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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 ₩2,935T in total. On Oct 27, 2026 the group moved up 3.77% (weighted by market value); the largest members are Samsung Electronics, SK hynix, LG Energy Solution.

Key facts

Stocks
27
Total market value
₩2,935T
Day's move
+3.77%
As of
Oct 27, 2026
Largest members
Samsung Electronics, SK hynix, LG Energy Solution

Earnings tracker · 1Q 2026

Past quarter

27 of 27 reportedOperating profit up vs a year ago: 23 of 27
Revenue+33.5%
Operating profit+283.4%
Net profit+251.1%

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 ElectronicsMay 15₩134T+69.2%₩57T+756.1%+185.1%42.8%8.4%
SK hynixMay 15₩53T+198.1%₩38T+405.5%+96.2%71.5%42.2%
LG Energy SolutionMay 14₩6.6T+4.6%−₩208BTurned to lossBigger loss−3.2%6.0%
Samsung BiologicsMay 15₩1.3T−3.2%₩581B+19.3%+53.6%46.2%37.5%
Hyundai MotorMay 15₩46T+3.4%₩2.5T−30.8%+48.3%5.5%8.2%
CelltrionMay 15₩1.1T+36.0%₩322B+115.4%−32.3%28.1%17.7%
KIAMay 15₩30T+5.3%₩2.2T−26.7%+19.7%7.5%10.7%
Samsung SDIMay 15₩3.6T+12.6%−₩156BSmaller lossSmaller loss−4.4%−13.7%
Hanwha AerospaceMay 13₩5.8T+4.9%₩639B+13.9%−20.9%11.1%10.2%
Doosan EnerbilityMay 14₩4.3T+13.7%₩234B+63.9%+10.1%5.5%3.8%
HD Hyundai Heavy IndustriesMay 15₩5.9T+54.8%₩905B+108.7%+57.4%15.3%11.3%
Hyundai MobisMay 15₩16T+5.5%₩803B+3.3%−13.7%5.2%5.3%
LG ElectronicsMay 15₩24T+4.3%₩1.7T+32.9%Turned to profit7.1%5.5%
POSCO HoldingsMay 15₩18T+2.5%₩707B+24.3%+5,472.8%4.0%3.3%
HD Korea Shipbuilding & Offshore EngineeringMay 15₩8.1T+20.2%₩1.4T+57.8%+30.6%16.7%12.7%
Hanwha OceanMay 13₩3.2T+2.1%₩441B+70.6%+78.2%13.7%8.2%
HD Hyundai ElectricMay 15₩1T+2.2%₩258B+18.4%−19.5%24.9%21.5%
LG ChemMay 14₩12T+0.6%−₩50BTurned to lossSmaller loss−0.4%3.7%
Samsung Heavy IndustriesMay 15₩2.9T+16.4%₩273B+121.9%−7.8%9.4%4.9%
Hyundai GlovisMay 15₩7.8T+8.2%₩521B+3.9%+2.6%6.7%6.9%
Korean Air LinesMay 15₩6.7T+2.6%₩517B+20.0%+234.0%7.8%6.6%
AmorepacificMay 15₩1.1T+6.4%₩127B+7.6%+141.1%11.2%11.0%
Hankook Tire & TechnologyMay 15₩5.3T+7.1%₩507B+43.0%−7.3%9.5%7.1%
Hanwha SolutionsMay 12₩3.9T+25.4%₩93B+205.5%Turned to profit2.4%1.0%
Doosan BobcatMay 14₩1.5B+6.2%₩141M+2.6%+38.9%9.2%9.5%
LG DisplayMay 15₩5.5T−8.8%₩147B+338.4%−12.9%2.7%0.6%
Hyundai WIAMay 14₩2.2T+5.7%₩52B+6.2%+8.1%2.4%2.4%

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
7.4%
RSI above 70
0%
RSI below 30
29.6%
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 Weak won, strong exporters theme spans 27 members, and only 7.4% of them trade above both their 20-day and 60-day averages. No member is at a 52-week high, while 4 sit at 52-week lows, and the group's lowest RSI reads 29.6 with no RSI reading in overbought territory. The equal-weighted member index is labeled bearish on both the short and medium horizons, with an RSI of 30.3 and its price sitting below the 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

+0.98%

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 · 21 up · 1 flat · 5 down

Traded value
₩9.2T
Value vs 20-day average
0.77×
Top gainer
SK hynix
+5.18%
Largest company
Samsung Electronics
₩1,298T

Companies in this theme

CompanyPriceDailyTraded valueMarket capNPS
Samsung Electronics005930 · KOSPI
₩222,000+4.23%₩3.2T₩1,298T7.76%
SK hynix000660 · KOSPI
₩1,341,000+5.18%₩4.3T₩980T7.90%
LG Energy Solution373220 · KOSPI
₩382,500+2.00%₩129B₩90T6.70%
Samsung Biologics207940 · KOSPI
₩1,374,000−5.37%₩124B₩64T6.88%
Hyundai Motor005380 · KOSPI
₩290,500+0.87%₩206B₩59T7.75%
Celltrion068270 · KOSPI
₩188,600−0.74%₩82B₩44T7.28%
KIA000270 · KOSPI
₩106,500+1.33%₩66B₩42T7.24%
Samsung SDI006400 · KOSPI
₩508,000+5.07%₩242B₩41T7.97%
Hanwha Aerospace012450 · KOSPI
₩768,000+1.05%₩97B₩40T7.95%
Doosan Enerbility034020 · KOSPI
₩58,900+2.26%₩82B₩38T7.63%
₩291,500+0.69%₩109B₩31T8.02%
Hyundai Mobis012330 · KOSPI
₩332,500+1.99%₩40B₩30T9.51%
LG Electronics066570 · KOSPI
₩157,500+0.96%₩74B₩26T6.44%
POSCO Holdings005490 · KOSPI
₩276,000+2.41%₩47B₩22T8.30%
₩246,500+1.44%₩67B₩17T7.42%
Hanwha Ocean042660 · KOSPI
₩53,0000.00%₩72B₩16T6.66%
HD Hyundai Electric267260 · KOSPI
₩450,000+0.67%₩86B₩16T7.63%
LG Chem051910 · KOSPI
₩228,500+1.56%₩46B₩16T7.64%
₩16,390+0.55%₩56B₩14T7.62%
Hyundai Glovis086280 · KOSPI
₩180,400+2.38%₩16B₩14T9.05%
Korean Air Lines003490 · KOSPI
₩25,550+1.79%₩25B₩9.4T9.12%
Amorepacific090430 · KOSPI
₩124,300−1.11%₩18B₩7.3T10.49%
₩56,800−2.41%₩29B₩7T7.72%
Hanwha Solutions009830 · KOSPI
₩25,850−2.45%₩68B₩5.8T6.34%
Doosan Bobcat241560 · KOSPI
₩48,650+0.21%₩5.8B₩4.7T6.32%
LG Display034220 · KOSPI
₩7,420+1.37%₩13B₩3.7T4.03%
Hyundai WIA011210 · KOSPI
₩49,650+0.51%₩1.7B₩1.4T6.26%

Source: KRX statistical information