KRX Korea Sovereign AI Index
Exposure to Korean companies driving sovereign AI through software, infrastructure, semiconductors, and energy.
Sentiment Summary
Recent Events
Medium importance estimated as the significant recovery forecasted by analysts is expected to influence investor sentiment. Next earnings release for Q2 2026 is scheduled for August 19, 2026, with analysts forecasting a V-shaped rebound in sales and operating profit forecasted.
Q2 2026 earnings release scheduled.
The company's Q2 2026 earnings report release, estimated to have a minimal impact as a routine announcement, expected
NAVER's Q2 2026 earnings release is scheduled.
An Extraordinary General Meeting of Shareholders to approve items including the change of the company's name to 'HANCOM' on 2026-07-02 scheduled.
The sale of SK Discovery's 30.98% stake in SK eternix to KKR is scheduled for June 30, 2026. A neutral impact is estimated as the transaction terms were previously disclosed and likely priced in.
Announced on May 25, 2026, a strategic investment of KRW 2.7 billion for a 17.2% stake in Finnish game developer Cosmic Division to strengthen its console game pipeline. Low importance due to the small scale of the investment.
Hancom announced a strategic business alliance with LG AI Research on 2026-05-22 to jointly target the public and private AI markets by combining Hancom's AI agent technology with LG's 'Exaone' large language model.
Announced on May 21, 2026, that its subsidiary's new title 'Subnautica 2' sold over 4 million copies within five days of its early access launch on May 15, 2026. High importance due to massive sales success of a major new title.
Announced a KRW 1.557 trillion (approx. $1 billion) contract to supply silicon capacitors to a major US tech company from 2027 to 2028. The contract value is equivalent to 13.8% of the company's 2025 revenue, which is likely to result in a high price impact, expected.
Announced a contract worth approximately $64 million (KRW 96 billion) to supply microgrid high-voltage switchboards for a U.S. data center.
Announced a major strategic shift to become a global 'Sovereign Agentic OS' AI company on 2026-05-19 and will change its corporate name from 'Hancom Inc.' to 'HANCOM', pending shareholder approval on 2026-07-02.