유안타증권 "완성차, 환율 급락 타격 4분기에 본격화"

Comments

1. Rayanlarsen: what kind of economic damage can a strong won really cause?
2. Rogue Corvid: how does yanta think Hyundai/Kia can absorb the 3rd quarter hit and still thrive in Q4?
3. Yara: You'd think the Won's strength would be a boon for Korean industry, but it looks like it's not quite that simple
4. Aria R.: it seems like we're expecting 4th quarter downturn from carmakers now. is this already baked into their stock prices?
5. Null Raven: looks like the impact of currency fluctuations is finally sinking in for Korean manufacturers
6. Brunov: not surprised to see the effects escalating from what we saw in the third quarter
7. Noah: It sounds like another hit to an already vulnerable industry. How's the Korean market handling this?
8. Dane: this kinda volatility can be hard for industries to plan around

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