斯蒂費爾：對SK海力士(SKHY.O)覆蓋研究，給予“買入”評級；目標價240美元。

South Korea's President Lee said on Wednesday at the opening of a Ministry of Trade, Industry and Energy policy briefing that AI-driven disruption is reshaping the global industrial landscape and Seoul needs "bold" and "swift" investment. He urged the government to identify trends, plan for the future and lay the foundation for innovation, while securing sustained industrial growth potential, strengthening energy security and accelerating export-market and supply-chain diversification.

South Korea's five largest pharmaceutical firms posted combined H1 sales of KRW 4.4996 tln and operating profit of KRW 410.6 bln, up 8% and 18% YoY, respectively, the Financial Supervisory Service disclosure system showed. The group comprises Yuhan Corp., Chong Kun Dang Pharmaceutical, Hanmi Pharmaceutical, GC Green Cross and Daewoong Pharmaceutical. Licensing revenue and overseas operations were key drivers of performance divergence. With the government cutting generic drug prices, market participants expect high-margin innovative drugs and new drug performance will determine H2 earnings.