 13	₩3.4T	+21.3%	−₩7.4B	Smaller loss	Turned to loss	−0.2%−2.9%
Hanon Systems	Nov 13	₩2.7T	+8.3%	₩95B	−1.0%	+48.2%	3.5%3.9%
Hyundai Steel	Nov 14	₩5.7T	+2.0%	₩93B	+80.9%	−8.4%	1.6%0.9%
SL	Nov 14	₩1.3T	+9.3%	₩68B	+0.9%	−35.5%	5.2%5.7%
Nexen Tire	Nov 14	₩781B	+10.2%	₩46B	−11.1%	+9.0%	6.0%7.4%
SeAH Steel	Nov 14	₩332B	−9.8%	−₩5.2B	Turned to loss	Turned to loss	−1.6%3.0%
Hyundai	Nov 14	₩1.9T	+4.6%	₩35B	−4.8%	+2.2%	1.9%2.1%
Fursys	Nov 14	₩80B	−13.6%	−₩2B	Turned to loss	Turned to loss	−2.5%5.6%
GS Global	Nov 13	₩946B	−10.4%	₩6.5B	−73.8%	−67.4%	0.7%2.3%
Hansae YES24 Holdings	Nov 14	₩880B	+16.2%	₩24B	−29.9%	+4,317.1%	2.7%4.5%

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 28, 2026

Above 20-day average: 15.4%
Above 60-day average: 15.4%
RSI above 70: 0%
RSI below 30: 11.5%
52-week highs: 0
52-week lows: 1

Index gauge · Short term

Leaning bearish

2 bullish, 1 neutral, 6 bearish

Index gauge · Medium term

Bearish

0 bullish, 0 neutral, 8 bearish

Technical read

The US tariffs and exports theme covers 26 member stocks, and only about 15.4% of them sit above both their 20-day and 60-day averages, which points to weak breadth across the group. No member is at a 52-week high, while one stock is at a 52-week low, and the lowest RSI reading is 11.5 with no stock showing an RSI extreme on the upside. The equal-weighted member index shows a leaning-bearish short-term gauge with 6 bearish signals against 2 bullish, a bearish medium-term reading, an RSI of 38, and a position below its cloud.

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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