US tariffs & exports stocks

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What are US tariffs & exports stocks in Korea?

The US tariffs & exports theme on jonbur groups 26 Korean stocks listed on KOSPI and KOSDAQ, worth ₩3,045T in total. On Oct 28, 2026 the group moved up 8.51% (weighted by market value); the largest members are Samsung Electronics, SK hynix, LG Energy Solution.

Stocks: 26
Total market value: ₩3,045T
Day's move: +8.51%
As of: Oct 28, 2026
Largest members: Samsung Electronics, SK hynix, LG Energy Solution

Earnings tracker · 4Q 2025

Past quarter

26 of 26 reportedOperating profit up vs a year ago: 15 of 26

Revenue+14.1%

Operating profit+97.2%

Net profit+24.0%

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	Mar 10	₩94T	+23.8%	₩20T	+209.2%	+65.0%	21.4%8.6%
SK hynix	Mar 17	₩33T	+66.1%	₩19T	+137.2%	+68.4%	58.4%40.9%
LG Energy Solution	Mar 12	₩6.1T	−4.8%	−₩122B	Smaller loss	Turned to loss	−2.0%−3.5%
Hyundai Motor	Mar 18	₩47T	+0.5%	₩1.7T	−39.9%	−33.2%	3.6%6.1%
Celltrion	Mar 16	₩1.3T	+25.1%	₩475B	+141.9%	+57.6%	35.7%18.5%
Samsung SDI	Mar 10	₩3.9T	+2.8%	−₩299B	Bigger loss	Smaller loss	−7.8%−6.8%
KIA	Mar 12	₩28T	+3.5%	₩1.8T	−32.2%	+26.0%	6.6%10.0%
Hanwha Aerospace	Mar 16	₩8.4T	+74.5%	₩808B	−10.2%	−5.7%	9.6%18.6%
Doosan Enerbility	Mar 20	₩4.9T	+5.9%	₩212B	−9.7%	+54.7%	4.4%5.1%
Hyundai Mobis	Mar 9	₩15T	+4.7%	₩930B	−5.6%	+19.2%	6.0%6.7%
LG Electronics	Mar 13	₩24T	+4.8%	−₩109B	Turned to loss	Turned to loss	−0.5%0.6%
POSCO Holdings	Mar 11	₩17T	−5.4%	₩13B	−86.7%	−98.0%	0.1%0.5%
Korea Zinc	Mar 16	₩4.8T	+39.8%	₩429B	+256.4%	+56.7%	9.0%3.5%
HD Korea Shipbuilding & Offshore Engineering	Mar 20	₩8.2T	+13.8%	₩1T	+108.0%	−1.5%	12.7%7.0%
Hanwha Ocean	Mar 11	₩3.3T	+2.1%	₩248B	+46.4%	−14.6%	7.4%5.2%
Hyundai Glovis	Mar 18	₩7.5T	+2.5%	₩508B	+10.6%	−3.0%	6.8%6.3%
HD Hyundai	Mar 20	₩19T	+9.6%	₩2T	+124.6%	+15.8%	10.5%5.1%
Hankook Tire & Technology	Mar 18	₩5.5T	+115.5%	₩547B	+15.5%	−6.7%	10.0%18.7%
Hanwha Solutions	—	₩3.8T	−17.7%	−₩490B	Turned to loss	Bigger loss	−13.0%2.3%
Hanon Systems	Mar 18	₩2.7T	+6.6%	₩90B	Turned to profit	−5.9%	3.3%−5.4%
Hyundai Steel	Mar 18	₩5.5T	−2.2%	₩43B	Turned to profit	−53.6%	0.8%−0.8%
SL	Mar 18	₩1.4T	+13.9%	₩114B	+178.0%	+66.1%	8.1%3.3%
LX International	Mar 18	₩4.3T	+2.2%	₩55B	−41.1%	−14.4%	1.3%2.2%
Hyosung TNC	Mar 11	₩1.8T	−6.8%	₩45B	+5.5%	−20.2%	2.4%2.1%
Nexen Tire	Mar 18	₩833B	+19.4%	₩40B	+161.7%	−13.0%	4.9%2.2%
SeAH Steel	Mar 12	₩359B	−34.3%	₩8.3B	−93.3%	Turned to profit	2.3%22.7%

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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