🇷 Korean stock recommendation (January 2025)

like Mentioned on SundayI have experimented with some Chinese AI providers (e.g. Deepseek) and decided to include some AI production insights in this monthly post dealing with Korean stocks.

DeepSeek seemed to generate much deeper insight than the other (openly openly exaggerated) (openly exaggerated) Chinese AI (it seemed to be better in extracting and organizing data and information).

But Deepseek While most of the financial -related answers/ratios were seen up to Q3 2023, we produced insights/facts/answers in thin air that could not be confirmed. (1 year ago) Plus The server on the site is constantly busy (Asian time)…

When I asked “Can investors give bullet points or major news?”,,, For Sk Hynix (KRX: 000660))One of the widespread Korean chip stocks, DeepSeek, is as follows.

It is the main announcement to consider investors that I don’t know. So I asked a subsequent question.

Me: Did SK Hynix stop dividends in 2023?

Then I asked another follow -up question.

I confirmed it SK Hynix, Inc. (HXSCF) Q1 2023 Proving profit and phone score (It is stored here)) It is in English And there is no mention of dividends at all. And the technical chart was found to have declared 2023 dividends (300 wins each) (assuming I paid…).

Stopping dividends in 2023 sounds like a reasonable business decision to focus on preserving cash and using the AI ​​memory boom. But I don’t know where DeepSeek got this answer unless I missed dividend conversations or speculations in Korean language media or submission.

If DeepSeek is actually right, probably someone who is more familiar with stocks will be able to realize me …

For St. Pharmaceutical (KRX: 237690))The insights that DeepSeek told me are as follows.

and:

But the only evidence I can find in Boston Research Hub was the following headlines:

📰 St Pharm is to jointly develop US -based interon and TNFR inhibitors. (Review of Korean Biology) 2024.06.11

St Pharm is on Monday Cooperation contract with Interon Laboratories in Boston, MassachusettsTo develop tumor necrosis factor receptors (TNFR) inhibitors.

Under this agreement, the Company will cooperate for two years to identify a small molecule candidate who optionally suppresses TNFR.

The company often signs all kinds of MOAs that do not lead more than press releases and photo ops, so we don’t think that a cooperative contract with the Boston -based group is the same as having a new R & D center in Boston. But in that sense, I could miss what was written in Korean in Korean media or to miss a copy of import and submission.

DeepSeek seemed to be a deep knee at MRNA technology/research, and AI seemed to be truly excited about it. But when we have been identified as a new health minister through the Bi Bayer Pharmaceutical RFK JR., we will learn about MRNA technology (especially V -words…) that great pharmaceuticals and government friends do not want. Learn. But I will not expect to guess more than the general regulations and safety risks related to what DEEPSEEK or AI is in constraints.

Late evening (on Wednesday 11th after Asia Time), Deepseek responded quite quickly to my questions without giving a busy message to the server.

However, most of the DEEPSEEK server was busy from 11 am on Thursday (at 10 pm EST US time) to Asia time on Thursday after 11 pm.

Of course, this is not different from me. At least there is no one in Asia … and I didn’t want to stay well after midnight to see if the server was less busy.

This also makes me curious DeepSeek is not just a Chinese PSYOP or something To use or use Americans in the US time zone Try and knock on the evaluation of American Big Tech + NASDAQ. -Unless everyone in China uses Asian time (because Americans who need homework have a CHATGPT …).

like Cover last Sundayme really DeepSeek (when the server is busy) and other Chinese AI services The data/information extraction/composition/summary I offer (although I thought other Chinese AI services were a little better than Deepseek).

but…

The shares applied to this post can still be missed or written in Korean, but Other (specific facts or news) DEEPSEEK production should be considered because it is not clear where the opinion comes from the proven, or a chunk of salt. (And DeepSeek doesn’t help when you get a request to create a link to the original source material…).

In other words, trust but check AI…

And like many people, I played with Chatgpt when I first came out, but it was a joke when I started to produce all reliability and began to produce Black Vikings. similarly, If Deepseek continues to give me a “server busy” message, I will not use it …

Korean stocks applied to the rest of this post (with our simple explanation Japan, Korea and Taiwan Stock Index Plus price/book, forward P/E, futures dividend yield, long -term technology chart, and Some AI creation insights 🤖 Dear deeper facts may be required.)::

(Note: The table of container tables created in the desktop browser appears to the left side of each stock.

Naver,,, Hyundai Mobis,,, S-OIL Corp,,, Kia Corpur,,, Double town conversation,,, LG Display,,, Samsung Life Insurance,,, Her land,,, Hyundai Department Store,,, Samsung E & A,,, Hyundai motor,,, Samsung SDS,,, Sk Hynix,,, St. Pharmaceutical,,, LG Innotek,,, Korean Zinc / Young POONG Precision Corporation,,, Samsung Electronics,,, Samsung Biological,,, Modern engineering and construction,,, hmm,,, CS Wind Corp It was. LX hasys

Stocks without Deepseek AI were tired of waiting on the server, creating insights.

Modern rotation,,, Like NEX1,,, Hana Micron,,, HD Hyundai MIPO CO LTD,,, HD KOREA SHIPBUILDING & Offshore Engineering,,, HD Hyundai Heavy Industries,,, Shinhan Financial Group,,, T’Way Air,,, SK communication,,, Kt corp,,, LS Electric CO LTD,,, COWAY CO LTD,,, Hyundai Libat Furniture Company,,, Dear u co LTD,,, JYP Entertainment Corp,,, SM Entertainment Co LTD,,, Highbe,,, ECOPRO BM CO LTD,,, Hurdell,,, Doosan Corp,,, Kolmar Korea,,, BNK Financial Group,,, KB Financial Group,,, GS Engineering & Construction Corp,,, Modern movement securities,,, E -mart,,, DL E & C CO LTD,,, AMOREPACIFIC Corp,,, LG Energy Solution,,, LG Electronics,,, Hanha solution,,, LX International,,, LG Corp,,, NH Investment and Securities,,, Korea Investment Stake,,, Samsung Electro -Mechanics,,, Craftton,,, Lotte Tour Development,,, Paradise CO LTD It was. HD Hyundai Electric Company

And as always, this post is Only for information purposes (And to make your life easier…). Investment advice and/or recommendations are not configured…

🔬 Research analysis (including articles/blog posts such as fund managers); 🎥 video; 🎙️ Podcast; 🎬 Wevina; 📰 Newspaper/Magazine article; 📯 press release; 💻 Substack/Blog/website article; ✅ Our own post; 🗃️ Stored article; ⏰ Coming web seminars or events; ⚠️ Disclosure or limited access based on your location, investor status, etc.; 🇼 Wikipedia page; 🏷️ Tag link to other posts about stocks. 🤖 AI said, “In fact, check… Or created insights that may require verification.

Japan, Korea and Taiwan Stock Index

Frontier and emerging market stock index

💻 NAVER: CHZZK Increased market share in the streaming sector of Korea Live Game (DOUGLAS Research Insights) January 31, 2025

• 🌐 Naver (KRX: 035420 / otcmkts: NHNCF)) -The global ICT company. Korea’s #1 search portal “naver” + line messenger, snow camera app, digital cartoon platform + R & D (AI, robot, mobility and other future technology). 🇼 🏷️

  • 🤖 Webtoon domination: Line Webtoon’s global popularity, potential IPO plans to unlock the value. Saudi Arabia Cloud Transaction: NAVER Cloud has improved global profiles to secure $ 100 million+ contract for National Digital Transformation. Analyst: There is a risk of regulatory but a mixed prospect of optimism to AI/cloud growth. Institutional activity: Increased stake by global funds for long -term technical leadership.

• Price/Book (Current): 1.36

• Advance P/E: 19.76 / Futures annual dividend yield: 0.51% (yahoo! financial resources))

🔬 Hyundai Mobis (012330 ks/Buy) -4Q24 imported bit consensus; Detailed shareholders’ return measures have been announced. (Miras Asset Securities) 01.31.2025 ⚠️

• 🇷 Hyundai Mobis (KRX: 012330)) before Hyundai Precision and Industrial Corporation -Genesis Motors & KIA Motors’ Hyundai Motors & Kia Motors “ARM. 🇼 🏷️

  • 🤖 EV & autonomous driving: Many R & D investment Powertrain,,, BMS (battery management system)and LIDAR/Radar Sensor Level 4 autonomy. Analyst sentiment: Mixed grade; Although optimistic about EV growth, he is cautious about margin recovery and diversification. Institutional interest: Increased equity of ESG -centered funds due to hydrogen and sustainability initiative.

• Price/Book (Current): 0.53

• Advance P/E: 5.00 / Futures annual dividend yield: 2.35% (yahoo! financial resources))

🔬 S -oil (010950 KS/BUY) -Increasing emotions in gradual import recovery (Miras Asset Securities) 01.31.2025 ⚠️

• 🌏🅿️ S-OIL Corp (KRX: 010950 / 010955)) -Intra Iran Correa Petroleum Company. It produces petroleum, petrochemical and lubricant products. Most ownership Saudi Aramco (Tadawul: 2222). 🇼 🏷️

  • 🤖 Shaheen Project: $ 7B expansion (2023–2026) is A Steam cracker and olefin down stream facilityImproved petrochemical production by 2027. Analyst view: The prudent optimism of Shaheen Project increases, but it is about normalization of 2024 margins.

• Price/Book (Current): 0.81

• Advance P/E: 9.29 / Futures annual dividend yield: 2.67% (yahoo! financial resources))

🔬 KIA Corp. (000270 KS/BUY) -The higher quarter end FX ratio has had a negative impact. 2025 OP margin prediction 11% (Miras Asset Securities) 01.31.2025 ⚠️

• 🌐 Kia Corpur (KRX: 000270 / otcmkts: Gimp) – Manufacture and sell vehicles in Korea, North America and Europe. 🇼 🏷️

  • 🤖 India: The new SUV and EV aims to be 10% market share by 2025. $ 1.1B investment for local R & D and production. US IRA benefitsThe Georgia plant will be operated by 2025, enabling access to the $ 7,500 EV tax deduction.

• Price/Book (Current): 0.72

• Treal P/E: 3.87 (No front P /E) / Futures annual dividend yield: 6.84% (yahoo! financial resources))