Exposure to Korea's AI defense leaders, concentrated in the top 5.
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.
Importance is estimated at Low based on typical market reaction to earnings reports. Q2 2026 earnings release scheduled.
Q2 2026 earnings release is scheduled. Analysts forecast revenue of KRW 58 billion and operating profit of KRW 11 billion, indicating continued growth estimated.
Q2 2026 earnings release; major catalyst estimated to impact price by >=5%; scheduled.
Q2 2026 earnings release scheduled.
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
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.
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.
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