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North Korea & reunification stocks

남북경협

What are North Korea & reunification stocks in Korea?

The North Korea & reunification theme on jonbur groups 4 Korean stocks listed on KOSPI and KOSDAQ, worth ₩22T in total. On Oct 29, 2026 the group moved down 3.96% (weighted by market value); the largest members are Hyundai Engineering & Construction, Hyundai-Rotem, Hyundai Elevator.

Key facts

Stocks
4
Total market value
₩22T
Day's move
−3.96%
As of
Oct 29, 2026
Largest members
Hyundai Engineering & Construction, Hyundai-Rotem, Hyundai Elevator

Earnings tracker · 3Q 2026

Reporting season · reports due by Nov 14

1 of 4 reportedOperating profit up vs a year ago: 0 of 1
Revenue+0.1%
Operating profit−11.0%
Net profit+1,900.6%

Combined, for the companies that have reported, vs the same quarter a year ago

CompanyReportedRevenuevs a year agoOperating profitvs a year agovs last quarterOp. margin
Hyundai-RotemOct 19Preliminary₩1.6T+0.1%₩247B−11.0%+6.3%15.2%17.1%
Hyundai Engineering & ConstructionExpected around Oct 31
Hyundai ElevatorExpected around Nov 14
Daea TIExpected around Nov 14

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
0%
Above 60-day average
0%
RSI above 70
0%
RSI below 30
25%
52-week highs
0
52-week lows
1

Index gauge · Short term

Bearish

1 bullish, 2 neutral, 6 bearish

Index gauge · Medium term

Bearish

0 bullish, 0 neutral, 8 bearish

Technical read

The North Korea and reunification theme covers 4 member stocks, and none of them currently trade above their 20-day or 60-day averages. Breadth is weak: no members sit at 52-week highs, one is at a 52-week low, and one member's RSI is at 25, which is in oversold territory. The equal-weighted member index reads bearish on both horizons, with its short-term signals at 6 bearish, 1 bullish and 2 neutral and its medium-term signals at 8 bearish, with an RSI of 29.9 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

No notable credit, ELS or macro events for these companies in the last 30 days.

North Korea & reunification

−20.87%

남북경협

The North Korea and reunification theme groups Korean-listed companies that stand to be affected by inter-Korean relations, such as construction, railway, logistics, energy, and infrastructure firms, as well as defense and border-security names. Korean investors often trade these stocks in response to diplomatic headlines, summit announcements, or changes in sanctions, because the theme is tied to hopes for economic cooperation across the border. Share prices in this group tend to be highly sensitive to political news, and the sector's long-term prospects remain uncertain.

4 companies · 0 up · 0 flat · 4 down

Traded value
₩170B
Value vs 20-day average
1.48×
Top gainer
Hyundai Elevator
−9.47%
Largest company
Hyundai Engineering & Construction
₩10T

Companies in this theme

CompanyPriceMonthlyTraded valueMarket capNPS
₩91,400−26.65%₩124B₩10T10.22%
Hyundai-Rotem064350 · KOSPI
₩79,000−31.72%₩40B₩8.6T7.07%
Hyundai Elevator017800 · KOSPI
₩66,900−9.47%₩5.8B₩2.6T9.27%

Source: KRX statistical information