Targeted exposure to Korea's strategic manufacturing leaders across six sectors powering the US-Korea supply chain alliance.
Q2 2026 earnings release scheduled for 2026-08-26; analysts forecast continued strong performance due to the ongoing power equipment supercycle and robust demand from North America, and a >10% price impact is expected.
Q2 2026 earnings release on August 19, 2026; importance is estimated as High as earnings are a key driver for this high-growth stock; scheduled.
2Q 2026 earnings release scheduled. A medium impact is estimated by analysts based on the 2026-04-29 earnings surprise.
Q2 2026 earnings report scheduled. Medium importance is estimated as the market monitors whether record Q1 revenues can lead to profitability.
Q2 2026 earnings release scheduled.
Q2 2026 earnings release scheduled for 2026-08-18. Analysts forecast operating profit of approximately KRW 35.5 billion, a YoY increase of about 103% forecasted. High importance is estimated based on the projected doubling of operating profit.
Q2 2026 earnings release scheduled for August 18, 2026. High importance estimated as the market expects a turnaround from Q1 losses, likely causing >10% volatility scheduled.
Isupetasys is scheduled to announce its Q2 2026 financial results on August 18, 2026; a 5% price impact is estimated due to strong demand for AI accelerators, scheduled.
Q2 2026 earnings release scheduled. Analysts forecast record quarterly orders and operating profit to exceed 160 billion KRW, driven by North American data center demand; medium importance is estimated based on potential market impact, 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. Analysts forecast a significant year-over-year increase in operating profit, which is forecasted and scheduled. This is estimated to have a high impact (over 10%) by confirming a strong growth trend.
L&F is scheduled to announce its Q2 2026 earnings results on or around August 7, 2026. Market impact is estimated at Medium as earnings releases typically drive significant volatility scheduled.
Q2 2026 earnings release scheduled.
Q2 2026 earnings release is scheduled for August 6, 2026, with analysts forecasting a YoY decline in operating profit; neutral impact is expected as the forecast is likely priced in, making the results forecasted.
Q2 2026 earnings release and conference call scheduled.
Q2 2026 earnings release; high impact expected as analysts forecast a significant YoY profit increase, scheduled.
Q2 2026 earnings release scheduled for 2026-07-31; analysts forecast revenue of approximately KRW 680 billion and operating profit of KRW 27 billion forecasted.
Samsung SDI's Q2 2026 earnings release is scheduled for July 30, 2026. Analysts forecast a significant reduction in operating loss or a potential return to profitability driven by strong sales in the ESS and AI data center battery sectors, with a predicted price impact of over 10% scheduled.
Q2 2026 earnings release scheduled. Analyst forecasts suggest a significant year-over-year increase in operating profit, driven by strong demand for AI-related components like MLCC and FC-BGA, forecasted.
Q2 2026 earnings release scheduled for 2026-07-30. Analysts forecast a significant recovery in operating profit for the quarter. Estimated Low importance due to expected price impact of 1% or more scheduled.
Q2 2026 earnings results and mixed analyst forecasts regarding operating profit and HBM leadership; significant price impact due to HBM market leadership expected.
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.
Q2 2026 earnings release scheduled, with analysts forecasting strong performance driven by North American transformer demand.
Hyundai Mobis is scheduled to announce its Q2 2026 financial results on July 24, 2026. Analysts forecast that the results will be in line with market expectations, driven by strong performance in the After-Sales (A/S) division, with an expected operating profit of around KRW 922 billion, a 6% year-over-year increase. This event is 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
Importance is estimated as High due to the potential for significant market volatility following the announcement; Q2 2026 earnings release is scheduled.
Hyundai Motor Co. is scheduled to announce its Q2 2026 financial results on July 23, 2026. Analysts forecast a year-over-year decline in operating profit, but expect a recovery in the second half of the year, forecasted.
The labor union has announced an escalation of partial strikes to four hours per day from July 20 to July 22, 2026, following earlier two-hour strikes from July 13-15, 2026, due to stalled wage negotiations. This action is expected to cause significant production and sales losses, expected.
Hyundai Motor Group announced it will acquire SoftBank's remaining stake in Boston Dynamics on July 16, 2026, making it a wholly-owned subsidiary. The move, triggered by SoftBank exercising its put option, is expected to accelerate robotics business strategy and a potential U.S. IPO, expected.
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
Announced a technology roadmap on 2026-07-16, including plans to mass-produce sulfide-based solid electrolytes for all-solid-state batteries as early as 2027.
Announced on July 15, 2026, that LGES will supply LFP-based ESS batteries for Google's largest solar and ESS project in the U.S., the 'Still River Energy Center'. The project has an initial capacity of 2 GWh, expandable to 2.9 GWh, with operations starting in 2029. This major contract is estimated to have a medium market impact.
Announced the disposal of 32,520 treasury shares (approx. 6.1 billion KRW) for employee bonuses and the expansion of its RSU program to overseas employees.
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.
Announced an 18.1 billion KRW (62.85% stake) investment in 'Hyundai Investment Partners CL Robo-Automation New Technology Combination' fund, effective July 14, 2026, to secure actuator production automation synergy. High importance estimated due to the scale of investment relative to market cap expected.
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 2026-07-14, the company announced a decision to acquire 339,411 of its own shares for shareholder value enhancement. This is estimated to have a medium impact (over 5%) by improving the supply-demand balance.
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
Announced preliminary Q2 2026 earnings with revenue of KRW 56.8B (+16.1% YoY) and operating profit of KRW 12.5B (+96.6% YoY), leading to a stock price increase of over 10%.