Catalyst Event
Samsung Electro-Mechanics Co Ltd (009150) · Other
From Akros Korea Manufacturing Core Alliance Index (KMCA)
3/18/2026, 12:00:00 AM
Annual General Meeting to announce a strategy to focus on high-growth sectors like AI servers, EVs, and humanoid robots. It was revealed that demand for FC-BGA substrates exceeds production capacity by over 50%, and mass production for some humanoid robot parts is scheduled for H2 2026. High importance is justified by the strategic shift to high-growth sectors and production capacity constraints, likely leading to a price impact of 10% or more scheduled.
Korean Translation
정기 주주총회에서 AI 서버, 전기차, 휴머노이드 로봇 등 고성장 분야에 집중하는 전략을 발표함. FC-BGA 기판 수요가 생산 능력을 50% 이상 초과하며, 일부 휴머노이드 로봇 부품은 2026년 하반기 양산 예정임을 밝힘. 신사업 전략 및 기판 수요 폭증에 따라 10% 이상의 주가 영향이 예정됨.
Related Recent Events
Hyundai Engineering & Construction Co Ltd (000720) · Earnings Release
Q1 2026 earnings release is scheduled.
5/1/2026, 12:00:00 AM
Rainbow Robotics Co Ltd (277810) · Other
The new headquarters and factory in Sejong City is expected to be completed by March 31, 2026, which is anticipated to increase production capacity expected.
3/31/2026, 12:00:00 AM
Isupetasys Co Ltd (007660) · Other
Annual dividend of KRW 230 per share for the fiscal year 2025, ex-dividend date is March 30, 2026; low importance reflects an estimated price impact of over 1%, scheduled.
3/30/2026, 12:00:00 AM
Rainbow Robotics Co Ltd (277810) · Other
The 15th Annual General Meeting of Shareholders is scheduled for March 30, 2026. Agenda items include approval of 2025 financial statements, changes to the articles of incorporation, and appointment of directors scheduled.
3/30/2026, 12:00:00 AM
Daeduck Electronics Co Ltd (353200) · Other
Annual dividend of KRW 500 per share, with an ex-dividend date of March 30, 2026. A 1-5% price impact is estimated based on typical dividend announcements.
3/30/2026, 12:00:00 AM
CLOBOT Co Ltd (466100) · Other
The 9th Annual General Meeting of Shareholders on 2026-03-27 is scheduled.
3/27/2026, 12:00:00 AM