Kiwoom Securities said LG's net asset value hit a record high after gains in its subsidiaries' share prices, and it maintained a Buy rating while raising its PT to KRW200,000 (previous close KRW146,600). Analyst Ahn Young-jun cited growing potential in AI and robotics boosting subsidiary valuations and said LG stands to benefit directly from the group's enhanced new‑business capabilities, supporting the higher NAV.

The Ukrainian General Staff said overnight on 30-31 its forces struck multiple Russian oil, gas and military targets. It reported the Saratov refinery caught fire after an attack in the early hours of the 31st; the refinery is described as a key fuel facility with a design capacity of 7.0 mln tonnes/year. The General Staff also said strikes hit an oil pump station in Kirov Oblast, a large tank farm in Matveyev Kurgan (Rostov Oblast), a command post and observation posts on the eastern Kursk border at Begosha, drone command centres and a drone repair plant in Grafovka (Belgorod Oblast) and at Kalinovye in Donetsk region. Separately, it said on the 30th Ukrainian forces struck storage at the Feodosia oil terminal in Crimea and the Yenakiieve gas storage in western Donetsk region.

U.S. Treasury Secretary Bessent said the siege of Iran and efforts to block oil exports from Kharkiv continue.