Daily brief
Morning report — Fri 30 Oct 2026 ~07:45 HKT / 08:45 KST (research/paper · recover rewrite)
Research/paper only. No live orders or recommendations. Automation interrupted after research; desk rewritten from /workspace/am1030/ artifacts (no fresh market re-pull). Age cut: news Thu 29 + Fri 30; DART ≥ Thu 29 Oct 15:40 KST. KRX Fri PREOPEN at pack snapshot (cash open 09:00 KST / 08:00 HKT).
today SK hynix Thu official close ₩1,526,000 (+2.62% / +₩39,000) vs Wed ₩1,487,000. SKHY Thu RTH $162.09 (−1.58%); AH ~$154.10 (−4.93%). Yonhap FX 15:30 1,336.8; same-session prem +41.99%. Paper Seoul rule NO (Leg A +2.62% fails ≤−8%). Fri PREOPEN Naver overPrice ~₩1,444,000 (−5.37%) — indication only. KIND NEW Thu: rumor/media clarification 20261029800130 (unconfirmed). Standing Wed Q3 pack unchanged (Rev ₩104.62T / OP ₩83.33T / OPM 80%).
watchlists US AJ: NEW rows 0. Standing Y: AVGO, MU, MRVL, NVDA (HC), XPEV, META, AMD. Wait ORCL; Caution TSLA, NIO; Watch SPCX; Avoid EOSE, EOS; N PLTR, AAPL, RIVN, SNDK. Outlook connected; Alphabet + Aixtron Post Q3 = members-locked teasers (portal not accessed). HC browser-readable: SNDK add @$1,333 → KEEP N; off-board GOOG @$288 / LITE @$966 / AIXA exit €34.2. Korea attractive: EMPTY.
asia news Rebuilt from morning artifacts for Thu 29 + Fri 30 age cut (Wed closes dropped). Core: Hynix Thu +2.62% / soft ADR AH / foreign +₩453bn; Samsung IR Thu HBM sold-out colour (PRIOR aft); GOOGL −13% record dump idiosyncratic; Fri PREOPEN soft indication.
X Fri eve: n_new=16 since aft 13:50 HKT. Sentiment risk-on / medium (shifted from aft high): TrendForce DRAM + Kioxia CY27 SOLD OUT + WFE raise + HC buys; US open risk-off (NDX −2.5%, INTC −29%, SNDK −10% despite beat). Home + hardcore readable.
DART KEEP×2 new @ 2026-10-30 14:31 KST: Mgame 058630 UP 3-8% don’t-chase · MS Autotech 123040 MIXED 3-8% don’t-chase (plus prior board). Age cut ≥ Thu 29 15:40 KST.
DART KEEP×4 new @ 2026-10-30 13:59–14:13 KST: Bangrim 003610 UP 3-8% don’t-chase · Chong Kun Dang Bio 063160 DOWN 3-8% · PNTMS 257370 UP 3-8% don’t-chase · Myungshin Industrial 009900 MIXED 3-8% don’t-chase (plus prior board). KEEP×3 new @ 2026-10-30 13:26–13:41 KST: Sungdo ENG 037350 UP 3-8% don’t-chase · Kbank 279570 UP 1-3% · Withtech 348350 UP 3-8% don’t-chase (plus prior board). Age cut ≥ Thu 29 15:40 KST.KEEP×2 new @ 2026-10-30 13:14 KST: JVM 054950 UP 3-8% · Dongkuk CM 460850 DOWN 3-8% (plus prior board). Age cut ≥ Thu 29 15:40 KST.
funding BN vs HL (~07:44 HKT; next BN was 08:00 HKT): BTC +3.20 / ETH +14.13 / SOL +14.92; SKHY +17.10 bp, SKHYNIX/SKHX +35.34 bp (both wider BN-rich vs Thu AM). Paper only. Shell BN/HL API blocked — BN WebFetch; HL aggregators.
HYROX Warsaw HYROX: OPEN since Wed 14 Oct (PL saleStatus=onSale; last_pinged_id pl-page-onsale-2026-10-14). Morning check ~08:05 HKT: no new OPEN/sold-out wave. ping_needed=false — no re-ping.
Asia news tape
Friday age cut: Thu 29 + Fri 30 · n=7 (a 0 / b 6 / c 1) · refreshed 2026-10-30 09:13 HKT / 2026-10-30 10:13 KST. Rank a = China AI / HK; b = SK hynix/Samsung/KOSPI/HSI/NVDA; c = other macro. Wed closes dropped by age cut.
Session context: Fri 30 Oct morning recover (~07:45 HKT pack). Thu 29 cash: 000660 ₩1,526,000 (+2.62%); SKHY $162.09 RTH / AH $154.10; FX 1,336.8; prem +41.99%. Samsung IR was Thu (HBM sold-out / shortage-to-2028 colour already on X PRIOR). KRX Fri PREOPEN at snapshot.
rank bYahoo / KSF · 000660 · 2026-10-29 close
SK hynix Thu close ₩1,526,000 (+2.62%) — digest after Wed melt-up
Official Thu O/H/L/C ₩1,511,000 / 1,587,000 / 1,479,000 / 1,526,000 (+₩39,000 / +2.62% vs Wed ₩1,487,000). Vol 4.55M. Naver price C ₩1,516,000 not used. Fri PREOPEN overPrice ~₩1,444,000 (−5.37%) indication only.
Implication: b-rank: cash still green after Wed +10.9%, but Fri soft PREOPEN indication + soft ADR AH argue digest, not chase.
finance.yahoo.com/quote/000660.KS/history/
rank bYahoo SKHY · 2026-10-29 RTH/AH
SKHY Thu $162.09 (−1.58%); AH ~$154.10 (−4.93%) — ADR soft into Asia Fri
Yahoo: SKHY Thu RTH close $162.09 (O/H/L 163.51 / 164.75 / 159.04). Extended ~$154.10 (−7.99 / −4.93%). Same-session prem vs Thu cash + FX 1,336.8 = +41.99%.
Implication: b-rank ADR: RTH soft vs Seoul green; AH prints the risk-off pocket into Fri PREOPEN.
finance.yahoo.com/quote/SKHY/
rank bNaver / KSF flows · 2026-10-29
Foreign +295k sh / +₩453bn into 000660 Thu — FO ~48.7%
Naver trend: For +295,478 / Inst −167,108 / Ind −371,519; FO 48.72%. KSF KRW (KRX+NXT): For +₩453.0bn / Inst −₩192.2bn / Retail −₩624.2bn; FO 48.66%. Foreign sign conflict: none.
Implication: b-rank flow: foreign still net buyer on the digest day; retail/inst supplied.
koreanstockflows.com/stocks/sk-hynix-000660
rank bX @jukan05 · Samsung IR Thu · PRIOR aft
Samsung IR Thu: next-year HBM sold out; shortage colour into 2028
PRIOR aft X: Samsung IR — next-year HBM supply already sold out; pricing at target; LTAs with 10 majors (+10 negotiating); tight memory supply expected to persist into 2028. Korean media had HBM4 mid-to-high $4/Gb colour.
Implication: b-rank: structural shortage/ASP support for KR memory sleeve into Fri — adjacency for 000660 / 005930, not a fresh Fri print.
x.com/jukan05/status/2115660598470222036
rank bDART / KIND · 2026-10-29 ~10:21 KST
000660 KIND: rumor/media clarification (unconfirmed) rcp 20261029800130
Thu NEW: Clarification of rumor or media report (unconfirmed). Standing Wed Q3 prelim pack unchanged: Rev ₩104.62T / OP ₩83.33T (OPM 80%); DPS ₩20,000; FY26 SH returns ~₩100T. Do not attribute englishdart 20261029000607 (SK Inc) to 000660.
Implication: b-rank housekeeping on Hynix desk — not a gap-class NEW vs Wed IR set.
dart.fss.or.kr … 20261029800130
rank bHome X · GOOGL · 2026-10-29 eve
GOOGL −13% post-earnings record dump — idiosyncratic US mega-cap pocket
Home tape Thu eve: GOOGL down >13% after weaker earnings (~$520B mcap erased); biggest post-earnings drop on record colour. AJ had predicted miss + slowing Search; later HC #alert bought GOOG @$288 (not on US board).
Implication: b-rank adjacency: US mega-cap risk-off pocket inside still risk-on memory narrative — not a Seoul beta shift.
x.com/KobeissiLetter/status/2115802172680008003
rank cYonhap EN · FX · 2026-10-29 15:30
Seoul FX 15:30 fix 1,336.8 — DN 0.9 from Wed 1,337.7
Yonhap: USD/KRW 15:30 Thu 1,336.8 (vs Wed 1,337.7). Live Fri morning Hana/Naver ~1,340.5 is not the 15:30 fix.
Implication: c-rank macro: mild won firming into premium math for Thu same-session ADR.
en.yna.co.kr/view/AEN20261029009600320
Gaps: Finance MCP / Markets promotion absent → Korea attractive EMPTY. AJ Alphabet + Aixtron Post Q3 members-locked (portal not accessed). Five Trade alerts app-teaser only. KIND shorts/program/block UNKNOWN (data.krx wall). No fresh Thu Zhipu/MiniMax/HSI closes in morning artifacts (Wed prints age-cut). Shell BN/HL API blocked.
X priority posts
2026-10-30 21:46 HKT / 2026-10-30 22:46 KST · Fri eve NEW since aft ~13:50 HKT: <strong>n_new=16</strong> (priority + HC + Home). Aft NEW → PRIOR. Sentiment <strong>risk-on / medium</strong> (shifted from aft high; US session overlay). Home ok. Hardcore readable.
down@jukan05 · Fri 21:43 HKT · conf medium
Intel’s steeper drop may be the market unwinding the Trump trade as Democrats look favored in the midterms.
Why: INTC −29% framed as MAGA-theme unwind — idiosyncratic DOWN, not a memory-beta break.
x.com/jukan05/status/2116164025734377608
down@home · Fri 21:41 HKT · conf high · Home
Home: Yesterday’s earnings casualties — INTC −30%, AMZN −8%, SNDK −10%, AXTI −10%.
Why: US session print: SNDK sold despite beat; INTC record dump; AMZN weakness — risk-off open colour.
x.com/RealNickMugalli/status/2116163530491854993
down@home · Fri 21:39 HKT · conf high · Home
Home: Nasdaq −2.50% / S&P −1.30% — sharp risk-off open (“it’s over”); Lyn Alden repost.
Why: Broad US equity risk-off open overlays memory structural UP — session pocket, not Seoul beta flip.
x.com/Geiger_Capital/status/2116163111396708850
down@home · Fri 21:39 HKT · conf high · Home
Home: Intel shares plunge 29% — set for sharpest one-day % drop on record.
Why: Confirms INTC dogshit → record dump into the cash open.
x.com/FirstSquawk/status/2116163054606192764
mixed@home · Fri 21:44 HKT · conf medium · Home
Home: Fed’s Barkin — AI investment strains supply chains / inflationary on demand; gradual approach; cost pressures hitting US businesses; consumer resilient.
Why: Hawkish-leaning Fed colour on AI demand inflation — mild duration/megacap overhang.
x.com/FirstSquawk/status/2116164301115560444
up@zephyr_z9 · Fri 20:39 HKT · conf high
RT WFE: CY26 raised to $160B (from $150B+ July) and CY27 to $210B+ (from $190B+); leading-edge logic probers +60% YoY; >200 advanced packaging probers FY27 and FY28.
Why: WFE / advanced packaging raise — constructive for memory+logic WFE sleeve.
x.com/zephyr_z9/status/2116147997725905086
up@zephyr_z9 · Fri 20:08 HKT · conf medium
MediaTek colour: “The 448G SerDes has taped out” — LFG (ASIC 4Q $2.5B AI; 2027 ASIC high end of $16B; 2nd ASIC customer; 2nd-gen Intel EMIB-T).
Why: AI ASIC / SerDes tape-out — constructive MTK/ASIC + EMIB adjacency.
x.com/zephyr_z9/status/2116140076455653859
mixed@alojohhardcore · Fri 21:21 HKT · conf high · HC
HC: Amazon estimate missed worse than Street (both too bullish); main miss = higher fuel costs — will build into future models.
Why: Explains AMZN print vs AJ dip-buy @$224 — MIXED near-term, model update path.
x.com/alojohhardcore/status/2116158531468456415
mixed@alojohhardcore · Fri 21:01 HKT · conf high · HC
HC: Amazon sold off on same pattern as last year’s Q3 — 2027 capex step-up → market bracing for large debt raise.
Why: Capex/debt narrative behind AMZN dip they bought — MIXED optics, HC still long.
x.com/alojohhardcore/status/2116153455945433476
up@alojohhardcore · Fri 20:47 HKT · conf high · HC
#alert: bought Amazon at $224 (post-Q3 report teaser).
Why: HC dip-buy AMZN into weakness — IBKR instruction already REVIEW_AND_APPROVE.
x.com/alojohhardcore/status/2116149886101958850
up@jukan05 · Fri 18:31 HKT · conf high
Kioxia takeaways: CY27 capacity fully allocated (SOLD OUT); CY28 multi-year LTAs cover >50% GB; DC/enterprise offset soft SP/PC. Jukan: “Just how cheap did these MFs sell off all of next year’s supply for??”
Why: NAND CY27 sold-out = structural scarcity UP for N sleeve even if forward-sold cheap.
x.com/jukan05/status/2116115739677692398
mixed@jukan05 · Fri 18:24 HKT · conf high
WHAT THE FUCK IS THIS?? — Kioxia FY26 Q3 guide: rev ¥2.5T / Non-GAAP OP ¥2.0T (~80% margin) record 4th straight despite ¥55B FX headwind; still missed buyside bogey.
Why: Record OP guide vs buyside miss = MIXED name; shows NAND margin power.
x.com/jukan05/status/2116113923955204519
up@alojohhardcore · Fri 19:07–19:20 HKT · conf high · HC
#alert burst: more NVDA @$207; more SNDK @$1,206; reentered MRVL @$205; exited Rivian @$12.54; more Micron @$880; more LITE @$858. Earlier 16:00: more SNDK @$1,288. Also: heavy tech selloff / oil destabilizer; MSFT wait for better entry; INTC still no model (MAGA-theme not fundamental long).
Why: HC risk-on into MU/SNDK/NVDA/LITE/MRVL + RIVN exit amid Nasdaq −2% tape — KEEP colour; IBKR instructions already up.
x.com/alojohhardcore/status/2116127545594618046
up@jukan05 · Fri 15:52 HKT · conf high
TrendForce: 4Q26 PC DRAM contract +13–18% QoQ; NB shipments −14%/−9% QoQ; Korean suppliers cut PC DRAM >20% YoY 2027 (deeper >40% with US SCA) — shift to server DRAM.
Why: PC DRAM still rising + Korea PC-bit cut = risk-on memory ASP / risk-off PC — eve confirmation of morn thesis.
x.com/jukan05/status/2116075768539439227
up@alojoh · Fri 15:44 HKT · conf high
Updated Sandisk outlook post print — upside/downside and whether SNDK is a buy at $1,300 (members memo linked; public tweet only).
Why: AJ still framing SNDK buy-zone at $1,300 despite session −10% — N-sleeve constructive; no portal.
x.com/alojoh/status/2116073657437155569
mixed@jukan05 · Fri 13:12 HKT · conf medium · PRIOR
PRIOR (Fri aft): Kyber — NVIDIA scales NVL144 back to NVL72.
Why: Rack-scale walk-back MIXED for NVDA systems — not memory-beta.
x.com/jukan05/status/2116035479128936625
mixed@jukan05 · Fri 06:42 HKT · conf high · PRIOR
PRIOR (Fri morn): Intel underestimated memory-price hit to PC; Lip-Bu supply-constrained through 2027–28.
Why: Memory scarcity UP + INTC client DOWN — still core.
x.com/jukan05/status/2115937362488471561
up@alojoh · Fri 05:05 HKT · conf high · PRIOR
PRIOR (Fri morn): Sandisk EPS $49.51 vs AJ $49.76 (off 0.5%); Street 6.2% too low.
Why: Estimate quality retained even as session sold SNDK −10%.
x.com/alojoh/status/2115912827823366202
up@jukan05 · Thu 12:22 HKT · conf high · PRIOR
PRIOR (Thu): Samsung IR — next-year HBM sold out; pricing at target.
Why: Structural HBM shortage still Seoul beta.
x.com/jukan05/status/2115660598470222036
Dropped: Kalshi TX politics; crypto RTs; yen banter; citrini/BowTied quiet; Home RDDT/RR/BOJ. No AJ portal.
DART material
last scan 2026-10-30 15:59 KST · KEEP×4 · tip 20261030800884@15:50 · HS Hyosung 487570 UP 8%+ · Dongkuk Steel 084010 DOWN 3-8% · HL Mando 204320 DOWN 3-8% don’t-chase · Partron 091700 DOWN 3-8% don’t-chase · board n=32
up 8%+HS Hyosung 487570 · KOSPI · 2026-10-30 15:43 KST · p≈58%
Q3 consol OP ₩38.1bn (+159% YoY); sales ₩467.4bn (+28.7% YoY)
After-close Friday Q3 print: OP more than doubled YoY to ₩38.1bn on a ~₩174bn mcap name — the absolute OP level alone is ~22% of mcap, so the beat is equity-reset size into Monday’s open, not a soft guidance nudge. UP. Band 8%+: YoY OP delta ~₩23.4bn is ~13% of mcap and clears shock-class on a thin KOSPI holdco; refuse pricing the full OP/mcap ratio as a same-open must-print. Live only +1.7% into the stamp → most of the band is still Monday leftover, p≈58%.
DART 20261030800806
down 3-8%Dongkuk Steel 084010 · KOSPI · 2026-10-30 15:42 KST · p≈36%
Q3 consol OP loss-turn −₩1.42bn (vs +₩8.0bn YoY / +₩16.3bn QoQ)
Sales still grew YoY but OP flipped to a −₩1.42bn loss against a +₩8bn year-ago and +₩16bn prior-quarter print — a clear margin break into the red. DOWN. Band 3–8%: loss-turn on a ~₩290bn steel name clears mid-band narrative, but the absolute OP hole is <1% of mcap so refuse 8%+. Live already +2.9% against the miss → Monday leftover is a fade/digest bet, not confirmed tape, p≈36%.
DART 20261030800834
down 3-8%HL Mando 204320 · KOSPI · 2026-10-30 15:42 KST · p≈22% · don’t-chase
Q3 consol OP ₩51.5bn (−45% YoY/−52% QoQ); pretax/NI loss-turn (−₩41.2bn/−₩42.5bn)
Top line flat but OP halved YoY and pretax/NI flipped to ~₩42bn losses — earnings-quality break below OP on a large auto-parts name. DOWN. Band 3–8%: NI hole ~₩42bn is ~2.4% of ~₩1.74tn mcap so refuse 8%+, but loss-turn on liquid KOSPI auto still clears mid-band. Live already −3.8% has taken a chunk of that band into the close → Monday leftover don’t-chase, p≈22%.
DART 20261030800817
down 3-8%Partron 091700 · KOSDAQ · 2026-10-30 15:40 KST · p≈24% · don’t-chase
Q3 consol OP ₩5.6bn (−66% YoY); NI loss-turn −₩4.5bn
Components name with OP collapsed −66% YoY and NI flipped to a −₩4.5bn loss despite a mild QoQ OP bounce — the YoY earnings break dominates. DOWN. Band 3–8%: NI hole ~₩4.5bn is ~1.9% of ~₩234bn mcap (refuse 8%+), but a two-thirds OP cut on a liquid KOSDAQ name still clears mid-band. Live already −4.0% → Monday leftover don’t-chase, p≈24%.
DART 20261030900818
down 3-8%DL E&C 375500 · KOSPI · 2026-10-30 15:08 KST · p≈18% · don’t-chase
Q3 consol OP ₩107.3bn (−8% YoY) but pretax/NI loss-turn (−₩20.5bn / −₩26.7bn)
Operating profit still black but pretax and NI flipped to losses on a clear YoY/QoQ basis — the economic hit is below OP (likely non-operating), so the print is earnings-quality bearish rather than a clean OP collapse. DOWN. Band 3–8%: NI hole ₩26.7bn is only ~1.3% of ~₩2.11tn mcap so refuse 8%+, but loss-turn on a liquid builder still clears a mid band. Live already −5.7% has printed most of that band → leftover p≈18% don’t-chase into the close.
DART 20261030800725
mixed 3-8%KISCO Holdings 001940 · KOSPI · 2026-10-30 14:52 KST · p≈38% · HALT
Tender up to ~₩112bn + swap to 100% Korea Steel; max 3.66m new sh; halt → Mon
Parent consolidates the remaining ~40% of Korea Steel: removes listed-sub leakage and folds cash flows into the holdco, but funds a large cash tender (~33% of KISCO mcap if fully taken) and may dilute up to ~26% if minorities take shares instead. MIXED. Band 3–8%: absolute cash/dilution size is mid-band on a ~₩335bn holdco; refuse 8%+ because the control premium sits on the sub, not a new third-party bid for KISCO. Already +4.4% into the halt → Mon leftover inside a mid band, p≈38%.
DART 20261030000322
up 8%+Korea Steel 104700 · KOSPI · 2026-10-30 14:50 KST · p≈62% · HALT
Parent tender ₩13,000 (~+25% vs live) then share-swap delist; halt → Mon 09:00
Cash tender at ₩13,000 is ~+24.6% vs live ₩10,430 / ~₩380bn mcap — a clean next-session price magnet on a name halted into Monday’s open (iFamilySC / i-Scream tender class). Share-swap later locks minorities into KISCO at a lower exchange value (₩9,951), so the tender is the near-term bullish path. UP. Band 8%+: premium and halt→Mon leftover clock support shock-class; refuse pricing the full ~25% tender gap as a same-open must-print (KOSPI daily limit / partial tender dynamics). Halted → leftover is the Mon 09:00 auction, p≈62%.
DART 20261030000319
up 3-8%Mgame 058630 · KOSDAQ · 2026-10-30 14:31 KST · p≈0.15% · don’t-chase
OM buyback then cancel: 575.5k sh / ₩2.0bn (~3.1% OS); Oct 31 → Jan 30
Cancel-bound open-market buyback of ~3.1% of OS / ~₩2.0bn (~3.1% of ~₩65bn mcap at prior) — cash bid plus permanent float shrink once cancelled, not a soft hold-after/ESOP trust. UP on mechanics. Band 3–8% (Handsome/Inter-M cancel class at ~3% OS); refuse 8%+ on size and mid-KOSDAQ liquidity. Live already ~+6.3% (session high ~+9.4%) sits inside/through the band → leftover p≈15% don’t-chase into the close.
DART 20261030000255
mixed 3-8%MS Autotech 123040 · KOSDAQ · 2026-10-30 14:31 KST · p≈0.12% · don’t-chase
Sub Simwon America overseas listing withdrawn; KRX dual-list shareholder-protection pause
Subsidiary US listing path killed weeks after the Oct 12 telegraph — removes a dual-listing / primary-raise overhang on the auto-parts group but also cuts an independent US funding path for the EV-structure parts sub (Solidigm/Myungshin-class two-way). MIXED. Band 3–8%: ~₩100bn KOSDAQ mid-small can gap on a clean strategic-path kill; refuse 8%+ because this is a sub (not parent) listing and no cash leaves the parent today. Live already ~−6.4% has chewed most of a mid band → leftover p≈12% don’t-chase.
DART 20261030900639
up 3-8%PNTMS 257370 · KOSDAQ · 2026-10-30 14:13 KST · p≈0.14% · don’t-chase
Onbit PVA tinting/stretching line ₩2.39bn (21.6% sales / ~10% mcap); 10% advance
Named near-term equipment PO with a real 10% advance and face ~10.4% of ~₩22.9bn mcap (₩2.39bn) — cash + backlog on a thin KOSDAQ name, not a sales%-to-band map. UP. Band 3–8%: ~10% mcap + advance is mid thin-name supply class; refuse 8%+ because CP is mid-tier film/equipment (not a mega fab) and delivery runs into mid-2027. Session high already ~+11% cleared the top of the band and live sits ~+3.3% → leftover p≈14% don’t-chase.
DART 20261030900555
down 3-8%Chong Kun Dang Bio 063160 · KOSPI · 2026-10-30 14:11 KST · p≈0.4%
Q3 prelim: OP −₩6.0bn (worse YoY/QoQ); NI −₩10.5bn; sales −14% YoY
Deepening red print: Q3 OP loss nearly 4× the year-ago loss and worse than an already-lossy 2Q, with sales −14% YoY and 9M OP loss-turn — earnings quality is clearly deteriorating on a ~₩66.5bn name. DOWN. Band 3–8%: NI hole ~₩10.5bn is ~16% of mcap, enough for a mid-band reprice on thin KOSPI bio; refuse 8%+ because the base was already loss-making (not a first black-to-red shock) and volume is tiny. Live ~−1.8% leaves most of the band free → p≈40% into the close.
DART 20261030800591
up 3-8%Bangrim 003610 · KOSPI · 2026-10-30 14:05 KST · p≈0.18% · don’t-chase
OM buyback then cancel: 1.81m sh / ₩10.0bn (~5.6% OS); Nov 2 → Feb 1
Cancel-bound open-market buyback of ~5.6% of OS / ~₩10bn (~5.4% of ~₩187bn mcap) — cash bid plus permanent float shrink once cancelled, not a soft hold-after/ESOP trust. UP on mechanics. Band 3–8% (Daelim/Handsome cancel class scaled to ~5–6% OS); refuse 8%+ on mid-small KOSPI textile liquidity. Live already ~+5.1% (session high ~+7.6%) sits inside/near the top of the band → leftover p≈18% don’t-chase into the close.
DART 20261030000228
mixed 3-8%Myungshin Industrial 009900 · KOSPI · 2026-10-30 13:59 KST · p≈0.12% · don’t-chase
Sub Nasdaq IPO withdrawn (Simwon Tech S-1 path); prior 25 Nov target cancelled
Subsidiary US IPO path killed weeks before the stated Nov 25 target — removes a dual-listing / primary-raise overhang on the auto-parts group but also cuts an independent US funding path for EV-parts expansion (Solidigm-class two-way). MIXED. Band 3–8%: ~₩408bn mid-cap can gap on a clean strategic-path kill; refuse 8%+ because this is a sub (not parent) listing and no cash leaves the parent today. Live already ~−6.9% has chewed most of a mid band → leftover p≈12% don’t-chase.
DART 20261030800557
up 3-8%Sungdo ENG 037350 · KOSDAQ · 2026-10-30 13:41 KST · p≈0.1% · don’t-chase
Daeduck Electronics B1 expansion: ₩110.5bn (65% of ₩170bn joint); amend from ₩24.7bn; 10% advance
Named PCB-plant expansion for Daeduck with a real 10% advance and a face that is ~115% of Sungdo’s ~₩96bn mcap (₩110.5bn / ~₩96bn) — construction/progress-bill class with thin-KOSDAQ leverage, not a sales%-to-band map. UP on the advance + named counterparty + size step-up from ₩24.7bn → ₩110.5bn. Band 3–8% (Hanyang ENG thin-builder class): refuse 8%+ because multi-year progress-bill + joint 65% share + spike-and-fade risk on face≫mcap builders. Live already ~−3.7% fights the call → leftover p≈10% overnight/residual only; don’t-chase same session.
DART 20261030900502
up 1-3%Kbank 279570 · KOSPI · 2026-10-30 13:31 KST · p≈0.38%
Q3 prelim: OP ₩44.0bn (+112% YoY / +63% QoQ); NI ₩42.1bn (+119% YoY); Rev ₩360bn
Clean digital-bank beat: Q3 OP more than doubles YoY and jumps ~63% QoQ, with NI +119% YoY on ₩360bn revenue — sequential acceleration after a soft 9M (−2.5% YoY OP). UP on earnings quality. Band 1–3% only: ~₩2.08tn liquid KOSPI mega/large-cap compresses the print (refuse 3–8%/8%+ off the YoY % alone). Live ~+0.4% with high ~+1.2% leaves most of the 1–3% band unused into the afternoon → p≈38%.
DART 20261030800505
up 3-8%Withtech 348350 · KOSDAQ · 2026-10-30 13:26 KST · p≈0.14% · don’t-chase
Samsung Electronics TMS maintenance ₩13.04bn (22.6% sales); Nov’26–Dec’27; monthly 60d; no advance
Named Samsung TMS maintenance book of ₩13.04bn (~15% of ~₩87bn mcap; 22.6% of sales) with monthly cash inside 60 days — backlog visibility on a thin KOSDAQ name, not a one-shot equipment PO. UP on named mega CP + near-term cash conversion. Band 3–8%: refuse 8%+ because it is maintenance (not new capex gear), zero advance, and sales% ≠ price band. Session high already ~+11.5% cleared the top of the band and live faded to ~+0.7% → leftover p≈14% don’t-chase.
DART 20261030900468
up 3-8%JVM 054950 · KOSDAQ · 2026-10-30 13:14 KST · p≈0.28%
Already-held treasury cancel 387k sh (~3.2% OS / ₩15.9bn book); Q3 OP +30% YoY
Permanent float shrink of ~3.2% of OS (book ₩15.9bn; ~₩9.0bn / ~3.2% of ~₩280bn mcap at ₩23,150) from already-held treasury — cancel-bound UP mechanics, not a new open-market bid. Same-day Q3 print adds YoY OP/NI strength (+30%/+50%) against a soft sequential fade, so the cancel is the near-term float event and earnings are supportive colour rather than a second shock. Band 3–8% Handsome/Inter-M mid-cap cancel class; refuse 8%+ on ~3% OS size. Live already ~+2.7% (high ~+4.2%) sits inside the band → leftover p≈28% into the close, not a fresh chase.
DART 20261030900457
down 3-8%Dongkuk CM 460850 · KOSPI · 2026-10-30 13:14 KST · p≈0.42%
Q3 prelim: OP −₩6.0bn loss-turn; pretax −₩46.6bn / NI −₩36.7bn despite sales +19.5% YoY
Top-line still grows (+19.5% YoY) but the quarter flips to an operating loss and a deep pretax/NI hole (−₩46.6bn / −₩36.7bn) — much wider than last year’s soft Q3. DOWN on earnings quality: revenue did not drop through to profit, and the pretax gap vs OP points to a large non-operating hit on top of the OP loss-turn. Band 3–8% because the pretax hole is ~₩47bn on a ~₩144bn mcap name (~33% of mcap) — refuse 8%+ on liquid KOSPI steel/CM beta and because the YoY base was already a small loss (not a first-time black-to-red shock). Live ~−1.1% leaves most of the band unused → p≈42% into the close.
DART 20261030800469
up 3-8%BGF Eco Materials 126600 · KOSDAQ · 2026-10-30 11:50 KST · p≈0.12% · don’t-chase
Already-held treasury cancel 3.76m sh (~6.0% OS / ₩14.5bn) after Oct tender; cancel date 10 Nov
Permanent float shrink of ~6.0% of OS (~₩14.5bn / ~7.5% of ~₩193bn mcap at ₩3,070) after the Oct tender already bought the stock in. UP on mechanics (cancel-bound already-held treasury). Band 3–8% on size — Handsome/Inter-M mid-cap cancel class, refuse 8%+ because the tender path was public from 7–29 Oct and this is the second shoe not a fresh bid. Live already ~−5.3% fights the call → leftover p≈12% overnight/residual only; don’t-chase.
DART 20261030900420
mixed 1-3%GC MediAI 032620 · KOSDAQ · 2026-10-30 11:29 KST · p≈0.18% · don’t-chase
FY26 guide correction: sales ₩218.2bn→₩174.4bn, OP ₩13.5bn→₩17.0bn (Hecton perimeter)
Sales guide cut ~20% while OP guide raised ~26% after pulling a transferred Hecton Project sleeve out of the consol perimeter — bookkeeping/perimeter, not a demand shock. MIXED. Band 1–3% on a ~₩146bn KOSDAQ EMR name; refuse mid bands off the sales % cut alone. Live already ~−1.9% sits inside the band; leftover p≈18% is residual grind, not a chase.
DART 20261030900416
mixed 3-8%Pond Group 472850 · KOSDAQ · 2026-10-30 11:27 KST · p≈0.28%
Q3 prelim: Rev ₩118.6bn (−20.5% QoQ/+30.6% YoY), OP ₩9.1bn (−58% QoQ/+29.3% YoY)
Strong YoY (+30.6% sales / +29.3% OP) with a sharp sequential cliff (OP −58% QoQ off a hot 2Q) — classic two-way fashion/retail print, not a clean beat or miss. MIXED. Band 3–8%: ~₩247bn KOSDAQ book can whip on a −58% QoQ OP fade of this size. Live already ~−3.5% has chewed the bottom of the band; leftover p≈28% for a same-session grind deeper in-band or a YoY-driven bounce. Not a chase after the first clip.
DART 20261030900415
down 3-8%Hyundai BNG Steel 004560 · KOSPI · 2026-10-30 11:00 KST · p≈0.32%
Q3 prelim: Rev ₩181.5bn (−6% YoY/−10.5% QoQ), OP −₩0.53bn (loss vs ₩7.8bn YoY / ₩9.5bn QoQ)
Clear earnings miss: sales soft (−6% YoY / −10.5% QoQ) and consol OP flipped to a −₩0.53bn loss after a ₩7.8–9.5bn profitable base — not a mixed QoQ fade. DOWN. Band 3–8%: ~₩157bn mid-small steel book can reprice hard on a clean red-turn (not mega-cap 1–3%). Live ~−2.3% has only chewed the bottom of the band; leftover p≈32% into a same-session grind deeper in 3–8%.
DART 20261030800368
up 1-3%Hyundai Glovis 086280 · KOSPI · 2026-10-30 10:38 KST · p≈0.22%
Q3 prelim: Rev ₩9.05tn (+23% YoY/+4% QoQ), OP ₩566.5bn (+8% YoY/+14% QoQ), NI ₩574bn (+46% YoY)
Solid mega-logistics quarter: sales +23% YoY, OP +8% YoY / +14% QoQ, and NI +46% YoY — constructive, not a blowout stack. UP. Band 1–3%: ~₩14tn liquid name gets mega-cap compression (sales%≠band). Live ~−2.2% soft vs the call into the 11:00 IR → leftover p≈22% for a same-session grind back into the 1–3% band / IR reaction; not a chase.
DART 20261030800303
up 8%+Laon Robotics 232680 · KOSDAQ · 2026-10-30 10:24 KST · p≈0.08% · don’t-chase
Q3 prelim: Rev ₩26.5bn (+105% YoY/+46% QoQ), OP ₩3.93bn (+259% YoY/+596% QoQ)
Thin-KOSDAQ semiconductor-robot name just printed a genuine OP shock: sales doubled YoY and OP ripped +259% YoY / +596% QoQ off a soft 2Q base — Flitto-class re-rating fuel. UP. Band 8%+: mid-₩140bn book with a clean earnings cliff-up usually clears teens in minutes. Live already ~+13.8% → don’t-chase; leftover p≈8% is fade/overnight residual only.
DART 20261030900257
mixed 1-3%Hyundai AutoEver 307950 · KOSPI · 2026-10-30 10:20 KST · p≈0.12% · don’t-chase
Board: ₩114.6bn cash into 26% of HMG AI Factory (GPUaaS JV); drip 2026–2031; ~6.1% equity / ~1.3% mcap
Strategic AI optionality vs multi-year cash drain: AutoEver seeds a Hyundai Motor Group GPUaaS JV at 26%, but ₩114.6bn leaves over six years and is only ~1.3% of an ~₩8.7tn book — not near-term earnings fuel. MIXED. Band 1–3%: narrative AI/GPU sleeve can juice a headline blip, size and drip cut anything larger. Live already ~−5.1% through the band on the soft side → don’t-chase; leftover p≈12% is fade/overnight residual only.
DART 20261030800265
mixed 3-8%XiS&D 317400 · KOSPI · 2026-10-30 10:11 KST · p≈0.1% · don’t-chase
Q3 prelim: Rev ₩419.4bn (+4% YoY/+38% QoQ), OP ₩7.75bn (−73% YoY/−14% QoQ)
Sales still green YoY (+4%) and ripped QoQ (+38%), but consol OP cratered −73% YoY / −14% QoQ and NI −78% YoY — classic two-way construction-developer print, not a clean miss or beat. MIXED. Band 3–8%: mid-₩267bn book can whip hard on an OP collapse of this size (live already −7.9%). Don’t-chase; leftover p≈10% is fade/overnight residual only.
DART 20261030800229
up 1-3%Hanwha Ocean 042660 · KOSPI · 2026-10-30 09:58 KST · p≈0.36%
VLCC ×2 contract ₩356.8bn (~2.8% of 2025 sales / ~2.3% mcap); advance yes; progress-bill to Sep 2030
Named VLCC duo with a real down payment into a liquid mega shipyard book — constructive backlog, not a transformative cash event. UP. Band 1–3%: ~2.8% of sales / ~2.3% of ~₩15tn mcap with multi-year progress-bill (Samsung Heavy / HD KSOE class); refuse mid bands off face alone. Live ~−0.6%; p≈36% for a same-session grind in-band.
DART 20261030800228
mixed 1-3%APR 278470 · KOSPI · 2026-10-30 09:38 KST · p≈0.38%
Q3 prelim: Rev ₩773bn (+100% YoY), OP ₩161bn (+69% YoY/−16% QoQ)
Beauty-device growth print still prints huge YoY (+100% sales / +69% OP) but QoQ OP −16% with flat sequential sales — two-way, not a clean shock. MIXED. Band 1–3%: growth already in the narrative on a liquid KOSPI name; refuse mid/high bands on sequential fade. Live ~flat (−0.7%); p≈38% for a same-session grind in-band.
DART 20261030800202
down 1-3%GS Engineering & Construction 006360 · KOSPI · 2026-10-30 09:28 KST · p≈0.14% · don’t-chase
Q3 prelim: Rev ₩2.74tn (−14% YoY), OP ₩95.5bn (−36% YoY); controlling NI +6% YoY
Clear soft construction quarter: sales −15% YoY and OP −36% YoY, only partly offset by a tiny QoQ OP uptick and controlling NI still green YoY. DOWN. Band 1–3% on liquid large-cap construction (mega-cap compression). Live already ~−4.9% → don’t-chase; p≈14% residual only.
DART 20261030800192
mixed 1-3%Hanmi Semiconductor 042700 · KOSPI · 2026-10-30 09:24 KST · p≈0.12% · don’t-chase
Q3 prelim: Rev ₩181bn (+8.9% YoY/−28% QoQ), OP ₩90.8bn (+34% YoY/−30% QoQ)
Classic two-way TC-bonder print: OP +34% YoY on only +9% sales (margin expansion), but QoQ sales/OP both −28/−30% off a hot 2Q. MIXED, not clean UP. Band 1–3% on a liquid HBM-equipment name. Live already ~−5.6% → don’t fight the tape; p≈12% overnight residual only.
DART 20261030800184
up 3-8%Hanmi Pharmaceutical 128940 · KOSPI · 2026-10-30 07:42 KST · p≈0.14% · don’t-chase
Biomarin LA-GLA (HM15421) license: total US$237.5m (~₩317.4bn), upfront US$35m (~₩46.8bn)
Pre-open BD print: BioMarin takes ex-Korea rights on Hanmi/GC’s Ph1/2 long-acting Fabry ERT for US$35m cash upfront plus up to US$202.5m milestones and royalties — real non-dilutive validation and near-term cash. UP. Band 3–8%: upfront alone is modest vs a multi-trillion-won pharma book, but named US rare-disease buyer + full stack supports a mid band, not 1–3%. Live already ~+7% into the session → don’t-chase; leftover p≈14% is fade/overnight residual only (pre-open window spent).
DART 20261030800002
up 1-3%Green Cross 006280 · KOSPI · 2026-10-30 07:42 KST · p≈0.42%
Same BioMarin LA-GLA (GC1134A) co-license: US$237.5m total / US$35m upfront; Korea rights kept
GC files the twin co-developer disclosure of the BioMarin Fabry license with identical headline economics and shared Korea rights. UP on validation/cash path, but cut vs Hanmi: affiliate/co-dev supply of the same deal, and Hanmi is the clearer primary earner in the tape. Band 1–3% (co-dev haircut from mid band). Live ~flat (−0.5%) while Hanmi already +7% → leftover still partly unused on GC; p≈42%.
DART 20261030800005