[Featured Stock] Kyungdong Navien Hits All-Time High... Optimism for Earnings Upgrade Due to Strong Exports

Record High in Two Months
North America No.1 and Overseas Sales Account for More Than Half
Relatively Free from Tariff Risks

Kyungdong Navien's stock price has reached a new all-time high. This is interpreted as reflecting expectations of upward revisions in performance based on solid exports to the United States.

As of 1:10 PM on the 6th, Kyungdong Navien is trading at 97,500 KRW, up 9.55% (8,500 KRW) from the previous trading day. It surpassed the previous all-time high of 94,300 KRW recorded on November 15 last year in about two months.

Kyungdong Navien is expected to record sales of 1,608.3 billion KRW and operating profit of 160.1 billion KRW in 2025. Compared to 2024, sales and operating profit are projected to increase by about 15% each. In particular, it holds the number one market position in the North American condensing water heater and instantaneous gas water heater markets. More than half of its sales come from overseas exports.

Additionally, it is relatively free from tariff risks emerging with the inauguration of the Trump administration's second term, which is also acting as a positive factor. Water heaters and boilers are classified as essential goods, so the possibility of tariffs being imposed is low. Furthermore, due to Trump's tendency to reject environmentalism, there are forecasts that product demand will increase with the rise in fossil fuel usage.