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 scheduled
1Q 2026 earnings release scheduled for May 18, 2026. Analysts forecast a recovery in performance compared to the previous quarter, which is expected to have a medium impact on the stock price.
First quarter 2026 earnings release to assess recovery after a weak FY2025, with an estimated 5% price impact, scheduled.
Next earnings report for Q1 2026 is scheduled
NC Corp is scheduled to release its Q1 2026 earnings on May 13, 2026. Analysts forecast a significant increase in operating profit, potentially over 1500% year-over-year, which is expected to drive a high price impact, scheduled.
Q1 2026 earnings release to announce financial results for the first quarter with an estimated 5-10% price impact based on historical volatility scheduled.
NHN Q1 2026 earnings release on May 12, 2026. A medium impact is estimated as earnings reports typically drive significant price volatility, scheduled.
1Q 2026 earnings release scheduled; analysts forecast a year-over-year decline in operating profit due to hacking-related expenses and marketing costs. A medium impact from the profit decline is forecasted.
SK Telecom is scheduled to hold a conference call to announce its first-quarter 2026 earnings results on May 7, 2026, scheduled. Estimated Medium importance due to potential earnings volatility.
LG Uplus is scheduled to announce its Q1 2026 earnings on May 7, 2026. Analysts forecast positive results with potential year-over-year growth in revenue and operating profit; estimated Medium importance due to potential for significant earnings surprise, forecasted.
SK eternix has set a record date of May 7, 2026, to determine the shareholders entitled to vote at the first provisional shareholders' meeting of 2026. Low impact is estimated as record dates for administrative meetings typically result in minimal price volatility, scheduled.
Samsung Electronics Q1 2026 financial results announcement on 2026-04-30 with operating profit surging 756% to KRW 57.2 trillion; high impact estimated as this significantly beats market expectations, expected.
Announcement of Q1 2026 results with record revenue of KRW 3.21 trillion (+17% YoY) and operating profit of KRW 280.6 billion (+40% YoY), beating market expectations. The strong performance was driven by high demand for AI server and automotive components like FC-BGA and MLCC. The company also announced plans to more than double its 2026 capital expenditure to meet AI-related demand. High importance is estimated as the significant earnings beat and aggressive investment plans are likely to drive a price impact of 10% or more, expected.
Announced Q1 2026 preliminary earnings, with operating profit of KRW 3.7 billion, an 84% decrease year-over-year, and revenue of KRW 241.5 billion, an 18.6% decrease year-over-year expected. High importance is justified by the significant 84% decline in operating profit, which is likely to cause a price impact exceeding 10%.
NAVER announced its Q1 2026 earnings on 2026-04-30, reporting record revenue of KRW 3.24 trillion but an operating profit of KRW 541.8 billion that missed market consensus; a price impact of ≥10% is expected due to the earnings miss.
KRAFTON announced record-breaking Q1 2026 earnings on 2026-04-30 with revenue of KRW 1.3714 trillion and an operating profit of KRW 561.6 billion, up 56.9% and 22.8% year-over-year. The operating profit surpassed market consensus by 32.5%, which is estimated to drive a price impact of over 10%, expected.
Hancom announced the open-sourcing of its AI-based PDF accessibility feature on April 30, 2026, to target global demand with a commercial version planned for Q2 2026; Medium importance is expected.
On April 30, 2026, LG Uplus announced a plan to cancel 5.4 million treasury shares (1.26% of total shares), with the cancellation scheduled for May 15, 2026; estimated Medium importance as share cancellations typically boost shareholder value, scheduled.
LG CNS is scheduled to announce its consolidated financial results for the first quarter of 2026 on April 30, 2026. The company is expected to report sales of KRW 1.31 trillion, an operating profit of KRW 94.197 billion, and a net profit of KRW 80.908 billion, representing year-over-year increases of 8.55%, 19.39%, and 41.23%, respectively. This event is expected to have a price impact of at least 5% and is scheduled.
KRAFTON announced the completion of a KRW 336.2 billion share buyback and cancellation on 2026-04-30, with plans to acquire and cancel an additional KRW 100 billion worth of shares in Q2 2026 as part of its shareholder return policy, scheduled.
Board of Directors approval of Q1 2026 dividend of KRW 372 per share on 2026-04-30, with total payout of KRW 2.45 trillion and payment on 2026-05-29; low impact estimated as this is a routine corporate action, scheduled.
Q1 2026 consolidated earnings release (Revenue: KRW 4.26 trillion, OP: KRW 233.5 billion) expected on 2026-04-29. High importance is assigned due to the projected 63.9% YoY profit growth and consensus beat, likely resulting in a >10% price impact.
Announced a KRW 319 billion contract with Bloom Energy on April 29, 2026, to supply power distribution solutions for a major tech company's hyperscale data center in New Mexico, USA. The contract value represents 6.42% of recent annual sales, which is estimated to have a medium price impact, scheduled.
Announced Q1 2026 earnings with revenue of KRW 3.88 trillion and operating profit of KRW 92.6 billion, a 205.5% increase year-over-year. This marks a return to profitability after three quarters, significantly exceeding market consensus.
Announced Q1 2026 earnings on April 28, 2026, with revenue of KRW 1.0365 trillion (+2.1% YoY) and operating profit of KRW 258.3 billion (+18.4% YoY). High importance is assigned due to the significant profit growth likely resulting in a >=10% price impact.
Announced a Q1 2026 cash dividend of KRW 1,300 per common share on April 28, 2026. The record date is May 13, 2026, and the payment date is May 27, 2026. Low importance reflects an estimated 1-5% price impact.
Analysts at BNK Investment & Securities maintained a 'Hold' rating on April 27, 2026, citing concerns of a potential slowdown in the second half of the year estimated.
The Board of Directors approved a Q1 2026 cash dividend of 830 Won per common share on April 27, 2026, with payment scheduled for June 18, 2026. Estimated Low importance as a routine distribution.
CEO Kwak Dong-shin is scheduled to acquire approximately 3 billion KRW worth of company shares on April 27, 2026, signaling confidence in the company's growth. Estimated price impact >=1% due to positive insider sentiment scheduled.
Annual dividend of 1,651 KRW per share for the 2025 fiscal year was paid on April 27, 2026.
Q1 2026 earnings released on April 24, 2026. Revenue increased 26.2% YoY to KRW 1.36 trillion and operating profit surged 48.7% YoY to KRW 152.3 billion, driven by strong demand for power equipment. The company also secured record-high quarterly new orders of KRW 4.17 trillion.