Akros U.S. AI Tech Top10 & Korea High Dividend 3070 Index
U.S. AI tech growth meets Korea high dividends for tax-efficient dividend share growth.
Sentiment Summary
Recent Events
Broadcom's second-quarter fiscal year 2026 earnings release and conference call, estimated to have a >10% price impact given the high volatility of AI-related earnings, is scheduled.
Google's annual I/O developer conference is scheduled for May 19-20, 2026, where new developments in AI and Android are expected. Medium impact estimated due to potential major product reveals, expected.
Q1 2026 earnings release on May 18, 2026, with importance estimated as Medium due to potential market impact, scheduled.
Q1 2026 earnings release scheduled.
The Q1 2026 earnings release is scheduled.
Kiwoom Securities is scheduled to announce its Q1 2026 earnings on May 12, 2026. Analysts forecast a significant increase in net profit, estimated around 421.9 billion KRW, a 79.3% year-over-year increase, driven by strong brokerage and trading income. A price impact of at least 1% is expected based on historical earnings volatility. This event is scheduled.
Q1 2026 earnings release scheduled for 2026-05-08. Analysts forecast a year-over-year profit decline. Medium importance estimated based on historical price reaction to earnings misses scheduled.
Q1 2026 earnings release scheduled. Analysts forecast EPS of $1.04 on revenue of about $9.85 billion. Medium importance estimated at ≥5% as earnings reports are key volatility drivers; forecasted.
Apple's fiscal second quarter 2026 earnings results and conference call on April 30, 2026, are scheduled. Analysts will monitor iPhone 17 sales and margins. Medium importance is estimated due to typical earnings-related price impact of 5% or more, and the event is scheduled.
Meta Platforms is scheduled to release its Q1 2026 financial results after market close on April 29, 2026, followed by a conference call. This is a recurring high-importance event that typically causes significant stock price volatility, scheduled.
Microsoft's fiscal year 2026 third-quarter financial results are scheduled to be released after market close on April 29, 2026, expected.
Alphabet's Q1 2026 earnings results and conference call are scheduled for April 29, 2026. Low impact estimated for this routine announcement, scheduled.
Q1 2026 earnings release scheduled for 2026-04-28. Analysts forecast revenue of 1.95T KRW and EPS of 1,517.98 KRW. High importance estimated due to expected high volatility from the first earnings report of the year, forecasted.
Q1 2026 earnings release scheduled. Analysts at Mirae Asset Securities (Apr 7, 2026) and Hana Securities (Apr 3, 2026) forecast record-high or consensus-beating results, respectively, driven by strong brokerage and IB performance, forecasted.
Q1 2026 earnings release is scheduled.
Kia is scheduled to release its Q1 2026 earnings report on April 24, 2026, as analysts forecast. High importance is estimated due to potential price impact exceeding 10% from the first quarterly results of the year, forecasted.
Tesla is scheduled to release its Q1 2026 financial results after the market close on April 22, 2026; high impact is estimated based on historical earnings volatility, scheduled
Payment date for the fiscal year 2025 dividend of 1,230 KRW per share on 2026-04-17.
TSMC is scheduled to release its Q1 2026 earnings on April 16, 2026. Analysts forecast revenue around $35.5 billion (+39% YoY) and EPS of $3.29 (+55% YoY), driven by strong AI demand. The company pre-announced record Q1 revenue of $35.7 billion on April 10. High importance is estimated as the results are expected to drive a price impact of 10% or more. This event is scheduled.
Announced preliminary consolidated earnings for FY2025 (ending 2026-03-31), with operating profit increasing 40.4% YoY to KRW 191.1 billion and net profit increasing 33.3% YoY to KRW 149.6 billion.
The final resolution of the long-standing Investor-State Dispute Settlement (ISDS) case initiated by Schindler was confirmed, with the South Korean government successfully recovering all legal costs. This event removes a major governance and legal risk that has been an overhang for the company for over a decade.
On April 15, 2026, the European Commission threatened to impose interim measures on Meta, requiring it to revise WhatsApp's AI policies that allegedly harm competition. Potential fines can reach 10% of global revenue, creating significant regulatory risk.
The Financial Services Commission postponed the review for Samsung Securities' short-term financing (note issuance) business license on 2026-04-15, delaying the company's entry into the business.
CEO Elon Musk announced on April 15, 2026, that the company's AI5 self-driving chip completed the design phase and is moving to fabrication, leading to a stock rise of over 5%.
UBS upgraded its rating on Tesla stock from 'Sell' to 'Neutral' on April 15, 2026, citing a more balanced risk/reward profile, which contributed to a stock price increase of over 5%.
Daou Technology, as the largest shareholder of Saramin, increased its stake in Saramin to 35.56% following a tender offer on April 15, 2026, bringing the total stake of related parties to 58.24%.
Launched the 'Laufenn S FIT2' tire in Europe on April 15, 2026; regional product launches typically have limited immediate impact on global stock prices, scheduled
Aptoide filed an antitrust lawsuit against Google on April 15, 2026, alleging abuse of dominance in the Android app distribution market.
On April 14, 2026, Microsoft announced its intent to purchase land to significantly expand its datacenter operations in Cheyenne, Wyoming, as part of its AI infrastructure build-out.
NVIDIA announced 'Ising' on April 14, 2026, the world's first family of open-source AI models designed to accelerate research and development in quantum computing by improving processor calibration and error correction.
On April 14, 2026, NVIDIA officially denied a media report that it was in discussions to acquire a major PC manufacturer. The rumor had caused a brief stock price increase for PC makers like HP and Dell.
Analysts at Meritz Securities and Hanwha Investment & Securities forecast that Q1 2026 earnings will be sluggish and miss market consensus, citing one-off costs of around 12 billion KRW for workforce restructuring and digital investments, forecasted.
Executive Vice President and Chief Business Officer Sumit Sadana sold 24,000 shares of Micron stock on April 10, 2026, for approximately $10.1 million. Analysts estimate a 1% price impact expected.
Signed a Memorandum of Understanding (MOU) with GS E&C to co-develop modular elevators, aiming to enhance construction efficiency and safety.