US tariffs & exports stocks

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What are US tariffs & exports stocks in Korea?

The US tariffs & exports theme on jonbur groups 38 Korean stocks listed on KOSPI and KOSDAQ, worth ₩3,010T 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: 38
Total market value: ₩3,010T
Day's move: −1.41%
As of: Oct 29, 2026
Largest members: Samsung Electronics, SK hynix, LG Energy Solution

Earnings tracker · 1Q 2026

Past quarter

35 of 35 reportedOperating profit up vs a year ago: 25 of 35

Revenue+34.5%

Operating profit+293.3%

Net profit+264.1%

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	May 15	₩134T	+69.2%	₩57T	+756.1%	+185.1%	42.8%8.4%
SK hynix	May 15	₩53T	+198.1%	₩38T	+405.5%	+96.2%	71.5%42.2%
LG Energy Solution	May 14	₩6.6T	+4.6%	−₩208B	Turned to loss	Bigger loss	−3.2%6.0%
Hyundai Motor	May 15	₩46T	+3.4%	₩2.5T	−30.8%	+48.3%	5.5%8.2%
Celltrion	May 15	₩1.1T	+36.0%	₩322B	+115.4%	−32.3%	28.1%17.7%
Samsung SDI	May 15	₩3.6T	+12.6%	−₩156B	Smaller loss	Smaller loss	−4.4%−13.7%
KIA	May 15	₩30T	+5.3%	₩2.2T	−26.7%	+19.7%	7.5%10.7%
Hanwha Aerospace	May 13	₩5.8T	+4.9%	₩639B	+13.9%	−20.9%	11.1%10.2%
Doosan Enerbility	May 14	₩4.3T	+13.7%	₩234B	+63.9%	+10.1%	5.5%3.8%
Hyundai Mobis	May 15	₩16T	+5.5%	₩803B	+3.3%	−13.7%	5.2%5.3%
LG Electronics	May 15	₩24T	+4.3%	₩1.7T	+32.9%	Turned to profit	7.1%5.5%
POSCO Holdings	May 15	₩18T	+2.5%	₩707B	+24.3%	+5,472.8%	4.0%3.3%
Korea Zinc	May 15	₩6.1T	+58.4%	₩746B	+175.2%	+74.1%	12.3%7.1%
HD Korea Shipbuilding & Offshore Engineering	May 15	₩8.1T	+20.2%	₩1.4T	+57.8%	+30.6%	16.7%12.7%
Hanwha Ocean	May 13	₩3.2T	+2.1%	₩441B	+70.6%	+78.2%	13.7%8.2%
Hyundai Glovis	May 15	₩7.8T	+8.2%	₩521B	+3.9%	+2.6%	6.7%6.9%
HD Hyundai	May 15	₩20T	+14.7%	₩2.8T	+120.4%	+43.8%	14.5%7.5%
Hankook Tire & Technology	May 15	₩5.3T	+7.1%	₩507B	+43.0%	−7.3%	9.5%7.1%
Hanwha Solutions	May 12	₩3.9T	+25.4%	₩93B	+205.5%	Turned to profit	2.4%1.0%
Hanon Systems	May 14	₩2.7T	+5.0%	₩97B	+361.1%	+8.3%	3.5%0.8%
Hyundai Steel	May 15	₩5.7T	+3.2%	₩16B	Turned to profit	−63.7%	0.3%−0.3%
Youngone	May 14	₩896B	+10.4%	₩120B	+46.3%	+14.4%	13.4%10.1%
SL	May 15	₩1.4T	+12.5%	₩144B	+20.5%	+26.7%	10.4%9.7%
Nexen Tire	May 15	₩838B	+8.7%	₩54B	+33.1%	+34.0%	6.5%5.3%
SeAH Steel	May 15	₩449B	+18.4%	₩24B	−5.8%	+191.2%	5.4%6.8%
Hansae	May 15	₩467B	0.0%	₩10B	−48.5%	−24.4%	2.2%4.3%
Hyundai	May 15	₩2.1T	+11.6%	₩46B	+24.9%	+38.7%	2.2%2.0%
iFamilySC	May 15	₩55B	+0.8%	₩3.7B	−48.3%	−44.2%	6.7%13.1%
Hansae YES24 Holdings	May 15	₩861B	+1.0%	₩21B	+2.2%	+4.2%	2.5%2.4%
Zinus	May 15	₩140B	−44.2%	−₩30B	Turned to loss	Bigger loss	−21.6%11.0%
Dong in Entech	May 15	₩62B	+7.6%	₩6.5B	+54.1%	−24.0%	10.4%7.3%
Creas F&C	May 15	₩63B	−48.3%	−₩6.7B	Bigger loss	Bigger loss	−10.6%−1.1%
C-Site	May 15	₩39B	−8.6%	−₩1.5B	Bigger loss	Bigger loss	−3.8%−0.0%
Hojeon	May 15	₩89B	−14.9%	−₩1.4B	Turned to loss	Turned to loss	−1.6%4.2%
KM	May 15	₩34B	+8.2%	−₩928M	Smaller loss	Bigger loss	−2.7%−4.9%

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 29, 202675Hyundai Department Store: ₩200bn of bonds due in the next 6 months vs ₩158bn cash₩200bn due within 12 months, from the bond filings so far; cash and cash equivalents as of 2026 H1.Hyundai Department Store Daewonkangup Hyundai G.F. Holdings Zinus Handsome Samwonsteel
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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