K-defense stocks
방위산업
What are K-defense stocks in Korea?
The K-defense theme on jonbur groups 48 Korean stocks listed on KOSPI and KOSDAQ, worth ₩158T in total. On Oct 28, 2026 the group moved up 2.14% (weighted by market value); the largest members are Hanwha Aerospace, Korea Zinc, HD Korea Shipbuilding & Offshore Engineering.
Key facts
- Stocks
- 48
- Total market value
- ₩158T
- Day's move
- +2.14%
- As of
- Oct 28, 2026
- Largest members
- Hanwha Aerospace, Korea Zinc, HD Korea Shipbuilding & Offshore Engineering
Earnings tracker · 2Q 2025
Past quarter
Combined, for the companies that have reported, vs the same quarter a year ago
| Company | Reported | Revenue | vs a year ago | Operating profit | vs a year ago | vs last quarter | Op. margin |
|---|---|---|---|---|---|---|---|
| Hanwha Aerospace | Aug 14 | ₩6.3T | +126.5% | ₩865B | +141.0% | +54.2% | 13.7%12.9% |
| Korea Zinc | Aug 14 | ₩3.8T | +25.1% | ₩259B | −3.7% | −4.5% | 6.8%8.8% |
| HD Korea Shipbuilding & Offshore Engineering | Aug 14 | ₩7.4T | +12.3% | ₩954B | +153.3% | +11.0% | 12.8%5.7% |
| Hanwha Ocean | Aug 12 | ₩3.3T | +29.9% | ₩372B | Turned to profit | +43.7% | 11.3%−0.4% |
| Hanwha Systems | Aug 14 | ₩768B | +11.8% | ₩33B | −58.1% | −42.5% | 4.4%11.6% |
| Korea Aerospace Industries | Aug 14 | ₩828B | −7.1% | ₩85B | +14.7% | +82.0% | 10.3%8.3% |
| LIG Defense&Aerospace | Aug 14 | ₩945B | +56.3% | ₩78B | +57.9% | −31.7% | 8.2%8.1% |
| Hyundai-Rotem | Aug 14 | ₩1.4T | +29.5% | ₩258B | +128.4% | +27.0% | 18.2%10.3% |
| Hanwha | Aug 14 | ₩19T | +48.1% | ₩1.3T | +152.5% | +24.5% | 6.9%4.1% |
| Hanwha Engine | Aug 13 | ₩388B | +35.3% | ₩34B | +81.4% | +51.4% | 8.7%6.5% |
| Sungho Electronics | Aug 14 | ₩57B | −24.7% | ₩1.3B | −90.8% | −17.3% | 2.3%19.2% |
| Poongsan | Aug 14 | ₩1.3T | +4.9% | ₩94B | −42.0% | +34.3% | 7.2%13.1% |
| Woori Technology, Incorporation | Aug 14 | ₩23B | +75.6% | −₩659M | Smaller loss | Smaller loss | −2.9%−9.5% |
| Hyundai WIA | Aug 13 | ₩2.2T | −2.4% | ₩56B | −18.6% | +16.0% | 2.6%3.1% |
| RFHIC | Aug 14 | ₩45B | +71.2% | ₩8.3B | Turned to profit | +122.3% | 18.6%−0.8% |
| SNT Dynamics | Aug 14 | ₩187B | +28.6% | ₩30B | −48.5% | +67.1% | 15.9%39.6% |
| Satrec Initiative | Aug 11 | ₩44B | −6.3% | ₩2B | Turned to profit | +16.3% | 4.6%−3.2% |
| Hanyang ENG | Aug 13 | ₩290B | −6.4% | ₩20B | −0.8% | +70.4% | 6.9%6.5% |
| Poongsan Holdings | Aug 14 | ₩123B | −2.4% | ₩30B | −39.5% | +74.4% | 24.1%38.9% |
| i3system | Aug 13 | ₩25B | −15.5% | ₩2.6B | −35.5% | −54.3% | 10.5%13.7% |
| Sejin Heavy Industries | Aug 14 | ₩98B | +21.4% | ₩8.8B | +10.2% | −50.8% | 8.9%9.8% |
| MNC Solution | Aug 14 | ₩97B | — | ₩13B | — | +41.4% | 13.8% |
| Firstec | Aug 14 | ₩62B | +32.8% | ₩1.5B | +194.5% | +6.5% | 2.5%1.1% |
| Vitzro Tech | Aug 14 | ₩105B | +4.6% | ₩11B | −7.8% | −6.1% | 10.3%11.7% |
| AeroSpace Technology of Korea | Aug 14 | ₩57B | +59.8% | −₩3.4B | Smaller loss | Turned to loss | −6.0%−22.3% |
| Innospace | Aug 12 | ₩452M | — | −₩17B | Bigger loss | Bigger loss | −3,705.2% |
| Duksan Navcours | Aug 14 | ₩13B | +7.1% | ₩1.6B | +126.2% | Turned to profit | 12.9%6.1% |
| Kencoa Aerospace | Aug 14 | ₩22B | −6.7% | −₩1.8B | Bigger loss | Turned to loss | −8.3%−1.0% |
| Chosun Refractories | Aug 14 | ₩136B | +7.0% | ₩5.6B | +8.1% | −3.8% | 4.1%4.1% |
| Asia Pacific Satellite lnc | Aug 14 | ₩16B | +225.9% | −₩1.9B | Bigger loss | Bigger loss | −11.5%−23.8% |
| Sewon Precision Industry | Sep 22 | ₩42B | +18.5% | ₩5.1B | +1.7% | −34.9% | 12.2%14.2% |
| Dawonsys | Aug 14 | ₩35B | −63.4% | −₩24B | Turned to loss | Bigger loss | −68.0%11.3% |
| Victek | Aug 14 | ₩15B | +11.1% | ₩861M | Turned to profit | +1,008.5% | 5.9%−2.6% |
| Samyoung M-Tek C0 | Aug 13 | ₩30B | −13.0% | ₩2.4B | +70.8% | −15.0% | 8.2%4.2% |
| Huneed Technologies | Aug 14 | ₩31B | −52.4% | −₩2B | Turned to loss | Smaller loss | −6.3%8.4% |
| Dypnf | Aug 14 | ₩108B | +95.2% | ₩15B | +391.1% | +22.4% | 13.9%5.5% |
| Smart Radar System | Aug 13 | ₩2.6B | +186.9% | −₩1.2B | Smaller loss | Smaller loss | −47.3%−175.7% |
| KP Aero Industries | Aug 14 | ₩15B | +15.5% | ₩2.1B | −16.1% | +606.2% | 13.9%19.1% |
| Hizeaero | Aug 14 | ₩17B | −8.9% | ₩802M | Turned to profit | −50.5% | 4.6%−2.7% |
| Dongbang Ship Machinery | Aug 14 | ₩8.9B | +14.7% | ₩693M | −5.0% | +64.3% | 7.8%9.4% |
| SolDefense | Aug 14 | ₩8.7B | +36.5% | ₩1.2B | +15.8% | +371.9% | 13.4%15.8% |
| Speco | Aug 13 | ₩7.9B | −3.5% | −₩418M | Smaller loss | Bigger loss | −5.3%−11.8% |
| Bonsystems | Not yet | ||||||
| Hanwha Machinery & Service Holdings | Not yet | ||||||
| Samyang Comtech | Not yet | ||||||
| Vitzro Nextech | Not yet | ||||||
| KNS Space and Defence | Not yet | ||||||
Single-quarter figures. Preliminary figures are the company's own early numbers and are replaced by the quarterly report when it's filed. Expected dates are around when each company reported a year ago.
Technical breadth
After the close on Oct 28, 2026- Above 20-day average
- 9.5%
- Above 60-day average
- 14.3%
- RSI above 70
- 0%
- RSI below 30
- 19%
- 52-week highs
- 0
- 52-week lows
- 2
Index gauge · Short term
Leaning bearish
2 bullish, 1 neutral, 6 bearish
Index gauge · Medium term
Bearish
0 bullish, 0 neutral, 8 bearish
Technical read
The K-defense theme comprises 42 member stocks, and only 9.5% of them trade above their 20-day averages while 14.3% sit above their 60-day averages, indicating weak breadth. No members reached a 52-week high, while 2 touched a 52-week low, and the RSI extremes show one member at an oversold reading of 19 with none overbought. The equal-weighted member index screens bearish on both horizons, with the short-term gauge leaning bearish at 6 bear signals to 2 bull, the medium-term gauge reading bearish, an RSI of 36.1, and the index trading below its cloud.
Written by AI from the indicator values above. Not advice.
Share of members, from each member's own indicators; the gauge reads an equal-weighted index of the members. Technical indicators describe past price and volume patterns. They are not predictions or recommendations.
Credit & macro
- MaturitiesOct 22, 202675Korea Aerospace Industries: ₩250bn of bonds due in the next 6 months vs ₩164bn cash₩250bn due within 12 months, from the bond filings so far; cash and cash equivalents as of 2026 H1.Korea Aerospace Industries
ETFs for this theme
All ETFs →- PLUS K Defense₩721B+₩5.9B
- TIGER K Defense & Space₩390B+₩2.5B
- KODEX Defense TOP10₩280B+₩6.8B
- SOL K Defense₩55B0
- KODEX Defense TOP10 Leverage2×₩26B+₩2.2B
- PLUS K-Defense Parts & Materials₩11B+₩295M
- ACE K Defense TOP5+₩7.8B−₩337M
- PLUS K Defense Leverage2×₩7.1B+₩279M
AUM · Flow 1w
Creators talking about this
SOUTH KOREA'S HOMEGROWN SUBMARINE SEO HUIArirang News · via YouTube
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SOUTH KOREA'S FIRST UNMANNED GROUND VEHICLEArirang News · via YouTube
S. Korea's new frontier of ground warfare with unmanned systemsArirang News · via YouTube
K-defense
+1.58%방위산업
K-defense is a Korean stock-market theme covering companies that build military hardware and systems, such as aircraft, armored vehicles, naval vessels, artillery, and munitions, along with firms that supply components and export weapons to foreign governments. Korean investors group these companies together because they share exposure to government defense budgets, long-term export contracts, and international arms demand, and because the sector has drawn attention when global security tensions and large foreign orders have risen.
48 companies · 32 up · 2 flat · 14 down
- Traded value
- ₩623B
- Value vs 20-day average
- 0.63×
- Top gainer
- RFHIC +9.81%
- Largest company
- Hanwha Aerospace ₩41T
Companies in this theme
| Company | Price | Daily | Traded value | Market cap | NPS |
|---|---|---|---|---|---|
Hanwha Aerospace012450 · KOSPI | ₩787,000 | +2.47% | ₩99B | ₩41T | 7.95% |
Korea Zinc010130 · KOSPI | ₩891,000 | +4.09% | ₩13B | ₩19T | 5.48% |
HD Korea Shipbuilding & Offshore Engineering009540 · KOSPI | ₩241,500 | −2.03% | ₩54B | ₩17T | 7.42% |
Hanwha Ocean042660 · KOSPI | ₩52,500 | −0.94% | ₩93B | ₩16T | 6.66% |
Hanwha Systems272210 · KOSPI | ₩66,200 | +4.91% | ₩51B | ₩13T | 6.17% |
Korea Aerospace Industries047810 · KOSPI | ₩102,700 | +4.05% | ₩39B | ₩10T | 7.08% |
LIG Defense&Aerospace079550 · KOSPI | ₩449,000 | +1.35% | ₩41B | ₩9.9T | 10.74% |
Hyundai-Rotem064350 · KOSPI | ₩82,800 | +3.76% | ₩30B | ₩9T | 7.07% |
Hanwha000880 · KOSPI | ₩94,000 | +1.40% | ₩4B | ₩5T | 5.41% |
Hanwha Engine082740 · KOSPI | ₩33,100 | +2.64% | ₩24B | ₩2.8T | 9.20% |
Sungho Electronics043260 · KOSDAQ | ₩28,700 | +5.51% | ₩63B | ₩2.2T | 0.48% |
Poongsan103140 · KOSPI | ₩59,800 | +3.46% | ₩3B | ₩1.7T | 8.22% |
Woori Technology, Incorporation032820 · KOSDAQ | ₩9,630 | +5.02% | ₩15B | ₩1.7T | 0.32% |
Hyundai WIA011210 · KOSPI | ₩50,400 | +1.51% | ₩3.5B | ₩1.4T | 6.26% |
RFHIC218410 · KOSDAQ | ₩51,500 | +9.81% | ₩41B | ₩1.4T | 3.99% |
Bonsystems496320 · KONEX | ₩1,176,000 | 0.00% | ₩0 | ₩1.2T | — |
SNT Dynamics003570 · KOSPI | ₩26,500 | −1.12% | ₩2.1B | ₩660B | 7.16% |
Hanwha Machinery & Service Holdings0220W0 · KOSPI | ₩7,760 | +0.78% | ₩8.8B | ₩656B | 5.22% |
Satrec Initiative099320 · KOSDAQ | ₩54,700 | +3.99% | ₩1.4B | ₩599B | 3.26% |
Hanyang ENG045100 · KOSDAQ | ₩28,100 | +3.31% | ₩1.9B | ₩492B | 0.19% |
Poongsan Holdings005810 · KOSPI | ₩33,750 | +0.45% | ₩484M | ₩487B | 2.28% |
i3system214430 · KOSDAQ | ₩62,300 | −2.81% | ₩1.8B | ₩455B | 2.07% |
Sejin Heavy Industries075580 · KOSPI | ₩7,390 | +0.14% | ₩1B | ₩420B | 1.70% |
Hanwha 3rd Pref.00088K · KOSPI | ₩27,750 | +1.09% | ₩658M | ₩407B | 1.94% |
MNC Solution484870 · KOSPI | ₩13,940 | +2.58% | ₩1.8B | ₩383B | 4.13% |
Firstec010820 · KOSPI | ₩5,290 | +1.73% | ₩2.1B | ₩258B | 0.41% |
Samyang Comtech484590 · KOSDAQ | ₩5,880 | +0.34% | ₩494M | ₩242B | 0.87% |
Vitzro Nextech488900 · KOSDAQ | ₩8,260 | +1.60% | ₩235M | ₩239B | — |
Vitzro Tech042370 · KOSDAQ | ₩9,130 | +3.05% | ₩1.6B | ₩239B | — |
AeroSpace Technology of Korea067390 · KOSDAQ | ₩5,030 | −0.40% | ₩174M | ₩212B | 0.80% |
Innospace462350 · KOSDAQ | ₩5,020 | +3.08% | ₩666M | ₩175B | 0.97% |
Duksan Navcours266690 · KOSDAQ | ₩8,730 | +0.34% | ₩6.2B | ₩165B | — |
Kencoa Aerospace274090 · KOSDAQ | ₩10,110 | +1.61% | ₩2.4B | ₩139B | 0.91% |
Chosun Refractories462520 · KOSPI | ₩11,010 | −0.18% | ₩72M | ₩131B | 0.64% |
Asia Pacific Satellite lnc211270 · KOSDAQ | ₩8,610 | −1.94% | ₩4.9B | ₩130B | 0.36% |
Sewon Precision Industry021820 · KOSPI | ₩10,500 | −0.76% | ₩69M | ₩105B | 0.23% |
Dawonsys068240 · KOSDAQ | ₩2,530 | 0.00% | ₩0 | ₩97B | 0.08% |
Victek065450 · KOSDAQ | ₩3,155 | +2.77% | ₩9B | ₩93B | — |
Samyoung M-Tek C0054540 · KOSDAQ | ₩5,490 | +3.39% | ₩225M | ₩71B | — |
Huneed Technologies005870 · KOSPI | ₩4,920 | −0.20% | ₩830M | ₩69B | 0.41% |
Dypnf104460 · KOSDAQ | ₩6,190 | −0.16% | ₩32M | ₩65B | 0.05% |
Smart Radar System424960 · KOSDAQ | ₩3,100 | −1.27% | ₩57M | ₩51B | 0.96% |
KP Aero Industries288180 · KOSDAQ | ₩6,440 | −0.31% | ₩129M | ₩48B | — |
KNS Space and Defence487400 · KOSDAQ | ₩4,580 | +6.51% | ₩322M | ₩47B | — |
Hizeaero221840 · KOSDAQ | ₩1,984 | −0.20% | ₩6.7M | ₩37B | — |
Dongbang Ship Machinery099410 · KOSDAQ | ₩2,525 | +1.81% | ₩63M | ₩35B | — |
SolDefense215090 · KOSDAQ | ₩1,376 | +3.30% | ₩120M | ₩32B | — |
Speco013810 · KOSDAQ | ₩1,475 | −3.59% | ₩889M | ₩22B | 1.00% |
Source: KRX statistical information