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 with potential for medium price impact based on recent performance and analyst expectations scheduled
Isupetasys is scheduled to release its Q1 2026 earnings report on May 18, 2026. Analysts forecast revenue of KRW 323.3 billion and operating profit of KRW 66.8 billion, which would be a significant increase year-over-year, expected.
Q1 2026 earnings release scheduled; market impact is expected to be neutral until actual results are disclosed.
Ex-rights date for Hanwha Solutions' shareholder-allotted rights offering (capital increase via rights issue), which changes the share count for existing holders and is therefore a qualifying trading issue.
NC Corp is scheduled to announce its Q1 2026 earnings on May 13, 2026. Analysts forecast a significant turnaround, with operating profit projected to increase by over 1,700% year-over-year, which is estimated to result in a price impact of 10% or more forecasted.
SK Telecom is scheduled to announce its Q1 2026 earnings results on or around May 12, 2026. Analysts forecast a recovery in performance following a challenging 2025, scheduled.
NHN is scheduled to announce its Q1 2026 earnings results on May 12, 2026, with medium importance estimated based on typical price volatility during quarterly reports, expected.
With medium importance estimated as quarterly results typically influence investor sentiment, the first quarter 2026 earnings release on 2026-05-08 scheduled.
LG Uplus is scheduled to release its Q1 2026 earnings report on or around May 7, 2026. Analysts forecast a strong performance, potentially making it the only one of the three major telcos to show significant profit growth for the quarter, driven by subscriber growth and increased data center revenue. The Medium importance is estimated based on the anticipated positive earnings surprise; scheduled.
Samsung Electro-Mechanics is scheduled to announce its Q1 2026 financial results on April 30, 2026. Analysts forecast strong performance driven by high demand for AI-related components, with expected revenue of approximately 3.09 trillion KRW and operating profit of 270 billion KRW, which would be a significant year-over-year increase. scheduled
Q1 2026 earnings release scheduled. Analysts forecast strong results with revenue potentially exceeding KRW 1.2 trillion, forecasted. High importance estimated due to potential for significant price impact.
NAVER's Q1 2026 earnings release is scheduled for April 30, 2026. Analysts forecast record first-quarter performance driven by the commerce division, though some predict a miss due to infrastructure costs. Medium importance is estimated as earnings releases for major tech firms typically result in 5-10% price volatility, scheduled.
Samsung Electronics is scheduled to release its final Q1 2026 earnings results and hold a conference call on April 30, 2026; low importance is justified by the expected <5% impact as the market already reacted to preliminary results, scheduled.
Doosan Enerbility's Q1 2026 earnings release is scheduled. Analysts forecast increased revenue and operating profit, driven by strong performance in the gas turbine and nuclear power sectors. A price impact of ≥5% is estimated based on historical earnings volatility scheduled.
Q1 2026 earnings release with revenue of KRW 1.0365 trillion and operating profit of KRW 258.3 billion expected. The record 24.9% operating profit margin is estimated to have a high price impact (>10%).
Announced Q1 2026 operating profit of 92.6 billion KRW, a significant turnaround to profit after three consecutive quarters of losses, beating market consensus.
Naver's senior management met with Nvidia's senior director on April 28, 2026, to discuss strategic cooperation in AI and robotics. Medium importance is estimated as strategic AI partnerships with global leaders often trigger significant market interest (>5%), expected.
Quarterly cash dividend of KRW 1,300 per common share (record date 2026-05-13, payment 2026-05-27) scheduled. This shareholder return is estimated to have a medium price impact (>=5%).
On April 28, 2026, the company is scheduled to hold its '2026 Win-Win Cooperation Day', announcing plans to open its patents to suppliers to enhance mutual technological competitiveness and strengthen their partnership ecosystem. scheduled
On April 28, 2026, LG Uplus announced it ranked first in the 2026 National Customer Satisfaction Index (NCSI) for both mobile phone services and IPTV services.
A fatal accident involving a contractor's employee occurred on April 28, 2026, during construction at the company's Changwon plant.
Chairman Dong-shin Kwak acquired KRW 3 billion worth of company shares, which was followed by a sharp increase in the stock price of over 26% on the day of the announcement.
Cancellation of 1,275,923 treasury shares (approx. KRW 336.2 billion) effective April 27, 2026, scheduled.
Start of construction for a second U.S. transformer production plant to address surging demand in North America scheduled. This major capacity expansion is estimated to have a high price impact (>10%).
The Board of Directors approved a Q1 2026 dividend of 830 KRW per share on April 27, 2026, resuming the quarterly dividend payments that were halted in the second half of 2025. The payment date is June 18, 2026.
The company held its 42nd anniversary ceremony on April 27, 2026, and announced its vision for becoming a '100-year company' by focusing on new growth engines, AI-based management, and sustainable growth.
On April 27, 2026, NHN Cloud is scheduled to merge its subsidiary NHN Inje Inc. with Inogrid to strengthen its cloud services portfolio, with low importance estimated as it is a subsidiary-level action, expected.
Q1 2026 earnings announcement on 2026-04-24 with revenue of KRW 1.358 trillion (+26.2% YoY) and operating profit of KRW 152.3 billion (+48.7% YoY). While profit missed consensus due to delayed export recognition, analysts view the record-high new orders of KRW 4.17 trillion as a sign of strong underlying performance; high price impact due to record order volume expected.
SK Hynix announced record Q1 2026 results on April 23, 2026, with revenue of KRW 52.6 trillion and operating profit of KRW 37.6 trillion. This represented a nearly five-fold year-over-year increase in operating profit, driven by strong demand and price hikes for AI memory products like HBM. This is estimated to result in a ≥10% price impact. expected
Announced Q1 2026 preliminary earnings on April 23, 2026, with revenue of KRW 3.35 trillion and operating profit of KRW 78.3 billion (-70.8% YoY). High importance is justified by the significant profit decline likely causing a >10% price impact.
Announced a KRW 10 trillion AI investment plan and a KRW 1.22 trillion convertible bond issuance to KKR on April 23, 2026. Medium importance is justified by the significant capital injection likely causing a >5% price impact.
The Board of Directors revised its regulations on 2026-04-23 to grant the CEO greater authority over personnel and organizational changes.
The stock price rose on April 23, 2026, following news that South Korea and Vietnam signed an MOU to explore cooperation in nuclear power plant development, boosting expectations for Korean nuclear sector companies.
On April 23, 2026, NHN KCP is scheduled to partner with NH Nonghyup Bank to develop a stablecoin-based payment infrastructure, with low importance estimated for this early-stage project, expected.
Announced Q1 2026 consolidated operating profit of KRW 26.9 billion on April 22, 2026, a 92.1% increase year-over-year, and revenue of KRW 4.064 trillion, a 31.9% increase.
Commenced commercial operation of the 'Daesowon Eco Park' 40MW fuel cell power plant in Chungju on April 22, 2026, creating one of the world's largest fuel cell clusters.