Focused exposure to leading South Korean defense companies, combining thematic relevance and market-cap weighting across KOSPI and KOSDAQ.
Hyundai Wia is scheduled to announce its Q2 2026 earnings on August 19, 2026. Analysts forecast that operating profit will be below market expectations due to a supplier fire and reduced sales in Russia, but expect a recovery in the second half of the year, scheduled.
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 for August 18, 2026. Analysts forecast continued profitability improvements from the offshore wind sector; medium importance estimated as it will confirm margin sustainability, scheduled.
Q2 2026 earnings release, for which a medium price impact is expected due to typical volatility around results, is 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.
Q2 2026 earnings release scheduled for 2026-07-23. Estimated Medium importance based on historical earnings volatility; scheduled.
2Q 2026 earnings release scheduled for July 22, 2026. Medium importance is estimated based on historical earnings volatility. Analysts forecast operating profit to be around KRW 27.5-28.0 billion, a slight increase year-over-year, forecasted.
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.
Adoption of Samsung C&T's 'HomeNic' smart home platform for 'Haemoro' apartments on 2026-07-15 is scheduled; low impact estimated as a brand enhancement measure.
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 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