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 ₩3,170T in total. On Oct 28, 2026 the group moved up 8.15% (weighted by market value); the largest members are Samsung Electronics, SK hynix, LG Energy Solution.

Stocks: 27
Total market value: ₩3,170T
Day's move: +8.15%
As of: Oct 28, 2026
Largest members: Samsung Electronics, SK hynix, LG Energy Solution

Earnings tracker · 3Q 2025

Past quarter

27 of 27 reportedOperating profit up vs a year ago: 19 of 27

Revenue+10.4%

Operating profit+23.3%

Net profit+169.4%

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	Nov 14	₩86T	+8.8%	₩12T	+32.5%	+160.2%	14.1%11.6%
SK hynix	Nov 14	₩24T	+39.1%	₩11T	+61.9%	+23.6%	46.6%40.0%
LG Energy Solution	Nov 14	₩5.7T	−17.1%	₩601B	+34.1%	+22.2%	10.5%6.5%
Samsung Biologics	Nov 14	₩1.7T	+39.9%	₩729B	+115.3%	+53.2%	43.9%28.5%
Hyundai Motor	Nov 14	₩47T	+8.8%	₩2.5T	−29.1%	−29.6%	5.4%8.3%
Celltrion	Nov 14	₩1T	+16.7%	₩301B	+45.1%	+24.3%	29.3%23.5%
Samsung SDI	Nov 14	₩3.1T	−6.3%	−₩591B	Turned to loss	Bigger loss	−19.4%2.2%
KIA	Nov 14	₩29T	+8.2%	₩1.5T	−49.2%	−47.1%	5.1%10.9%
Hanwha Aerospace	Nov 13	₩6.5T	+264.2%	₩856B	+96.4%	−0.9%	13.2%24.5%
Doosan Enerbility	Nov 13	₩3.9T	+14.3%	₩137B	+19.4%	−49.4%	3.5%3.4%
Hyundai Mobis	Nov 14	₩15T	+7.4%	₩780B	−14.1%	−10.3%	5.2%6.5%
HD Hyundai Heavy Industries	Nov 14	₩4.4T	+22.4%	₩557B	+170.3%	+18.2%	12.6%5.7%
LG Electronics	Nov 14	₩22T	−1.4%	₩689B	−8.5%	+7.7%	3.1%3.4%
POSCO Holdings	Nov 14	₩17T	−5.8%	₩639B	−14.0%	+5.2%	3.7%4.1%
HD Korea Shipbuilding & Offshore Engineering	Nov 14	₩7.6T	+21.4%	₩1.1T	+164.5%	+10.5%	13.9%6.4%
HD Hyundai Electric	Nov 14	₩995B	+26.2%	₩247B	+50.8%	+18.1%	24.8%20.8%
LG Chem	Nov 14	₩11T	−11.6%	₩680B	+36.4%	+45.4%	6.1%3.9%
Hanwha Ocean	Nov 12	₩3T	+11.8%	₩290B	+1,032.7%	−22.0%	9.6%0.9%
Samsung Heavy Industries	Nov 14	₩2.6T	+13.4%	₩238B	+98.6%	+16.2%	9.0%5.2%
Hyundai Glovis	Nov 14	₩7.4T	−1.5%	₩524B	+11.7%	−2.8%	7.1%6.3%
Korean Air Lines	Nov 14	₩6T	+28.9%	₩158B	−76.3%	−57.4%	2.6%14.2%
Amorepacific	Nov 14	₩1T	+4.1%	₩92B	+41.0%	+24.7%	9.0%6.7%
Hankook Tire & Technology	Nov 13	₩5.4T	+122.3%	₩586B	+24.6%	+65.7%	10.8%19.3%
Hanwha Solutions	Nov 13	₩3.4T	+21.3%	−₩7.4B	Smaller loss	Turned to loss	−0.2%−2.9%
Doosan Bobcat	Nov 13	₩1.5B	+17.2%	₩98M	+6.2%	−32.9%	6.4%7.0%
LG Display	Nov 14	₩7T	+2.0%	₩431B	Turned to profit	Turned to profit	6.2%−1.2%
Hyundai WIA	Nov 13	₩2.2T	+2.4%	₩52B	−2.0%	−8.0%	2.4%2.5%

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: 14.8%
Above 60-day average: 11.1%
RSI above 70: 0%
RSI below 30: 14.8%
52-week highs: 0
52-week lows: 3

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 Weak won, strong exporters theme covers 27 members, and only about 15% of them (4 names) sit above their 20-day average, with roughly 11% above their 60-day average. Three members are at 52-week lows and none are at 52-week highs, while the RSI readings show 14.8 for the most oversold names and no members at the overbought extreme. The equal-weighted member index screens bearish on both horizons, with a short-term lean bearish reading (6 bearish versus 2 bullish signals), a medium-term bearish reading (8 bearish, no bullish), an RSI of 35.9, and the index trading 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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