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 ₩2,809T in total. On Oct 27, 2026 the group moved up 4.05% (weighted by market value); the largest members are Samsung Electronics, SK hynix, LG Energy Solution.
Key facts
- Stocks
- 26
- Total market value
- ₩2,809T
- Day's move
- +4.05%
- As of
- Oct 27, 2026
- Largest members
- Samsung Electronics, SK hynix, LG Energy Solution
Earnings tracker · 3Q 2026
Reporting season · reports due by Nov 14
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 8Preliminary | ₩195T | +126.6% | ₩107T | +782.8% | +20.0% | 55.1%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% |
| Celltrion | Oct 12Preliminary | ₩1.5T | +45.8% | ₩510B | +69.2% | +12.9% | 34.0%29.3% |
| 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% |
| Hyundai Motor | Expected around Oct 1 | ||||||
| KIA | Expected around Oct 1 | ||||||
| POSCO Holdings | Expected around Oct 27 | ||||||
| Hanwha Ocean | Expected around Oct 27 | ||||||
| Samsung SDI | Expected around Oct 28 | ||||||
| Hanon Systems | Expected around Oct 29 | ||||||
| Hyundai Glovis | Expected around Oct 30 | ||||||
| Hyundai Steel | Expected around Oct 30 | ||||||
| Hyundai Mobis | Expected around Oct 31 | ||||||
| Hyosung TNC | Expected around Oct 31 | ||||||
| Hanwha Aerospace | Expected around Nov 3 | ||||||
| Doosan Enerbility | Expected around Nov 5 | ||||||
| Korea Zinc | Expected around Nov 5 | ||||||
| Hanwha Solutions | Expected around Nov 5 | ||||||
| LX International | Expected around Nov 5 | ||||||
| Nexen Tire | Expected around Nov 5 | ||||||
| Hankook Tire & Technology | Expected around Nov 7 | ||||||
| SL | Expected around Nov 14 | ||||||
| SeAH Steel | 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 27, 2026- Above 20-day average
- 7.4%
- Above 60-day average
- 14.8%
- RSI above 70
- 0%
- RSI below 30
- 29.6%
- 52-week highs
- 0
- 52-week lows
- 2
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 27 Korean stocks, and its technical breadth is weak, with only 7.4% of members trading above their 20-day average and 14.8% above their 60-day average. No member has reached a 52-week high, while 2 have touched a 52-week low, and the group's RSI reading ranges from a low of 29.6 with none in overbought territory. The equal-weighted member index shows a bearish short-term reading with 7 bearish signals against 1 bullish, a bearish medium-term reading, an RSI of 31.9, and a price 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 ReitSK hynixSK NetworksSK DiscoverySKCSK Telecom
Creators talking about this
[FULL] NEWSCENTER (2026-10-28)Arirang News · via YouTube
[LIVE] NEWSCENTER (2026-10-28)Arirang News · via YouTube
[FULL] THE DAILY REPORT (2026-10-28)Arirang News · via YouTube
KOSPI reclaims 6,000 mark after ten sessions, chip-led rally lifts index by over 6.6%Arirang News · via YouTube
[LIVE] THE DAILY REPORT (2026-10-28)Arirang News · via YouTube
KOSPI climbs to around 6,000 mark, triggers second straight sidecar as Samsung, SK hynix rallyArirang News · via YouTube
AI boom drives SK hynix Q3 sales to US$ 78.5 bil., topping 2025 totalArirang News · via YouTube
[FULL] 12:00 ARIRANG NEWS (2026-10-28)Arirang News · via YouTube
AI boom drives SK hynix Q3 operating profit to US$ 62.5 bil.Arirang News · via YouTube
[LIVE] 12:00 ARIRANG NEWS (2026-10-28)Arirang News · via YouTube
US tariffs & exports
+1.41%미국 관세·수출
This theme covers Korean companies whose earnings are sensitive to US trade policy, including tariffs on imported goods and the broader health of Korea's export-driven economy, with the United States as one of its largest export markets. Korean investors often group exporters of autos, semiconductors, steel, and electronics together because tariff changes can affect their pricing, margins, and shipping costs at the same time. The theme tends to move with headlines about US trade negotiations and changes in Korea's monthly export data.
26 companies · 20 up · 1 flat · 5 down
- Traded value
- ₩8.8T
- Value vs 20-day average
- 0.77×
- Top gainer
- SK hynix +5.18%
- Largest company
- Samsung Electronics ₩1,298T
Companies in this theme
| Company | Price | Daily | Traded value | Market cap | NPS |
|---|---|---|---|---|---|
Samsung Electronics005930 · KOSPI | ₩222,000 | +4.23% | ₩3.2T | ₩1,298T | 7.76% |
SK hynix000660 · KOSPI | ₩1,341,000 | +5.18% | ₩4.3T | ₩980T | 7.90% |
LG Energy Solution373220 · KOSPI | ₩382,500 | +2.00% | ₩129B | ₩90T | 6.70% |
Hyundai Motor005380 · KOSPI | ₩290,500 | +0.87% | ₩206B | ₩59T | 7.75% |
Celltrion068270 · KOSPI | ₩188,600 | −0.74% | ₩82B | ₩44T | 7.28% |
KIA000270 · KOSPI | ₩106,500 | +1.33% | ₩66B | ₩42T | 7.24% |
Samsung SDI006400 · KOSPI | ₩508,000 | +5.07% | ₩242B | ₩41T | 7.97% |
Hanwha Aerospace012450 · KOSPI | ₩768,000 | +1.05% | ₩97B | ₩40T | 7.95% |
Doosan Enerbility034020 · KOSPI | ₩58,900 | +2.26% | ₩82B | ₩38T | 7.63% |
Hyundai Mobis012330 · KOSPI | ₩332,500 | +1.99% | ₩40B | ₩30T | 9.51% |
LG Electronics066570 · KOSPI | ₩157,500 | +0.96% | ₩74B | ₩26T | 6.44% |
POSCO Holdings005490 · KOSPI | ₩276,000 | +2.41% | ₩47B | ₩22T | 8.30% |
Korea Zinc010130 · KOSPI | ₩856,000 | +1.30% | ₩9B | ₩18T | 5.48% |
HD Korea Shipbuilding & Offshore Engineering009540 · KOSPI | ₩246,500 | +1.44% | ₩67B | ₩17T | 7.42% |
Hanwha Ocean042660 · KOSPI | ₩53,000 | 0.00% | ₩72B | ₩16T | 6.66% |
Hyundai Glovis086280 · KOSPI | ₩180,400 | +2.38% | ₩16B | ₩14T | 9.05% |
HD Hyundai267250 · KOSPI | ₩136,200 | +3.03% | ₩28B | ₩11T | 6.79% |
Hankook Tire & Technology161390 · KOSPI | ₩56,800 | −2.41% | ₩29B | ₩7T | 7.72% |
Hanwha Solutions009830 · KOSPI | ₩25,850 | −2.45% | ₩68B | ₩5.8T | 6.34% |
Hanon Systems018880 · KOSPI | ₩3,685 | +2.22% | ₩11B | ₩3.8T | 5.30% |
Hyundai Steel004020 · KOSPI | ₩26,250 | −0.19% | ₩9.9B | ₩3.5T | 9.84% |
SL005850 · KOSPI | ₩49,500 | +1.54% | ₩7.5B | ₩2.3T | 8.28% |
LX International001120 · KOSPI | ₩41,400 | +0.49% | ₩4.4B | ₩1.6T | 8.72% |
Hyosung TNC298020 · KOSPI | ₩252,500 | +2.02% | ₩3.8B | ₩1.1T | 10.99% |
SeAH Steel306200 · KOSPI | ₩119,800 | −1.07% | ₩1.1B | ₩340B | 6.15% |
Source: KRX statistical information