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 ₩3,121T in total. On Oct 29, 2026 the group moved down 1.43% (weighted by market value); the largest members are Samsung Electronics, SK hynix, LG Energy Solution.

Stocks: 27
Total market value: ₩3,121T
Day's move: −1.43%
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

13 of 27 reportedOperating profit up vs a year ago: 12 of 13

Revenue+86.3%

Operating profit+552.7%

Net profit+478.9%

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%
HD Hyundai Heavy Industries	Oct 28Preliminary	₩5.7T	+29.8%	₩892B	+60.0%	−14.3%	15.6%12.6%
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 Electric	Oct 27Preliminary	₩1.2T	+18.5%	₩285B	+15.1%	−0.9%	24.1%24.8%
Hyundai Glovis	Oct 30Preliminary	₩9.1T	+23.1%	₩567B	+8.1%	+14.4%	6.3%7.1%
LG Display	Oct 22Preliminary	₩6.3T	−9.8%	₩251B	−41.9%	Turned to profit	4.0%6.2%
KIA	Expected around Oct 1
Korean Air Lines	Expected around Oct 21
Samsung Heavy Industries	Expected around Oct 23
POSCO Holdings	Expected around Oct 27
Hanwha Ocean	Expected around Oct 27
Samsung Biologics	Expected around Oct 28
Doosan Bobcat	Expected around Oct 30
LG Chem	Expected around Oct 31
Hyundai WIA	Expected around Oct 31
Hanwha Aerospace	Expected around Nov 3
Doosan Enerbility	Expected around Nov 5
Hanwha Solutions	Expected around Nov 5
Amorepacific	Expected around Nov 6
Hankook Tire & Technology	Expected around Nov 7

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: 14.8%
Above 60-day average: 7.4%
RSI above 70: 0%
RSI below 30: 25.9%
52-week highs: 0
52-week lows: 8

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 covers 27 Korean stocks, and its technical breadth is weak: only 14.8% of members trade above their 20-day average and 7.4% above their 60-day average. None of the members is at a 52-week high, while 8 are at 52-week lows, and the lowest member RSI reads 25.9 with no member showing an RSI extreme on the high side. The equal-weighted member index is bearish on both horizons, with 7 short-term and 8 medium-term readings pointing down, an RSI of 33.1, 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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