Akros Korea Manufacturing Core Alliance UCITS Index
Targeted exposure to Korea's strategic manufacturing leaders across six sectors powering the US-Korea supply chain alliance.
Sentiment Summary
Recent Events
On 2026-06-26, LIG Defense and Aerospace Co Ltd disclosed a KRW 499,999,948,428 third-party allotment capital increase, issuing 876,153 non-voting unlisted preferred shares to raise funds for facility expansion in Gumi and Gimcheon. This was not a shareholder rights offering.
Q2 2026 earnings release for August 26, 2026, with importance estimated at Medium as earnings reports typically drive significant price volatility scheduled.
Q2 2026 Doosan Enerbility Co Ltd Earnings Release on 2026-08-19 analysts forecast and scheduled. High impact expected due to typical earnings volatility; scheduled.
Q2 2026 earnings release scheduled; importance reflects expected earnings volatility; analyst forecasts indicate strong growth but below consensus, which is estimated
Q2 2026 earnings release is scheduled for August 19, 2026. Earnings releases typically result in moderate price volatility, expected.
Ecopro Materials is scheduled to announce its Q2 2026 earnings on August 19, 2026; a price impact of ≥1% based on historical volatility is estimated, scheduled.
Q2 2026 earnings release scheduled for 2026-08-18. Analysts forecast a 22.6% YoY increase in operating profit to 104.5 billion KRW, forecasted. Medium importance estimated due to significant profit growth.
Q2 2026 earnings release scheduled.
Q2 2026 earnings release scheduled; medium impact expected as earnings reports typically drive significant price volatility.
The Q2 2026 earnings release is scheduled.
Q2 2026 earnings release scheduled.
Q2 2026 earnings release, with low impact estimated as it is a routine financial disclosure, scheduled.
Q2 2026 earnings release scheduled. Analysts forecast continued strong performance following Q1, forecasted. Medium importance estimated as earnings results typically drive significant price movement, scheduled.
Q2 2026 earnings release scheduled.
Jusung Engineering is scheduled to announce its Q2 2026 earnings on August 7, 2026. Analysts forecast revenue of approximately KRW 66.9 billion scheduled. Low importance is estimated as the announcement date itself typically has minimal immediate price impact.
Q2 2026 earnings release scheduled.
Q2 2026 earnings release scheduled for August 6, 2026. Analysts forecast significant year-over-year growth for the full year 2026, forecasted. Neutral impact is estimated due to market anticipation.
Q2 2026 earnings release scheduled.
Q2 2026 earnings release scheduled. Analysts forecast record performance driven by strong demand for AI memory chips like HBM, forecasted.
2026 Q2 earnings release scheduled. Analysts forecast results will exceed market expectations due to price increases and demand recovery, forecasted.
Q2 2026 earnings release scheduled. Analysts forecast revenue of approx. KRW 3.28 trillion and operating profit of approx. KRW 385.6 billion, an 85% YoY increase, driven by AI demand; neutral impact expected until results are released, forecasted and scheduled.
Hyundai Mobis is scheduled to announce its Q2 2026 earnings results on July 24, 2026; high importance is estimated as earnings are key price drivers with potential impact ≥10%, expected.
Hyundai Motor Co. is scheduled to release its Q2 2026 earnings report on July 23, 2026. Analysts forecast record revenue but a year-over-year decrease in operating profit. High importance is estimated as earnings releases for major automotive companies often result in price impacts exceeding 10%, scheduled.
Multiple analysts forecast a return to operating profit for the first time in 7 quarters for the Q2 2026 earnings release on July 23, 2026, with estimates ranging from 7 to 32 billion KRW forecasted. This return to profitability is expected to have a medium market impact and the release is scheduled.
HD Hyundai Heavy Industries is scheduled to release its Q2 2026 earnings on July 23, 2026. Analysts forecast a significant increase in operating profit, potentially exceeding KRW 1 trillion, driven by high-value ship orders and strong performance across all business divisions; a >5% price impact is estimated due to the scale of the profit growth, expected.
Samsung Electronics is expected to unveil its 8th generation foldable smartphones, including the Galaxy Z Fold 8 with a new wider form factor, at a global launch event on July 22, 2026. This product launch is estimated to have a 5% price impact, scheduled.
Scheduled listing of American Depositary Shares (ADS) on the Nasdaq Global Select Market under the ticker 'SKHY', following an initial public offering to raise capital for facility and equipment investments, scheduled.
Samsung Electronics is scheduled to announce its preliminary earnings for the second quarter of 2026 on July 7, 2026. Analysts forecast record-high operating profits potentially exceeding 84 trillion KRW, which is estimated to cause a price impact of over 10% due to the memory supercycle, forecasted.
LG Electronics is scheduled to announce its preliminary earnings for the second quarter of 2026 on July 7, 2026. Analysts forecast a significant increase in operating profit, potentially exceeding 1 trillion KRW, driven by a U.S. tariff refund and strong performance in core businesses; high importance is estimated due to the projected profit growth, scheduled.
On July 5, 2026, the company announced it will refund approximately KRW 7 million per person in meal costs to about 1,600 foreign workers, retroactive to January 2023, and provide free meals going forward, resolving a recent labor issue.
The LG Energy Solution-Honda joint venture plant in Ohio is set to commence mass production of ESS battery cells. Analysts estimate a 5-10% price impact due to the strategic shift to the North American ESS market, scheduled.
Samsung SDI announced a plan on July 3, 2026, to invest a total of 25 trillion KRW in its Ulsan and Cheonan plants for next-generation battery production. This massive investment scale had a high market impact.
On July 3, 2026, the company announced a KRW 25 trillion investment plan for space and AI through 2040, including a KRW 10 trillion data center; analysts estimate a high (>10%) price impact expected.
Announced a long-term investment plan of approximately 23 trillion KRW by 2040, focusing on the space ecosystem and defense AI data center. This major strategic shift is estimated to have a high market impact due to the scale of investment.
The South Korean government announced the 'Korea Aerospace Industry Nurturing Strategy' on 2026-07-03. Medium importance estimated as it provides long-term growth catalysts.
Announced a long-term investment plan of KRW 8 trillion by 2040 for its Sejong plant to establish a global manufacturing hub for AI server package substrates.
Announced a long-term framework agreement on July 2, 2026, with a global big tech company to supply up to KRW 1.12 trillion in power and distribution equipment for North American data centers, with deliveries scheduled through 2028.
Long-term supply agreement with AusNet worth KRW 312 billion, a significant contract with medium impact, scheduled
Received a KRW 273.4 billion order from an Oceanian shipper for two crude oil carriers, to be delivered by June 2029
Selected as the preferred bidder for the KRW 7.8 trillion Korean Next-Generation Destroyer (KDDX) detailed design and lead ship construction project by the Defense Acquisition Program Administration on July 1, 2026; High importance estimated due to contract size likely causing >=10% price impact.
On July 1, 2026, Hyundai Motor America reported record total sales for June, Q2, and the first half of 2026, with June sales increasing 11% year-over-year.
At the company's 56th anniversary ceremony on July 1, 2026, CEO Choi Joo-sun expressed confidence in a full-year earnings turnaround for 2026, citing major ESS project wins and expanded contracts with premium EV manufacturers. This CEO commitment had a medium market impact.
Disclosed in an amended SEC filing that a putative antitrust class action suit was filed in the U.S. alleging conspiracy to inflate DRAM prices since October 2022.
Scheduled to participate in the 'KOSDAQ CONNECT 2026' investor relations (IR) event from July 1-3, 2026, scheduled. Low importance estimated as IR events typically have minor price impact.
Announced a KRW 454 billion (approx. $294 million) supply contract for AI server MLCCs with a major global tech firm, with the contract period set for 2027.
Announced securing 15 contracts worth a total of 672.7 billion KRW in H1 2026, with 12 of these contracts from Chinese shipyards, exceeding the previous year's total revenue.
Announced a rights offering of approximately 1.2 trillion KRW (9,900,990 new shares) via shareholder allocation. The record date for allocation is 2026-09-04, and new shares are scheduled to be listed on 2026-11-05.
Increased stake in KAI to 11.21% as of June 30, 2026, via open market purchases to become the second-largest shareholder; analysts estimate a medium (>=5%) price impact expected.
On June 30, 2026, the company announced the establishment of a 'Robotics Business Center' directly under the CEO to accelerate its physical AI and robotics business.
On June 30, 2026, the company secured two major contracts totaling approximately KRW 885 billion for one Floating Storage Regasification Unit (FSRU) and one Liquefied Natural Gas Carrier (LNGC).
On June 30, 2026, the company published its 2025-2026 Sustainability Report, announcing it had already surpassed its 2030 goals for greenhouse gas reduction and waste recycling.
Held a completion ceremony on June 30, 2026, for its new headquarters in Sejong Technovalley, integrating R&D and production facilities. A price impact of 1% or more is expected.
Announced a mid- to long-term investment strategy totaling approximately 1,100 trillion won to expand memory chip production facilities in Korea.
Announced a strategic investment in CIS Chemical on June 29, 2026, to strengthen cooperation in the LFP and NCM battery recycling field.
Published the 'Sustainability Report 2026', detailing ESG management achievements and strategies; low importance as ESG reports generally have a minor price impact of ≥1%.
Announced as one of over 100 companies participating in the government-led Honam Semiconductor Cluster megaproject on June 29, 2026, expected. Low importance estimated due to the large number of participants.