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Industrials

Foreign buying returns to Korean equities while KOSPI market breadth remains concentrated

Foreign investors return to Korean equities while buying remains concentrated in AI and semiconductor stocks

Samsung Electronics and SK hynix together account for more than half of KOSPI market capitalization

Korea equity market needs broader earnings growth beyond semiconductors for a more sustainable re-rating

Industrials

AI Needs Power. Does It Need Doosan Enerbility?

September 8, 2026 · 8 min read

Korea’s defense industry is turning record order backlogs and global demand into earnings growth

Global rearmament is driving higher defense spending and record order backlogs across Korea’s major defense companies

Korea’s defense industry is entering a multi-year growth cycle as record backlogs, capacity expansion and operating leverage drive stronger earnings

Key factors to watch as Korea’s defense companies convert record order backlogs into sustainable earnings growth

Industrials

K-Defense Is Becoming an Earnings Story

September 3, 2026 · 9 min read

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KOREA ALPHA

Korean Capital Markets Intelligence

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