Software & cloud stocks

소프트웨어·클라우드

What are Software & cloud stocks in Korea?

The Software & cloud theme on jonbur groups 110 Korean stocks listed on KOSPI and KOSDAQ, worth ₩88T in total. On Oct 30, 2026 the group moved down 2.51% (weighted by market value); the largest members are NAVER, Samsung SDS, Kakao.

Stocks: 110
Total market value: ₩88T
Day's move: −2.51%
As of: Oct 30, 2026
Largest members: NAVER, Samsung SDS, Kakao

Earnings tracker · 3Q 2026

Reporting season · reports due by Nov 14

3 of 111 reportedOperating profit up vs a year ago: 3 of 3

Revenue+10.7%

Operating profit+8.8%

Net profit−15.7%

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
Samsung SDS	Oct 29Preliminary	₩3.8T	+11.2%	₩241B	+3.7%	+4.0%	6.4%6.8%
LG CNS	Oct 30Preliminary	₩1.7T	+9.3%	₩138B	+15.0%	+8.1%	8.3%7.9%
Ahnlab	Oct 28Preliminary	₩72B	+11.9%	₩13B	+63.3%	+139.2%	17.8%12.2%
POSCO DX	Expected around Oct 27
Hyundai Autoever	Expected around Oct 31
Hyosung ITX	Expected around Oct 31
Shinsegae Information & Communication	Expected around Nov 3
Nexus	Expected around Nov 4
Model Solution	Expected around Nov 4
NAVER	Expected around Nov 5
Cafe24	Expected around Nov 6
Kakao	Expected around Nov 7
DB	Expected around Nov 7
Inveni	Expected around Nov 7
ktcs	Expected around Nov 7
NHN	Expected around Nov 10
RingNet	Expected around Nov 10
012510	Expected around Nov 10
Kinx	Expected around Nov 11
Gabia	Expected around Nov 11
Korea Information & Communication	Expected around Nov 11
ES Tsoft	Expected around Nov 11
Iquest	Expected around Nov 11
Hancom	Expected around Nov 12
Suresofttech	Expected around Nov 12
Hancom With	Expected around Nov 12
Exem	Expected around Nov 12
Total Soft Bank	Expected around Nov 12
Linkgenesis	Expected around Nov 12
Obzen	Expected around Nov 12
Nable	Expected around Nov 12
Daou Technology	Expected around Nov 13
Itcenglobal	Expected around Nov 13
Gaeasoft	Expected around Nov 13
Telcoware	Expected around Nov 13
SPSoft	Expected around Nov 13
Asiana IDT	Expected around Nov 13
Itcenentec	Expected around Nov 13
Soosan INT	Expected around Nov 13
NuriFlex	Expected around Nov 13
Sandoll	Expected around Nov 13
Softcamp	Expected around Nov 13
Hunesion	Expected around Nov 13
Bellock	Expected around Nov 13
Sphere	Expected around Nov 14
Daou Data	Expected around Nov 14
Danal	Expected around Nov 14
coocon	Expected around Nov 14
Genians	Expected around Nov 14
Emro	Expected around Nov 14
Konan Technology Incorporation	Expected around Nov 14
Polaris Office	Expected around Nov 14
Aton	Expected around Nov 14
Korea Computer & Systems	Expected around Nov 14
MDS Tech	Expected around Nov 14
WebCash	Expected around Nov 14
Skai worldwide	Expected around Nov 14
B2En	Expected around Nov 14
Rsupport	Expected around Nov 14
S Net Systems	Expected around Nov 14
Openbase	Expected around Nov 14
Korea Electronic Certification Authority	Expected around Nov 14
FSN	Expected around Nov 14
Obigo	Expected around Nov 14
ONE4U	Expected around Nov 14
Synapsoft	Expected around Nov 14
Forcs	Expected around Nov 14
BI Matrix	Expected around Nov 14
SGA Solutions	Expected around Nov 14
Innoax	Expected around Nov 14
Zungwon En-Sys	Expected around Nov 14
Eluon	Expected around Nov 14
Inspien	Expected around Nov 14
PLANTYNETCo	Expected around Nov 14
YoungLimWon SoftLab	Expected around Nov 14
Dasan DMC	Expected around Nov 14
Hanssak	Expected around Nov 14
Daishin Information	Expected around Nov 14
Wavus	Expected around Nov 14
Twim	Expected around Nov 14
Innotena	Expected around Nov 14
Mirae ING	Expected around Nov 14
Plateer	Expected around Nov 14
Hanbit Soft	Expected around Nov 14
Korea Computer Terminal	Expected around Nov 14
KineMaster	Expected around Nov 14
Udmtek	Expected around Nov 14
Uracle	Expected around Nov 14
Isaac Engineering	Expected around Nov 14
Saltware	Expected around Nov 14
Inswave	Expected around Nov 14
Micube Solution	Expected around Nov 14
SSR	Expected around Nov 14
Simplatform	Expected around Nov 14
Iteyes	Expected around Nov 14
Wise iTech	Expected around Nov 14
Softcen	Expected around Nov 14
Vaiv	Expected around Nov 14
Alticast	Expected around Nov 14
Innosimulation	Expected around Nov 14
Openknowl	Expected around Nov 14
Thumbage	Expected around Nov 14
Mobile Appliance	Expected around Nov 14
Tobesoft	Expected around Nov 14
Moadata	Expected around Nov 14
Tomatosystem	Expected around Dec 1
Nearthlab	Not yet
Egis	Not yet
UVC	Not yet
SONGWOO Information & Technology	Not yet
Tilon	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: 13%
Above 60-day average: 17%
RSI above 70: 3%
RSI below 30: 11%
52-week highs: 1
52-week lows: 14

Index gauge · Short term

Bearish

1 bullish, 1 neutral, 7 bearish

Index gauge · Medium term

Bearish

0 bullish, 2 neutral, 6 bearish

Technical read

Across the 88 Software & cloud members, only 20.5% trade above their 20-day average and 26.1% above their 60-day average, indicating weak breadth. Four members sit at 52-week lows against two at 52-week highs, and the RSI extremes show 4.5 at the high end and 9.1 at the low end. The equal-weighted member index gauge reads lean bearish on the short term and bearish on the medium term, with an RSI of 44.7 and price inside 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

MacroOct 30, 202674Nasdaq 100 (QQQ) −3.5% to 690.49That's about 2.8 times its typical daily swing over the last 60 trading days.NAVER Kakao Samsung SDS SK hynix SK Telecom
MaturitiesOct 23, 202675Inveni: ₩50bn of bonds due in the next 6 months vs ₩31bn cash₩70bn due within 12 months, from the bond filings so far; cash and cash equivalents as of 2026 H1.Inveni Gaon Cable LS Networks LS LS Electric E1
MaturitiesOct 20, 202675DB Securities: ₩1.3tn of bonds due in the next 6 months vs ₩821bn cash₩1.4tn due within 12 months, from the bond filings so far; cash and cash equivalents as of 2026 H1.DB Securities DB HiTek DB Insurance DB

Creators talking about this

Software & cloud

−6.88%

소프트웨어·클라우드

The Software & cloud theme covers Korean companies that develop enterprise software, cloud infrastructure, SaaS platforms, and IT services, such as businesses selling data management, security, and online service tools to corporate customers. Korean investors often group these firms together because they share recurring subscription-style revenue models and sensitivity to corporate IT spending and the global shift toward cloud computing. The theme is typically discussed separately from hardware and semiconductor names, which depend more on manufacturing cycles.

110 companies · 15 up · 4 flat · 91 down

Traded value: ₩636B
Value vs 20-day average: 1.44×
Top gainer: Ahnlab
Largest company: NAVER

Companies in this theme

Market cap Value traded Gainers Losers NPS stake

All KOSPI KOSDAQ

NPS owns > 5%

Company	Price	Monthly	Traded value	Market cap	NPS
NAVER035420 · KOSPI	₩172,300	−11.55%	₩108B	₩26T	9.49%
Samsung SDS018260 · KOSPI	₩203,000	−6.24%	₩30B	₩16T	8.70%
Kakao035720 · KOSPI	₩29,450	−12.61%	₩36B	₩13T	5.39%
Hyundai Autoever307950 · KOSPI	₩289,000	−21.89%	₩34B	₩7.9T	7.21%
LG CNS064400 · KOSPI	₩72,200	+4.18%	₩76B	₩7T	7.24%
POSCO DX022100 · KOSPI	₩18,680	−5.94%	₩2.7B	₩2.8T	5.01%
NHN181710 · KOSPI	₩46,600	−15.12%	₩4.8B	₩1.5T	9.62%
Daou Technology023590 · KOSPI	₩32,250	−15.47%	₩1.8B	₩1.4T	6.52%

Source: KRX statistical information