Securities Firms' Stock Picks for Q3 2025

Since breaking through 3,000, the Korean stock market has held that level well and continued to sail smoothly.
Let's look at which stocks each securities firm is recommending for the third quarter.

1. Korea Investment & Securities : Hyundai Steel, Hyundai Glovis
– Hyundai Glovis: strengths in overseas logistics stability and solid CKD profitability

2. Samsung Securities : POSCO, Hyundai Steel
– POSCO: expected to benefit from restructuring in China's steel industry

– Hyundai Steel: momentum from special steel, hot stamping and profitability recovery
 

3. LS Securities: LG Chem, Samsung Electro-Mechanics
– LG Chem: expected to lead in electric vehicle materials

– Samsung Electro-Mechanics: earnings improvement on strong MLCC-driven demand

4. Hanwha Investment & Securities: BGF, POSCO
– BGF: convenience store expansion and  improved subsidiary earnings
– POSCO: global demand recovery and treasury share cancellation

5. DB Financial Investment : Hyundai Glovis, LG International
– Continued profitability expected from logistics and trade

6. Hana Securities : NAVER, Samsung C&T
– NAVER: strategic effect of the LINE Pay spin-off
– Samsung C&T: expected restructuring and risk reduction

7. Eugene Investment & Securities : Sungkwang Bend, Hy-Lok Korea, Taekwang
–  Beneficiaries of the boom in industrial fittings and shipbuilding equipment

8. Kyobo Securities : L&F, KC Cottrell, SODIFF Advanced Materials
–  Strength expected in battery materials and environmental equipment

9. Shinhan Securities : MegaStudy, GS Home Shopping
– Small caps undervalued relative to earnings in the education and consumer goods sectors

10. Woori Investment & Securities : Neowiz, MegaStudy,
– Stocks expected to be undervalued relative to the game and education sectors