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KBR ANALYSIS
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KBR Research Notes
Behind the 9.5% Drop in Facility Investment: Machinery Rises While Transportation Equipment Falls
This analysis breaks down the month-on-month decline and year-on-year increase in August facility investment by asset category and classification. It connects the timing of large asset introductions to statistical impacts and examines corporate decision-making regarding investment postponement, phased execution, and replacement.
김민경 Editor · 10/07/2026
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KBR Research Notes
Online Shopping Rose by 7.3%, But Why Did the Mobile Share Decrease?
이우리 Editor · 10/07/2026
KBR Research Notes
Inside the 16.9% Operating Profit Margin: Recovery Divided by Company Size and Industry
류현진 Editor · 10/06/2026
KBR Research Notes
Will the Korean Economy Follow Japan’s Path? Conditions of Low Growth Read Through Demographics, Interest Rates, and Productivity
KBR 편집부 · 10/06/2026
KBR Weekly Scan
Production Slows Down While Inflation Rises: Setting Fourth-Quarter Plans
강지혜 Editor · 10/04/2026
KBR Research Notes
Petrochemical Exports Up 5.1%: Is It a Signal to Increase Production?
An increase in petrochemical export values does not equate to a signal for production expansion. Analyzing the provisional data for September 2026 by separating price increases from volume declines, this article examines the criteria for management to connect sales, inventory, raw material, and contract plans within the scope of industry statistics.
류현진 Editor · 10/01/2026
KBR Research Notes
Physical AI Robots: How Far Have They Come? 5 Million Factory Robots and the Reality of Humanoids
Industrial robots have grown to a scale of 5 million units operating in factories worldwide, while humanoids remain in the stage of verifying application scope and business viability. As of the first half of 2026, humanoid shipments stood at around 20,000 units according to private research firms, with considerable demand coming from entertainment, research, and data generation alongside manufacturing and logistics. Although VLA models connecting robot perception and action have emerged, challenges remain in acquiring data to learn various real-world tasks and maintaining adaptability to environmental changes. BMW is conducting on-site verifications, Hyundai Motor Group has established an Atlas training facility, and Tesla's production targets must be distinguished from actual performance. When purchasing humanoids, companies must review not only the timing of acquisition but also the tasks to be applied, data to be secured, and the potential utilization of existing automation methods.
이지영 Editor · 10/01/2026
KBR Research Notes
September Corporate Business Sentiment Index (CBSI) Drops to 99.1: A Comprehensive Breakdown of the 4.3-Point Plunge in Manufacturing
The all-industry Corporate Business Sentiment Index (CBSI) for September 2026 stood at 99.1, declining by 0.5 points over three months following two consecutive months of increases. Within this modest overall decline, the manufacturing CBSI plummeted by 4.3 points from 103.8 to 99.5—marking its steepest drop in four years—while the non-manufacturing CBSI rose 2.2 points to 98.9, its highest level since September 2023. The manufacturing downturn was led by product inventories (-1.8p) and new orders (-1.0p), with all five component indices pulling the index downward. Small and medium-sized manufacturing enterprises (SMEs) experienced a sharp drop of 5.4 points to 94.4, suffering a decline more than twice as severe as that of large enterprises (-2.5p). Conversely, the Economic Sentiment Index (ESI), which combines businesses and households, rose 0.5 points to 99.9, showing consumer sentiment improving ahead of corporate sentiment. The October manufacturing outlook CBSI remained above the baseline at 101.1, indicating that businesses view the September slump as a temporary shock driven by strikes and holidays. Key checkpoints for October performance are whether manufacturing recovers and whether the slump among SMEs persists.
김민경 Editor · 09/29/2026
KBR Weekly Scan
Between Growth Outlook and Flat Orders: Three Numbers Companies Should Discuss in the Last Week of September
Connecting the OECD growth outlook, U.S. international transactions, and durable goods orders from September 21-27. It maps figures from different periods to assessments of demand, costs, and cash flow while organizing the official release schedules for September 30 and October 2.
KBR경영연구소 · 09/27/2026
KBR Research Notes
Even When U.S. Industrial Production Stagnates, Manufacturing Declines: Why Facility Investments Cannot Be Decided by Average Indicators
The preliminary U.S. industrial production figures for August 2026 simultaneously show overall flatness and a decrease in manufacturing. It is necessary to distinguish the denominators of production levels, rates of change, and capacity utilization rates, and connect macroeconomic statistics to investment decisions for customer industries and bottleneck processes.
강지혜 Editor · 09/24/2026
