K-defense stocks
방위산업
What are K-defense stocks in Korea?
The K-defense theme on jonbur groups 49 Korean stocks listed on KOSPI and KOSDAQ, worth ₩160T in total. On Oct 29, 2026 the group moved down 3.44% (weighted by market value); the largest members are Hanwha Aerospace, HD Hyundai Heavy Industries, HD Korea Shipbuilding & Offshore Engineering.
Key facts
- Stocks
- 49
- Total market value
- ₩160T
- Day's move
- −3.44%
- As of
- Oct 29, 2026
- Largest members
- Hanwha Aerospace, HD Hyundai Heavy Industries, HD Korea Shipbuilding & Offshore Engineering
Earnings tracker · 2Q 2026
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 | ₩9.3T | +47.2% | ₩1.4T | +57.9% | +113.7% | 14.7%13.7% |
| HD Hyundai Heavy Industries | Aug 14 | ₩6.3T | +52.7% | ₩1T | +120.6% | +14.9% | 16.4%11.4% |
| HD Korea Shipbuilding & Offshore Engineering | Aug 14 | ₩8.9T | +20.2% | ₩1.6T | +72.5% | +21.3% | 18.4%12.8% |
| Hanwha Ocean | Aug 12 | ₩5.4T | +65.2% | ₩736B | +98.0% | +66.9% | 13.5%11.3% |
| Hanwha Systems | Aug 13 | ₩1.1T | +45.5% | ₩104B | +209.9% | +202.3% | 9.3%4.4% |
| Korea Aerospace Industries | Aug 14 | ₩1.2T | +41.0% | ₩48B | −43.2% | −27.9% | 4.1%10.3% |
| LIG Defense&Aerospace | Aug 6 | ₩1.1T | +17.4% | ₩106B | +36.2% | −38.2% | 9.5%8.2% |
| Hyundai-Rotem | Aug 14 | ₩1.6T | +13.3% | ₩232B | −9.8% | +3.6% | 14.5%18.2% |
| Hanwha | Aug 14 | ₩29T | +48.8% | ₩2.4T | +80.4% | +90.1% | 8.4%6.9% |
| Sungho Electronics | Aug 14 | ₩85B | +50.7% | ₩6.9B | +421.0% | +115.1% | 8.1%2.3% |
| Poongsan | Aug 14 | ₩1.5T | +13.6% | ₩125B | +33.8% | +38.9% | 8.5%7.2% |
| Woori Technology, Incorporation | Aug 14 | ₩20B | −12.4% | −₩1.1B | Bigger loss | Smaller loss | −5.7%−2.9% |
| Hyundai WIA | Aug 14 | ₩2.4T | +8.0% | ₩50B | −10.6% | −2.3% | 2.1%2.6% |
| SNT Dynamics | Aug 12 | ₩196B | +5.2% | ₩17B | −41.9% | −19.3% | 8.8%15.9% |
| Satrec Initiative | Aug 13 | ₩51B | +15.0% | ₩1.4B | −32.5% | Turned to profit | 2.7%4.6% |
| SNT Motiv | Aug 12 | ₩258B | +0.2% | ₩26B | −3.0% | +20.0% | 10.0%10.3% |
| Poongsan Holdings | Aug 14 | ₩163B | +32.3% | ₩41B | +39.2% | +17.2% | 25.4%24.1% |
| Hanyang ENG | — | ₩355B | +22.3% | ₩29B | +41.8% | +28.1% | 8.0%6.9% |
| i3system | Aug 13 | ₩39B | +56.0% | ₩4.8B | +79.9% | +8.8% | 12.1%10.5% |
| Sejin Heavy Industries | Aug 13 | ₩93B | −4.8% | ₩20B | +132.4% | +49.3% | 21.8%8.9% |
| MNC Solution | Aug 14 | ₩94B | −4.0% | ₩13B | −7.0% | +57.0% | 13.4%13.8% |
| Firstec | Aug 14 | ₩92B | +49.1% | ₩3.4B | +125.0% | +49.6% | 3.7%2.5% |
| Samyang Comtech | Aug 13 | ₩47B | — | ₩11B | — | +475.4% | 24.5% |
| Vitzro Nextech | Aug 14 | ₩6.7B | — | −₩3.1B | — | Smaller loss | −46.8% |
| Vitzro Tech | Aug 14 | ₩123B | +17.9% | ₩12B | +10.2% | −11.2% | 9.6%10.3% |
| AeroSpace Technology of Korea | Aug 13 | ₩57B | +0.7% | ₩3.8B | Turned to profit | −45.8% | 6.7%−6.0% |
| Innospace | Aug 14 | ₩2.5B | +447.1% | −₩16B | Smaller loss | Bigger loss | −640.0%−3,705.2% |
| Duksan Navcours | Aug 13 | ₩12B | −5.6% | ₩524M | −67.6% | +130.8% | 4.4%12.9% |
| Asia Pacific Satellite lnc | Aug 14 | ₩6.8B | −58.7% | −₩2.3B | Bigger loss | Smaller loss | −34.3%−11.5% |
| Kencoa Aerospace | Aug 14 | ₩28B | +31.9% | ₩1.2B | Turned to profit | +443.6% | 4.2%−8.3% |
| Chosun Refractories | — | ₩126B | −7.4% | ₩1B | −82.0% | −88.8% | 0.8%4.1% |
| Nara Space Technology | Aug 14 | ₩1.9B | — | −₩3.7B | — | Bigger loss | −188.3% |
| Dawonsys | Aug 14 | −₩1.1B | Turned to loss | −₩23B | Smaller loss | Bigger loss | — |
| Lumir | Aug 14 | ₩4.2B | +110.6% | −₩1.1B | Turned to loss | Bigger loss | −24.9%15.4% |
| Victek | Aug 14 | ₩23B | +54.0% | ₩624M | −27.5% | +219.9% | 2.8%5.9% |
| Huneed Technologies | — | ₩29B | −6.5% | −₩428M | Smaller loss | Smaller loss | −1.5%−6.3% |
| Dypnf | Aug 14 | ₩37B | −65.8% | ₩1.1B | −92.8% | −69.8% | 2.9%13.9% |
| Smart Radar System | Aug 14 | ₩1.9B | −25.7% | −₩1.8B | Bigger loss | Bigger loss | −92.5%−47.3% |
| KP Aero Industries | — | ₩14B | −4.7% | −₩584M | Turned to loss | Turned to loss | −4.1%13.9% |
| Hizeaero | Aug 13 | ₩25B | +44.4% | ₩2.3B | +186.0% | +93.6% | 9.1%4.6% |
| Dongbang Ship Machinery | — | ₩12B | +31.5% | ₩3.9B | +463.4% | +151.1% | 33.5%7.8% |
| SolDefense | Aug 14 | ₩7.5B | −13.7% | −₩446M | Turned to loss | Smaller loss | −5.9%13.4% |
| Speco | Aug 14 | ₩4.1B | −47.7% | −₩1.3B | Bigger loss | Bigger loss | −31.5%−5.3% |
| VitzroSys | Aug 12 | ₩23B | +130.8% | ₩327M | Turned to profit | +333.7% | 1.4%−5.9% |
| Sewon Precision Industry | Not yet | ||||||
| Bonsystems | Not yet | ||||||
| Hanwha Machinery & Service Holdings | 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
−2.24%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.
49 companies · 11 up · 2 flat · 36 down
- Traded value
- ₩851B
- Value vs 20-day average
- 0.81×
- 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% |
HD Hyundai Heavy Industries329180 · KOSPI | ₩272,000 | −4.73% | ₩131B | ₩29T | 8.02% |
HD Korea Shipbuilding & Offshore Engineering009540 · KOSPI | ₩233,000 | −3.52% | ₩56B | ₩16T | 7.42% |
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% |
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 | — |
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% |
SNT Motiv064960 · KOSPI | ₩24,300 | −0.82% | ₩827M | ₩579B | 8.83% |
Poongsan Holdings005810 · KOSPI | ₩33,850 | +0.30% | ₩222M | ₩488B | 2.28% |
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% |
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 | — |
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% |
Smart Radar System424960 · KOSDAQ | ₩2,975 | −4.03% | ₩90M | ₩49B | 0.96% |
KP Aero Industries288180 · KOSDAQ | ₩6,210 | −3.57% | ₩117M | ₩46B | — |
KNS Space and Defence487400 · KOSDAQ | ₩4,190 | −8.52% | ₩434M | ₩43B | — |
Hizeaero221840 · KOSDAQ | ₩1,959 | −1.26% | ₩14M | ₩37B | — |
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% |
VitzroSys054220 · KOSDAQ | ₩1,329 | +1.06% | ₩44M | ₩17B | — |
Source: KRX statistical information