KRX Korea Sovereign AI Index
Exposure to Korean companies driving sovereign AI through software, infrastructure, semiconductors, and energy.
Sentiment Summary
Recent Events
LG CNS is scheduled to release its next earnings report on August 19, 2026, scheduled. High importance is estimated due to potential market impact.
Q2 2026 earnings release, with low importance estimated as typical quarterly releases without pre-announced surprises usually result in <5% price movement, scheduled.
Q2 2026 earnings release, with high importance estimated due to potential market volatility following record Q1 results, scheduled.
Q2 2026 earnings release scheduled for August 18, 2026; Low importance is estimated as routine earnings typically result in minimal price impact, expected
2Q 2026 earnings release; low impact is estimated as the event has not occurred yet, scheduled.
NHN is scheduled to release its Q2 2026 earnings on August 11, 2026, scheduled.
KRAFTON's Q2 2026 earnings release with an estimated 5% price impact based on historical volatility, scheduled.
High importance estimated as earnings are a major catalyst; Q2 2026 earnings release on 2026-07-30 scheduled.
SK Hynix is scheduled to release its Q2 2026 earnings on July 29, 2026, with analysts forecasting operating profit between KRW 60 trillion and KRW 70 trillion forecasted.
Q2 2026 earnings release scheduled; analysts forecast a strong quarter, potentially the highest in the company's history, due to the reflection of high-margin projects and continued robust demand forecasted.
Global community test for 'Project Zeta' from June 25 to June 28, 2026, with an estimated 1% price impact, scheduled.
Regulatory approval from the U.S. SEC for an American Depositary Receipt (ADR) listing is anticipated on June 22, 2026, with a potential debut as early as August 2026 expected.
Analysts forecast Samsung Electronics to post record Q2 2026 operating profit of KRW 91 trillion (DS Investment & Securities) due to AI chip demand; official results expected July 2026. High importance is estimated based on the potential for significant price impact from record earnings, forecasted.
Announced a KRW 106.4 billion (approx. USD 70.43 million) contract to supply high-voltage distribution systems for a North American AI data center, with delivery scheduled from August to November 2026.
The board of directors approved an interim cash dividend of KRW 60 per common share on June 17, 2026. The record date is July 31, 2026, and the payment is scheduled for August 31, 2026. A low price impact of approximately 1% is estimated based on typical dividend yields, and the event is scheduled.
A beta test for 'Ally Duo', a new PUBG game mode featuring an AI partner, was launched, running from June 17 to July 1, 2026.
High importance estimated due to the significant growth projection; analysts forecast Q2 2026 operating profit to surge over 3,000% YoY to ~62 billion KRW on 2026-06-16, driven by price increases and strong demand for AI and automotive components, forecasted.
Stock surged over 20% on June 16, 2026, amid expectations of benefiting from SK Group's reported 1.8 trillion won renewable energy business reorganization with a global private equity firm.
Announced a mid-to-long-term goal to achieve 1 trillion KRW in operating profit from its package solution (semiconductor substrate) business by 2031, focusing on AI and high-value products.
NAVER announced the acquisition of Dunamu's stake (179,999 shares) in its subsidiary Naver Pay for KRW 29.4 billion on June 30, 2026; this consolidation of a key subsidiary is estimated to have a ~5% positive impact scheduled
Announced on June 16, 2026, that it provided advance payments to its hardware suppliers to help them secure memory chips and mitigate supply chain risks. Low importance estimated as this is a risk management measure with limited immediate market impact.
Company Chairman Kwak Dong-shin announced the completion of an KRW 8 billion personal acquisition of company shares, as part of a plan disclosed on May 19.
Designated as an unfaithful disclosure corporation by the Korea Exchange, effective June 15, 2026, due to a significant change (over 20%) in the size of its rights offering plan announced on March 26. A penalty of KRW 8 million was imposed.
Ex-rights date on June 15, 2026, for a shareholder-allocated rights offering of 53 million new shares, initially announced on March 26, 2026, and later revised.
Analysts forecast Q2 2026 operating profit to be an 'earning surprise', significantly above market consensus, due to strong demand for semiconductor substrates and optical solutions, forecasted.
Memorandums of Understanding (MOUs) with Polish R&D center 7bulls and AI developer Algomine to localize 'Sovereign Agentic OS' for the European market and conduct a public sector proof-of-concept are scheduled for 2026-06-15; this expansion into the European AI market is estimated to have a medium impact on stock value.
Announced a contract worth approximately KRW 530 billion ($350 million) with a consortium led by Korea Western Power Co. to build a gas-fired combined-cycle power plant in Duqm, Oman.
Woori Bank signed a memorandum of understanding (MOU) to provide a KRW 2 trillion financial support line over five years to Hyosung Group, including Hyosung Heavy Industries, to fund investments in advanced strategic industries.
Analysts forecast strong Q2 2026 earnings, with operating profit expected to rise over 80% year-over-year to around KRW 386 billion, driven by surging demand and price increases for AI-related components like MLCCs and FC-BGAs, forecasted.
Announced a strategic investment of KRW 50 billion (approx. USD 32.5 million) in SpaceX, completed on June 15, 2026, to align with AI expansion into aerospace and satellite communications. The stock surged following the news.
Stock price surged by nearly 30% during the closing auction on June 12, 2026, reportedly due to large buy orders from a single brokerage firm related to an ETF rebalancing
NHN appointed Yang Cheol-woong as its new CTO on June 11, 2026, to accelerate AI-native innovation; a 1% price impact is estimated from this leadership change.