Research Report
Sector Analysis
[2H26 Outlook] TransportationAdaptability holds the key to market leadership
- Author Jay JH Ryu
- Date Tue Jun 09 00:00:00 KST 2026
- Stock Code 000120 / 003490 / 011200 / 028670 / 086280
- File 20260609_[2H26 Outlook] Transportation.pdf
[Summary]
I. Cycle and valuation
II. Airlines
III. Shipping
IV. Logistics
V. Company analysis
Korean Air (003490 KS) - Top pick
Pan Ocean (028670 KS) - Top pick
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