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 ₩155T in total. On Oct 30, 2026 the group moved down 3.39% (weighted by market value); the largest members are Hanwha Aerospace, HD Hyundai Heavy Industries, HD Korea Shipbuilding & Offshore Engineering.
Key facts
- Stocks
- 48
- Total market value
- ₩155T
- Day's move
- −3.39%
- As of
- Oct 30, 2026
- Largest members
- Hanwha Aerospace, HD Hyundai Heavy Industries, HD Korea Shipbuilding & Offshore Engineering
Earnings tracker · 3Q 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 | Nov 13 | ₩6.5T | +264.2% | ₩856B | +96.4% | −0.9% | 13.2%24.5% |
| HD Hyundai Heavy Industries | Nov 14 | ₩4.4T | +22.4% | ₩557B | +170.3% | +18.2% | 12.6%5.7% |
| HD Korea Shipbuilding & Offshore Engineering | Nov 14 | ₩7.6T | +21.4% | ₩1.1T | +164.5% | +10.5% | 13.9%6.4% |
| Hanwha Ocean | Nov 12 | ₩3T | +11.8% | ₩290B | +1,032.7% | −22.0% | 9.6%0.9% |
| Hanwha Systems | Nov 13 | ₩808B | +26.4% | ₩23B | −60.5% | −32.7% | 2.8%8.9% |
| Korea Aerospace Industries | Nov 14 | ₩702B | −22.6% | ₩60B | −21.1% | −29.4% | 8.6%8.4% |
| LIG Defense&Aerospace | Nov 14 | ₩1T | +41.7% | ₩90B | +72.5% | +15.5% | 8.5%7.0% |
| Hyundai-Rotem | Nov 14 | ₩1.6T | +48.1% | ₩278B | +102.1% | +7.8% | 17.1%12.6% |
| Hanwha | Nov 13 | ₩18T | +45.6% | ₩1.3T | +155.8% | +0.7% | 7.6%4.3% |
| Sungho Electronics | Nov 14 | ₩56B | +24.1% | ₩540M | Turned to profit | −59.2% | 1.0%−4.2% |
| Poongsan | Nov 14 | ₩1.2T | +4.0% | ₩43B | −42.7% | −54.5% | 3.6%6.6% |
| Woori Technology, Incorporation | Nov 14 | ₩21B | +24.2% | −₩650M | Smaller loss | Smaller loss | −3.1%−9.4% |
| Hyundai WIA | Nov 13 | ₩2.2T | +2.4% | ₩52B | −2.0% | −8.0% | 2.4%2.5% |
| SNT Dynamics | Nov 12 | ₩152B | −7.3% | ₩20B | +7.9% | −32.7% | 13.1%11.3% |
| Satrec Initiative | Nov 13 | ₩50B | +15.5% | ₩2.5B | +213.2% | +21.2% | 4.9%1.8% |
| SNT Motiv | Nov 12 | ₩231B | +4.6% | ₩22B | −0.1% | −17.4% | 9.5%10.0% |
| Poongsan Holdings | Nov 14 | ₩103B | −6.1% | ₩18B | −26.0% | −40.4% | 17.2%21.8% |
| Hanyang ENG | Nov 13 | ₩252B | +1.2% | ₩12B | −48.6% | −39.9% | 4.8%9.5% |
| i3system | Nov 13 | ₩32B | +11.2% | ₩4.2B | +47.2% | +59.4% | 13.0%9.8% |
| MNC Solution | Nov 14 | ₩88B | — | ₩11B | — | −14.6% | 13.1% |
| Firstec | Nov 14 | ₩71B | +46.0% | ₩2.8B | +169.9% | +87.7% | 4.0%2.2% |
| Samyang Comtech | Nov 14 | ₩37B | — | ₩5B | — | — | 13.6% |
| Vitzro Tech | Nov 14 | ₩102B | −2.4% | ₩15B | +38.9% | +42.6% | 14.9%10.5% |
| AeroSpace Technology of Korea | Nov 14 | ₩68B | +49.7% | ₩5.6B | +27.8% | Turned to profit | 8.1%9.5% |
| Innospace | Nov 14 | ₩1.1B | — | −₩19B | Bigger loss | Bigger loss | −1,702.8% |
| Duksan Navcours | Nov 14 | ₩11B | +3.1% | ₩824M | +2,378.0% | −49.1% | 7.5%0.3% |
| Kencoa Aerospace | Nov 14 | ₩18B | −24.0% | −₩4.3B | Turned to loss | Bigger loss | −24.2%1.1% |
| Chosun Refractories | Nov 14 | ₩136B | +6.7% | ₩10B | −7.9% | +82.3% | 7.5%8.7% |
| Asia Pacific Satellite lnc | Nov 13 | ₩5.4B | −58.0% | −₩2.4B | Turned to loss | Bigger loss | −44.4%25.5% |
| Sewon Precision Industry | Nov 14 | ₩38B | −24.5% | −₩4.1B | Turned to loss | Turned to loss | −10.9%16.1% |
| RF Systems | Nov 14 | ₩7.6B | — | ₩613M | — | −61.3% | 8.1% |
| Dawonsys | Nov 14 | ₩28B | −62.1% | −₩19B | Turned to loss | Smaller loss | −68.9%2.6% |
| Victek | Nov 14 | ₩24B | +58.1% | ₩1.4B | +809.4% | +65.6% | 5.8%1.0% |
| Lumir | Nov 14 | ₩3.4B | — | −₩328M | — | Turned to loss | −9.6% |
| Huneed Technologies | Nov 14 | ₩38B | −49.0% | −₩1B | Turned to loss | Smaller loss | −2.7%6.7% |
| Dypnf | Nov 14 | ₩109B | +72.8% | ₩11B | +86.2% | −25.9% | 10.2%9.5% |
| Smart Radar System | Nov 13 | ₩1.8B | +93.0% | −₩964M | Smaller loss | Smaller loss | −52.8%−152.5% |
| Haisung Aero-Robotics | Nov 12 | ₩3.8B | +11.8% | −₩27M | Smaller loss | Turned to loss | −0.7%−5.4% |
| KP Aero Industries | Nov 14 | ₩12B | +1.1% | −₩129M | Turned to loss | Turned to loss | −1.0%4.2% |
| Dongbang Ship Machinery | Nov 14 | ₩12B | +24.7% | ₩3B | +211.6% | +337.0% | 26.3%10.5% |
| SolDefense | Nov 14 | ₩5.9B | +35.6% | −₩194M | Turned to loss | Turned to loss | −3.3%7.5% |
| Speco | Nov 14 | ₩9.3B | +18.2% | −₩1.4B | Bigger loss | Bigger loss | −14.9%−16.0% |
| Bonsystems | Not yet | ||||||
| Hanwha Machinery & Service Holdings | Not yet | ||||||
| Vitzro Nextech | Not yet | ||||||
| Nara Space Technology | 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 30, 2026- Above 20-day average
- 9.8%
- Above 60-day average
- 9.8%
- RSI above 70
- 0%
- RSI below 30
- 26.8%
- 52-week highs
- 0
- 52-week lows
- 13
Index gauge · Short term
Bearish
0 bullish, 2 neutral, 7 bearish
Index gauge · Medium term
Bearish
0 bullish, 0 neutral, 8 bearish
Technical read
The K-defense theme covers 41 members, and only 9.8% of them trade above both their 20-day and 60-day averages, indicating weak breadth across the group. None of the members hit a 52-week high, while 13 touched a 52-week low, and the lowest member RSI reads 26.8 with no member showing an RSI at the overheated end. The equal-weighted theme index sits below its cloud with an RSI of 30.6, and its short-term and medium-term gauges are both labeled bearish, with 7 of 9 short-term signals and 8 of 8 medium-term signals on the bearish side.
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
- MaturitiesNov 1, 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
- 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 →- ACE K Defense TOP5+—0
- KODEX Defense TOP10—+₩4.9B
- KODEX Defense TOP10 Leverage2×—+₩1.1B
- PLUS K Defense—+₩3.4B
- PLUS K Defense Leverage2×—0
- PLUS K-Defense Parts & Materials—0
- SOL K Defense—0
- TIGER K Defense & Space—+₩4.6B
AUM · Flow 1w
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S. Korea's new frontier of ground warfare with unmanned systemsArirang News · via YouTube
K-defense
−3.33%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 · 2 up · 3 flat · 43 down
- Traded value
- ₩763B
- Value vs 20-day average
- 0.73×
- Top gainer
- Victek +2.83%
- Largest company
- Hanwha Aerospace ₩36T
Companies in this theme
| Company | Price | Daily | Traded value | Market cap | NPS |
|---|---|---|---|---|---|
Hanwha Aerospace012450 · KOSPI | ₩696,000 | −8.42% | ₩277B | ₩36T | 7.95% |
HD Hyundai Heavy Industries329180 · KOSPI | ₩274,000 | +0.74% | ₩99B | ₩29T | 8.02% |
HD Korea Shipbuilding & Offshore Engineering009540 · KOSPI | ₩231,500 | −0.64% | ₩39B | ₩16T | 7.42% |
Hanwha Ocean042660 · KOSPI | ₩50,000 | −0.99% | ₩58B | ₩15T | 6.66% |
Hanwha Systems272210 · KOSPI | ₩60,500 | −6.35% | ₩48B | ₩11T | 6.17% |
Korea Aerospace Industries047810 · KOSPI | ₩97,800 | −2.59% | ₩33B | ₩9.5T | 7.08% |
LIG Defense&Aerospace079550 · KOSPI | ₩416,000 | −2.69% | ₩39B | ₩9.2T | 10.74% |
Hyundai-Rotem064350 · KOSPI | ₩76,500 | −3.16% | ₩36B | ₩8.3T | 7.07% |
Hanwha000880 · KOSPI | ₩88,700 | −3.48% | ₩9.3B | ₩4.7T | 5.41% |
Sungho Electronics043260 · KOSDAQ | ₩27,150 | −6.86% | ₩42B | ₩2T | 0.48% |
Poongsan103140 · KOSPI | ₩57,500 | −1.54% | ₩3.7B | ₩1.6T | 8.22% |
Woori Technology, Incorporation032820 · KOSDAQ | ₩8,820 | −3.61% | ₩12B | ₩1.5T | 0.32% |
Hyundai WIA011210 · KOSPI | ₩49,350 | −2.28% | ₩2.5B | ₩1.3T | 6.26% |
Bonsystems496320 · KONEX | ₩1,176,000 | 0.00% | ₩0 | ₩1.2T | — |
SNT Dynamics003570 · KOSPI | ₩24,700 | −3.33% | ₩4.9B | ₩615B | 7.16% |
Satrec Initiative099320 · KOSDAQ | ₩55,400 | −2.64% | ₩9.8B | ₩607B | 3.26% |
Hanwha Machinery & Service Holdings0220W0 · KOSPI | ₩6,980 | −11.42% | ₩5.8B | ₩590B | 5.22% |
SNT Motiv064960 · KOSPI | ₩23,700 | −2.47% | ₩1.5B | ₩565B | 8.83% |
Poongsan Holdings005810 · KOSPI | ₩33,600 | −0.74% | ₩251M | ₩484B | 2.28% |
Hanyang ENG045100 · KOSDAQ | ₩26,600 | −3.45% | ₩1.5B | ₩466B | 0.19% |
i3system214430 · KOSDAQ | ₩60,100 | −3.22% | ₩1.2B | ₩439B | 2.07% |
Hanwha 3rd Pref.00088K · KOSPI | ₩26,000 | −3.88% | ₩671M | ₩382B | 1.94% |
MNC Solution484870 · KOSPI | ₩13,300 | −2.49% | ₩1.1B | ₩365B | 4.13% |
Firstec010820 · KOSPI | ₩4,900 | −2.00% | ₩1.2B | ₩239B | 0.41% |
Samyang Comtech484590 · KOSDAQ | ₩5,420 | −5.24% | ₩593M | ₩223B | 0.87% |
Vitzro Nextech488900 · KOSDAQ | ₩7,540 | −6.34% | ₩341M | ₩218B | — |
Vitzro Tech042370 · KOSDAQ | ₩8,310 | −4.26% | ₩1.5B | ₩218B | — |
AeroSpace Technology of Korea067390 · KOSDAQ | ₩4,900 | −0.51% | ₩229M | ₩206B | 0.80% |
Innospace462350 · KOSDAQ | ₩4,905 | −1.41% | ₩1.4B | ₩177B | 0.97% |
Duksan Navcours266690 · KOSDAQ | ₩7,140 | −7.99% | ₩3.3B | ₩136B | — |
Kencoa Aerospace274090 · KOSDAQ | ₩9,410 | −4.18% | ₩1.8B | ₩130B | 0.91% |
Chosun Refractories462520 · KOSPI | ₩10,890 | −1.27% | ₩149M | ₩129B | 0.64% |
Asia Pacific Satellite lnc211270 · KOSDAQ | ₩7,970 | −11.44% | ₩5.2B | ₩120B | 0.36% |
Sewon Precision Industry021820 · KOSPI | ₩10,530 | −0.75% | ₩56M | ₩105B | 0.23% |
Nara Space Technology478340 · KOSDAQ | ₩9,000 | −6.64% | ₩1.3B | ₩104B | — |
RF Systems474610 · KOSDAQ | ₩6,890 | −5.36% | ₩389M | ₩99B | — |
Dawonsys068240 · KOSDAQ | ₩2,530 | 0.00% | ₩0 | ₩97B | 0.08% |
Victek065450 · KOSDAQ | ₩3,085 | +2.83% | ₩18B | ₩91B | — |
Lumir474170 · KOSDAQ | ₩4,995 | −2.44% | ₩385M | ₩89B | — |
Huneed Technologies005870 · KOSPI | ₩4,910 | −0.41% | ₩857M | ₩69B | 0.41% |
Dypnf104460 · KOSDAQ | ₩5,800 | −3.81% | ₩87M | ₩61B | 0.05% |
Smart Radar System424960 · KOSDAQ | ₩2,840 | −4.54% | ₩51M | ₩47B | 0.96% |
Haisung Aero-Robotics059270 · KOSDAQ | ₩4,065 | −7.61% | ₩235M | ₩45B | — |
KP Aero Industries288180 · KOSDAQ | ₩6,080 | −2.09% | ₩193M | ₩45B | — |
KNS Space and Defence487400 · KOSDAQ | ₩3,940 | −5.97% | ₩243M | ₩40B | — |
Dongbang Ship Machinery099410 · KOSDAQ | ₩2,445 | 0.00% | ₩96M | ₩34B | — |
SolDefense215090 · KOSDAQ | ₩1,299 | −2.62% | ₩56M | ₩30B | — |
Speco013810 · KOSDAQ | ₩1,419 | −0.07% | ₩830M | ₩21B | 1.00% |
Source: KRX statistical information