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 2026

Reporting season · reports due by Nov 14

9 of 28 reportedOperating profit up vs a year ago: 9 of 9

Revenue+93.3%

Operating profit+571.1%

Net profit+486.5%

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	Oct 29Preliminary	₩195T	+126.9%	₩107T	+783.1%	+20.1%	55.0%14.1%
SK hynix	Oct 28Preliminary	₩105T	+327.9%	₩83T	+632.1%	+37.6%	79.7%46.6%
LG Energy Solution	Oct 8Preliminary	₩9.6T	+69.2%	₩756B	+25.7%	+567.2%	7.8%10.5%
Hyundai Motor	Oct 29Preliminary	₩45T	−3.4%	₩2.7T	+5.5%	−6.1%	5.9%5.4%
Celltrion	Oct 12Preliminary	₩1.5T	+45.8%	₩510B	+69.2%	+12.9%	34.0%29.3%
Samsung SDI	Oct 29Preliminary	₩4.7T	+53.5%	₩408B	Turned to profit	+100.1%	8.7%−19.4%
LG Electronics	Oct 7Preliminary	₩24T	+8.9%	₩782B	+13.5%	−50.5%	3.3%3.1%
HD Korea Shipbuilding & Offshore Engineering	Oct 28Preliminary	₩8.3T	+9.3%	₩1.4T	+37.3%	−12.0%	17.5%13.9%
HD Hyundai	Oct 28Preliminary	₩22T	+21.2%	₩2.9T	+71.5%	−29.2%	13.2%9.3%
KIA	Expected around Oct 1
POSCO Holdings	Expected around Oct 27
Hanwha Ocean	Expected around Oct 27
Hanon Systems	Expected around Oct 29
Hyundai Glovis	Expected around Oct 30
Hyundai Steel	Expected around Oct 30
Hyundai Mobis	Expected around Oct 31
Hanwha Aerospace	Expected around Nov 3
Hyundai	Expected around Nov 4
Doosan Enerbility	Expected around Nov 5
Korea Zinc	Expected around Nov 5
Hanwha Solutions	Expected around Nov 5
Nexen Tire	Expected around Nov 5
Hankook Tire & Technology	Expected around Nov 7
GS Global	Expected around Nov 12
SL	Expected around Nov 14
SeAH Steel	Expected around Nov 14
Fursys	Expected around Nov 14
Hansae YES24 Holdings	Expected around Nov 14

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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