Sentiment Summary
Recent Events
Yuanta Securities Korea Co Ltd disclosed a treasury-share retirement decision on 2026-05-07 to cancel 7,017,316 treasury shares in total on 2026-05-15, consisting of 6,916,474 common shares and 100,842 preferred shares; this is a confirmed corporate action that reduces outstanding share count.
Q1 2026 earnings release scheduled. Analysts forecast positive results and a potential earnings surprise based on strong market conditions and diversified business strategies. Estimated price impact of ~5% based on historical volatility during earnings periods. scheduled
Hankook & Company is scheduled to hold its Q1 2026 earnings and IR presentation on 2026-05-14, scheduled.
Lotte Corporation's major listed subsidiaries, including Lotte Chemical and Lotte Shopping, announced strong Q1 2026 earnings on 2026-05-12, with Lotte Chemical turning to a profit for the first time in 10 quarters; a medium price impact due to the significant turnaround is expected
Subsidiary iM Bank launched 'inter-Maum', a new brand for inclusive finance, and announced a plan to provide KRW 7.5 trillion in financial support over the next 5 years to vulnerable groups. Low importance estimated as this is a long-term social contribution plan.
South Korea's National Tax Service launched a special tax investigation into Hana Financial Group on May 8, 2026, focusing on potential tax evasion; a price impact of ≥10% is estimated due to the severity of potential charges involving top executives, expected.
Daishin Securities announced preliminary consolidated Q1 2026 net profit of KRW 149.8 billion (up 94.3% YoY) and operating profit of KRW 102.5 billion (up 164.2% YoY) on 2026-05-08. A price impact of ≥5% is estimated due to the significant earnings surprise and removal of one-off expenses.
South Korea’s Supreme Court finalized Chairman Cho Hyun-bum’s two-year prison sentence on 2026-05-08, extending governance overhang on the group.
Announced sponsorship of its second catastrophe bond, Solomon Re Ltd. (Series 2026-1), seeking at least $75 million in retrocessional protection.
The ex-dividend date for the Q1 2026 cash dividend of KRW 220 per share. The dividend represents a 10% increase year-over-year and was scheduled for payment on May 29, 2026.
LG Corp. announced its 1Q 2026 earnings on May 7, 2026. Consolidated revenue decreased by 7% year-over-year to KRW 1,801 billion, and controlling net income fell by 41% year-over-year to KRW 340 billion.
Ex-dividend date on May 7, 2026, for the Q1 2026 dividend of KRW 1,143 per share announced on April 23, 2026; medium impact expected from dividend yield, scheduled.