Hanwha Ocean booked 2.89 trillion won of ship orders in September with more than three years of work already in hand. That backlog makes its claim to be choosing contracts for profit believable, until margins on the new ships say otherwise.
Reality
- Evidence50
- Adoption60
- Hype gap+20
- Incentives60
- Confidence55
The Korean AI service platform raised 100 billion won in August at a valuation above 1 trillion won, roughly 4.3 times all the money ever invested in it, and is targeting a preliminary review filing next year.
Reality
- Evidence32
- Adoption30
- Hype gap+20
- Incentives65
- Confidence40
Shinhan Securities now expects Mirae Asset Securities to earn 16.1 billion won in the third quarter against a 181.5 billion won consensus, and it has taken the stock's price target down 26%, to 37,000 won.
Reality
- Evidence54
- Adoption71
- Hype gap+9
- Incentives67
- Confidence57
Both brokerages raised their price targets on the same fourth-quarter start-up of LFP lines replacing high-nickel capacity, though NH kept a hold rating with the stock at 162 times projected 2028 earnings.
Reality
- Evidence48
- Adoption32
- Hype gap+25
- Incentives65
- Confidence55
Individuals sold a net 1.773 trillion won of the sixteen Samsung and SK hynix leveraged funds after the deposit gate went to 30 million won, and 258.7 billion of that money reappears in a US-listed Nasdaq 2x fund.
Reality
- Evidence58
- Adoption70
- Hype gap+25
- Incentives45
- Confidence62
iM Securities took its JYP target down 25% to 60,000 won on TWICE renewals and Stray Kids enlistments. The shares closed at 41,050 won, well below the 70,000-won range they traded at early in the year.
Reality
- Evidence57
- Adoption55
- Hype gap+18
- Incentives68
- Confidence54