AI-generated summary
한국투자증권은 S-Oil에 대해 윤활기유 공급 부족과 정제 마진 강세가 하반기에도 지속될 것으로 전망하며 목표주가를 기존 15만원에서 16만원으로 6.6% 상향했다. 2분기 영업이익 1조원 예상, 윤활기유 부문 2026년 1.5조원 이상 영업이익 전망.
SK hynix to report record Q2 operating profit of 64.1 trillion won, driven by HBM market leadership and AI-driven semiconductor demand, with a 75-77% operating profit margin.
US President Trump threatens EU with new tariffs after EU fines Google $1 billion for violating digital market regulations, citing unfair trade practices.
Two US small businesses sue the Trump administration over new tariffs (up to 12.5%) on 60 economies, including South Korea, citing arbitrary imposition without clear rationale to address forced labor concerns.
An appellate court ordered SK Group Chairman Chey Tae-won to pay 944 billion won to his former wife in a divorce-related property division case. The court also left intact the 2 billion won alimony payment.
South Korean food and confectionery companies, including Nongshim, CJ Foodville, and BR Korea, are raising product prices by 5.8% to 6.5% due to increased costs from the Korean won's depreciation and rising oil prices linked to Middle East tensions.
Samsung Heavy Industries Co. announced a 4.9% increase in its second-quarter net profit, reaching 222.8 billion won, driven by higher-margin vessels like LNG carriers and enhanced productivity. Operating profit surged 58.7%, and sales rose 20.4%. The company plans to integrate digital, AI, and robotics technologies for future growth.
