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Mirae Asset Securities projects Korean Air's third-quarter operating profit at KRW 488.7 billion, up 210.2% year on year, on consolidated revenue of KRW 7.2595 trillion (+20.5%) and an operating margin of 6.7% versus 2.6% a year earlier, and raised its target price from KRW 33,000 to KRW 37,000 with a buy rating. The margin expansion is driven mainly by a weaker USD/KRW, which cuts fuel and lease costs booked in dollars, plus firmer passenger and cargo demand, making the stock a direct proxy for won strength within KOSPI transport names. Shares closed at KRW 30,100, down KRW 250 (0.82%), so the gap to target hinges on USD/KRW staying lower and on jet fuel and cargo yields holding; a renewed dollar rally or oil spike would reverse the cost tailwind."} {"title":"Korean Air Q3 Operating Profit Seen at KRW 488.7bn, Target Lifted to KRW 37,000","summary":"Mirae Asset Securities projects Korean Air's third-quarter operating profit at KRW 488.7 billion, up 210.2% year on year, with consolidated revenue of KRW 7.2595 trillion (+20.5%) and an operating margin of 6.7% versus 2.6% a year earlier, and raised its target price from KRW 33,000 to KRW 37,000 while keeping a buy rating. The margin swing is tied to a lower USD/KRW, which reduces dollar-denominated fuel and lease costs, plus recovering passenger and cargo demand, making the stock a direct proxy for won strength among KOSPI transport names. Shares closed at KRW 30,100, down KRW 250 (0.82%), so the upside to target depends on USD/KRW staying soft and cargo yields holding; a renewed dollar rally or oil spike would erase the cost tailwind.
As a Research signal, watch whether it changes price action, volatility, or flows around 003490, KRW=X.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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