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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 ₩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.

Key facts

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 2026

Reporting season · reports due by Nov 14

11 of 27 reportedOperating profit up vs a year ago: 10 of 11
Revenue+94.5%
Operating profit+576.7%
Net profit+496.9%

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 ElectronicsOct 29Preliminary₩195T+126.9%₩107T+783.1%+20.1%55.0%14.1%
SK hynixOct 28Preliminary₩105T+327.9%₩83T+632.1%+37.6%79.7%46.6%
LG Energy SolutionOct 8Preliminary₩9.6T+69.2%₩756B+25.7%+567.2%7.8%10.5%
Hyundai MotorOct 29Preliminary₩45T−3.4%₩2.7T+5.5%−6.1%5.9%5.4%
CelltrionOct 12Preliminary₩1.5T+45.8%₩510B+69.2%+12.9%34.0%29.3%
Samsung SDIOct 29Preliminary₩4.7T+53.5%₩408BTurned to profit+100.1%8.7%−19.4%
HD Hyundai Heavy IndustriesOct 28Preliminary₩5.7T+29.8%₩892B+60.0%−14.3%15.6%12.6%
LG ElectronicsOct 7Preliminary₩24T+8.9%₩782B+13.5%−50.5%3.3%3.1%
HD Korea Shipbuilding & Offshore EngineeringOct 28Preliminary₩8.3T+9.3%₩1.4T+37.3%−12.0%17.5%13.9%
HD Hyundai ElectricOct 27Preliminary₩1.2T+18.5%₩285B+15.1%−0.9%24.1%24.8%
LG DisplayOct 22Preliminary₩6.3T−9.8%₩251B−41.9%Turned to profit4.0%6.2%
KIAExpected around Oct 1
Korean Air LinesExpected around Oct 21
Samsung Heavy IndustriesExpected around Oct 23
POSCO HoldingsExpected around Oct 27
Hanwha OceanExpected around Oct 27
Samsung BiologicsExpected around Oct 28
Hyundai GlovisExpected around Oct 30
Doosan BobcatExpected around Oct 30
Hyundai MobisExpected around Oct 31
LG ChemExpected around Oct 31
Hyundai WIAExpected around Oct 31
Hanwha AerospaceExpected around Nov 3
Doosan EnerbilityExpected around Nov 5
Hanwha SolutionsExpected around Nov 5
AmorepacificExpected around Nov 6
Hankook Tire & TechnologyExpected 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 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

Creators talking about this

Weak won, strong exporters

+2.40%

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 · 22 up · 1 flat · 4 down

Traded value
₩12T
Value vs 20-day average
1.05×
Top gainer
SK hynix
+10.89%
Largest company
Samsung Electronics
₩1,415T

Companies in this theme

CompanyPriceDailyTraded valueMarket capNPS
Samsung Electronics005930 · KOSPI
₩242,000+9.01%₩4.3T₩1,415T7.76%
SK hynix000660 · KOSPI
₩1,487,000+10.89%₩6.1T₩1,086T7.90%
LG Energy Solution373220 · KOSPI
₩389,500+1.83%₩165B₩91T6.70%
Samsung Biologics207940 · KOSPI
₩1,372,000−0.15%₩69B₩64T6.88%
Hyundai Motor005380 · KOSPI
₩296,000+1.89%₩125B₩60T7.75%
Celltrion068270 · KOSPI
₩189,800+0.64%₩80B₩44T7.28%
Samsung SDI006400 · KOSPI
₩534,000+5.12%₩240B₩43T7.97%
KIA000270 · KOSPI
₩107,900+1.31%₩59B₩42T7.24%
Hanwha Aerospace012450 · KOSPI
₩787,000+2.47%₩99B₩41T7.95%
Doosan Enerbility034020 · KOSPI
₩61,400+4.24%₩103B₩39T7.63%
Hyundai Mobis012330 · KOSPI
₩352,000+5.86%₩82B₩32T9.51%
₩285,500−2.06%₩181B₩30T8.02%
LG Electronics066570 · KOSPI
₩161,700+2.67%₩146B₩26T6.44%
POSCO Holdings005490 · KOSPI
₩282,000+2.17%₩40B₩22T8.30%
₩241,500−2.03%₩54B₩17T7.42%
HD Hyundai Electric267260 · KOSPI
₩462,500+2.78%₩94B₩17T7.63%
LG Chem051910 · KOSPI
₩236,000+3.28%₩57B₩17T7.64%
Hanwha Ocean042660 · KOSPI
₩52,500−0.94%₩93B₩16T6.66%
₩16,510+0.73%₩70B₩15T7.62%
Hyundai Glovis086280 · KOSPI
₩187,000+3.66%₩20B₩14T9.05%
Korean Air Lines003490 · KOSPI
₩26,100+2.15%₩33B₩9.6T9.12%
Amorepacific090430 · KOSPI
₩124,500+0.16%₩20B₩7.3T10.49%
₩56,8000.00%₩39B₩7T7.72%
Hanwha Solutions009830 · KOSPI
₩26,700+3.29%₩62B₩6T6.34%
Doosan Bobcat241560 · KOSPI
₩49,450+1.64%₩5.3B₩4.7T6.32%
Hyundai WIA011210 · KOSPI
₩50,400+1.51%₩3.5B₩1.4T6.26%

Source: KRX statistical information