Akros SCHK HK-Korea Defense & Shipbuilding Index

Q2 2026 earnings release scheduled.

Q2 2026 earnings release scheduled for 2026-08-18. Analysts forecast operating profit of approximately KRW 35.5 billion, a YoY increase of about 103% forecasted. High importance is estimated based on the projected doubling of operating profit.

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.

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.

2Q 2026 earnings release scheduled.

Q2 2026 earnings release scheduled.

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.

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

Importance is estimated as High due to the potential for significant market volatility following the announcement; Q2 2026 earnings release is scheduled.

2nd Quarter 2026 earnings release with medium importance estimated due to historical price volatility scheduled.

South Korea's National Pension Service (NPS) reported a significant reduction in its stake from 11.2% to 5.5% as of July 17, 2026. This 5.7%p drop is estimated to cause a price impact of 10% or more due to heavy institutional selling pressure, expected.

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

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.

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.

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.

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