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Weak won, strong exporters stocks

환율 수혜

What are Weak won, strong exporters stocks in Korea?

The Weak won, strong exporters theme on jonbur groups 27 Korean stocks listed on KOSPI and KOSDAQ, worth ₩2,994T in total. On Oct 30, 2026 the group moved down 3.98% (weighted by market value); the largest members are Samsung Electronics, SK hynix, LG Energy Solution.

Key facts

Stocks
27
Total market value
₩2,994T
Day's move
−3.98%
As of
Oct 30, 2026
Largest members
Samsung Electronics, SK hynix, LG Energy Solution

Earnings tracker · 2Q 2025

Past quarter

27 of 27 reportedOperating profit up vs a year ago: 14 of 27
Revenue+6.4%
Operating profit−7.1%
Net profit−31.6%

Combined, for the companies that have reported, vs the same quarter a year ago

CompanyReportedRevenuevs a year agoOperating profitvs a year agovs last quarterOp. margin
Samsung ElectronicsAug 14₩75T+0.7%₩4.7T−55.2%−30.1%6.3%14.1%
SK hynixAug 14₩22T+35.4%₩9.2T+68.5%+23.8%41.4%33.3%
LG Energy SolutionAug 14₩5.6T−9.7%₩492B+152.0%+31.4%8.8%3.2%
Samsung BiologicsAug 14₩1.3T+11.5%₩476B+9.5%−2.3%36.9%37.6%
Hyundai MotorAug 14₩48T+7.3%₩3.6T−15.8%−0.9%7.5%9.5%
CelltrionAug 14₩961B+9.9%₩242B+234.5%+62.3%25.2%8.3%
Samsung SDIAug 14₩3.2T−28.6%−₩398BTurned to lossSmaller loss−12.5%6.3%
KIAAug 14₩29T+6.5%₩2.8T−24.1%−8.1%9.4%13.2%
Hanwha AerospaceAug 14₩6.3T+126.5%₩865B+141.0%+54.2%13.7%12.9%
Doosan EnerbilityAug 14₩4.6T+10.1%₩271B−12.5%+90.3%5.9%7.5%
Hyundai MobisAug 14₩16T+8.7%₩870B+36.8%+12.0%5.5%4.3%
HD Hyundai Heavy IndustriesAug 14₩4.1T+6.8%₩471B+141.0%+8.7%11.4%5.0%
LG ElectronicsAug 14₩21T−4.4%₩639B−46.5%−49.2%3.1%5.5%
POSCO HoldingsAug 14₩18T−5.2%₩607B−19.3%+6.8%3.5%4.1%
LG ChemAug 14₩11T−7.6%₩467B+15.2%+4.6%4.1%3.3%
HD Korea Shipbuilding & Offshore EngineeringAug 14₩7.4T+12.3%₩954B+153.3%+11.0%12.8%5.7%
Hanwha OceanAug 12₩3.3T+29.9%₩372BTurned to profit+43.7%11.3%−0.4%
HD Hyundai ElectricAug 14₩906B−1.2%₩209B−0.4%−4.1%23.1%22.9%
Samsung Heavy IndustriesAug 14₩2.7T+6.0%₩205B+56.7%+66.4%7.6%5.2%
Hyundai GlovisAug 14₩7.5T+6.4%₩539B+22.7%+7.4%7.2%6.2%
Korean Air LinesAug 14₩6.2T+41.1%₩370B−16.4%−14.1%6.0%10.1%
AmorepacificAug 14₩1T+11.1%₩74B+1,673.4%−37.4%7.3%0.5%
Hankook Tire & TechnologyAug 14₩5.4T+131.7%₩354B−15.8%−0.3%6.6%18.1%
Hanwha SolutionsAug 14₩3.1T+17.0%₩102BTurned to profit+236.7%3.3%−4.0%
Doosan BobcatAug 13₩1.6B−3.8%₩145M−16.3%+5.6%9.3%10.7%
LG DisplayAug 14₩5.6T−16.7%−₩116BBigger lossTurned to loss−2.1%−1.4%
Hyundai WIAAug 13₩2.2T−2.4%₩56B−18.6%+16.0%2.6%3.1%

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 30, 2026
Above 20-day average
11.1%
Above 60-day average
11.1%
RSI above 70
0%
RSI below 30
37%
52-week highs
0
52-week lows
9

Index gauge · Short term

Bearish

0 bullish, 2 neutral, 7 bearish

Index gauge · Medium term

Bearish

0 bullish, 0 neutral, 8 bearish

Technical read

The Weak won, strong exporters theme covers 27 members, and only 11.1% of them trade above both their 20-day and 60-day averages. Nine members sit near 52-week lows, none are at 52-week highs, and the lowest member RSI is 37 with no members in overbought territory. The equal-weighted member index is bearish on both short-term (7 bearish, 0 bullish, 2 neutral) and medium-term (8 bearish, 0 bullish) readings, with an RSI of 31.2 and the index positioned 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

Creators talking about this

Weak won, strong exporters

−1.68%

환율 수혜

The 'Weak won, strong exporters' theme groups Korean companies whose earnings tend to rise when the Korean won weakens against the US dollar, since overseas sales priced in dollars convert into more won. Korean investors often bundle these exporters, such as shipbuilders, chipmakers, automakers, and electronics manufacturers, because they share this currency sensitivity. The theme is closely watched during periods of sharp exchange-rate moves, though it does not imply any particular outcome for the currency or these shares.

27 companies · 9 up · 1 flat · 17 down

Traded value
₩12T
Value vs 20-day average
1.04×
Top gainer
Samsung Biologics
+8.86%
Largest company
Samsung Electronics
₩1,315T

Companies in this theme

CompanyPriceDailyTraded valueMarket capNPS
Samsung Electronics005930 · KOSPI
₩225,000−3.02%₩4.4T₩1,315T7.76%
SK hynix000660 · KOSPI
₩1,418,000−7.08%₩5.5T₩1,036T7.90%
LG Energy Solution373220 · KOSPI
₩359,500+0.98%₩154B₩84T6.70%
Samsung Biologics207940 · KOSPI
₩1,487,000+8.86%₩144B₩69T6.88%
Hyundai Motor005380 · KOSPI
₩282,000−3.59%₩171B₩57T7.75%
Celltrion068270 · KOSPI
₩191,600+1.22%₩100B₩44T7.28%
Samsung SDI006400 · KOSPI
₩543,000+0.93%₩423B₩44T7.97%
KIA000270 · KOSPI
₩95,600−11.73%₩218B₩37T7.24%
Hanwha Aerospace012450 · KOSPI
₩696,000−8.42%₩277B₩36T7.95%
Doosan Enerbility034020 · KOSPI
₩54,800−3.35%₩141B₩35T7.63%
Hyundai Mobis012330 · KOSPI
₩334,000−5.38%₩75B₩30T9.51%
₩274,000+0.74%₩99B₩29T8.02%
LG Electronics066570 · KOSPI
₩150,700−2.90%₩108B₩25T6.44%
POSCO Holdings005490 · KOSPI
₩273,500−0.73%₩46B₩22T8.30%
LG Chem051910 · KOSPI
₩235,000+0.43%₩44B₩17T7.64%
₩231,500−0.64%₩39B₩16T7.42%
Hanwha Ocean042660 · KOSPI
₩50,000−0.99%₩58B₩15T6.66%
HD Hyundai Electric267260 · KOSPI
₩424,500−3.63%₩90B₩15T7.63%
₩15,880+1.02%₩83B₩14T7.62%
Hyundai Glovis086280 · KOSPI
₩183,800−2.65%₩44B₩14T9.05%
Korean Air Lines003490 · KOSPI
₩26,550+0.38%₩30B₩9.8T9.12%
Amorepacific090430 · KOSPI
₩129,100+3.78%₩45B₩7.6T10.49%
₩56,8000.00%₩14B₩7T7.72%
Hanwha Solutions009830 · KOSPI
₩22,600−4.24%₩113B₩5.1T6.34%
Doosan Bobcat241560 · KOSPI
₩48,500−1.32%₩10B₩4.6T6.32%
LG Display034220 · KOSPI
₩7,320−1.74%₩17B₩3.7T4.03%
Hyundai WIA011210 · KOSPI
₩49,350−2.28%₩2.5B₩1.3T6.26%

Source: KRX statistical information