US tariffs & exports stocks

미국 관세·수출

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 · 2Q 2026

Past quarter

26 of 26 reportedOperating profit up vs a year ago: 20 of 26

Revenue+59.3%

Operating profit+508.2%

Net profit+1,561.7%

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	₩171T	+130.0%	₩89T	+1,813.8%	+56.4%	52.2%6.3%
SK hynix	Aug 14	₩79T	+256.8%	₩61T	+557.2%	+61.0%	76.3%41.4%
LG Energy Solution	Aug 13	₩7.6T	+35.8%	₩113B	−77.0%	Turned to profit	1.5%8.8%
Hyundai Motor	Aug 14	₩49T	+1.9%	₩2.9T	−20.8%	+13.4%	5.8%7.5%
Celltrion	Aug 14	₩1.4T	+45.0%	₩452B	+86.3%	+40.4%	32.4%25.2%
Samsung SDI	Aug 14	₩3.8T	+18.5%	₩204B	Turned to profit	Turned to profit	5.4%−12.5%
KIA	Aug 14	₩33T	+12.6%	₩2.6T	−4.9%	+19.2%	8.0%9.4%
Hanwha Aerospace	Aug 14	₩9.3T	+47.2%	₩1.4T	+57.9%	+113.7%	14.7%13.7%
Doosan Enerbility	Aug 14	₩4.7T	+3.4%	₩314B	+15.9%	+34.6%	6.7%5.9%
Hyundai Mobis	Aug 14	₩16T	+2.4%	₩975B	+12.1%	+21.5%	6.0%5.5%
LG Electronics	Aug 14	₩24T	+14.9%	₩1.6T	+147.0%	−5.7%	6.6%3.1%
POSCO Holdings	Aug 14	₩19T	+9.7%	₩819B	+34.9%	+15.9%	4.3%3.5%
Korea Zinc	Aug 14	₩6.4T	+66.6%	₩587B	+126.8%	−21.3%	9.2%6.8%
HD Korea Shipbuilding & Offshore Engineering	Aug 14	₩8.9T	+20.2%	₩1.6T	+72.5%	+21.3%	18.4%12.8%
Hanwha Ocean	Aug 12	₩5.4T	+65.2%	₩736B	+98.0%	+66.9%	13.5%11.3%
Hyundai Glovis	Aug 14	₩8.7T	+15.8%	₩495B	−8.1%	−5.1%	5.7%7.2%
HD Hyundai	Aug 14	₩22T	+30.2%	₩4.1T	+262.2%	+45.5%	18.4%6.6%
Hankook Tire & Technology	Aug 14	₩5.7T	+5.8%	₩559B	+58.1%	+10.3%	9.8%6.6%
Hanwha Solutions	Aug 14	₩4.6T	+47.0%	₩307B	+200.3%	+231.0%	6.7%3.3%
Hanon Systems	Aug 13	₩2.9T	+0.6%	₩104B	+61.2%	+6.7%	3.6%2.2%
Hyundai Steel	Aug 14	₩6.1T	+2.7%	₩58B	−43.3%	+267.9%	0.9%1.7%
SL	Aug 14	₩1.4T	+5.6%	₩126B	+18.8%	−12.6%	9.2%8.2%
LX International	Aug 14	₩4.8T	+24.7%	₩118B	+114.1%	+8.2%	2.5%1.4%
Hyosung TNC	Aug 13	₩2.4T	+27.9%	₩189B	+157.5%	+118.9%	7.8%3.9%
Nexen Tire	Aug 14	₩891B	+10.8%	₩34B	−19.5%	−36.7%	3.9%5.3%
SeAH Steel	Aug 14	₩495B	+19.4%	₩35B	+66.9%	+44.9%	7.1%5.0%

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

Creators talking about this