Exposure to Korean companies driving sovereign AI through software, infrastructure, semiconductors, and energy.
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.
2Q 2026 earnings release scheduled. A medium impact is estimated by analysts based on the 2026-04-29 earnings surprise.
2nd quarter 2026 earnings release, which typically drives significant price volatility, is 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.
Q2 2026 earnings release scheduled for August 18, 2026. Analysts forecast a decline in operating profit compared to the previous year, citing increased costs and a high base effect, which may negatively impact short-term sentiment and dividend growth expectations, forecasted.
Q2 2026 earnings release scheduled for 2026-08-12. Analysts forecast operating profit exceeding consensus, which is expected to have a medium positive impact, scheduled.
SK Telecom is scheduled to announce its Q2 2026 financial results on August 11, 2026. Analysts forecast a significant year-over-year recovery in operating profit, continuing the trend from Q1, reflecting business normalization and growth in the AI data center segment forecasted.
NHN Corp is scheduled to release its Q2 2026 earnings on August 11, 2026, as forecasted by financial data providers. Analysts forecast growth in the cloud business; Medium importance is estimated based on the potential impact of cloud sector performance, scheduled.
2Q 2026 earnings release scheduled. Analysts forecast revenue to be strong but operating profit to miss consensus by approximately 6% due to increased investments in AI and partnerships forecasted. A price impact of approximately 6% is estimated.
Q2 2026 earnings release scheduled. Earnings reports typically drive significant market volatility, justifying a medium importance estimate, scheduled.
LG Uplus is scheduled to announce its Q2 2026 earnings on August 6, 2026. Analysts forecast a record-high quarterly operating profit, exceeding KRW 300 billion, driven by cost efficiencies and growth in the B2B sector, scheduled.
The ex-dividend date for the semi-annual dividend is August 4, 2026. The expected dividend is KRW 250 per share, with the payment scheduled for August 20, 2026, expected.
Q2 2026 earnings release; high impact expected as analysts forecast a significant YoY profit increase, scheduled.
Q2 2026 earnings release for July 31, 2026. Importance is estimated as Medium as quarterly results typically drive significant market interest, 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 is scheduled for July 30, 2026. Analysts forecast revenue of KRW 3.69 trillion and operating profit of KRW 246.7 billion, which is estimated to cause a >=5% price impact, forecasted.
Ex-dividend date of July 30, 2026, for the second quarter dividend, with payment scheduled for August 21, 2026, scheduled.
Q2 2026 earnings results and mixed analyst forecasts regarding operating profit and HBM leadership; significant price impact due to HBM market leadership expected.
KRAFTON is scheduled to announce its Q2 2026 financial results on 2026-07-29. Analysts forecast revenue of 1.19 trillion KRW and operating profit of 367.1 billion KRW, driven by strong sales of 'Subnautica 2' and sustained 'PUBG' performance. A high positive impact is expected due to the significant earnings surprise expected.
2Q 2026 earnings release scheduled for 2026-07-29. Analysts forecast operating profit to exceed market expectations, driven by higher solar module prices and AMPC benefits; a positive market reaction of ≥5% is estimated based on historical earnings beats scheduled.
Q2 2026 earnings release scheduled for 2026-07-27. High importance is estimated as earning surprises often trigger ≥10% price impact. Analysts from KB Securities and Hana Securities forecast a significant earning surprise due to strong performance in optical solutions and FC-BGA divisions, forecasted.
Q2 2026 earnings release scheduled, with analysts forecasting strong performance driven by North American transformer demand.
Announced the sale of a U.S. venture capital fund for approximately 125.5 billion KRW on 2026-07-16 as part of a self-rescue plan to improve its financial structure. The market reacted negatively with a ≥5% price impact due to its connection with a potential dilutive rights offering.
LS Securities forecast Q2 2026 operating profit to be below consensus at 130.5 billion KRW (-7.3% YoY), citing data center project delays and investment costs. Importance is estimated as Medium as profit misses often impact investor sentiment, forecasted.
On 2026-07-15, KRAFTON announced its lineup for Gamescom 2026 (Aug 26-30), featuring five upcoming titles including a new unannounced game from PUBG STUDIOS. This signals a strong pipeline and IP diversification strategy.
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.
'AX Tech Connect 2026' event on July 15, 2026, to showcase its AI transformation (AX) strategy, R&D progress, and future technologies including its proprietary AI model 'Mideum K', scheduled.
Hanmi Semiconductor announced record-high Q2 2026 results on July 14, 2026, with revenue of KRW 251.1B (+39.5% YoY) and operating profit of KRW 130.3B (+51.0% YoY), driven by strong demand for HBM manufacturing equipment. The stock price rose by the daily limit of 29.88% the following day.
A court granted an injunction to halt the company's CEO appointment process, creating leadership uncertainty.
The 'Just Transition for the Power Industry Committee' announced an agreement for Kepco KPS to directly hire its subcontracted workers to enhance job security.
The company announced a correction on July 14, 2026, to its April 14, 2026 contract with Korea Hydro & Nuclear Power, increasing the contract value to 62.3B KRW. Low impact estimated as the increase is relatively small.
A court ruled on 2026-07-13 that the game 'ROM: Remember of Majesty' did not infringe on the copyright of NCsoft's 'Lineage W'. This loss in the lawsuit is expected to have a medium negative impact due to weakened IP protection, expected.