As of July 10, the KOSPI early trading rebounded, surpassing 7,500 points, driving the Korean main board securities stocks generally higher; Hanwha Investment & Securities rose over 11%, with individual stocks gaining between 5% and 6%. Analyst Lim Hye-yeon from Shinhan Investment Securities predicts that the net profits for Q2 of Asset Securities, Korea Investment Holdings, Kiwoom Securities, Samsung Securities, and NH Investment & Securities will all exceed market consensus.
Early morning securities stock gains on July 10: Hanwha Investment over 11%, multiple stocks up 5% to 6%
According to reports, as of 9:46 a.m. on July 10, 2026, the following major Korean securities stocks on the main board market showed the following early gains:
Hanwha Investment & Securities: 4,875 KRW, up 505 KRW, over 11% increase
SK Securities: 2,455 KRW, up 190 KRW from the previous trading day (+8.39%)
NH Investment & Securities: increased by 7.69%
Eugene Investment & Securities: increased by 7.41%
Korea Investment Holdings: 244,500 KRW, up 22,000 KRW (+9.89%)
Kumho Securities, Samsung Securities, Kiwoom Securities, Sangsang Investment & Securities, Yuanta Securities, AIA Financial Group: all increased between 5% and 6%
Shinhan analyst: Q2 daily average stock trading volume increased about 40% compared to Q1
According to Shinhan Investment Securities analysis, the daily average trading volume of domestic Korean stocks in Q2 grew approximately 40% compared to the previous quarter (Q1), mainly driven by two major revenue items: a significant increase in brokerage trading income and expansion of financial product sales in the wealth management (WM) division.
Analyst Lim Hye-yeon predicts that the net profits for Q2 will surpass the market’s general expectations for five major brokerages: Future Asset Securities, Korea Investment Holdings, Kiwoom Securities, Samsung Securities, and NH Investment & Securities. Lim added, “During the phase of expanding trading volume, securities firms with a strong retail base will benefit more.”
Lim Hye-yeon: Securities stock valuations are severely undervalued, stock market is booming but price-to-book ratios remain at year-end levels
According to Shinhan Investment Securities analyst Lim Hye-yeon’s public statement, she said, “Considering earnings, industry conditions, and development momentum, securities stocks are currently severely undervalued.” She also pointed out, “As the stock market reaches record highs, earnings are expected to hit new records, but the price-to-book ratio remains at year-end levels.”
Lim Hye-yeon maintains an “overweight” rating on the Korean securities industry and lists Korea Investment Holdings and Kiwoom Securities as top recommended stocks.
Frequently Asked Questions
Why did the KOSPI rebound today, driving Korean securities stocks higher?
According to reports, the KOSPI rebounded above 7,500 points in early trading on July 10, 2026; analysts say the market expects the daily average stock trading volume in Q2 to grow about 40% compared to Q1, which will significantly boost brokerage commission income. Additionally, the market believes securities stocks are currently severely undervalued, collectively boosting investor sentiment.
Which Korean securities companies are expected to outperform market consensus in Q2?
According to Shinhan Investment Securities analyst Lim Hye-yeon’s forecast, the main brokerages expected to have net profits exceeding market expectations in Q2 include: Future Asset Securities, Korea Investment Holdings, Kiwoom Securities, Samsung Securities, and NH Investment & Securities.
What is Shinhan Investment Securities analyst’s latest investment advice?
According to reports, Shinhan Investment Securities analyst Lim Hye-yeon maintains an “overweight” rating on the Korean securities industry and lists Korea Investment Holdings and Kiwoom Securities as top picks, reasoning that during the phase of expanding trading volume, brokerages with a strong retail base will benefit more.
