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 · 3Q 2026
Reporting season · reports due by Nov 14
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 |
|---|---|---|---|---|---|---|---|
| Hyundai-Rotem | Oct 19Preliminary | ₩1.6T | +0.1% | ₩247B | −11.0% | +6.3% | 15.2%17.1% |
| Satrec Initiative | Oct 29Preliminary | ₩56B | +11.4% | ₩8.2B | +235.6% | +502.7% | 14.7%4.9% |
| Hanwha Ocean | Expected around Oct 27 | ||||||
| MNC Solution | Expected around Oct 28 | ||||||
| SNT Dynamics | Expected around Oct 30 | ||||||
| Hanwha Systems | Expected around Oct 31 | ||||||
| Poongsan | Expected around Oct 31 | ||||||
| Hyundai WIA | Expected around Oct 31 | ||||||
| Hanwha Aerospace | Expected around Nov 3 | ||||||
| i3system | Expected around Nov 3 | ||||||
| Korea Aerospace Industries | Expected around Nov 5 | ||||||
| LIG Defense&Aerospace | Expected around Nov 6 | ||||||
| Hanwha | Expected around Nov 6 | ||||||
| Hanwha Engine | Expected around Nov 7 | ||||||
| Victek | Expected around Nov 7 | ||||||
| Vitzrocell | Expected around Nov 12 | ||||||
| Hanyang ENG | Expected around Nov 13 | ||||||
| Asia Pacific Satellite lnc | Expected around Nov 13 | ||||||
| Sungho Electronics | Expected around Nov 14 | ||||||
| Woori Technology, Incorporation | Expected around Nov 14 | ||||||
| Sejin Heavy Industries | Expected around Nov 14 | ||||||
| Inhwa Precision | Expected around Nov 14 | ||||||
| Firstec | Expected around Nov 14 | ||||||
| Samyang Comtech | Expected around Nov 14 | ||||||
| Vitzro Tech | Expected around Nov 14 | ||||||
| AeroSpace Technology of Korea | Expected around Nov 14 | ||||||
| Innospace | Expected around Nov 14 | ||||||
| Duksan Navcours | Expected around Nov 14 | ||||||
| Itek | Expected around Nov 14 | ||||||
| Kencoa Aerospace | Expected around Nov 14 | ||||||
| Chosun Refractories | Expected around Nov 14 | ||||||
| Sewon Precision Industry | Expected around Nov 14 | ||||||
| Dawonsys | Expected around Nov 14 | ||||||
| Lumir | Expected around Nov 14 | ||||||
| Huneed Technologies | Expected around Nov 14 | ||||||
| Dypnf | Expected around Nov 14 | ||||||
| KP Aero Industries | Expected around Nov 14 | ||||||
| Dongbang Ship Machinery | Expected around Nov 14 | ||||||
| SolDefense | Expected around Nov 14 | ||||||
| Speco | Expected around Nov 14 | ||||||
| S&W | Expected around Nov 14 | ||||||
| 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 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
−16.46%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 · 6 up · 1 flat · 39 down
- Traded value
- ₩693B
- Value vs 20-day average
- 0.76×
- Top gainer
- Hanwha Machinery & Service Holdings +29.18%
- Largest company
- Hanwha Aerospace ₩39T
Companies in this theme
| Company | Price | Monthly | Traded value | Market cap | NPS |
|---|---|---|---|---|---|
Hanwha Aerospace012450 · KOSPI | ₩760,000 | −26.50% | ₩145B | ₩39T | 7.95% |
Hanwha Ocean042660 · KOSPI | ₩50,500 | −36.88% | ₩61B | ₩15T | 6.66% |
Hanwha Systems272210 · KOSPI | ₩64,600 | −10.77% | ₩44B | ₩12T | 6.17% |
Korea Aerospace Industries047810 · KOSPI | ₩100,400 | −22.53% | ₩24B | ₩9.8T | 7.08% |
LIG Defense&Aerospace079550 · KOSPI | ₩427,500 | −38.31% | ₩65B | ₩9.4T | 10.74% |
Hyundai-Rotem064350 · KOSPI | ₩79,000 | −31.72% | ₩40B | ₩8.6T | 7.07% |
Hanwha000880 · KOSPI | ₩91,900 | −30.22% | ₩4.4B | ₩4.9T | 5.41% |
Hanwha Engine082740 · KOSPI | ₩30,950 | −35.05% | ₩26B | ₩2.6T | 9.20% |
Poongsan103140 · KOSPI | ₩58,400 | −25.03% | ₩3.7B | ₩1.6T | 8.22% |
Hyundai WIA011210 · KOSPI | ₩50,500 | −6.48% | ₩3.2B | ₩1.4T | 6.26% |
Hanwha Machinery & Service Holdings0220W0 · KOSPI | ₩7,880 | +29.18% | ₩15B | ₩666B | 5.22% |
SNT Dynamics003570 · KOSPI | ₩25,550 | −14.26% | ₩3.6B | ₩637B | 7.16% |
Sejin Heavy Industries075580 · KOSPI | ₩7,100 | −28.93% | ₩1.5B | ₩404B | 1.70% |
Hanwha 3rd Pref.00088K · KOSPI | ₩27,050 | −33.70% | ₩444M | ₩397B | 1.94% |
MNC Solution484870 · KOSPI | ₩13,640 | −24.31% | ₩1.1B | ₩375B | 4.13% |
Firstec010820 · KOSPI | ₩5,000 | −19.48% | ₩1.4B | ₩244B | 0.41% |
Chosun Refractories462520 · KOSPI | ₩11,030 | −13.15% | ₩135M | ₩131B | 0.64% |
Sewon Precision Industry021820 · KOSPI | ₩10,610 | −0.66% | ₩117M | ₩106B | 0.23% |
Huneed Technologies005870 · KOSPI | ₩4,930 | +11.54% | ₩930M | ₩70B | 0.41% |
Source: KRX statistical information