KRX Korea Sovereign AI Index

Q2 2026 earnings release scheduled. Low impact expected as the announcement of the date itself is a routine procedural event.

2Q 2026 earnings release is scheduled; this is expected to have a 1-5% price impact.

Q2 2026 earnings release for August 13, 2026, which typically results in high price volatility, justifying high importance, scheduled.

Next earnings report scheduled.

Ex-rights date for Hanwha Solutions Corp's shareholder-allotted rights offering of about KRW 1.7 trillion, with the new-share allotment record date on 2026-06-16.

NAVER Cloud announced a partnership with Nvidia to build a global 'AI Factory' on June 2, 2026, aiming to establish full-stack AI capabilities. High impact expected from strategic infrastructure expansion, expected.

KB Securities raised its target price for NHN by 62% to KRW 76,000, citing the expected turnaround of the cloud business driven by GPU as a Service (GPUaaS) revenue. This positive re-rating reportedly contributed to a significant stock price increase.

Hancom announced on June 2, 2026, an MOU with Aircode for the 'AirRBI' security solution; Low importance estimated as MOUs typically have minor market impact expected.

Announced a KRW 188.3 billion contract with Toshiba Plant Systems & Services to supply Heat Recovery Steam Generators (HRSG) for a power plant in Japan, signed on May 29, 2026. The contract value is 24.3% of 2025 revenue, justifying high importance, expected.

Announced a KRW 12.38 billion contract with Samsung Electronics to supply semiconductor manufacturing equipment, representing 14.22% of 2025 revenue. The contract, effective from June 1, 2026, to November 30, 2026, is widely believed to be for High-Pressure Annealing (HPA) equipment, signaling a major entry into a market previously dominated by a competitor.

Announced the signing of an approximately 840 billion KRW EPC contract with a KEPCO-Aramco consortium for the Phase 2 construction of the Jafurah Cogeneration Power Plant in Saudi Arabia on 2026-06-01; Medium importance estimated as the contract value represents approximately 5% of annual revenue; scheduled.

Announced an MOU with NC AI on 2026-06-01 to jointly develop a 'robot foundation model' based on physical AI for industrial robots; 1% price impact estimated as MOUs are preliminary agreements expected.

NAVER announced on June 1, 2026, the reintroduction of average star ratings for businesses starting in July. Low impact expected due to minor service feature adjustment, expected.

YEST won a patent invalidation trial against competitor HPSP, with the patent tribunal invalidating a key HPSP patent for high-pressure annealing (HPA) equipment. This legal victory removes a major barrier for YEST's entry into the HPA equipment market.

SK eternix announced the signing of a large-scale direct Power Purchase Agreement (PPA) for renewable energy on May 29, 2026. The contract is for 100MW over a 25-year period, with an estimated transaction value of approximately 502.3 billion KRW, which is about 130% of the company's 2025 consolidated sales.

Announced 'Simply 2.0', a major overhaul of its mobile rate plans, integrating 5G and LTE into 18 simplified plans, effective June 1, 2026, scheduled. This overhaul is expected to simplify the tariff structure and stabilize revenue, likely resulting in a moderate market reaction.

NAVER announced a plan to invest 1 trillion KRW over five years to foster AI content and reward creators on May 28, 2026. Medium impact expected from large-scale capital commitment, expected.

Selected as a strategic partner to review manufacturability of core components for Rolls-Royce SMR's projects in the UK and Czech Republic on 2026-05-28; Low importance estimated as it is a long-term strategic partnership for market entry; scheduled.