AR, VR & XR stocks

XR·메타버스

What are AR, VR & XR stocks in Korea?

The AR, VR & XR theme on jonbur groups 16 Korean stocks listed on KOSPI and KOSDAQ, worth ₩1,571T in total. On Oct 28, 2026 the group moved up 8.70% (weighted by market value); the largest members are Samsung Electronics, Samsung Electro-Mechanics, NAVER.

Stocks: 16
Total market value: ₩1,571T
Day's move: +8.70%
As of: Oct 28, 2026
Largest members: Samsung Electronics, Samsung Electro-Mechanics, NAVER

Earnings tracker · 1Q 2026

Past quarter

16 of 16 reportedOperating profit up vs a year ago: 13 of 15

Revenue+56.4%

Operating profit+665.4%

Net profit+439.7%

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 Electronics	May 15	₩134T	+69.2%	₩57T	+756.1%	+185.1%	42.8%8.4%
Samsung Electro-Mechanics	May 15	₩3.2T	+17.2%	₩281B	+39.9%	+17.2%	8.7%7.3%
NAVER	May 15	₩3.2T	+16.3%	₩542B	+7.2%	−11.3%	16.7%18.1%
Kakao	May 15	₩1.9T	+4.2%	₩211B	+100.6%	−9.1%	10.9%5.7%
LG Innotek	May 14	₩5.5T	+11.1%	₩295B	+136.0%	−9.1%	5.3%2.5%
LG Display	May 15	₩5.5T	−8.8%	₩147B	+338.4%	−12.9%	2.7%0.6%
Netmarble	May 14	₩652B	+4.5%	₩53B	+6.7%	−52.1%	8.1%8.0%
BHCo	May 15	₩372B	+11.8%	₩11B	Turned to profit	−63.0%	2.9%−7.6%
DUK SAN Neolux	May 15	₩73B	+92.1%	₩17B	+72.7%	−25.9%	23.5%26.1%
Wemade	May 15	₩153B	+8.1%	₩8.5B	Turned to profit	−65.0%	5.5%−8.0%
Com2us	May 15	₩145B	−13.9%	₩5.1B	+206.9%	−73.2%	3.5%1.0%
Neowiz	May 15	₩101B	+13.9%	₩7B	−32.0%	+48.1%	6.9%11.5%
OptiCore	May 15	₩12B	+280.7%	−₩661M	Smaller loss	Smaller loss	−5.6%−35.3%
Green Optics	May 15	₩11B	—	₩555M	—	−62.1%	5.1%
Dexter studios	May 15	₩11B	−29.4%	−₩3.9B	Bigger loss	Turned to loss	−36.5%−23.9%
Virnect	May 15	₩3.8B	+310.2%	−₩1.5B	Smaller loss	Bigger loss	−38.8%−317.1%

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 28, 2026

Above 20-day average: 20%
Above 60-day average: 6.7%
RSI above 70: 0%
RSI below 30: 0%
52-week highs: 0
52-week lows: 1

Index gauge · Short term

Leaning bearish

2 bullish, 1 neutral, 6 bearish

Index gauge · Medium term

Bearish

0 bullish, 0 neutral, 8 bearish

Technical read

The AR, VR & XR theme comprises 15 members, and 20% of them trade above their 20-day averages while 6.7% sit above their 60-day averages. No members are at RSI extremes on either side, and one member touched a 52-week low while none reached a 52-week high. The equal-weighted member index shows a leanBearish short-term gauge with 6 bearish signals against 2 bullish, a bearish medium-term gauge, an RSI of 38.6, and a position 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 23, 202685Coway: ₩310bn of bonds due in the next 6 months vs ₩140bn cash₩310bn due within 12 months, from the bond filings so far; cash and cash equivalents as of 2026 H1.Coway Netmarble

Creators talking about this

AR, VR & XR

+1.32%

XR·메타버스

The XR·메타버스 theme groups Korean companies involved in extended reality, which spans augmented reality (AR), virtual reality (VR), and mixed reality devices, along with the software, displays, optical components, and content platforms that support them. Korean investors often cluster these firms together because they share common technology supply chains, such as micro-displays, sensors, and headset manufacturing, and because they are sensitive to the same news about new device launches and metaverse-related platform development. Interest in the theme tends to rise and fall with broader technology sentiment and the commercial pace of consumer and enterprise XR adoption.

16 companies · 8 up · 2 flat · 6 down

Traded value: ₩5.9T
Value vs 20-day average: 1.08×
Top gainer: Samsung Electronics
Largest company: Samsung Electronics

Companies in this theme

Market cap Value traded Gainers Losers NPS stake

All KOSPI KOSDAQ

NPS owns > 5%

Company	Price	Daily	Traded value	Market cap	NPS
Samsung Electronics005930 · KOSPI	₩242,000	+9.01%	₩4.3T	₩1,415T	7.76%
Samsung Electro-Mechanics009150 · KOSPI	₩1,306,000	+8.74%	₩1.2T	₩98T	9.87%
NAVER035420 · KOSPI	₩178,000	+2.12%	₩205B	₩27T	9.49%
Kakao035720 · KOSPI	₩29,800	+1.02%	₩42B	₩13T	5.39%
LG Innotek011070 · KOSPI	₩368,000	−1.74%	₩176B	₩8.7T	7.44%
LG Display034220 · KOSPI	₩7,620	+2.70%	₩16B	₩3.8T	4.03%
Netmarble251270 · KOSPI	₩33,550	−0.30%	₩3.8B	₩2.8T	6.07%
BHCo090460 · KOSPI	₩17,940	+2.69%	₩7.6B	₩605B	10.12%
DUK SAN Neolux213420 · KOSDAQ	₩24,300	−3.19%	₩4.1B	₩603B	8.01%
Wemade112040 · KOSDAQ	₩13,640	−0.44%	₩1.3B	₩463B	0.44%
Com2us078340 · KOSDAQ	₩31,450	+0.80%	₩1.3B	₩380B	0.49%
Neowiz095660 · KOSDAQ	₩17,190	−1.94%	₩903M	₩372B	1.03%
OptiCore380540 · KOSDAQ	₩8,450	0.00%	₩0	₩207B	—
Green Optics0015G0 · KOSDAQ	₩10,740	+4.27%	₩324M	₩126B	—
Dexter studios206560 · KOSDAQ	₩943	−2.58%	₩174M	₩24B	0.25%
Virnect438700 · KOSDAQ	₩1,825	0.00%	₩37M	₩20B	—

Source: KRX statistical information