Akros Korea Solid-State Battery ESS TOP2 Plus Index
Targeted exposure to Korean leaders in solid-state battery manufacturing and stationary battery energy storage systems.
Sentiment Summary
Recent Events
Commercial 'mother plant' for Lithium Sulfide (Li2S) with an initial capacity of 150 tons per year is scheduled for completion on 2026-06-30. This key milestone for the solid-state battery business is estimated to have a high price impact (≥10%) due to its strategic importance, scheduled.
Fino Inc. to acquire an additional stake in C&P Advanced Material Technology for KRW 28.2 billion for business diversification on 2026-06-16 (Medium impact estimated due to significant investment size), scheduled.
South Korea's Financial Supervisory Service (FSS) investigation into Seojin System for non-disclosure of a 118.9 billion KRW tax liability (imposed Feb 2026) on 2026-06-11; market analysts estimate a >10% price impact due to severe regulatory risk, expected.
Announcement of a patent license agreement with Sunwoda on June 11, 2026, resolving all ongoing patent lawsuits in Germany, China, and Korea. The resolution of legal risks is estimated to cause a price impact of over 5% scheduled.
Issuance of 300 billion KRW in perpetual bonds for facility investment on 2026-06-10; market analysts estimate a >5% price impact due to the scale of capital procurement, scheduled.
Analysts forecast a return to profitability for Q2 2026 with an estimated operating profit of KRW 215.6 billion driven by ESS sales and production stability. The positive outlook is estimated to cause a price impact of over 5% forecasted.
Solid-state battery partner, Factorial Energy, completed its NASDAQ listing. This is expected to accelerate the commercialization of next-generation batteries, for which Posco Future M is a key material development partner.