US tariffs & exports stocks

미국 관세·수출

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 · 3Q 2026

Reporting season · reports due by Nov 14

12 of 35 reportedOperating profit up vs a year ago: 11 of 12

Revenue+83.5%

Operating profit+546.1%

Net profit+470.1%

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	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%
Hyundai Mobis	Oct 30Preliminary	₩16T	+4.6%	₩914B	+17.2%	−6.3%	5.8%5.2%
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%
Hyundai Glovis	Oct 30Preliminary	₩9.1T	+23.1%	₩567B	+8.1%	+14.4%	6.3%7.1%
HD Hyundai	Oct 28Preliminary	₩22T	+21.2%	₩2.9T	+71.5%	−29.2%	13.2%9.3%
Hyundai Steel	Oct 30Preliminary	₩5.9T	+2.8%	₩87B	−6.6%	+50.9%	1.5%1.6%
KIA	Expected around Oct 1
POSCO Holdings	Expected around Oct 27
Hanwha Ocean	Expected around Oct 27
Hanon Systems	Expected around Oct 29
Hanwha Aerospace	Expected around Nov 3
Zinus	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
Hansae	Expected around Nov 13
Youngone	Expected around Nov 14
SL	Expected around Nov 14
SeAH Steel	Expected around Nov 14
iFamilySC	Expected around Nov 14
Hansae YES24 Holdings	Expected around Nov 14
Dong in Entech	Expected around Nov 14
Creas F&C	Expected around Nov 14
C-Site	Expected around Nov 14
Hojeon	Expected around Nov 14
KM	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 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

MacroOct 30, 202678Semis (SOXX ETF) −10.0% to 462.45That's about 3.8 times its typical daily swing over the last 60 trading days.Samsung Electronics SK hynix Samsung Electronics Pref.Hanmi Semiconductor Jusung Engineering EO Technics
MacroOct 30, 202674Nasdaq 100 (QQQ) −4.1% to 686.14That's about 3.4 times its typical daily swing over the last 60 trading days.NAVER Kakao Samsung SDS SK hynix SK Telecom
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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