Broad exposure to Korea's leading manufacturers spanning semiconductors, batteries, shipbuilding, defense, and CDMO pharma.
Q2 2026 earnings release scheduled for 2026-08-26; analysts forecast continued strong performance due to the ongoing power equipment supercycle and robust demand from North America, and a >10% price impact is expected.
Q2 2026 earnings release on August 19, 2026; importance is estimated as High as earnings are a key driver for this high-growth stock; scheduled.
2Q 2026 earnings release scheduled. A medium impact is estimated by analysts based on the 2026-04-29 earnings surprise.
Q2 2026 earnings report scheduled. Medium importance is estimated as the market monitors whether record Q1 revenues can lead to profitability.
Q2 2026 earnings release scheduled.
The company's Q2 2026 earnings release is scheduled.
Q2 2026 earnings release scheduled for August 18, 2026. High importance estimated as the market expects a turnaround from Q1 losses, likely causing >10% volatility scheduled.
Isupetasys is scheduled to announce its Q2 2026 financial results on August 18, 2026; a 5% price impact is estimated due to strong demand for AI accelerators, scheduled.
Q2 2026 earnings release scheduled. Analysts forecast continued growth driven by demand for advanced semiconductor equipment, scheduled.
KAI is scheduled to release its Q2 2026 earnings on August 18, 2026; a Medium importance is estimated as quarterly earnings releases typically result in >5% price volatility, scheduled.
Q2 2026 earnings release for August 18, 2026. Low impact expected as it is a routine schedule announcement, scheduled.
Q2 2026 earnings release is scheduled; routine earnings announcements typically result in minor price adjustments prior to the actual release.
Q2 2026 earnings release scheduled for 2026-08-12. Analysts forecast revenue of 160.2 billion KRW and operating profit of 59.7 billion KRW, driven by transformer demand; Medium importance estimated as the projected growth is expected to drive a 5% price impact forecasted
The company's Q2 2026 earnings release is scheduled. Analysts forecast a significant year-over-year increase in operating profit, which is forecasted and scheduled. This is estimated to have a high impact (over 10%) by confirming a strong growth trend.
Simmtech is scheduled to announce its Q2 2026 earnings results on August 7, 2026. Analysts forecast a significant earnings surprise driven by strong sales of high-value AI memory substrates like SOCAMM2, scheduled.
L&F is scheduled to announce its Q2 2026 earnings results on or around August 7, 2026. Market impact is estimated at Medium as earnings releases typically drive significant volatility scheduled.
Q2 2026 earnings release scheduled.
Q2 2026 earnings release is scheduled for August 6, 2026, with analysts forecasting a YoY decline in operating profit; neutral impact is expected as the forecast is likely priced in, making the results forecasted.
Q2 2026 earnings release on August 4, 2026, with a low impact estimated as it is a routine financial disclosure, scheduled.
Q2 2026 earnings release; high impact expected as analysts forecast a significant YoY profit increase, scheduled.
Q2 2026 earnings release scheduled for 2026-07-31; analysts forecast revenue of approximately KRW 680 billion and operating profit of KRW 27 billion forecasted.
Samsung SDI's Q2 2026 earnings release is scheduled for July 30, 2026. Analysts forecast a significant reduction in operating loss or a potential return to profitability driven by strong sales in the ESS and AI data center battery sectors, with a predicted price impact of over 10% scheduled.
Q2 2026 earnings release scheduled. Analyst forecasts suggest a significant year-over-year increase in operating profit, driven by strong demand for AI-related components like MLCC and FC-BGA, forecasted.
Q2 2026 earnings release scheduled for July 30, 2026. Analysts forecast operating profit of 700-750 billion KRW, exceeding market consensus due to steel recovery and battery materials growth. Importance is Medium as earnings surprises in this range typically impact price by ~5%, scheduled.
Q2 2026 earnings results and mixed analyst forecasts regarding operating profit and HBM leadership; significant price impact due to HBM market leadership expected.
Q2 2026 earnings release scheduled for 2026-07-27. High importance is estimated as earning surprises often trigger ≥10% price impact. Analysts from KB Securities and Hana Securities forecast a significant earning surprise due to strong performance in optical solutions and FC-BGA divisions, forecasted.
2Q 2026 earnings release scheduled. Analysts forecast sales of around 4.8 trillion KRW and operating profit of 547 billion KRW, with an estimated price impact of over 5% forecasted.
Q2 2026 earnings release scheduled, with analysts forecasting strong performance driven by North American transformer demand.
Hyundai Rotem Company is scheduled to report its Q2 2026 earnings results on July 24, 2026; Medium importance estimated due to typical earnings volatility, scheduled
Analysts forecast a continued operating loss for the Q2 2026 earnings release scheduled on July 24, 2026; as the market already anticipates this loss, a neutral impact is expected.
Q2 2026 earnings release scheduled; analysts forecast revenue of KRW 15.14B. Medium impact expected due to growth indicators, scheduled.
Q2 2026 earnings release scheduled. Analysts forecast revenue of 1.322 trillion KRW and operating profit of 599.7 billion KRW. High importance is estimated due to the significant growth forecast likely resulting in a >=10% price impact, scheduled.
Importance is estimated as High due to the potential for significant market volatility following the announcement; Q2 2026 earnings release is scheduled.
Q2 2026 earnings release is scheduled for July 20, 2026. Analysts forecast a potential turnaround to profitability for the battery materials division, which has been loss-making. scheduled
On July 16, 2026, the company announced it signed a KRW 167.1 billion contract with POSCO for refractory maintenance at the Pohang and Gwangyang steelworks. The contract value is equivalent to 5.7% of 2025 consolidated revenue.
An analyst at Korea Investment & Securities lowered the target price for KAI, forecasting that Q2 2026 earnings would miss market consensus by 28.8% due to a temporary halt in LAH helicopter deliveries and increased costs from a higher exchange rate, forecasted on July 16, 2026; a Medium importance is estimated as a significant earnings miss typically triggers a >5% price decline, forecasted.
Announced on July 16, 2026, that cumulative new orders for the first half of 2026 reached $14.77 billion, an 84.64% increase year-over-year, demonstrating strong business momentum.
Began construction on the Shinan Ui offshore wind power project, a 390MW wind farm scheduled for completion in 2029. This project is estimated to have a price impact of at least 1%.
The company announced on July 16, 2026, that it had completed the delivery of six additional T-50i advanced trainer jets to the Indonesian Air Force, fulfilling a follow-on export contract from 2021; a Low importance is estimated as this is a routine contract fulfillment with expected >1% impact.
On July 16, 2026, the company is expected to announce the completion of ADAS development for railway vehicles; Low importance estimated as a long-term R&D milestone, expected
Announced a technology roadmap on 2026-07-16, including plans to mass-produce sulfide-based solid electrolytes for all-solid-state batteries as early as 2027.
South Korea's Financial Services Commission's imposition of a KRW 8.4 billion fine for accounting violations is expected; the significant fine amount is likely to negatively impact investor sentiment.
Announced on July 15, 2026, that LGES will supply LFP-based ESS batteries for Google's largest solar and ESS project in the U.S., the 'Still River Energy Center'. The project has an initial capacity of 2 GWh, expandable to 2.9 GWh, with operations starting in 2029. This major contract is estimated to have a medium market impact.
On July 15, 2026, key KAI partner LIG D&A proposed a unified 'KF-21 Total Missile Package' to consolidate all principal weapons for the Boramae fighter under a single domestic integrator, aiming to reduce dependence on foreign missiles for future exports; a Low importance is estimated due to the long-term nature of the proposal's impact.
Celltrion received IND approval from the Korean Ministry of Food and Drug Safety on 2026-07-15 to begin a Phase 1 clinical trial for CT-P68. Low importance is estimated as Phase 1 approvals for biosimilars typically result in a price impact of 1-5%.
Hanwha Systems announced a technology development contract with Hanwha Solution to jointly develop high-efficiency solar cells for satellites, with a KRW 30 billion investment planned until 2028; importance estimated as Low due to size relative to revenue.
Hanmi Semiconductor announced record-high Q2 2026 results on July 14, 2026, with revenue of KRW 251.1B (+39.5% YoY) and operating profit of KRW 130.3B (+51.0% YoY), driven by strong demand for HBM manufacturing equipment. The stock price rose by the daily limit of 29.88% the following day.
Announced an 18.1 billion KRW (62.85% stake) investment in 'Hyundai Investment Partners CL Robo-Automation New Technology Combination' fund, effective July 14, 2026, to secure actuator production automation synergy. High importance estimated due to the scale of investment relative to market cap expected.
Signed a contract worth 394.3 billion KRW to build two Very Large Crude Carriers (VLCCs) for a North American shipowner. The contract value is 3.1% of the previous year's sales, with an estimated price impact of over 5%.
On 2026-07-14, the company announced a decision to acquire 339,411 of its own shares for shareholder value enhancement. This is estimated to have a medium impact (over 5%) by improving the supply-demand balance.
The Financial Supervisory Service (FSS) ordered a correction to the registration statement for subsidiary Ecopro BM's ~1.2 trillion KRW rights offering on July 14, 2026, temporarily halting the process; a medium impact is estimated as it delays a significant capital raise, expected.
On July 14, 2026, Hyundai Rotem's K2 tank is expected to acquire NATO's AQAP-2110 certification; Low importance estimated as a prerequisite for future sales, expected
Celltrion voluntarily withdrew its European clinical trial plan for 'CT-P51' on 2026-07-14. Low importance is estimated as this strategic decision to align with regulatory trends is expected to have a minimal market impact of 1-5%.