Korean battery cell makers are expected to post third-quarter operating profit above market forecasts, helped by rising energy storage system shipments in North America that increase production subsidies under AMPC and by one-off income such as customer compensation. Industry expectations are for profits to rise from the previous quarter despite weak European EV battery shipments and a lower exchange rate. The pace of recovery may differ by company depending on when North American ESS lines start operating.

Korean brokerages are expanding tokenised securities businesses from account management for fractional investing to issuance infrastructure for bonds, funds and other financial products. The Financial Services Commission said it will pursue phased tokenisation of stocks, bonds and funds, starting in February 2027 with private money market funds, private corporate bonds, unlisted shares using trusts and publicly offered fractional investment securities. Firms are building joint platforms and proprietary systems, while overseas examples are also growing.