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 · 3Q 2026
Reporting season · reports due by Nov 14
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 8Preliminary | ₩195T | +126.6% | ₩107T | +782.8% | +20.0% | 55.1%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% |
| Celltrion | Oct 12Preliminary | ₩1.5T | +45.8% | ₩510B | +69.2% | +12.9% | 34.0%29.3% |
| 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% |
| LG Display | Oct 22Preliminary | ₩6.3T | −9.8% | ₩251B | −41.9% | Turned to profit | 4.0%6.2% |
| Hyundai Motor | Expected around Oct 1 | ||||||
| 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 | ||||||
| Samsung SDI | Expected around Oct 28 | ||||||
| Hyundai Glovis | Expected around Oct 30 | ||||||
| Doosan Bobcat | Expected around Oct 30 | ||||||
| Hyundai Mobis | Expected around Oct 31 | ||||||
| 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 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
- 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 ReitSK hynixSK NetworksSK DiscoverySKCSK Telecom
Creators talking about this
[FULL] NEWSCENTER (2026-10-28)Arirang News · via YouTube
[LIVE] NEWSCENTER (2026-10-28)Arirang News · via YouTube
[FULL] THE DAILY REPORT (2026-10-28)Arirang News · via YouTube
KOSPI reclaims 6,000 mark after ten sessions, chip-led rally lifts index by over 6.6%Arirang News · via YouTube
[LIVE] THE DAILY REPORT (2026-10-28)Arirang News · via YouTube
KOSPI climbs to around 6,000 mark, triggers second straight sidecar as Samsung, SK hynix rallyArirang News · via YouTube
AI boom drives SK hynix Q3 sales to US$ 78.5 bil., topping 2025 totalArirang News · via YouTube
[FULL] 12:00 ARIRANG NEWS (2026-10-28)Arirang News · via YouTube
AI boom drives SK hynix Q3 operating profit to US$ 62.5 bil.Arirang News · via YouTube
[LIVE] 12:00 ARIRANG NEWS (2026-10-28)Arirang News · via YouTube
Weak won, strong exporters
−15.86%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 · 2 up · 0 flat · 25 down
- Traded value
- ₩9.2T
- Value vs 20-day average
- 0.77×
- Top gainer
- LG Energy Solution +9.13%
- Largest company
- Samsung Electronics ₩1,298T
Companies in this theme
| Company | Price | Monthly | Traded value | Market cap | NPS |
|---|---|---|---|---|---|
Samsung Electronics005930 · KOSPI | ₩222,000 | −19.71% | ₩3.2T | ₩1,298T | 7.76% |
SK hynix000660 · KOSPI | ₩1,341,000 | −27.12% | ₩4.3T | ₩980T | 7.90% |
LG Energy Solution373220 · KOSPI | ₩382,500 | +9.13% | ₩129B | ₩90T | 6.70% |
Samsung Biologics207940 · KOSPI | ₩1,374,000 | −1.22% | ₩124B | ₩64T | 6.88% |
Hyundai Motor005380 · KOSPI | ₩290,500 | −19.42% | ₩206B | ₩59T | 7.75% |
Celltrion068270 · KOSPI | ₩188,600 | +5.66% | ₩82B | ₩44T | 7.28% |
KIA000270 · KOSPI | ₩106,500 | −10.13% | ₩66B | ₩42T | 7.24% |
Samsung SDI006400 · KOSPI | ₩508,000 | −3.97% | ₩242B | ₩41T | 7.97% |
Hanwha Aerospace012450 · KOSPI | ₩768,000 | −27.34% | ₩97B | ₩40T | 7.95% |
Doosan Enerbility034020 · KOSPI | ₩58,900 | −31.91% | ₩82B | ₩38T | 7.63% |
HD Hyundai Heavy Industries329180 · KOSPI | ₩291,500 | −36.00% | ₩109B | ₩31T | 8.02% |
Hyundai Mobis012330 · KOSPI | ₩332,500 | −10.74% | ₩40B | ₩30T | 9.51% |
LG Electronics066570 · KOSPI | ₩157,500 | −27.25% | ₩74B | ₩26T | 6.44% |
POSCO Holdings005490 · KOSPI | ₩276,000 | −13.07% | ₩47B | ₩22T | 8.30% |
HD Korea Shipbuilding & Offshore Engineering009540 · KOSPI | ₩246,500 | −27.39% | ₩67B | ₩17T | 7.42% |
Hanwha Ocean042660 · KOSPI | ₩53,000 | −35.05% | ₩72B | ₩16T | 6.66% |
HD Hyundai Electric267260 · KOSPI | ₩450,000 | −36.97% | ₩86B | ₩16T | 7.63% |
LG Chem051910 · KOSPI | ₩228,500 | −10.04% | ₩46B | ₩16T | 7.64% |
Samsung Heavy Industries010140 · KOSPI | ₩16,390 | −20.44% | ₩56B | ₩14T | 7.62% |
Hyundai Glovis086280 · KOSPI | ₩180,400 | −11.13% | ₩16B | ₩14T | 9.05% |
Korean Air Lines003490 · KOSPI | ₩25,550 | −18.63% | ₩25B | ₩9.4T | 9.12% |
Amorepacific090430 · KOSPI | ₩124,300 | −12.46% | ₩18B | ₩7.3T | 10.49% |
Hankook Tire & Technology161390 · KOSPI | ₩56,800 | −1.22% | ₩29B | ₩7T | 7.72% |
Hanwha Solutions009830 · KOSPI | ₩25,850 | −5.83% | ₩68B | ₩5.8T | 6.34% |
Doosan Bobcat241560 · KOSPI | ₩48,650 | −16.55% | ₩5.8B | ₩4.7T | 6.32% |
LG Display034220 · KOSPI | ₩7,420 | −12.40% | ₩13B | ₩3.7T | 4.03% |
Hyundai WIA011210 · KOSPI | ₩49,650 | −7.02% | ₩1.7B | ₩1.4T | 6.26% |
Source: KRX statistical information