Sentiment Summary
Recent Events
MSCI Korea Index exclusion effective May 29, 2026; passive fund outflows are expected to cause a >5% price impact, scheduled.
Final dividend of CNY 0.0665 per share for fiscal year 2025 goes ex-dividend on 2026-05-21; the dividend amount suggests a price adjustment of approximately 1% scheduled.
First quarter 2026 earnings release scheduled. Impact depends on meeting analyst expectations, with high importance estimated due to potential 10% price impact scheduled.
Q1 2026 earnings release scheduled.
HD Hyundai announced its Q1 2026 earnings, with HD Hyundai Marine Solution reporting an operating profit of 93.4 billion KRW, a 12.5% increase year-over-year, and an operating profit margin of 16.3%.
Hanwha Engine is set to announce it won a KRW 354.2 billion order for ship engines from a European client; High importance is estimated as the contract size is significant relative to annual revenue, likely causing a price impact of 10% or more scheduled.
KAI and its labor union signed the 2026 wage and collective agreement, declaring a labor-management cooperation to achieve management goals and ensure stable production of key aircraft like the KF-21.
MSCI announced that HD Hyundai Marine Solution will be excluded from the MSCI Korea Index in its May 2026 quarterly review.
Announced Q1 2026 preliminary earnings on May 12, 2026, with revenue of KRW 66.1 billion (-12.0% YoY) and operating profit of KRW 8.0 billion (-16.2% YoY). High importance is estimated due to the significant earnings decline (>10%).
Cancellation of 10,245,600 repurchased H shares on May 12, 2026, to reduce total issued shares scheduled; Low importance estimated as it is a routine capital management action.
Announced on May 11, 2026, a contract with a European shipowner for one Liquefied Natural Gas (LNG) carrier, valued at KRW 363.2 billion, which is likely to result in a price impact of over 1% due to the contract size, expected.
Announced Q1 2026 consolidated results on 2026-05-08 with revenue of KRW 185.1 billion (+56.4% YoY) and operating profit of KRW 21.9 billion (+78.0% YoY), significantly exceeding market expectations.
Announced on May 8, 2026, the winning of contracts for eight vessels totaling KRW 2.13 trillion, representing 10.1% of 2025 revenue; high importance estimated due to significant revenue impact, scheduled.
Announced the acquisition of additional shares in its subsidiary, Sphere Nickel Cobalt Pte. Ltd., for KRW 24.7 billion on 2026-05-08. This significant investment is expected to have a >10% price impact due to its large scale relative to company size; scheduled.
Announced progress on its A-share repurchase plan on May 8, 2026, which was approved in May 2025 for a total amount of RMB 300-500 million.
RoboSense was again included in Morgan Stanley's 'Humanoid 100' list on May 8, 2026. This recognition of market leadership is estimated by market analysis to have a >1% price impact, expected.
Announced Q1 2026 consolidated earnings, with operating profit of KRW 171.1 billion, a 56.1% increase year-over-year, significantly exceeding market consensus by 45.3%.
Announced Q1 2026 consolidated earnings on May 7, 2026, reporting an earnings surprise with sales of KRW 5.9163 trillion and operating profit of KRW 905.4 billion; high importance estimated due to significant profit growth, scheduled.
Announced record Q1 2026 earnings, with revenue of KRW 1.09 trillion (+56.3% YoY) and operating profit of KRW 67.1 billion (+43.4% YoY), driven by KF-21 development and FA-50 exports.