Broad exposure to Korea's leading manufacturers spanning semiconductors, batteries, shipbuilding, defense, and CDMO pharma.
Q2 2026 earnings release scheduled. Analysts forecast consolidated operating profit of approximately KRW 278 billion and revenue of KRW 4.67 trillion forecasted; low impact expected as market expectations are already public.
2Q 2026 earnings release scheduled. Analysts have forecasted a significant miss on operating profit expectations due to suspended domestic deliveries and higher export costs, which may negatively impact the stock price upon confirmation scheduled.
Q2 2026 earnings release including analysts' revenue forecast of 1.06 trillion KRW and operating profit of 39.3 billion KRW (Estimated Medium importance: earnings impact typically ≥5%) scheduled.
Q2 2026 earnings release scheduled; results below market consensus are forecasted by analysts.
Q2 2026 earnings release on 2026-08-18 scheduled (Low importance estimated as a routine scheduled announcement).
Q2 2026 earnings release scheduled. Analysts forecast continued strong performance driven by demand for HBM-related semiconductor equipment. This is estimated to have a medium impact of over 5% as it aligns with growth expectations, as estimated.
Analysts forecast Q2 2026 consolidated operating profit to be around KRW 563.6 billion. The earnings release is scheduled for August 13, 2026. This is expected to have a medium price impact as it aligns with market expectations and is scheduled.
Q2 2026 earnings release scheduled for August 12, 2026. Analysts forecast revenue of KRW 160.2 billion (+24.9% YoY) and operating profit of KRW 59.7 billion (+29.2% YoY). Medium importance is estimated based on significant projected growth, forecasted.
L&F is scheduled to release its Q2 2026 earnings results on August 7, 2026. Analysts forecast revenue to be in line with or above consensus, but operating profit forecasts are mixed due to the impact of falling lithium prices on inventory valuation. A price impact of ≥5% is estimated based on historical volatility during earnings periods, expected.
Q2 2026 earnings release scheduled. Analysts forecast increased YoY revenue and profit, but potentially missing market consensus due to subsidiary losses. Medium importance estimated as earnings results typically drive significant price volatility. Scheduled
Importance is an estimate as the market reaction will depend on the actual results versus expectations; Q2 2026 earnings release scheduled.
Q2 2026 earnings release scheduled for 2026-07-31; analysts forecast operating profit to be slightly below market expectations despite year-over-year growth, with a 5-10% price impact estimated; scheduled
Ecopro's subsidiary, Ecopro BM, is scheduled to release its Q2 2026 earnings on July 31, 2026, expected.
Q2 2026 earnings release scheduled for July 31, 2026; analysts forecast a significant increase in operating profit to around KRW 46.5 billion forecasted.
Q2 2026 earnings release scheduled. Analysts forecast revenue of approximately 651 billion KRW and operating profit of 28 billion KRW forecasted; neutral impact expected.
2Q 2026 earnings release is scheduled; analysts forecast significant YoY growth in operating profit driven by strong demand and price increases for high-value products, forecasted.
Full Q2 2026 earnings results and conference call scheduled. The detailed breakdown of divisional performance, especially in semiconductors and the impact of new bonus structures, is expected.
Samsung SDI is scheduled to announce its Q2 2026 earnings results on 2026-07-30. Analysts forecast a potential return to operating profit for the first time in seven quarters, which is estimated to cause a >= 10% price impact, scheduled.
SK Hynix is scheduled to announce its Q2 2026 financial results on July 29, 2026. High importance is estimated as earnings for major semiconductor firms typically drive >10% price volatility. scheduled
Final Q2 2026 earnings presentation scheduled.
Q2 2026 earnings release scheduled. Analysts forecast a significant earnings surprise, with operating profit potentially exceeding market consensus by over 30%, driven by strong demand for AI semiconductor substrates and optical solutions; a price impact of ≥10% is estimated due to the magnitude of the projected surprise, forecasted.
Hanwha Ocean is scheduled to announce its Q2 2026 financial results on July 27, 2026, with some analysts forecasting a significant earnings surprise, scheduled.
Hyundai Rotem is scheduled to release its Q2 2026 earnings results on July 24, 2026. Analysts forecast revenue growth driven by the defense division, but operating profit may fall short of market expectations due to initial costs associated with the second phase of the Poland K2 tank contract, forecasted.
2Q 2026 earnings release scheduled; Medium importance estimated as a standard quarterly financial update.
Q2 2026 earnings release scheduled for 2026-07-24. Analysts forecast a continued operating loss for the quarter, citing recognition of domestic business losses, but also note positive expectations for US market entry later in the year. Medium importance estimated based on historical earnings volatility, forecasted and scheduled.
Doosan Robotics is scheduled to release its Q2 2026 earnings on July 24, 2026; earnings releases typically drive market volatility, scheduled.
Q2 2026 earnings release scheduled for 2026-07-23. Analysts forecast revenue of approximately 1.32 trillion KRW and operating profit of 600 billion KRW forecasted.
One-day production halt at all plants on July 21, 2026, for special safety training following a fatal accident. High importance due to significant operational risk and potential regulatory penalties, scheduled.
Posco Future M to announce its Q2 2026 earnings on 2026-07-20; a significant turnaround to KRW 33.8 billion in operating profit is estimated to cause a >10% price impact expected.
Announced a new KRW 497 billion investment in production facilities for semiconductor products to meet rising demand from the AI and data center markets, with the investment period running from July 20, 2026, to December 31, 2027; high importance is estimated due to the significant scale of the investment.
Stock price fell over 6% after Kiwoom Securities lowered its target price, citing expectations that Q2 earnings, while improved, would miss market consensus due to subsidiary Philly Shipyard's performance. Forecasted
Announced a roadmap for its solid-state battery materials business on July 19, 2026, including plans for mass production of solid electrolytes starting in 2027; positive impact expected.
On July 18, 2026, Hanwha's US subsidiary, Hanwha Philly Shipyard, was selected to build two Missile Range Instrumentation Vessels (MRIV) for the U.S. Missile Defense Agency, a project valued at approximately $2 billion.
Analysts from Korea Investment & Securities forecast that Q2 2026 operating profit would be KRW 67.7 billion, 28.8% below the market consensus, due to a temporary suspension of LAH helicopter deliveries and higher export costs forecasted.
IBK Securities analysts forecast a target price of ₩1,750,000 and 2028 operating profit of ₩4.8 trillion, citing growth in AI substrates and MLCCs (estimated medium market impact of over 5%), forecasted.
Announcement of KRW 167.1 billion maintenance contracts with POSCO scheduled for 2026-07-16; the routine nature of the service is estimated to have a 1% price impact scheduled.
On July 16, 2026, the company held a groundbreaking ceremony for the 390MW Shinan-Ui offshore wind farm project, for which it is the lead developer and EPC manager.
The Financial Services Commission (FSC) imposed a KRW 8.4 billion fine for accounting violations on July 15, 2026. This is expected to have a high price impact due to concerns over accounting transparency and is expected.
South Korea's Financial Supervisory Service (FSS) on July 14, 2026, ordered a halt to the planned 1.2 trillion KRW rights offering of its subsidiary, Ecopro BM, citing insufficient disclosure. This news caused Ecopro's stock price to surge on July 15, 2026, due to the temporary removal of share dilution risk.
Signed a contract with Bloom Energy Corporation on 2026-07-15 to produce Solid Oxide Fuel Cell (SOFC) modules and parts, valued at 78.5 billion KRW (7.37% of recent annual sales).
Announced a contract to supply batteries for Google's largest-ever solar and energy storage system (ESS) project in the U.S., with an initial capacity of 2 GWh; medium impact estimated due to the project's record scale.
Mirae Asset Securities initiated coverage with a 'Buy' rating and a target price of KRW 35,000, citing enhanced turnkey capabilities and growth potential (Estimated Low importance: analyst coverage impact typically ≥1%) forecasted.
The company is expected to announce the Korean Ministry of Food and Drug Safety (MFDS) approval for a Phase 1 clinical trial of CT-P68 on July 15, 2026; low importance is estimated as early-stage clinical trials typically have limited immediate price impact, expected.
Announced a KRW 30 billion joint investment with Hanwha Solutions until 2028 to develop next-generation tandem solar cells for satellites.
Announced record-breaking Q2 2026 results on July 14, 2026, with revenue of KRW 251.1 billion and operating profit of KRW 130.3 billion, driven by strong demand for HBM-related equipment. The results significantly beat market expectations, causing a stock price surge of over 20%.
South Korea's Financial Supervisory Service (FSS) demanded a correction to the securities report for the 1.2 trillion KRW rights offering on July 14, 2026, leading to a postponement of the original schedule; negative impact expected due to regulatory uncertainty.
Secured a KRW 394.3 billion contract to build two Very Large Crude Carriers (VLCCs) for a North American shipowner, announced on July 15, 2026. The contract was signed on July 14, 2026.
Hanwha Group increased its stake in KAI to 12.44% as of July 14, 2026, and stated its intent for 'management participation,' fueling speculation about a potential merger or acquisition.
Announced a share buyback program to acquire 339,411 common shares for KRW 15.7 billion. The program, intended for employee stock-based compensation, will run from July 15, 2026, to October 12, 2026.