Asia news tape
Friday age cut: Thu 22 + Fri 23 only · n=7 (a 2 / b 4 / c 1) · refreshed 2026-10-23 07:47 HKT / 2026-10-23 08:47 KST. Rank a = China AI / HK; b = SK hynix/Samsung/KOSPI/HSI; c = other macro.
Session context: Fri 23 Oct pre-open (~07:47 HKT / 08:47 KST): KRX cash opens 09:00 KST. Thu 22 cash: KOSPI 5,533.77 (−3.52%), Samsung ₩214,500 (−4.03%), 000660 ₩1,223,000 (−5.49%); Yahoo FX ~1,325.34. SKHY Thu RTH $131.69 (−8.07%). HK Thu: HSI 22,934.68 (−3.03%); HSTECH 3,793.93 (−5.03%); Zhipu 460.80 (−7.10%); MiniMax 160.70 (−6.52%, below IPO).
rank aCaixin Global · Yahoo 0100.HK · 2026-10-22 close · Caixin 23 Oct wire
MiniMax-W 0100.HK −6.52% to HK$160.7 — below IPO price amid AI sector sell-off
Caixin (23 Oct): MiniMax shares fell 88% from HK$1,330 March peak to HK$160.7, below IPO price, amid AI pricing competition; no new flagship text model in 4+ months after M3; M3.1 Flash cut usage. Yahoo official Thu close: MiniMax-W HK$160.70 (−6.52% vs Wed 171.90; range 158.10–172.20).
Implication: a-rank China AI / HK: MiniMax breaks IPO floor on AI-pricing + product-gap colour — idiosyncratic HK AI wash into Fri, soft for China AI IPO optics and HSTECH adjacency.
www.caixinglobal.com/2026-10-23/minimax-shares-fall-below-ipo-price-amid
rank aYahoo 2513.HK · Caixin (Zhipu comps) · 2026-10-22 close
Zhipu 2513.HK −7.10% to HK$460.80 — China AI names smash with MiniMax
Yahoo official Thu close: Zhipu (02513) HK$460.80 (−7.10% vs Wed 496.00; range 447.00–501.50). Caixin notes MiniMax gross margin 17.9% trails Zhipu AI 26.4% — same-session China AI sell-off tape.
Implication: a-rank with MiniMax: HK China-AI beta washed hard Thu after Wed rebound. Soft into Fri HSTECH / China AI sentiment — not a Korea same-session print.
finance.yahoo.com/quote/2513.HK/
rank bYonhap EN · MoneyToday EN · 2026-10-22 15:33–16:29 KST
KOSPI −3.52% to 5,533.77 — chip profit-taking + Meta FCF / CapEx guidance hole
Yonhap EN Thu: KOSPI −201.8 / −3.52% to 5,533.77 (open −1.14%, briefly + to ~5,740 then sold). MoneyToday EN: retail +₩1.363tn; institutions −₩683.3bn; foreign −₩399.1bn. Catalysts: Wed bounce profit-taking, Meta Q3 FCF −$2.12bn + no 2027 CapEx guide, BoK hawkish hold, buyback-support fade (Hynix ₩40tn buyback ended Wed).
Implication: Core b-rank: one-day giveback of Wed +3.29%. Durability of AI CapEx doubt into Fri auction — watch foreign follow-through. Paper only.
en.yna.co.kr/view/AEN20261022008000320
rank bYonhap EN / Infomax · MoneyToday EN · 2026-10-22 close
Samsung ₩214,500 (−4.03%) / SK hynix ₩1,223,000 (−5.49%) — AI ROI doubts + Solidigm overhang colour
Yonhap/MoneyToday Thu official closes: Samsung ₩214,500 (−9,000 / −4.03%); SK hynix ₩1,223,000 (−71,000 / −5.49%) vs Wed ₩1,294,000. Yonhap feature: foreign net −₩1,251bn Samsung / +₩457bn Hynix; institutions −₩856bn Samsung / −₩2,643bn Hynix. Solidigm listing-dispute colour cited into close; Fri pre-open DART confirms Solidigm Pre-IPO review stopped.
Implication: Chip beta reverse of Wed bounce. Hynix desk: official Thu ₩1,223,000; same-session ADR prem still ~+43%. Solidigm stop is MIXED 1-3% keep on DART — see Hynix section. Paper only.
www.mt.co.kr/en/stock/2026/10/22/2026102215284130533
rank bXinhua · 2026-10-22 17:08 HKT
HSI −3.03% to 22,934.68; HSTECH −5.03% to 3,793.93
Xinhua Thu: Hang Seng Index −3.03% to 22,934.68; HSCEI −3.2% to 7,689.19; Hang Seng Tech −5.03% to 3,793.93. Confirms broad HK tech wash alongside Seoul chips.
Implication: Seoul + HK tech sold together Thu — Asia risk-off into Fri (vs Wed Seoul bounce / HK soft divergence). b-rank.
english.news.cn/20261022/e7bffeef99274a7d80ddd87daed22f18/c.html
rank bDART · Jukan X · prior MK colour · 2026-10-23 07:33 KST
SK hynix stops Solidigm Pre-IPO/IPO review — Fri DART clarification (rcp 20261023800002)
Fri 07:33 KST DART: SK hynix clarifies Aug 5 ~₩5tn Solidigm Pre-IPO rumor process has ended — reviewing Pre-IPO and IPO for Solidigm stopped. Jukan overnight: KR media cancel plans + official statement quote. Desk KEEP MIXED 1-3% p≈30% (already forwarded to DART bot).
Implication: b-rank Hynix/NAND: kills Solidigm dilution overhang (mild +) but removes external US NAND growth capital path (mild −). Mega-cap confirmation of chewed rumor — muted auction leftover expected. See Hynix + DART boards.
dart.fss.or.kr/dsaf001/main.do?rcpNo=20261023800002
rank cYonhap EN · Bank of Korea · 2026-10-22
BoK holds base rate at 3.00% — hawkish pause after two hikes
Yonhap EN / BoK Thu: Monetary Policy Board held key rate at 3.00% after July–Aug hikes. Governor signalled tight stance can continue as growth/inflation look stronger than Aug outlook; 'additional hike timing/pace' language retained (hawkish hold).
Implication: c-rank Korea macro: hawkish freeze adds KR rates colour under Thu KOSPI smash — not a single-name cash print. Paper only.
en.yna.co.kr/view/AEN20261022001352320
Gaps: Yonhap EN economy RSS still flaky — used Yonhap EN article URLs + MoneyToday EN + Xinhua + Caixin. HKET EN thin/blocked; SCMP paywalled — skipped. KED Global homepage OK but EN article depth thin for Thu smash. Finance MCP needsAuth — Korea attractive EMPTY (no invented Markets promotion). @alojohhardcore unread (protected; no browser). Home/Following unavailable (no computerUse). Naver dealTrend/program/shorts JSON blocked — Hynix flows from Yonhap won amounts only. BN next funding 08:00 HKT may print after ~07:44 snap.
X · priority
2026-10-23 21:51 HKT / 2026-10-23 22:51 KST · priority + search · NEW since Fri aft ~13:45 HKT: n_new=10 (X MCP). Fri-aft NEW → PRIOR. Sentiment mixed / medium (AJ META memo + TSLA FSD Caution; Jukan SEMCO GF; NVDA–SPIL optical 15×). Home: @levturtle Home/Following OK via signed-in browser (Fri eve ~21:50 HKT). Hardcore: no AJ trade-alert email wake since ov
down@alojoh · 2026-10-23 19:29 HKT · NEW
AJ quotes Elon: 'if you have geofenced areas, you don't have real self driving' — right from the horse's mouth (vs robotaxi geofence walk-back colour).
Implication: TSLA Caution reinforced — FSD/robotaxi Level-5 credibility colour into Fri US hours. Standing Caution only; no Avoid on public X. Paper only.
x.com/alojoh/status/2113593664073073063
mixed@alojoh · 2026-10-23 19:14 HKT · NEW
AJ: Is Meta a good investment at $644? Full HC research report (Meta Post Q3 2026 Investment Memo) now available to HC members.
Implication: MIXED/UP colour for META (standing Y) — public teaser only; no portal scrape; no sleeve invent from title. Complements Thu Asia Meta FCF/CapEx-doubt tape. Paper only.
x.com/alojoh/status/2113589919784267855
up@jukan05 · 2026-10-23 18:05 HKT · NEW
Jukan: Taiwanese substrate execs still claim Nittobo hates Samsung so SEMCO can't expand GF capacity — laughs it off as outdated.
Implication: UP SEMCO (009150) glass-fiber / ABF expand colour — pushes back on JP GF supply-block narrative after morning Unitika +30% GF. Complements Thu SEMCO ABF advances. Paper only.
x.com/jukan05/status/2113572442182758841
up@ECONOMYINQUIRY · 2026-10-23 17:08 HKT · NEW
NVIDIA + SPIL (ASE): optical-engine capacity in Taiwan → 15× by mid-2027, ~30× by end-2028 for CPO / AI network optics.
Implication: UP ASE / SPIL optical-engine + NVDA CPO supply-chain colour — constructive AI packaging/optics adjacency vs Thu AI-doubt smash. Not Korea cash. Paper only.
x.com/ECONOMYINQUIRY/status/2113558292874359082
mixed@zephyr_z9 · 2026-10-23 16:46 HKT · NEW
Zephyr: huge surge in cyberattacks against Japanese companies and websites (Capcom account-leak follow-on colour).
Implication: MIXED JP cyber / spend narrative — continues Fri morn Quest/hack-model thread. Soft for cyber defensive optics; not a single-name cash print.
x.com/zephyr_z9/status/2113552552856096967
mixed@zephyr_z9 · 2026-10-23 17:55 HKT · NEW
Zephyr RT: Kimi K3.1 Pro tech blog briefly appeared — calling it 'Pro'.
Implication: MIXED China OSS model competitive colour — continues K3.1 / open-model cost narrative. Soft closed-inference moat optics.
x.com/zephyr_z9/status/2113569877508366481
down@schaeffers · 2026-10-23 ~21:20 HKT · NEW
Schaeffers: Mid East tensions push WTI >$101; tech extending sell-off; 10y Treasury ~4.97%.
Implication: DOWN US risk / duration colour into Fri US session — oil spike + rates firm under AI-doubt tape. Soft beta. Paper only.
x.com/schaeffers
down@schaeffers · 2026-10-23 ~21:20 HKT · NEW
Schaeffers: $MRNA −3.7% pre-bell after partial data leak on Merck co-developed cancer-vaccine trial.
Implication: DOWN MRNA / MRK adjacency colour — idiosyncratic biotech, not AJ sleeve. Paper only.
x.com/schaeffers
down@trending · 2026-10-23 ~21:40 HKT · NEW
X trend: Credo Technology stock drops sharply after competitor comments.
Implication: DOWN CRDO / AI connectivity optics colour — soft for optical/transceiver adjacency after Thu AI smash. Complements AAOI weakness colour. Paper only.
x.com/search?q=Credo%20Technology
down@trending · 2026-10-23 ~21:40 HKT · NEW
X trend / GS colour: hedge funds pile into record short positions on global stocks (shorts outpace longs ~5:1).
Implication: DOWN risk positioning colour — crowded short / delever narrative after AI rout. Squeeze risk if rebound. Paper only.
x.com/i/trending/2113279730132844614
up@ECONOMYINQUIRY · 2026-10-23 13:40 HKT · PRIOR
PRIOR (Fri aft): SK hynix Oct 28 earnings may reshape shareholder returns; completed ₩40tn buyback Oct 21 early; plans cancel ~24.07m shares (~3.3%); aims >50% return.
Implication: UP Hynix (000660) capital-return / Oct 28 preview. Complements morning Solidigm Pre-IPO stop. Paper only.
x.com/ECONOMYINQUIRY/status/2113505918172422419
down@Reuters · 2026-10-23 13:23 HKT · PRIOR
PRIOR (Fri aft): S&P 500 and Nasdaq ended sharply lower as revived AI doubts hit tech.
Implication: DOWN US equity / AI-beta colour — Home tape risk-off into Fri US close. Soft for crowded AI names. Paper only.
x.com/Reuters/status/2113500677473198545
down@SemiAnalysis_ · 2026-10-23 12:45 HKT · PRIOR
PRIOR (Fri aft): Brad Gerstner cut 2027 datacenter GW forecast in half (emergency note).
Implication: DOWN AI-infra / datacenter GW demand colour — soft for hyperscaler capex narrative into 2027. Paper only.
x.com/SemiAnalysis_
up@jukan05 · 2026-10-23 12:16 HKT · PRIOR
PRIOR (Fri aft): Korean media: Samsung investing to expand Taylor Fab1 by +6,000 wpm → ~20,000 wpm total in 2H next year.
Implication: UP US foundry-ramp colour for Samsung Foundry (005930 adjacency); capacity catch-up into 2027. Paper only.
x.com/jukan05/status/2113484603872997473
down@amitisinvesting · 2026-10-23 11:45 HKT · PRIOR
PRIOR (Fri aft): Nasdaq/QQQ −2.60% worst since June 5; ~$1.2T wiped; AI-spend fears / CoreWeave bonds.
Implication: DOWN US tech beta / AI-spend fear colour. Home risk-off tape. Paper only.
x.com/amitisinvesting
mixed@dnystedt · 2026-10-23 10:45 HKT · PRIOR
PRIOR (Fri aft): TSMC 3nm so tight building four new 3nm fabs; Samsung and Intel “not in the game.”
Implication: MIXED/UP TSMC capacity tightness vs Samsung/Intel lag colour. Contrasts Jukan Taylor expand UP for Samsung Foundry. Paper only.
x.com/dnystedt
mixed@zephyr_z9 · 2026-10-23 10:17 HKT · PRIOR
PRIOR (Fri aft): Zephyr on Quest Diagnostics hack wave: which models powering hacks — GLM 5.3 normal; asks if V4.1 Flash 1017 driving week of hacks.
Implication: MIXED cyber/AI-model capability colour — open/cheap models as attack tooling. Soft cyber spend narrative.
x.com/zephyr_z9/status/2113454701404651538
mixed@zephyr_z9 · 2026-10-23 09:46 HKT · PRIOR
PRIOR (Fri aft): Zephyr: “K3.1 coming soon” (quote Kimi/open-model thread).
Implication: MIXED China OSS model competitive colour — continues Thu Kimi k3.1 narrative. Soft closed-inference moat optics.
x.com/zephyr_z9/status/2113447016516952570
Dropped: jukan05: 'It's so peak' video meme — skip; jukan05: image-only reply under Nittobo — covered by parent NEW; zephyr RT Hermes+DeepSeek — soft cyber tooling; covered by JP cyber NEW; zephyr RT jukan Nittobo — keep via jukan primary; citrini: no posts since Fri aft cutoff; BowTiedBull: no posts since Fri aft cutoff; ECONOMYINQUIRY Capcom/breach roundup + satellite center — non-core / niche skip; ECONOMYINQUIRY Meritz Solidigm colour — morning PRIOR / DART KEEP already; Search tape: AAPL>NVDA mcap chatter + OpenAI raise noise — light; Home will own if present. Pruned older PRIOR ids: 24.
DART · material KR
Last-updated 2026-10-23 15:37 KST (Asia/Seoul) · KEEP×18: Woori Financial Group 316140 MIXED 1-3% + prior · tip 20261023000670 @ 15:31 · kind.krx.co.kr
Age window ≥ 2026-10-22 15:40 KST · 18 keep · last scan 2026-10-23 15:37 KST · tip_by_time 20261023000670 @ 15:31 / tip_by_rcp 20261023000670 · 000660 filing YES (Solidigm Pre-IPO stop) · ping_needed=true (Woori Financial Group 316140)
mixed 1-3%Woori Financial Group 316140 · KOSPI · 2026-10-23 15:29 KST · p≈22%
Q3 consol prelim OP ₩1.419tn +7.9% QoQ/+44% YoY · NI ₩1.080tn −16% YoY · call 16:00
Fri 23 Oct 15:29 KST near-close: Woori Financial Group posts Q3 consol prelim — operating revenue ₩13.301tn (+1.0% QoQ / +66.2% YoY), OP ₩1.419tn (+7.85% QoQ / +43.6% YoY), NI ₩1.080tn (+5.2% QoQ / −16.4% YoY), controlling NI ₩1.049tn (+4.4% / −15.7% YoY); 9M OP +19.5% YoY but 9M NI −4.9%. Results call at 16:00. MIXED: sequential OP and revenue are firm on a liquid mega bank, but YoY NI is still deep red and 9M NI trails — call-rules liquid mega QoQ strength with a still-deep YoY miss stays MIXED small band, never clean UP. 1-3%: mega KOSPI bank + near-close stamp compresses to 1-3% (refuse 3-8%). p≈22%: Yahoo already −4.2% so same-session leftover ≈0; product is after-hours call + weekend→Mon open residual only.
2026-10-23 15:29 KST KIND/DART acpt 20261023000639 (viewer doc 20261013000209 / 99626.htm): Woori Financial Group (우리금융지주, 316140, KOSPI) — consol operating (prelim) fair disclosure, unit ₩m. Q3'26 (Jul1–Sep30): operating revenue (영업수익) 13,300,676 (=₩13.300676tn) vs Q2 13,165,152 (+1.03% QoQ) vs Q3'25 8,000,927 (+66.24% YoY); OP 1,418,989 (=₩1.418989tn) vs Q2 1,315,672 (+7.85%) vs Q3'25 988,030 (+43.62%); pretax continuing 1,423,245 (+7.97% QoQ / −6.92% YoY); NI 1,080,013 (=₩1.080013tn) (+5.21%…
DART 20261023000639 · stub=false · mag 1-3% · Liquid mega KOSPI bank Q3 MIXED (QoQ OP +7.9%, YoY NI −16%) near close → call-rules 1-3%; refuse 3-8%. · Live already −4.2% + stamp 15:29 → leftover ≈ AH call / Mon-open residual only (~22%).
mixed 3-8%DayOne Company 373160 · KOSDAQ · 2026-10-23 15:14 KST · p≈28%
Acquire 100% of GIT Academy for ₩14.2bn (~35% mcap) · cash close today · B2G education
Fri 23 Oct 15:14 KST near-close: DayOne Company boards a 100% cash buy of GIT Academy for ₩14.2bn (~35% of ₩40.5bn mcap / ~31% of equity), closing today with ₩12.78bn cash out now and ₩1.42bn deferred one year; ₩4bn Hana Bank loan collateralized by target shares. MIXED: B2G education bolt-on expands the addressable book with no equity dilution, but the target printed NI losses (~₩1.0bn in FY25 on ₩34bn sales) and book equity is only ~₩2.1bn — so ~6.9× book / ~0.42× sales cash leave is a rich balance-sheet bet, not a clean earnings print. 3-8%: ~35% mcap on thin KOSDAQ clears mid-band two-way (refuse 8%+ — loss-making target, no disclosed accretion). p≈28%: live still flat 0.00% at enrich but stamp is ~16 min to cash close on tiny ADV — leftover is mostly next-open gap, not same-session grind.
2026-10-23 15:14 KST KIND/DART acpt 20261023000530 (viewer doc 20261023001022 / 11340.htm): DayOne Company (데이원컴퍼니, 373160, KOSDAQ) — decision to acquire shares of another corporation — target (주)지아이티아카데미 (GIT Academy, education services, KR); buy 80,000 sh (100% of 80,000 OS) for ₩14,200,000,000; DayOne total assets ₩81,773,786,419 → 17.36%; equity ₩45,351,035,800 → 31.31%; purpose B2G business portfolio expansion; close date 2026-10-23; counterparties Kim Sang-gon and 2 others; cash pay ₩12,78…
DART 20261023000530 · stub=false · mag 3-8% · ~35% mcap / ~31% equity cash M&A on thin KOSDAQ → 3-8% two-way; refuse 8%+ (loss-making target, no accretion). · Live flat 0.00% but near-close (~15:14) + tiny ADV → leftover ≈ next-open gap (~28%), not same-session band.
up 1-3%Hana Financial Group 086790 · KOSPI · 2026-10-23 14:52 KST · p≈20%
Open-market treasury buy 2,085,070 sh (₩250.0bn / ~0.77% OS) · hold-after · Oct 26→Jan 25 · Hana Sec
Fri 23 Oct 14:52 KST live: Hana Financial Group boards an open-market treasury buy — 2,085,070 common (₩250.0bn, ~0.77% of ~270.7m OS / ~0.77% of ~₩32.5tn prior-close mcap) Oct 26→Jan 25 via Hana Securities; hold-after for shareholder return (no cancel). UP: cash bid removes float and supports the tape on a liquid mega bank. 1-3%: ~0.8% mcap soft hold-after on a ₩~32tn name maps to call-rules ~2%→1-3% / liquid-mega compression (refuse 3-8%/8%+; not ELP-size). p≈20%: Yahoo already ₩114,600 (~−4.4% vs ₩119,900 prior) fights UP mid-session — same-session leftover is a modest close cushion / overnight residual, not a clean band print.
2026-10-23 14:52 KST KIND/DART acpt 20261023000549 (viewer doc 20261023001070 / 11332.htm): Hana Financial Group (하나금융지주, 086790, KOSPI) — treasury acquisition decision — common 2,085,070 sh / ₩250,000,000,000; other none; period 2026-10-26→2027-01-25; purpose shareholder return and corporate value; method KOSPI open-market direct; broker Hana Securities; board 2026-10-23 (outside directors 9/9 present); share count = amount ÷ prior close ₩119,900 (2026-10-22); 1-day order cap 208,507 sh; pre-bu…
DART 20261023000549 · stub=false · mag 1-3% · ~0.77% OS / ~0.77% prior-mcap (₩250.0bn) soft hold-after on liquid mega → call-rules 1-3%; refuse 3-8%. · Live already ~−4.4% fights UP mid-session → leftover ≈ close cushion / overnight residual only (~20%).
up 8%+FutureChem 220100 · KOSDAQ · 2026-10-23 14:36 KST · p≈10%
[177Lu]Ludotadipep US Phase-2a topline mCRPC · ORR 38.9% (7/18) · CR 27.8% · DCR 83.3% · PSA50 58.8% · single-arm n=18
Fri 23 Oct 14:36 KST live: FutureChem prints US Phase-2a topline for its Lu-177 PSMA radioligand in mCRPC — ORR 38.9% with CR 27.8%, DCR 83%, PSA50 59% on n=18 evaluable. UP on a clean efficacy headline for a thin KOSDAQ radiopharma (~₩254bn mcap); mechanism is de-risking of the lead asset toward later development/partnering, not near-term sales. Caveats: single-arm, small n, no control, CSR still pending 2026, approval odds still low per the filing’s own 10% industry note — so this is a clinical re-rating print, not a commercial launch. Band 8%+ (thin-name clinical shock class). p≈10% — Naver already ₩8,180 / +18.2% by enrich (~14 min after stamp); first clip owns the band (don’t-chase / leftover-p-is-tape); residual is close fade or overnight only.
2026-10-23 14:36 KST KIND/DART acpt 20261023000540 (viewer doc 20261002001551 / 72095.htm): FutureChem (퓨쳐켐, 220100, KOSDAQ) — investment-judgment disclosure: US multicenter Phase 1/2a topline for [177Lu]Ludotadipep in metastatic castration-resistant prostate cancer (mCRPC). FDA-cleared trial NCT05458544; dose 3.7 GBq (100 mCi) q8w up to 6 doses. Primary: ORR (RECIST v1.1) 38.89% (7/18; 95% CI 17.30–64.25) — CR 5/18 (27.78%), PR 2/18 (11.11%). Secondary in topline: DCR 83.33% (15/18; 95% CI 58.5…
DART 20261023000540 · stub=false · mag 8%+ · Thin KOSDAQ (~₩254bn) Phase-2a efficacy shock → 8%+ class; already printed (~+18% live). · Live +18.2% / high=live at enrich → same-session band spent; leftover ≈ don’t-chase overnight residual only (~10%).
up 1-3%GI Innovation 358570 · KOSDAQ · 2026-10-23 14:28 KST · p≈25%
GI-301 Japan Phase-2 first-patient milestone tech fee $3.5M (~₩4.6bn) from Maruho · ~79% FY sales / ~0.9% mcap · cash ≤60d
Fri 23 Oct 14:28 KST live: GI Innovation books a Japan Phase-2 first-patient milestone on GI-301 with Maruho — $3.5M (~₩4.64bn) invoice today, cash within 60 days. UP on clinical-progress validation + near-term FX cash for a thin KOSDAQ biotech; sales bar is huge (~79% of FY sales) but sales%≠band — face is only ~0.9% of ~₩504bn mcap, so refuse 3–8%/8%+. Band 1–3%. p≈25% — Naver ₩7,820 / 0.00% still near flat ~12 min after the 14:28 stamp (leftover-p-is-tape).
2026-10-23 14:28 KST KIND/DART acpt 20261023000503 (viewer doc 20261023000965 / 72050.htm): GI Innovation (지아이이노베이션, 358570, KOSDAQ) — investment-judgment disclosure: GI-301 Japan license milestone tech fee receivable from Maruho (Japan). Amount USD 3,500,000 (~₩4.635bn at ₩1,324.60/USD Seoul FX 2026-10-23). Trigger: first patient dosed in Japan Phase 2. Invoice date 2026-10-23; cash due within 60 days per contract. Prior-year sales ₩5,838,086,757 → fee ≥10% sales (mandatory). License signed 202…
DART 20261023000503 · stub=false · mag 1-3% · Cash/mcap ~0.9% + 60-day pay → 1-3% max; sales%≠band (refuse 3-8% despite ~79% FY sales). · Live still ~flat (0.00%) at enrich → leftover into close/overnight plausible; clinical headline can still clip then fade on thin ADV.
mixed 1-3%PSK 319660 · KOSDAQ · 2026-10-23 14:17 KST · p≈24%
Yongin campus facility investment ₩180bn (33.4% equity / ~5.3% mcap) · ~80% debt · through May 2028
Fri 23 Oct 14:17 KST live: PSK (피에스케이, 319660, KOSDAQ) boards a new Yongin campus facility build — ₩180bn (33.39% of FY25 consol equity ₩539.0bn / ~5.3% of ~₩3,380bn mcap), land included, through expected completion 31 May 2028; ~80% to be funded with external borrowing. MIXED: capacity and global-competitiveness spend is constructive for a semiconductor process-equipment name, but a multi-year cash drain funded mostly with debt is a leverage/ROIC overhang with no near-term revenue recognition — two-way, not clean UP. 1-3%: ~5.3% mcap face on a liquid ₩3.4tn KOSDAQ150/KRX300 name plus ~19-month build → refuse 3-8%/8%+ (capex≠order book; equity % is large but band follows mcap/liquidity). p≈24%: Naver ₩116,700 / −0.43% still near flat ~8 min after the stamp (day H ₩117,500 / L ₩106,200) so the 1-3% band is largely unused into the close — modest leftover, not don’t-chase.
2026-10-23 14:17 KST KIND/DART acpt 20261023000529 (viewer doc 20261022000380 / 71361.htm): PSK (피에스케이, 319660, KOSDAQ) new facility investment — amount ₩180,000,000,000; consol equity ₩539,036,262,184 (FY25 YE K-IFRS; 33.39%); not large-corp flag. Purpose: production capacity expansion and global competitiveness. Period 2026-10-23→2028-05-31 (board date → expected plant completion). Board 2026-10-23 (outside directors 2/2; auditor present). Site: Yongin campus (land included), Cheoin-gu Wonsam-…
DART 20261023000529 · stub=false · mag 1-3% · ~5.3% mcap on liquid ₩3.4tn name + build through May 2028 → MIXED 1-3%; refuse higher bands (capex≠sales contract). · Live still ~flat (−0.43%) vs MIXED ~8 min after stamp → p≈24% same-session leftover into the close.
up 1-3%Gigavis 420770 · KOSDAQ · 2026-10-23 13:55 KST · p≈28%
Substrate inspection-equipment supply ₩46.94bn (~89.5% sales / ~3.5% mcap) · 10% advance · through Dec 2027 · unnamed KR CP
Fri 23 Oct 13:55 KST live: Gigavis (기가비스, 420770, KOSDAQ) discloses a single sales/supply for semiconductor substrate inspection equipment — ₩46.94bn (~89.5% of FY25 consol sales ₩52.43bn / ~3.5% of ~₩1,326bn mcap), PO signed 22 Oct, deliveries through 31 Dec 2027; 10% advance (~₩4.69bn), 70% mid, 20% final; CP is an unnamed Korean substrate maker (confidentiality). UP: core-theme equipment backlog with some advance and nearly a full year of sales is constructive for the order book. 1-3%: sales%≠band — face is only ~3.5% of a ₩1.3tn name and cash drips through end-2027 (Vinatech/HMM class); refuse 3-8%/8%+ despite the 89% sales headline; unnamed CP is a further haircut. p≈28%: Naver ₩105,200 / +0.57% still near flat ~10 min after the stamp (day H ₩108,600 / L ₩95,300) so the 1-3% band is largely unused into the close — leftover usable, not don’t-chase.
2026-10-23 13:55 KST KIND/DART acpt 20261023000460 (viewer doc 20261023000426 / 70370.htm): Gigavis (기가비스, 420770, KOSDAQ) single sales/supply — semiconductor substrate inspection equipment. Contract ₩46,937,000,000; recent consol sales ₩52,434,995,936 (89.51%); VAT-excl. CP: Korean semiconductor substrate manufacturer (name withheld; confidentiality through 2027-12-31; no affiliation; prior same-type contracts yes). Region domestic. Period 2026-10-22→2027-12-31. Terms: 10% advance / 70% mid / 2…
DART 20261023000460 · stub=false · mag 1-3% · ~3.5% mcap + multi-year drip to Dec 2027 + unnamed CP → UP 1-3%; refuse higher bands despite ~89.5% of sales (sales%≠band). · Live still ~flat (+0.57%) vs UP ~10 min after stamp → p≈28% same-session leftover into the close.
up 1-3%LabGenomics 084650 · KOSDAQ · 2026-10-23 12:22 KST · p≈24%
Open-market treasury buy 613,496 sh (₩1.00bn / ~4.13% OS) · hold-after · Oct 26→Jan 22 · Samsung Sec
Fri 23 Oct 12:22 KST live: LabGenomics (랩지노믹스, 084650, KOSDAQ) boards an open-market treasury buy — 613,496 common (₩1.00bn, ~4.13% of 14.85m OS / ~4.1% prior mcap) Oct 26→Jan 22 via Samsung Securities; hold-after for shareholder value (6-month disposal lock, no cancel date). UP: cash bid removes float and supports the tape. 1-3%: ~4% mcap soft hold-after maps to call-rules ~2%→1-3% / refuse 8%+ (Clean & Science / Cenotec no-cancel class; not ELP-size). p≈24%: Yahoo ₩1,545 / -5.2% already red vs UP on an admin name with a correction-demand banner — same-session leftover weak; overnight residual is the product.
2026-10-23 12:22 KST KIND/DART acpt 20261023000393 (viewer doc 20261023000697 / 11332.htm): LabGenomics (랩지노믹스, 084650) treasury acquisition decision — common 613,496 sh / ₩1,000,000,000; other none; period 2026-10-26→2027-01-22; purpose shareholder value; method KOSDAQ open-market direct; broker Samsung Securities; board 2026-10-23; share count = amount ÷ prior close ₩1,630 (2026-10-22); 1-day order cap 61,349 sh; pre-buy treasury 6,736 (0.05%, odd-lot merger). KIND flags admin listing (관리종목);…
DART 20261023000393 · stub=false · mag 1-3% · ~4.13% OS / ~4.1% prior-mcap (₩1.00bn) with no cancel → call-rules soft buyback 1-3%; refuse 8%+. · Yahoo already ₩1,545 (-5.2%) fights UP; admin listing + KRX correction-demand banner haircut conviction → p≈24% leftover.
up 1-3%CI Tech 004920 · KOSPI · 2026-10-23 11:23 KST · p≈28%
Cancel all treasury 100,172 sh (1.92% OS / ~1.9% mcap) · book ₩1.01bn · 30 Oct · capital unchanged
Fri 23 Oct 11:23 KST live: CI Tech (씨아이테크, 004920, KOSPI) board cancels all treasury — 100,172 common (1.92% of 5.218m OS) already held; book ₩1.01bn; cancel date 30 Oct; post-cancel OS 5,117,815; capital unchanged (Commercial Act Art. 343). UP: float shrink + EPS accretion and kills any treasury re-sale overhang with no new cash out. 1-3%: ~1.9% OS / ~1.9% mcap at spot (~₩0.66bn) matches call-rules ~2%→1-3% scale (Inhwa-size); refuse 3-8% — not a fresh buyback. p≈28%: Naver ₩6,630 / −0.45% (H ₩7,450 / L ₩6,550) still near flat vs UP — leftover usable on thin tape.
2026-10-23 11:23 KST KIND/DART acpt 20261023000376 (viewer doc 20261022000511 / 61131.htm): CI Tech (씨아이테크, 004920) stock cancellation decision — cancel 100,172 common treasury (1.92% of pre-cancel OS 5,217,987); preferred none; par ₩5,000; book cancel amount ₩1,013,733,519; method already-held treasury (no new buyback window); cancel date 2026-10-30; board 2026-10-23; post-cancel OS 5,117,815; capital stock unchanged (Art. 343). Replaces treasury-disposal disclosure. Naver last ₩6,630 / prev ~₩…
DART 20261023000376 · stub=false · mag 1-3% · ~1.9% OS and ~1.9% spot-mcap (~₩0.66bn) maps to call-rules ~2%→1-3% band (Inhwa-size); no fresh buyback cash so refuse 3-8%. · Naver ₩6,630 (−0.45%) still near flat vs UP on thin vol 7.8k — leftover-p still usable; small absolute size caps conviction → p≈28%.
mixed 8%+Hansol Iones 114810 · KOSDAQ · 2026-10-23 11:18 KST · p≈12%
Rights ₩60.00bn (~23% OS / ~19% mcap) @ planned ₩9,120 · + Ochang capex ₩126.0bn · Q3 OP ₩12.4bn +32% YoY/+89% QoQ
Fri 23 Oct 11:18 KST live: Hansol Iones (한솔아이원스, 114810, KOSDAQ) same-morning package — (1) rights 6.579m new common (~23.4% of 28.14m OS) at planned ₩9,120 → ₩60.00bn facility funds (shareholder rights then residual public; record 14 Dec; pay-in 29 Jan 2027); (2) companion Ochang plant capex ₩126.0bn (~41% of ~₩309bn mcap / 59.9% equity) through Feb 2028 for semiconductor capacity; (3) Q3 consol prelim sales ₩65.0bn (+26.9% YoY/+20.9% QoQ), OP ₩12.4bn (+32.0% YoY/+88.7% QoQ), NI ₩9.7bn (+50.6% YoY). MIXED: Q3 OP surge and growth plant are constructive, but ~23% OS / ~19% mcap rights at ~17% planned discount to spot is a heavy dilution overhang with cash only in Jan 2027 (Doosan same-day package: absorb all three). 8%+: dilution % OS and face/mcap clear shock band on thin KOSDAQ — two-way vol, not clean UP. p≈12%: Naver ₩10,990 / -7.9% (H ₩12,600 / L ₩10,890) already voted the downside of the band — leftover-p-is-tape / don’t-chase.
2026-10-23 11:18 KST KIND/DART acpt 20261023000357 (viewer doc 20261023000599 / 11306.htm): Hansol Iones (한솔아이원스, 114810) rights offering — 6,579,000 new common @ planned ₩9,120 → ₩60,000,480,000 facility funds; method shareholder-rights then residual public; record 2026-12-14; pay-in 2027-01-29; listing 2027-02-16; ESOP priority 10%; underwriters Kiwoom + Korea Investment; pre-issue OS 28,143,174. Companion 20261023000344 (doc 20261019001523 / 71361.htm) @ 11:17: new facility investment ₩126,00…
DART 20261023000357 · stub=false · mag 8%+ · ~23% OS / ~19% mcap rights + ~41% mcap capex on thin KOSDAQ clear 8%+ two-way shock band (Doosan same-day absorb). · Live already -7.9% after H +5.6% → downside of band spent; leftover p≈12% don’t-chase.
up 3-8%Daehan Science 131220 · KOSDAQ · 2026-10-23 11:18 KST · p≈14%
QC equipment supply ₩5.13bn to Daewoong Indonesia (~6.3% sales / ~20% mcap) · advance · through Jan 2027
Fri 23 Oct 11:18 KST live: Daehan Science (대한과학, 131220, KOSDAQ) autonomous single sales/supply — QC analysis equipment to PT Daewoong Pharmaceutical Indonesia for ₩5.13bn (~6.3% of FY25 sales ₩81.1bn / ~20% of ~₩25.0bn mcap), signed 22 Oct, delivery 7 Oct 2026→31 Jan 2027; advance yes (after bonds); VAT-excl; self+outsource. UP: named Daewoong Indonesia CP + advance + near-term delivery through Jan 2027 is real near-cash order, not multi-year drip. 3-8%: ~20% mcap with advance justifies mid band; refuse 8%+ on only ~6% of sales and small absolute ₩5.1bn (sales%≠band). p≈14%: Naver ₩3,360 / -3.6% (H ₩3,500) already soft vs UP — leftover-p-is-tape / don’t-chase; overnight residual only.
2026-10-23 11:18 KST KIND/DART acpt 20261023000368 (viewer doc 20261006000697 / 70012.htm): Daehan Science (대한과학, 131220) autonomous single sales/supply — QC analysis equipment. Contract ₩5,126,500,000; recent sales ₩81,117,767,870 (6.32%); VAT-excl. CP: PT Daewoong Pharmaceutical Indonesia (의약품 제조/판매; FY25 sales ₩1,702,387,000). Period 2026-10-07→2027-01-31. Advance yes after performance+advance bonds; staged pay on delivery/PIC. Self+outsource. Contract date 2026-10-22. Region Indonesia. Naver…
DART 20261023000368 · stub=false · mag 3-8% · ~20% mcap with advance → 3-8%; refuse 8%+ on ~6% sales / small absolute ₩5.1bn (sales%≠band). · Live already -3.6% soft vs UP → leftover p≈14% don’t-chase (leftover-p-is-tape).
up 1-3%Samil Enterprise 002290 · KOSDAQ · 2026-10-23 10:18 KST · p≈15%
Church construction supply ₩61.62bn (~72.3% of sales / ~144% mcap) · Changdong Yeomgwang · through May 2029 · 5% advance
Fri 23 Oct 10:18 KST live: Samil Enterprise (002290, KOSDAQ) boards a single sales/supply contract — Changdong Yeomgwang Church new sanctuary construction for ₩61.62bn (~72.3% of FY25 sales ₩85.18bn / ~144% of ~₩42.7bn mcap), signed 22 Oct, work through 10 May 2029. Payment: 5% advance after bond, progress bill every 2 months, 5% completion; VAT-excl; self+outsource. UP: core-business construction backlog with named CP and some advance is constructive for a thin builder. 1-3%: refuse face/sales/mcap trap — only 5% advance (~₩3.1bn ≈7% mcap) near-term and cash drips via progress bill to mid-2029 (Seohan/IPARK construction class, not fab 8%+). p≈15%: Naver already +5.35% at session high ₩3,445 on thin ADV (~2.3k sh) so the 1-3% band is spent — leftover-p-is-tape / don’t-chase.
2026-10-23 10:18 KST KIND/DART acpt 20261023000252 (viewer doc 20261023000323 / 70370.htm): Samil Enterprise (삼일기업공사, 002290, KOSDAQ) single sales/supply contract — Changdong Yeomgwang Church (Presbyterian) new sanctuary construction. Contract ₩61,618,181,818; recent sales ₩85,177,109,801 (72.34%); VAT-excl. CP: religious org, Seoul Dobong-gu Changdong. Period 2026-10-22 → 2029-05-10. Terms: 5% advance after performance bond; progress every 2 months (advance netted); 5% completion within 3 month…
DART 20261023000252 · stub=false · mag 1-3% · Face ~144% mcap / 72% sales is a face trap: only 5% advance (~7% mcap) near-term and progress-bill to May 2029 → 1-3% (Seohan/IPARK class; refuse 3-8%/8%+). · Live already +5.35% at session high on thin ADV → 1-3% band spent; leftover p≈15% don’t-chase (leftover-p-is-tape).
mixed 1-3%Bukwang Pharm 003000 · KOSPI · 2026-10-23 09:18 KST · p≈28%
Q3 consol prelim sales ₩58.0bn +21% YoY · OP ₩2.16bn +121% YoY/+53% QoQ · NI ₩0.85bn −43% YoY
Fri 23 Oct 09:18 KST live: Bukwang Pharm (003000) Q3 consol prelim — sales ₩58.0bn (+21% YoY/+1.7% QoQ), OP ₩2.16bn (+121% YoY/+53% QoQ), NI ₩0.85bn (−43% YoY/−39% QoQ); 9M OP still −22% YoY and NI −56% YoY. MIXED: Q3 operating recovery is real on +21% sales, but bottom line collapses QoQ/YoY and the 9M book is still deep red vs last year (LG Display / LS Eco OP-vs-NI split — not Flitto clean beat). 1-3%: mid-cap ~₩374bn; OP % swing is large but absolute OP ₩2.2bn is small vs mcap, and NI conflict refuses 3-8%. p≈28%: stamp into live cash; Naver already ~−1.4% (H ₩3,915) so first clip partially spent — leftover is residual grind (leftover-p-is-tape), not unused auction.
2026-10-23 09:18 KST KIND/DART acpt 20261023000177 (viewer doc 20261013000644 / 99626.htm): Bukwang Pharmaceutical (부광약품, 003000, KOSPI) consolidated fair-disclosure prelim for Q3 2026 (2026-07-01~2026-09-30), unit ₩m. Sales 57,973 (+1.7% QoQ vs 56,988 / +21.2% YoY vs 47,815). OP 2,161 (+53.3% QoQ vs 1,410 / +120.7% YoY vs 979). Pretax 1,490 (−18.9% QoQ / +21.7% YoY). NI 847 (−39.0% QoQ vs 1,389 / −43.3% YoY vs 1,495). Controlling NI 832 (−40.7% QoQ / −45.6% YoY). 9M YTD: sales 162,737 (+17.8% Y…
DART 20261023000177 · stub=false · mag 1-3% · Mid-cap ~₩374bn; absolute OP ₩2.2bn is small vs mcap despite large % swings; conflicting NI caps band at 1-3% (refuse Flitto 8%+ / LS Eco 8%+ vol class). · Live minutes after stamp already −1.4% with session high spent → leftover p≈28% residual, not full unused window.
mixed 8%+Noul 376930 · KOSDAQ · 2026-10-23 08:46 KST · p≈40%
3P raise 1.1m sh (~10.7% OS) @ ₩2,500 par (~+95% vs last) to Jigu Holdings · ₩2.75bn ops cash · control flip · 1yr lock
Fri 23 Oct 08:46 KST pre-open: Noul (376930) third-party raise — 1.1m new shares (~10.7% of OS) at ₩2,500 par (~+95% vs last ₩1,285) to Jigu Holdings for ₩2.75bn operating cash; pay-in 9 Nov, 1yr lockup; max holder flips to Jigu after pay-in. MIXED: premium strategic cash bid + ops runway (constructive) vs ~11% dilution and control flip on thin KOSDAQ (Artist Studio / Satoshi class — not clean UP). 8%+: thin-name control-path 3P gap risk either way (proceeds ~21% of ~₩13bn mcap; refuse treating premium as one-way UP). p≈40%: stamp into 09:00 cash open (~10–15 min leftover clock); Yahoo last already soft vs prior ₩1,420 so don’t sell a full unused 60-min tender window.
2026-10-23 08:46 KST KIND/DART acpt 20261023000108 (viewer doc 20261023000138 / 11306.htm): Noul (노을, 376930, KOSDAQ) board decides third-party allotment capital increase — 1,100,000 new common (pre-OS 10,258,264 → ~10.7% of pre / ~9.7% of post) at ₩2,500/sh (par; reference ~₩1,281, Yahoo last ₩1,285 / prev ₩1,420 → issue ~+95% vs last). Proceeds ₩2.75bn all operating cash. Allottee: Jigu Holdings Co., Ltd. (지구홀딩스; relationship "-"; CEO/max holder Lee Jae-woong ~20.14%). Pay-in 2026-11-09; listi…
DART 20261023000108 · stub=false · mag 8%+ · Artist Studio / named strategic 3P + explicit max-holder flip → MIXED 8%+ vol band; ~11% OS is material but refuse 28%+ opaque-shell class sizing. · Pre-open into 09:00 auction leftover with short clock + already-soft tape vs prior → p≈40%.
up 8%+iFamilySC 114840 · KOSDAQ · 2026-10-23 07:51 KST · p≈55%
Welliant/Marubeni cash tender ₩12,000 · min 20%/max 28% OS · Oct 23–Nov 11 · not delisting · ~+42% vs last
Fri 23 Oct 07:51 KST pre-open: Welliant (Marubeni) cash tender for iFamilySC (114840, KOSDAQ) at ₩12,000 (~+42% vs last ₩8,420 / ~+53% vs prior ₩7,850), min 20%/max 28% of 16.68m OS, window through 11 Nov; founders excluded via side letter so Marubeni concert already 42.39% and post-deal 62–70% — strategic alliance, not delisting. UP: large cash bid above spot is a classic tender magnet into the auction. 8%+: i-Scream/S1-class pre-open premium tender (~40%+ gap to deal price, mid-cap KOSDAQ) — refuse treating as full path-to-₩12k same day because max is only 28% and listing stays. p≈55%: ~70 min unused into 09:00 cash open; tape still near prior close so leftover is the auction product.
2026-10-23 07:51 KST DART rcp 20261023000001 (dcm 11624866; companion prospectus 20261023000002 @ 07:55): Welliant Co., Ltd. (웰라이언트; max holder Marubeni Corporation) files a cash tender for iFamilySC (아이패밀리에스씨, 114840) common at ₩12,000/sh. OS 16,681,385; excluded founders+treasury 7,199,656; tenderable pool 9,481,729. Min take-up 3,336,277 (~20.0% OS) / max 4,670,788 (~28.0% OS); prorate above max. Period 2026-10-23→2026-11-11 (settle 2026-11-13). Purpose: strategic business alliance with Marub…
DART 20261023000001 · stub=false · mag 8%+ · Pre-open third-party premium tender on mid-cap KOSDAQ (i-Scream/S1 class) → 8%+; partial max 28% + not-delisting caps a full gap to ₩12k. · Pre-open stamp with ~70 min to 09:00 and live still near prior → p≈55% unused auction leftover.
mixed 1-3%SK hynix 000660 · KOSPI · 2026-10-23 07:33 KST · p≈30%
Clarification: Solidigm Pre-IPO/IPO review stopped · confirms Aug 5 ₩5tn rumor process ended
Fri 23 Oct 07:33 KST pre-open: SK hynix (000660) confirms it has stopped reviewing a Solidigm Pre-IPO/IPO previously rumored at ~₩5tn on Aug 5 — official end of that fundraising path. MIXED: kills Solidigm-level dilution/overhang (mild ownership positive) but also removes a path to external US NAND growth capital (mild negative). 1-3%: liquid mega-cap confirmation of a months-old rumor process — refuse 3-8%/8%+. p≈30%: pre-open unused into 09:00, but mega liquidity + already-chewed rumor → muted auction leftover, not a shock.
2026-10-23 07:33 KST DART rcp 20261023800002 (dcm 11624760): SK hynix (000660) clarification (풍문또는보도에대한해명) on an Aug 5 media report that US sub Solidigm was reviewing a ~₩5tn Pre-IPO. Company states it has decided to stop reviewing Pre-IPO and IPO for Solidigm. Yahoo/last ≈₩1,223,000 (prior close ₩1,262,000).
DART 20261023800002 · stub=false · mag 1-3% · Liquid mega + confirmation of Aug rumor → 1-3%; refuse higher bands. · Pre-open clock exists but mega liquidity + chewed narrative → p≈30% muted auction leftover.
mixed 8%+Sconec 276040 · KOSDAQ · 2026-10-22 15:51 KST · p≈0%
Control-dispute shareholder-register inspection injunction judgment confirmed · EGM 13 Nov · HALTED 관리
Thu 22 Oct 15:51 KST: Sconec (스코넥, 276040, KOSDAQ 관리) posts confirmed judgment on a shareholder-register inspection injunction (2026카합21827) ahead of the 13 Nov EGM — control-dispute process, not a board flip. MIXED: enables register access for the fight but petition/injunction ≠ EGM outcome. 8%+: halted ~₩7bn 관리 book → resume gap risk either way. p≈0: Naver tradeStop=HALTED — untradeable until resume.
2026-10-22 15:51 KST KIND acptno 20261022000372 (doc 20261022000647 / 70073.htm): Sconec (스코넥, 276040) discloses Seoul Central District Court case 2026카합21827 — shareholder-register inspection injunction (주주명부열람등사가처분) filed by 황OO on 2026-10-06 (confirmed 2026-10-08) tied to 2026-11-13 EGM (record date 2026-10-19). Filing states the lawsuit judgment is confirmed. Company will respond via counsel. KRX correction-demand flagged. Naver: HALTED / 관리 / last ₩327 flat / mcap ≈₩7.07bn.
DART 20261022000372 · stub=false · mag 8%+ · Halted micro 관리 → 8%+ resume volatility band, not expected drift. · HALTED → p≈0 same session; product is resume auction only.
up 1-3%LF 093050 · KOSPI · 2026-10-22 15:50 KST · p≈12%
Open-market hold-after buyback ₩5.0bn (~0.8% mcap) via NH · Oct 23–Dec 30 · already 10.32% treasury
Thu 22 Oct 15:50 KST: LF (093050, KOSPI) boards ₩5.0bn (~0.8% of ≈₩644.7bn mcap / ~0.8% OS) open-market hold-after buyback via NH, window 23 Oct–30 Dec; already holds 10.32% treasury; no cancel language. UP: fresh cash bid into the book. 1-3%: hold-after form + sub-1% mcap refuse 3-8%/cancel band (Embrain/Sangsangin class). p≈12%: stamp after 15:30 cash close and AH already +3.84% through the band → don’t-chase; leftover is Fri 09:00 residual only.
2026-10-22 15:50 KST KIND acptno 20261022000369 (doc 20261022000956 / 11332.htm): LF (093050) boards open-market buyback of up to ₩5,001,000,000 common (~225,778 sh at prior close ₩22,150) via NH Investment Securities, buys 2026-10-23→2026-12-30; purpose share-price stability / shareholder value; hold ≥6 months after completion (disposal needs separate board) — no cancel. Pre-deal treasury 3,016,738 / 10.32% OS. KRX correction-demand flagged. Naver cash ₩22,050/−0.45% high ₩23,600 mcap ≈₩644.7bn; AH ₩23,000/+3.84%.
DART 20261022000369 · stub=false · mag 1-3% · Hold-after / no-cancel + ~0.8% mcap → 1-3%; refuse cancel-bound 3-8%. · Post-close stamp; AH already +3.84% → p≈12% Fri-open leftover only (don’t-chase).