K-defense stocks
방위산업
What are K-defense stocks in Korea?
The K-defense theme on jonbur groups 47 Korean stocks listed on KOSPI and KOSDAQ, worth ₩118T in total. On Oct 29, 2026 the group moved down 3.17% (weighted by market value); the largest members are Hanwha Aerospace, Hanwha Ocean, Hanwha Systems.
Key facts
- Stocks
- 47
- Total market value
- ₩118T
- Day's move
- −3.17%
- As of
- Oct 29, 2026
- Largest members
- Hanwha Aerospace, Hanwha Ocean, Hanwha Systems
Earnings tracker · 4Q 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 | Mar 16 | ₩8.4T | +74.5% | ₩808B | −10.2% | −5.7% | 9.6%18.6% |
| Hanwha Ocean | Mar 11 | ₩3.3T | +2.1% | ₩248B | +46.4% | −14.6% | 7.4%5.2% |
| Hanwha Systems | Mar 13 | ₩1.4T | +49.9% | ₩5.8B | −86.7% | −74.4% | 0.4%4.6% |
| Korea Aerospace Industries | Mar 18 | ₩1.5T | +34.0% | ₩77B | +82.7% | +27.9% | 5.2%3.8% |
| LIG Defense&Aerospace | Mar 23 | ₩1.4T | +20.3% | ₩39B | −37.3% | −56.8% | 2.8%5.3% |
| Hyundai-Rotem | Mar 19 | ₩1.6T | +12.8% | ₩267B | +65.4% | −3.7% | 16.5%11.2% |
| Hanwha | Mar 18 | ₩21T | +17.3% | ₩395B | −64.9% | −70.6% | 1.9%6.3% |
| Hanwha Engine | Mar 18 | ₩368B | +12.7% | ₩47B | +160.2% | +77.8% | 12.9%5.6% |
| Sungho Electronics | Mar 20 | ₩60B | +146.3% | ₩4.1B | Turned to profit | +657.7% | 6.8%−61.6% |
| Poongsan | Mar 12 | ₩1.4T | +16.0% | ₩92B | +170.3% | +115.0% | 6.4%2.8% |
| Woori Technology, Incorporation | Mar 23 | ₩25B | −4.0% | −₩1.2B | Turned to loss | Bigger loss | −4.7%14.6% |
| Hyundai WIA | Mar 17 | ₩2.1T | +22.5% | ₩48B | +29.2% | −8.0% | 2.3%2.2% |
| Vitzrocell | Mar 17 | ₩77B | +10.0% | ₩21B | +42.0% | +27.5% | 27.6%21.4% |
| SNT Dynamics | Feb 19 | ₩224B | +16.7% | ₩18B | −22.6% | −8.2% | 8.2%12.3% |
| Satrec Initiative | Mar 16 | ₩72B | +48.6% | ₩4B | +228.4% | +61.1% | 5.5%2.5% |
| Hanyang ENG | Mar 13 | ₩307B | −3.8% | ₩9.7B | −45.3% | −19.8% | 3.2%5.5% |
| i3system | Mar 13 | ₩28B | −4.9% | ₩3.8B | +2.3% | −9.7% | 13.4%12.4% |
| Sejin Heavy Industries | Mar 23 | ₩116B | +3.9% | ₩35B | +49.9% | +185.6% | 30.0%20.8% |
| MNC Solution | Mar 18 | ₩143B | — | ₩22B | — | +88.3% | 15.1% |
| Inhwa Precision | Mar 17 | ₩25B | +2.1% | ₩3.6B | +7.2% | −26.0% | 14.1%13.5% |
| Firstec | Mar 12 | ₩108B | +42.2% | ₩4.9B | +76.8% | +71.1% | 4.5%3.6% |
| Samyang Comtech | Mar 23 | ₩52B | — | ₩8.2B | — | +64.7% | 15.7% |
| Vitzro Tech | Mar 23 | ₩128B | −6.5% | ₩18B | −7.5% | +19.4% | 14.3%14.5% |
| AeroSpace Technology of Korea | Mar 18 | ₩65B | +24.6% | −₩793M | Turned to loss | Turned to loss | −1.2%17.0% |
| Innospace | Mar 16 | ₩960M | — | −₩23B | Bigger loss | Bigger loss | −2,395.3% |
| Duksan Navcours | Mar 27 | ₩17B | +74.7% | ₩2B | +314.8% | +137.0% | 11.3%4.7% |
| Itek | Mar 12 | ₩4.8B | Turned to profit | ₩3.3B | Turned to profit | Turned to profit | 67.7% |
| Asia Pacific Satellite lnc | Mar 12 | ₩16B | −40.5% | ₩739M | −55.7% | Turned to profit | 4.7%6.3% |
| Kencoa Aerospace | Mar 23 | ₩20B | +5.1% | −₩3.2B | Smaller loss | Smaller loss | −16.0%−21.8% |
| Chosun Refractories | Mar 19 | ₩129B | +7.6% | ₩2.3B | Turned to profit | −77.6% | 1.8%−3.4% |
| Nara Space Technology | Mar 19 | ₩1.9B | — | −₩1.6B | — | — | −86.9% |
| Sewon Precision Industry | Feb 13 | ₩61B | +40.7% | ₩8.1B | +223.6% | Turned to profit | 13.4%5.8% |
| Dawonsys | Mar 24 | ₩4.7B | −93.9% | −₩63B | Bigger loss | Bigger loss | −1,354.4%−9.7% |
| Lumir | Mar 23 | ₩3.7B | — | ₩236M | — | Turned to profit | 6.3% |
| Victek | Mar 18 | ₩29B | +9.5% | ₩2B | −11.2% | +40.9% | 7.0%8.6% |
| Huneed Technologies | Mar 19 | ₩33B | −46.4% | −₩5.4B | Bigger loss | Bigger loss | −16.6%−0.0% |
| Dypnf | Mar 23 | ₩86B | −28.8% | −₩9.7B | Turned to loss | Turned to loss | −11.3%8.9% |
| KP Aero Industries | Mar 30 | ₩14B | −5.8% | ₩384M | −70.3% | Turned to profit | 2.8%8.9% |
| Dongbang Ship Machinery | Mar 23 | ₩13B | −0.5% | ₩5.1B | +109.3% | +69.9% | 39.5%18.8% |
| SolDefense | Mar 23 | ₩6.4B | +1.9% | ₩106M | −91.3% | Turned to profit | 1.7%19.5% |
| Speco | Mar 18 | ₩13B | +42.3% | ₩1.5B | Turned to profit | Turned to profit | 10.9%−15.5% |
| S&W | Mar 20 | ₩13B | −17.2% | −₩102M | Turned to loss | Turned to loss | −0.8%13.9% |
| Bonsystems | Not yet | ||||||
| Hanwha Machinery & Service Holdings | 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 29, 2026- Above 20-day average
- 7%
- Above 60-day average
- 11.6%
- RSI above 70
- 0%
- RSI below 30
- 25.6%
- 52-week highs
- 0
- 52-week lows
- 11
Index gauge · Short term
Bearish
1 bullish, 1 neutral, 7 bearish
Index gauge · Medium term
Bearish
0 bullish, 0 neutral, 8 bearish
Technical read
The K-defense theme comprises 43 members, of which 7 trade above their 20-day average and 11.6 percent sit above their 60-day average. Breadth is weak: 11 members are at 52-week lows, none are at 52-week highs, and the RSI extremes show a low reading of 25.6 with no high readings. The equal-weighted member index reads bearish on both short- and medium-term gauges, with an RSI of 33 and price 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₩696B+₩5.7B
- TIGER K Defense & Space₩377B+₩4.8B
- KODEX Defense TOP10₩270B+₩8.8B
- SOL K Defense₩53B0
- KODEX Defense TOP10 Leverage2×₩25B+₩2.4B
- PLUS K-Defense Parts & Materials₩11B0
- ACE K Defense TOP5+₩7.6B0
- PLUS K Defense Leverage2×₩6.6B+₩260M
AUM · Flow 1w
Creators talking about this
SOUTH KOREA'S HOMEGROWN SUBMARINE SEO HUIArirang News · via YouTube
How new S. Korean submarine, frigate compete in global market?Arirang News · via YouTube
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
−2.31%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.
47 companies · 11 up · 2 flat · 34 down
- Traded value
- ₩693B
- Value vs 20-day average
- 0.76×
- Top gainer
- Asia Pacific Satellite lnc +4.53%
- Largest company
- Hanwha Aerospace ₩39T
Companies in this theme
| Company | Price | Daily | Traded value | Market cap | NPS |
|---|---|---|---|---|---|
Hanwha Aerospace012450 · KOSPI | ₩760,000 | −3.43% | ₩145B | ₩39T | 7.95% |
Hanwha Ocean042660 · KOSPI | ₩50,500 | −3.81% | ₩61B | ₩15T | 6.66% |
Hanwha Systems272210 · KOSPI | ₩64,600 | −2.42% | ₩44B | ₩12T | 6.17% |
Korea Aerospace Industries047810 · KOSPI | ₩100,400 | −2.24% | ₩24B | ₩9.8T | 7.08% |
LIG Defense&Aerospace079550 · KOSPI | ₩427,500 | −4.79% | ₩65B | ₩9.4T | 10.74% |
Hyundai-Rotem064350 · KOSPI | ₩79,000 | −4.59% | ₩40B | ₩8.6T | 7.07% |
Hanwha000880 · KOSPI | ₩91,900 | −2.23% | ₩4.4B | ₩4.9T | 5.41% |
Hanwha Engine082740 · KOSPI | ₩30,950 | −6.50% | ₩26B | ₩2.6T | 9.20% |
Sungho Electronics043260 · KOSDAQ | ₩29,150 | +1.57% | ₩119B | ₩2.2T | 0.48% |
Poongsan103140 · KOSPI | ₩58,400 | −2.34% | ₩3.7B | ₩1.6T | 8.22% |
Woori Technology, Incorporation032820 · KOSDAQ | ₩9,150 | −4.98% | ₩22B | ₩1.6T | 0.32% |
Hyundai WIA011210 · KOSPI | ₩50,500 | +0.20% | ₩3.2B | ₩1.4T | 6.26% |
Bonsystems496320 · KONEX | ₩1,176,000 | 0.00% | ₩0 | ₩1.2T | — |
Vitzrocell082920 · KOSDAQ | ₩24,350 | +2.10% | ₩3.8B | ₩1.1T | 0.73% |
Hanwha Machinery & Service Holdings0220W0 · KOSPI | ₩7,880 | +1.55% | ₩15B | ₩666B | 5.22% |
SNT Dynamics003570 · KOSPI | ₩25,550 | −3.58% | ₩3.6B | ₩637B | 7.16% |
Satrec Initiative099320 · KOSDAQ | ₩56,900 | +4.02% | ₩8.6B | ₩623B | 3.26% |
Hanyang ENG045100 · KOSDAQ | ₩27,550 | −1.96% | ₩1.1B | ₩482B | 0.19% |
i3system214430 · KOSDAQ | ₩62,100 | −0.32% | ₩1.3B | ₩454B | 2.07% |
Sejin Heavy Industries075580 · KOSPI | ₩7,100 | −3.92% | ₩1.5B | ₩404B | 1.70% |
Hanwha 3rd Pref.00088K · KOSPI | ₩27,050 | −2.52% | ₩444M | ₩397B | 1.94% |
MNC Solution484870 · KOSPI | ₩13,640 | −2.15% | ₩1.1B | ₩375B | 4.13% |
Inhwa Precision101930 · KOSDAQ | ₩6,400 | −6.43% | ₩420M | ₩292B | — |
Firstec010820 · KOSPI | ₩5,000 | −5.48% | ₩1.4B | ₩244B | 0.41% |
Samyang Comtech484590 · KOSDAQ | ₩5,720 | −2.72% | ₩474M | ₩236B | 0.87% |
Vitzro Nextech488900 · KOSDAQ | ₩8,050 | −2.54% | ₩296M | ₩233B | — |
Vitzro Tech042370 · KOSDAQ | ₩8,680 | −4.93% | ₩2B | ₩227B | — |
AeroSpace Technology of Korea067390 · KOSDAQ | ₩4,925 | −2.09% | ₩400M | ₩207B | 0.80% |
Innospace462350 · KOSDAQ | ₩4,975 | −0.90% | ₩797M | ₩173B | 0.97% |
Duksan Navcours266690 · KOSDAQ | ₩7,760 | −11.11% | ₩5.6B | ₩147B | — |
Itek119830 · KOSDAQ | ₩5,450 | −2.68% | ₩748M | ₩145B | — |
Asia Pacific Satellite lnc211270 · KOSDAQ | ₩9,000 | +4.53% | ₩62B | ₩136B | 0.36% |
Kencoa Aerospace274090 · KOSDAQ | ₩9,820 | −2.87% | ₩3.3B | ₩135B | 0.91% |
Chosun Refractories462520 · KOSPI | ₩11,030 | +0.18% | ₩135M | ₩131B | 0.64% |
Nara Space Technology478340 · KOSDAQ | ₩9,640 | −4.17% | ₩2B | ₩112B | — |
Sewon Precision Industry021820 · KOSPI | ₩10,610 | +1.05% | ₩117M | ₩106B | 0.23% |
Dawonsys068240 · KOSDAQ | ₩2,530 | 0.00% | ₩0 | ₩97B | 0.08% |
Lumir474170 · KOSDAQ | ₩5,120 | +1.59% | ₩578M | ₩91B | — |
Victek065450 · KOSDAQ | ₩3,000 | −4.91% | ₩16B | ₩88B | — |
Huneed Technologies005870 · KOSPI | ₩4,930 | +0.20% | ₩930M | ₩70B | 0.41% |
Dypnf104460 · KOSDAQ | ₩6,030 | −2.58% | ₩66M | ₩63B | 0.05% |
KP Aero Industries288180 · KOSDAQ | ₩6,210 | −3.57% | ₩117M | ₩46B | — |
KNS Space and Defence487400 · KOSDAQ | ₩4,190 | −8.52% | ₩434M | ₩43B | — |
Dongbang Ship Machinery099410 · KOSDAQ | ₩2,445 | −3.17% | ₩68M | ₩34B | — |
SolDefense215090 · KOSDAQ | ₩1,334 | −3.05% | ₩68M | ₩31B | — |
Speco013810 · KOSDAQ | ₩1,420 | −3.73% | ₩757M | ₩21B | 1.00% |
S&W103230 · KOSDAQ | ₩1,566 | +1.69% | ₩19M | ₩11B | — |
Source: KRX statistical information