Exposure to Korean companies powering electricity infrastructure and data center energy solutions.
Q2 2026 earnings release is scheduled for August 26, 2026. Medium importance is estimated based on expected earnings impact. Analysts forecast strong results driven by the high-voltage transformer market forecasted.
Q2 2026 earnings release scheduled for August 19, 2026. Analysts will watch for continued growth in gas turbine and nuclear sectors and updates on the large order backlog, following a 64% YoY increase in operating profit in the previous quarter. High importance is estimated due to the potential for significant price volatility common with earnings reports scheduled.
LS ELECTRIC Q2 2026 earnings release scheduled for 2026-08-18; analysts forecast continued strong performance driven by AI demand; medium importance estimated based on earnings volatility, forecasted.
Q2 2026 earnings release scheduled for August 18, 2026. Analysts forecast continued strong performance. Importance is Medium as earnings releases typically drive significant price volatility, scheduled.
Q2 2026 earnings release, with an impact estimated at 'Medium' as a significant event, scheduled.
KEPCO is scheduled to release its Q2 2026 earnings results on 2026-08-07; analysts forecast operating profit to be lower than consensus due to energy prices and frozen tariffs. Estimated impact is Medium as significant earnings misses typically lead to a price impact of 5% or more, scheduled.
Doosan Fuel Cell is scheduled to announce its Q2 2026 earnings results on July 29, 2026, expected. Medium importance is estimated as earnings releases typically trigger significant market attention.
The South Korean President stated on 2026-07-13 that residential electricity rates should be adjusted to a time-of-use system, though difficult currently due to inflation concerns.
CEO Jeon Dong-kyu sold 2.5 million personal shares for 129.2B KRW in a block trade on July 10, 2026, to lend the funds to the company, reducing his stake to 16.53%.
CEO Jeon Dong-kyu returned to South Korea on July 10, 2026, after a travel ban in Vietnam related to subsidiary tax issues was lifted, reducing management uncertainty.
LS ELECTRIC and its labor union reached a wage and collective bargaining agreement for 2026 on 2026-07-10; low importance estimated as it ensures labor stability, expected.
Selection as operator for a South Korean government project to build 140 MWh of AI-based energy storage systems (ESS); estimated >1% price impact due to project participation scheduled
Winning of a KRW 45 billion turnkey project for an AI data center power grid in Australia on 2026-07-08, with medium importance estimated due to likely price impact of 5-10%, expected
KEPCO's ranking in the Forbes Global 2000 list rose significantly to 319th on 2026-07-08, which the company attributed to its successful financial turnaround and innovation efforts.
Announcement of preliminary Q2 2026 results: Revenue KRW 7.56 trillion, Operating Profit KRW 113.3 billion. Profit fell 77% YoY and relied on KRW 241 billion in IRA tax credits; estimated >10% price impact due to earnings shock expected