Akros Korea Manufacturing Core Alliance Index

On 2026-04-03, CLOBOT disclosed a shareholder-allotted paid-in capital increase with a public offering of unsubscribed shares, issuing 5,494,500 new common shares for about KRW 200.0 billion. Public reporting and company materials state the proceeds are intended in part to fund the acquisition of Doosan Logistics Solutions (DLS), and the new-share allotment record date was set for 2026-06-09.

Q1 2026 earnings release scheduled for May 18, 2026; estimated Low impact as it is a routine scheduling announcement, scheduled.

Q1 2026 earnings release on May 14, 2026, is scheduled. Market reaction will depend on results versus expectations for the semiconductor equipment sector; estimated as Medium importance scheduled.

Q1 2026 earnings release on May 14, 2026, for which a medium impact is estimated due to the historical volatility associated with quarterly financial results, scheduled.

1Q 2026 earnings release scheduled for 2026-05-07; Medium impact expected as it reveals early-year performance trends.

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 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.

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.

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 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 'Corporate Value-Up Plan' on Apr 30, 2026, detailing strategies for shareholder returns, long-term sales growth, and ESG commitments. A medium impact is estimated as such plans typically improve investor sentiment and valuation.

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.

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.

Announced Q1 2026 earnings with revenue of KRW 346.3 billion (+60.8% YoY) and operating profit of KRW 51.3 billion, a significant turnaround to profit from a loss in the previous year, beating market expectations; high impact estimated due to the significant profit turnaround.

Announced a KRW 319 billion contract with Bloom Energy on April 29, 2026, to supply power distribution solutions for a major tech company's hyperscale data center in New Mexico, USA. The contract value represents 6.42% of recent annual sales, which is estimated to have a medium price impact, scheduled.

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.

Signed an MOU with Jeollanam-do province on April 29, 2026, to cooperate on fostering the intelligent robot industry, scheduled. Low importance due to the non-binding nature of the agreement.

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.

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.

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.

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.

Designated as an 'Investment Warning' stock by the Korea Exchange effective April 27, 2026, due to recent stock price volatility; high impact estimated due to the regulatory designation and potential trading restrictions.

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.