KRX Korea Sovereign AI Index
Exposure to Korean companies driving sovereign AI through software, infrastructure, semiconductors, and energy.
Sentiment Summary
Recent Events
Q1 2026 earnings release is scheduled. Estimated importance is Medium based on the high volatility following past earnings announcements, scheduled.
Q1 2026 earnings release scheduled. Expected to cause at least 1% price volatility based on historical earnings impact.
The company is scheduled to release its Q1 2026 earnings on May 15, 2026. Analysts forecast strong results, with operating profit estimates ranging from 64.6 to 69.1 billion KRW, driven by high demand for AI-related circuit boards. A medium impact of approximately 5% is estimated as the results are expected to align with high growth expectations. expected
Q1 2026 earnings release is scheduled.
Q1 2026 earnings release is scheduled.
Q1 2026 earnings announcement on April 30, 2026, which is expected to have a >1% price impact, scheduled.
Q1 2026 earnings release is scheduled for April 29, 2026. Analysts forecast record-breaking results, with operating profit potentially exceeding KRW 30 trillion, driven by strong demand and prices for AI memory like HBM, following Samsung's strong preliminary earnings forecasted.
Q1 2026 earnings release scheduled for 2026-04-29. Analysts forecast a significant year-over-year increase in operating profit, driven by strong demand and price hikes for AI-related components. A medium impact is estimated as the market anticipates strong growth, scheduled
With low impact expected for the date announcement, the Q1 2026 earnings release on April 28, 2026, is scheduled.
Analysts forecast strong Q1 2026 earnings with an estimated operating profit of approximately KRW 182.2 billion (+78% YoY); official release on 2026-04-24 scheduled. A medium price impact is expected.
Q1 2026 earnings release scheduled for 2026-04-23; analysts forecast a significant decrease in operating profit compared to the prior year estimated.
A project financing (PF) agreement for the Shinan-Ui offshore wind power generation project, a major project for SK Eternix, was signed on April 9, 2026. This is estimated to have a high price impact (≥10%) by securing funding for a core growth driver, expected
Analyst forecasts on April 9, 2026, predicted a strong earnings and dividend rebound for 2026, leading to a significant stock price increase of over 6% forecasted. Importance reflects the projected 6% price impact.
Signing of 3 strategic MOUs with major Japanese companies (Cyberlinks, Sundigital Systems) at Japan IT Week on April 9, 2026, to jointly promote biometric authentication and AI-based digital trust solutions in the Japanese market. Medium importance is estimated based on the potential for significant international revenue growth, and the event is scheduled.
On April 9, 2026, the company terminated its standalone generative AI services, 'ClovaX' and 'Cue:', to focus on integrating AI technology directly into core services like search and shopping.
Trading suspended from April 8, 2026, to April 10, 2026, for a 5-for-1 stock split. This Trading Issue is expected to have a price impact of 10% or more.
Participation in 'Japan IT Week Spring' from April 8-10, 2026, to showcase AI, biometric identification, and electronic document technologies for global market expansion. Low importance as this is a standard promotional event, and the event is scheduled.
Announced first-quarter 2026 earnings guidance on 2026-04-07 of KRW 133 trillion in sales and KRW 57.2 trillion in operating profit, an all-time high; estimated High impact because the result far exceeded consensus and marked a 755% year-on-year profit surge.
Analysts forecast that Q1 2026 earnings will be lower than market expectations due to one-off personnel costs and delayed revenue recognition forecasted.
Selection of Samsung SDS as the preferred bidder for Woori Bank's 'AI Agent Banking' construction project on April 7, 2026, expected.
Subsidiary LS Power Solution secured a KRW 106.6 billion ($70.26 million) contract to supply ultra-high voltage transformers for a U.S. data center microgrid. This is estimated to have a 5% price impact.
Analysts forecast strong 1Q 2026 earnings on April 6, 2026, significantly above market consensus, driven by the full-quarter reflection of 'Aion 2' sales and the successful launch of 'Lineage Classic'; NH Investment Securities' operating profit of KRW 111.2 billion forecasted.