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
Q1 2026 earnings release, a recurring event with potential for significant price impact, scheduled
The company is scheduled to announce its Q1 2026 earnings results on 2026-05-07. Analysts forecast a significant year-over-year increase in operating profit, potentially exceeding 1.1 trillion KRW, which is estimated to cause a ≥10% price impact forecasted.
Samsung Heavy Industries is scheduled to release its Q1 2026 earnings results on April 30, 2026. Analysts forecast a significant increase in operating profit, potentially up by 176% year-over-year, due to a shift to higher-priced vessel construction; this growth is expected to drive a price impact of over 10% scheduled.
1st quarter 2026 earnings release scheduled. Estimated to have a low market impact of approximately 1-5% based on historical volatility.
Announced the decision to cancel 437,582 treasury shares worth approximately 40 billion KRW on May 8, 2026. This action is expected to have a high impact of over 10% by significantly reducing the number of outstanding shares.
The KFTC's 2026-04-28 announcement of a three-year extension of corrective measures for the Hanwha-Daewoo merger, affecting Hanwha Engine; medium importance is estimated as regulatory constraints typically result in a >5% price impact, expected.
HD Hyundai Heavy Industries announced its 1Q 2026 earnings on April 28, 2026, with consolidated sales of KRW 5.5156 trillion and an operating profit of KRW 262.2 billion.
South Korea's Fair Trade Commission announced on 2026-04-28 the extension of conditional measures on Hanwha's acquisition of the company for another three years to prevent anti-competitive practices. This regulatory extension is expected to have a minimal price impact of around 1%; scheduled.
HD Construction Equipment announced Q1 2026 earnings on 2026-04-27, reporting a 22.1% revenue increase and 88.3% operating profit surge, leading to a significant stock price increase.
Announced a contract with a European shipowner to build two container ships for approximately KRW 357.2 billion, representing 17.86% of recent annual sales. The contract date is April 27, 2026.
Hanwha Ocean announced its Q1 2026 preliminary earnings on 2026-04-27, reporting a 70.6% YoY increase in operating profit to KRW 441.1 billion and a 2.1% YoY increase in revenue to KRW 3.21 trillion, beating market consensus. This significant earnings beat is expected to drive a price impact of over 5%; expected.
The company announced on 2026-04-27 a KRW 127.2 billion capital increase for its wholly-owned subsidiary, Ocean E&I, to strengthen its offshore wind power business. This investment is expected to have a minor price impact of around 1%; scheduled.
Q1 2026 preliminary consolidated earnings announcement on 2026-04-24, with operating profit of KRW 51.4 billion (up 130.3% YoY) and net profit of KRW 52.9 billion (up 172.3% YoY); high importance is estimated due to significant profit growth likely causing a >10% price impact, expected.
Announced Q1 2026 earnings with revenue of KRW 574.6 billion (+18.3% YoY) and operating profit of KRW 93.4 billion (+12.5% YoY), beating market expectations. The stock price surged over 10% following the announcement.
Announced a quarterly cash dividend of KRW 900 per common share. The record date is May 11, 2026, and the payment date is June 5, 2026.
It was confirmed that the 2nd largest shareholder, KKR, sold a significant portion of its remaining shares, which was viewed by analysts as a resolution of the stock's overhang risk.
Hankuk Carbon signed a 100 billion KRW investment agreement with Miryang City to build a new LNG insulation material production facility and a logistics complex.
The company presented its proprietary Floating Data Center (FDC) model at Data Center World 2026 and obtained conceptual design approvals from major classification societies, signaling a strategic move into the AI infrastructure market; the price impact of this new business entry is estimated.