Akros K-Manufacturing 50 Index
Broad exposure to Korea's leading manufacturers spanning semiconductors, batteries, shipbuilding, defense, and CDMO pharma.
Sentiment Summary
Recent Events
Korea Zinc is scheduled to release its Q1 2026 earnings on May 18, 2026. Analysts forecast a record-high operating profit, potentially exceeding KRW 600 billion, driven by surging gold and silver prices. High importance is estimated as a record profit of this scale is expected to drive a price impact of 10% or more. forecasted. scheduled
Q1 2026 earnings release scheduled for May 18, 2026, where analysts forecast operating profit of 25.7 billion KRW (+77% YoY); high importance is estimated based on the significant growth projection.
1Q 2026 earnings release scheduled. Analysts forecast a significant year-over-year increase in operating profit to around KRW 50.8 billion, driven by strong transformer sales, forecasted.
Q1 2026 earnings release scheduled for May 18, 2026; estimated Low impact as it is a routine scheduling announcement, scheduled.
Q1 2026 earnings release scheduled for 2026-05-17. Hanwha Investment & Securities analysts forecast revenue of KRW 1.34T (+13.8% YoY) and operating profit of KRW 251.9B (+19.3% YoY) estimated. Medium importance estimated as earnings typically drive significant price movement. Scheduled.
First quarter 2026 earnings release scheduled. As a key indicator of performance, this event is expected to have a significant market impact of approximately 5%.
Celltrion is scheduled to announce its Q1 2026 earnings on May 8, 2026. Analysts forecast consolidated sales of approximately 1.12 trillion KRW and an operating profit of around 314 billion KRW, which is estimated to have a medium market impact (≥5%) scheduled.
Q1 2026 earnings results are scheduled to be released on May 7, 2026; this is expected to have a high price impact as the first performance update of the year scheduled.
1Q 2026 earnings release scheduled for 2026-05-07; Medium impact expected as it reveals early-year performance trends.
The company's labor union has threatened its first-ever general strike to begin on May 1, 2026, following the breakdown of wage negotiations. Analysts forecast a price impact of over 10% due to significant operational risks, expected.
DB HiTek announced on April 30, 2026, its plan to cancel 1.4% of its treasury shares (592,000 shares) within the year; this is expected to have a high price impact by reducing share supply scheduled.
DB HiTek announced a corporate value-up plan on April 30, 2026, including a 2 trillion KRW investment over 5 years and a 30% shareholder return rate; this is expected to have a high price impact due to significant capital commitment scheduled.
Samsung Electronics Q1 2026 financial results announcement on 2026-04-30 with operating profit surging 756% to KRW 57.2 trillion; high impact estimated as this significantly beats market expectations, expected.
Announcement of Q1 2026 results with record revenue of KRW 3.21 trillion (+17% YoY) and operating profit of KRW 280.6 billion (+40% YoY), beating market expectations. The strong performance was driven by high demand for AI server and automotive components like FC-BGA and MLCC. The company also announced plans to more than double its 2026 capital expenditure to meet AI-related demand. High importance is estimated as the significant earnings beat and aggressive investment plans are likely to drive a price impact of 10% or more, expected.
Hanwha Aerospace Q1 2026 earnings release on April 30, 2026, with consolidated revenue of 5.751 trillion KRW and operating profit of 638.9 billion KRW. Significant profit growth is estimated to have a >10% price impact, expected.
Announced a KRW 50.27 billion contract with Bloom Energy to supply transformers for data centers in the US, equivalent to 10.02% of recent sales. The stock price rose over 20% on the news.
Released provisional Q1 2026 earnings, with operating profit of KRW 55.6 billion, a 48% increase year-over-year.
Announced Q1 2026 consolidated results with revenue of KRW 739.6 billion and operating profit of KRW 117.3 billion. Revenue increased by 102.8% YoY, and operating income turned to profit, representing an earnings surprise. High importance is justified by the significant profit turnaround expected.
Celltrion applied for marketing authorization to the European Medicines Agency (EMA) for 'Herzuma SC', a subcutaneous formulation of its breast cancer biosimilar Trastuzumab, on April 30, 2026. This first-in-class formulation is estimated to have a high market impact (≥10%) due to its significant competitive advantage.
Announced Q1 2026 results on 2026-04-30: Revenue of KRW 6.555 trillion and an operating loss of KRW 207.8 billion. This marked the second consecutive quarterly loss, which was wider than market expectations; a price impact of ≥10% is estimated due to the significant earnings miss, expected.
Q1 2026 earnings release with an operating profit of 17.7B KRW, turning to profit and beating market consensus expected; estimated medium impact as earnings surprises typically drive 5-10% price changes.
Announced Q1 2026 consolidated results on April 30, 2026, with operating profit of KRW 707 billion, beating market expectations. Medium importance is estimated due to the significant earnings surprise; event is scheduled.
Samsung Heavy Industries announced its Q1 2026 preliminary earnings on 2026-04-30, with revenue of KRW 2.902 trillion and operating profit of KRW 273.1 billion. Operating profit increased by 121.9% year-over-year, but missed the market consensus by 19.7%. This earnings miss is estimated to result in a price impact of at least 5%.
Announced a strategic partnership with Eli Lilly on April 30, 2026, to launch 'C-Lab Outside,' an open innovation center scheduled for completion in July 2027. Analysts forecast a price impact of approximately 5%, forecasted.
Announced Q1 2026 consolidated results with revenue of KRW 5.59 trillion and an operating profit of KRW 801.3 billion, exceeding market consensus; importance reflects the significant earnings beat.
Announced a new supply agreement with BMW on 2026-04-30 for 46-series cylindrical batteries. The contract is estimated to be worth around KRW 10 trillion over 10 years; a price impact of ≥5% is estimated given the scale of the deal, scheduled.
Announced a new mid-term shareholder return policy for 2026-2028 on April 30, 2026, targeting a payout ratio of 35-40% based on adjusted controlling net income. Low importance is estimated based on long-term stability; event is scheduled.
Announced a KRW 1.1 trillion investment for a 30% stake in a joint venture with Australia's Mineral Resources on April 30, 2026, securing lithium rights. Low importance is estimated based on strategic value; event is scheduled.
Board of Directors approval of Q1 2026 dividend of KRW 372 per share on 2026-04-30, with total payout of KRW 2.45 trillion and payment on 2026-05-29; low impact estimated as this is a routine corporate action, scheduled.
The National Pension Service of Korea disclosed on 2026-04-30 that it became a major shareholder with a 10.17% stake.
Announced the first operational deployment of its domestically developed Integrated Machinery Control System (ECS) on the Yang Manchun destroyer on April 30, 2026; as a technological milestone, a low price impact is expected.
Taihan Cable & Solution announced record results for Q1 2026, with revenue of KRW 1.0834 trillion and an operating profit of KRW 60.4 billion, a 122.9% increase year-over-year. The stock price rose over 11% on the news.
Q1 2026 consolidated earnings release (Revenue: KRW 4.26 trillion, OP: KRW 233.5 billion) expected on 2026-04-29. High importance is assigned due to the projected 63.9% YoY profit growth and consensus beat, likely resulting in a >10% price impact.
Ecopro announced its 1Q 2026 consolidated earnings on April 29, 2026, with an operating profit of 60.2 billion KRW, a 42-fold increase year-over-year; High importance estimated due to the massive profit growth likely driving significant market impact.
Announced Q1 2026 results on April 29, 2026, with revenue of KRW 605.4 billion and operating profit of KRW 20.9 billion. Operating profit surged 822.6% year-over-year, significantly exceeding analyst forecasts of around KRW 9.7-10.2 billion.
Announced preliminary Q1 2026 consolidated earnings with revenue of KRW 308.3 billion and operating profit of KRW 82.6 billion, an 18.5% year-over-year increase. The operating profit margin was 26.8%.
Q1 2026 consolidated operating profit reported at 22.1 billion KRW, a 55.3% decrease year-over-year due to subsidiary Hanwha Semitek's loss; high importance justified by the significant profit drop likely causing >=10% price impact, expected.
Designated as an 'Investment Warning' stock by the exchange on April 29, 2026, which led to a 9.3% stock price drop the following day.
Ecopro Materials announced its Q1 2026 consolidated earnings on 2026-04-29, reporting revenue of KRW 166.5 billion and an operating profit of KRW 15.7 billion, marking a turnaround to profit; a price impact of over 5% is expected.
Nvidia's senior director visited Doosan Robotics on April 29, 2026, to discuss technical cooperation in 'Physical AI', specifically linking Doosan's 'Agentic Robot O/S' with Nvidia's AI and robotics infrastructure. The news caused the stock to surge over 8% the next day.
Announced Q1 2026 earnings with revenue of KRW 3.88 trillion and operating profit of KRW 92.6 billion, a 205.5% increase year-over-year. This marks a return to profitability after three quarters, significantly exceeding market consensus.
Hyundai Rotem signed a cooperation contract with Poland's PGZ Group for the local production of K2PL tanks, a follow-up to the 2nd executive contract. This news led to a stock price increase of over 10% across two trading days.
Announced Q1 2026 earnings on April 28, 2026, with revenue of KRW 1.0365 trillion (+2.1% YoY) and operating profit of KRW 258.3 billion (+18.4% YoY). High importance is assigned due to the significant profit growth likely resulting in a >=10% price impact.
On April 28, 2026, Samsung SDI announced its Q1 2026 financial results, reporting a 12.6% YoY revenue increase to KRW 3.58 trillion and a significantly narrowed operating loss of KRW 155.6 billion. The company returned to net profitability, and the stock price increased by over 6% following the announcement.
The Korean Intellectual Property Tribunal's invalidation of two patents held by competitor Safetix on April 28, 2026, following a claim filed by Rainbow Robotics in October 2025; positive legal outcome with Medium importance estimated due to potential market share expansion scheduled.
Announced Q1 2026 earnings on April 28, 2026, with revenue of 15.3 billion KRW (up 189.7% YoY) but a continued operating loss of 12.1 billion KRW. The significant revenue growth was offset by continued unprofitability.
Announced a Q1 2026 cash dividend of KRW 1,300 per common share on April 28, 2026. The record date is May 13, 2026, and the payment date is May 27, 2026. Low importance reflects an estimated 1-5% price impact.
LG Innotek announced its Q1 2026 earnings on April 27, 2026, with revenue of KRW 5.53 trillion (+11.1% YoY) and operating profit of KRW 295.3 billion (+136% YoY), significantly exceeding market expectations.
Announced Q1 2026 earnings with an operating profit of 441.1 billion KRW (+70.6% YoY) and net profit of 500.0 billion KRW (+131.8% YoY), significantly exceeding market expectations.
Announced Q1 2026 preliminary earnings on 2026-04-27, with revenue of KRW 68.3 billion (YoY +115%) and operating profit of KRW 23.6 billion (YoY +237%), beating market expectations due to strong demand for AI semiconductor test sockets. High importance is assigned as this significant earning surprise is estimated to cause a >10% price impact.
On April 27, 2026, a minority shareholder group filed a criminal complaint and a petition with financial authorities against the company's outside directors concerning a KRW 550 billion fund investment. Medium importance is estimated as legal actions against the board typically result in a price impact of 5% or more.
Q1 2026 earnings released: revenue KRW 2.3049 trillion and operating profit KRW 190.7 billion, up 22.1% and 88.3% YoY; likely positive as the results beat market expectations and prompted about a 5% share-price gain the next trading day.
Reported Q1 2026 results on April 27, 2026, with revenue of KRW 807.1 billion (+17% YoY) and a net loss of KRW 95.8 billion due to losses at subsidiary Philly Shipyard; as the results missed market expectations, a medium price impact is expected.
Analysts at BNK Investment & Securities maintained a 'Hold' rating on April 27, 2026, citing concerns of a potential slowdown in the second half of the year estimated.
Announced an agreement with Mousterian Corporation (M3) on 2026-04-27 to jointly develop and deliver floating data centre (FDC) projects, aiming to enter the digital infrastructure sector. This new business entry is estimated to result in a price impact of at least 1%.
CEO Kwak Dong-shin is scheduled to acquire approximately 3 billion KRW worth of company shares on April 27, 2026, signaling confidence in the company's growth. Estimated price impact >=1% due to positive insider sentiment scheduled.
Founder and CEO Lee Chae-yoon announced a plan on April 24, 2026, to sell 7 million shares (9.18% stake) via a block deal between May 26 and June 24, 2026, causing a 14% price drop on the following day.
Announced preliminary Q1 2026 consolidated earnings on 2026-04-24. Operating profit rose 130.3% YoY to 51.4 billion KRW, beating market expectations. High importance due to the significant earnings growth likely causing a >10% price impact.
Q1 2026 earnings released on April 24, 2026. Revenue increased 26.2% YoY to KRW 1.36 trillion and operating profit surged 48.7% YoY to KRW 152.3 billion, driven by strong demand for power equipment. The company also secured record-high quarterly new orders of KRW 4.17 trillion.
Announced Q1 2026 earnings on April 24, 2026, with revenue of KRW 574.6 billion (+18.3% YoY) and operating profit of KRW 93.4 billion (+12.5% YoY). The stock price surged over 11% on the next trading day, April 27, 2026.
The company announced record-high Q1 2026 earnings, with sales of KRW 1.46 trillion (+23.9% YoY) and operating profit of KRW 224.2 billion (+10.5% YoY), driven by the defense division. The stock price surged 5.9% following the announcement.
Announced the acquisition of the 'STQC' cybersecurity certification in India for video surveillance equipment; low importance justified by the operational nature likely causing >=1% price impact, scheduled.