KRX-Akros AI Electricity Infrastructure Index
Exposure to Korean companies powering electricity infrastructure and data center energy solutions.
Sentiment Summary
Recent Events
Q2 2026 earnings release scheduled
Q2 2026 earnings release, low impact expected as it is a routine announcement, scheduled.
Korea Investment & Securities raised its target price for Sanil Electric to KRW 270,000 from KRW 210,000, citing the momentum of supplying transformers for data centers in the US; high impact expected due to significant target price revision, forecasted.
Announced on June 4, 2026, a contract win worth approximately KRW 65 billion to supply a 132kV high-voltage cable system for a power grid construction project in Scotland, UK. This contract is estimated to have a 5-10% price impact and is scheduled.
On June 3, 2026, Korea Electric Power Corp announced it had won the contract for the Jafurah Phase 2 combined heat and power plant project from Saudi Aramco. The project is expected to generate approximately KRW 2.1 trillion in revenue over its lifetime, which is expected to have a price impact of over 5% expected.
Won an EPC contract worth approximately KRW 840 billion (4.9% of last year's sales) for the Jafurah Phase 2 cogeneration power plant in Saudi Arabia, with the contract signed on June 1, 2026. Medium impact estimated as the contract value is nearly 5% of annual sales scheduled.