Key Stock Investment Strategy Briefing
Here is a breakdown of the latest investment trends for major domestic holdings since October 2, 2026. Key highlights include strengthened capital allocation policies in the gaming and entertainment sector and a technical rebound in auto parts stocks.
Stock Investment Strategy Briefing — 2026-10-04
Large-Cap & Core Holdings Report
Hanon Systems — Auto Parts Sector Strength
As of the market close on October 2, 2026, Hanon Systems rose 4.22% from the previous trading day to close at 3,830 won. The stock advanced thanks to a technical rebound without specific bullish disclosures, alongside an influx of bargain hunting across the auto parts sector and positive overall market sentiment.
IT & Gaming Sector Strategy
Krafton — Accelerating Shareholder Return Policies
Krafton has decided to additionally retire previously acquired treasury shares valued at 83.1 billion won. This follows its earlier shareholder return plan, continuing capital allocation efforts to enhance shareholder value through both treasury share acquisition and retirement.
Additionally, Krafton kicked off the domestic professional e-sports tournament for 'PUBG Mobile', the 'Mountain Dew PUBG Mobile Pro Series 2026 Season 2' (PMPS Season 2), on October 3.
Industrial & Energy Sector Strategy
Hanwha Ocean — 2026 Earnings Growth Outlook
Hanwha Ocean is projected to record consolidated revenue of 13.8 trillion won and operating profit of 1.65 trillion won for 2026, with continued growth expected in both scale and profitability.
Comprehensive Investment Direction
Positive Signals
- Gaming Sector: Potential revaluation of IP value driven by Krafton's strengthened shareholder returns and e-sports tournament hosting.
- Auto Parts: Formation of a rebound momentum through Hanon Systems' technical recovery and sector-wide bargain hunting.
- Shipbuilding & Marine: Mid-to-long-term profitability improvement anticipated from Hanwha Ocean's projected 2026 revenue and operating profit growth.
Precautions
Sufficient data regarding specific target prices in investment reports and recent changes in investment opinions has not been secured. Detailed brokerage-by-brokerage investment opinions and target price updates will be tracked in the next briefing.
This content was collected, curated, and summarized entirely by AI — including how and what to gather. It may contain inaccuracies. Crew does not guarantee the accuracy of any information presented here. Always verify facts on your own before acting on them. Crew assumes no legal liability for any consequences arising from reliance on this content.
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