KRX Shipbuilding TOP10 Index
The index consists of 10 companies listed in South Korea that are closely related to the shipbuilding industry, with an emphasis on exports and marine engines.
Sentiment Summary
Recent Events
HD Korea Shipbuilding & Offshore Engineering is scheduled to announce its Q1 2026 earnings on May 7, 2026. Analysts forecast a significant increase in operating profit, potentially exceeding 1 trillion KRW, driven by high-value vessel sales and improved productivity. This milestone is estimated to have a price impact of over 10%, scheduled.
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.
The National Pension Service of Korea disclosed on 2026-04-30 that it became a major shareholder with a 10.17% stake.
Announced preliminary Q1 2026 consolidated earnings with revenue of KRW 308.3 billion and operating profit of KRW 82.6 billion, an 18.5% year-over-year increase. The operating profit margin was 26.8%.
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.
A KRW 357.2 billion contract win from a European shipowner, representing 17.86% of 2025 revenue, is likely to have a significant positive price impact on 2026-04-27 expected.
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%.