Focused exposure to leading South Korean defense companies, combining thematic relevance and market-cap weighting across KOSPI and KOSDAQ.
2nd quarter 2026 earnings release scheduled for August 18, 2026. Analysts forecast results to exceed market expectations due to the one-time revenue recognition of a Floating Production Storage and Offloading (FPSO) unit worth approximately 1.5 trillion KRW forecasted.
The Q2 2026 earnings release, for which Low importance is estimated due to typical moderate market impact for standard reports, is scheduled.
Q2 2026 earnings release scheduled. Analysts forecast a potential record-high operating profit, driven by accelerated delivery of K2 tanks to Poland and favorable currency exchange rates, forecasted. High importance justified by potential for significant price impact from record-breaking financial results.
Q2 2026 earnings release scheduled for 2026-07-23; high impact expected as quarterly results typically drive significant price movement.
The company is scheduled to announce its Q2 2026 earnings on July 23, 2026. Analysts forecast a significant increase in operating profit, continuing the strong performance from the first quarter, driven by high-value ship orders and favorable exchange rates, expected.
SNT Holdings is scheduled to announce its Q2 2026 earnings on 2026-07-23; estimated Medium importance as earnings reports typically drive significant price movement, scheduled.
Q2 2026 earnings release, with the market watching for signs of recovery or continued decline following Q1 performance, scheduled
On July 10, 2026, KB Securities analysts forecast a miss on Q2 2026 operating profit consensus and disappointing new orders in H1 2026, lowering the target price for Hanwha Aerospace to 1.4M KRW, forecasted.
On July 9, 2026, the company announced it had won a KRW 469.9 billion contract to build six petroleum/chemical (PC) tankers for a Middle Eastern shipping company. This amount is equivalent to 2.67% of 2025's revenue.
Hanwha Group, a major domestic defense competitor, increased its stake in KAI to 12.44% through its affiliates. Hanwha Systems also announced on the same day its plan to acquire an additional stake of up to 4.73% by the end of 2026.
Announced the board's decision on July 8, 2026, to acquire up to KRW 500 billion (approx. 9.99% of equity capital) of Korea Aerospace Industries (KAI) shares to strengthen business cooperation; high impact expected due to significant investment scale.
On July 8, 2026, the company unveiled its 'AXLON' brand and a ₩40 billion investment plan for mass production by 2027; this major strategic push is estimated to have a High (>10%) price impact, scheduled.
Announced on July 8, 2026, that Hanwha Group, including Hanwha Aerospace, completed the acquisition of additional shares in Korea Aerospace Industries (KAI), increasing the group's total stake to 12.44%.
It was reported on July 8, 2026, that South Korean shipbuilders, including HD Hyundai Heavy Industries, were unsuccessful in their bid for the Canadian Patrol Submarine Project (CPSP), a contract estimated to be worth up to KRW 60 trillion.
Announced the successful development and supply of key components for Hanwha Aerospace's new turbofan engine for unmanned aircraft, marking an expansion into the aerospace sector.
Lost the bid for Canada's multi-billion dollar Canadian Patrol Submarine Project (CPSP) to Germany's Thyssenkrupp Marine Systems on July 6, 2026. The stock price fell more than 20% on the following day, July 7, 2026.
Selected as the preferred bidder for the 'Busan BEXCO 3rd Exhibition Hall Construction Project', worth 257.2 billion KRW.