Asia news tape
Monday age cut: Fri 30 after-close → Mon pre-open · n=6 (a 2 / b 4 / c 0) · refreshed 2026-11-02 07:52 HKT / 2026-11-02 08:52 KST. Rank a = China AI / HK; b = SK hynix/Samsung/KOSPI/HSI/NVDA; c = other macro. Confirmed sources only — no invented Yonhap/KED/SCMP/HKET.
Session context: Mon 2 Nov morning pack (~07:50 HKT). Last KRX cash Fri 30: 000660 ₩1,418,000 (−7.08%); SKHY $149.21 RTH / AH $149.79; FX 1,334.3; prem +40.40%. KRX Mon PREOPEN at snapshot. Weekend AI-capex fear + memory sold-out structural overlap.
rank aX @zephyr_z9 RT · DeepSeek · 2026-11-01
DeepSeek super-agent design colour — China AI rank-a weekend tape
@zephyr_z9 RT DeepSeekHarness: Exploring Super-agent Design (DeepSeek WeChat/agent piece). Weekend China AI design colour into Mon Asia open — not a Seoul cash print.
Implication: a-rank China AI: constructive pocket inside Fri US risk-off / AI-capex fear tape; adjacency for HK/China AI names, not a Hynix gap.
x.com/zephyr_z9/status/2116860015495819362
rank aX @zephyr_z9 · CXMT · 2026-10-31
CXMT G6 engineering samples validated Q3 — China memory gap closing
@zephyr_z9: CXMT G6 ES validated in Q3 → MP within a year; G5 MP since Sep; tech gap vs KR memory closing faster. Competitive China DRAM colour into Mon.
Implication: a-rank China memory: medium-term competitive pressure narrative vs Samsung/Hynix ASP/share — not a same-open Seoul gap.
x.com/zephyr_z9/status/2116398506340659698
rank bKorea JoongAng Daily · 2026-11-01
Samsung / SK hynix fell Fri despite record profits — AI-spend fears rattle KOSPI
Korea JoongAng Daily 1 Nov: Samsung closed ₩225,000 (−3.02%); SK hynix ₩1,418,000 (−7.08%); KOSPI −3.48% to 5,730.74. Record-profit prints failed to shield names as Big Tech AI-spend fears hit; HBM sold-out colour through 2029 noted alongside Alphabet −12.6% Thu / Intel −28.6% US colour.
Implication: b-rank: Fri Seoul memory dump + AI-capex fear is the weekend headline into Mon PREOPEN — structural HBM sold-out still constructive underneath the session print.
koreajoongangdaily.com … /12948729
rank bYahoo / KSF / Naver · 000660 · 2026-10-30 close
SK hynix Fri close ₩1,418,000 (−7.08%) — foreign −300k sh / ₩−480bn
Official Fri O/H/L/C ₩1,444,000 / 1,449,000 / 1,381,000 / 1,418,000 (−₩108,000 / −7.08% vs Thu ₩1,526,000). Vol 3.86M. Flows: For −300,349 / Inst −131,567 / Ind +191,452; KSF For ₩−480.1bn; FO ~48.7%. Naver quirk C ₩1,391,000 not used. Mon PREOPEN carry ₩1,418,000.
Implication: b-rank: sharp Fri foreign/inst supply after Thu digest; paper Seoul rule NO (misses −8% by 0.92pp).
finance.yahoo.com/quote/000660.KS/history/
rank bYahoo SKHY / Yonhap FX · 2026-10-30
SKHY Fri $149.21 (−7.95%); prem +40.40% — ADR tracks Seoul dump
SKHY Fri RTH $149.21 (−7.95%) (O/H/L 150.52 / 153.49 / 145.34); AH ~$149.79 (+0.39%). Yonhap FX 15:30 1,334.3 (DN 2.5 from Thu 1,336.8). Same-session prem +40.40% (passes ≥+40; prior Thu +41.99%).
Implication: b-rank ADR: RTH mirrored Seoul −7%; AH stabilized; prem still elevated into Mon Asia.
finance.yahoo.com/quote/SKHY/
rank bX @jukan05 · Altman SK visit · 2026-10-31
Altman top-secret SK visit — Samsung execs; local media also SK hynix
@jukan05 Sat: Altman visit to SK met Samsung top execs; local media says also SK hynix. Same timing colour as last year's RAM surge start. Weekend constructive adjacency for KR memory sleeve into Mon.
Implication: b-rank: demand/allocation colour for Samsung/Hynix — constructive pocket vs Fri AI-spend fear dump; not a filing.
x.com/jukan05/status/2116434574993666327
Gaps: Finance MCP / Markets promotion absent → Korea attractive EMPTY. AJ Rivian Post Q3 members-locked (portal not accessed). Nine Fri Trade alerts app-teaser only. KIND shorts/program/block UNKNOWN (data.krx wall). No fresh Yonhap/KED/SCMP/HKET Mon headlines fetched — fewer items OK. Home X unavailable this morning.
X priority posts
2026-11-02 07:52 HKT / 2026-11-02 08:52 KST · Weekend → Mon AM priority (since Fri eve ~13:50 HKT cutoff). Sentiment mixed / medium. Home unavailable.
up@alojoh · Sun 21:24 HKT · conf high
Xpeng reports all-time best sales month. Vehicle sales increased in October 20% YoY and 22% MoM.
Why: Supports standing XPEV Y sleeve — colour only, no NEW row / no upgrade.
x.com/alojoh/status/2116884043039903751
down@alojoh · Sun 21:48 HKT · conf high
NIO’s October vehicle sales declined 15% year over year.
Why: Reinforces NIO Caution sleeve — colour only, no Avoid upgrade overnight.
x.com/alojoh/status/2116890140995985523
mixed@alojoh · Sun 16:24 HKT · conf medium
Rivian Q3 OL forecast within 10%: projected −$791m vs actual −$881m (18mo-old model).
Why: Estimate-quality colour on RIVN N sleeve; paired with Fri HC exit @$12.54 — KEEP N.
x.com/alojoh/status/2116808705530302577
down@jukan05 · Sun 17:44 HKT · conf high
Taiwanese media: Intel EMIB overall yield ~60–65%; silicon-bridge into ABF only ~25–30% vs TSMC CoWoS ~98%.
Why: Packaging yield gap vs CoWoS — idiosyncratic INTC/advanced-packaging DOWN colour; not a memory-beta break.
x.com/jukan05/status/2116828613777699280
up@jukan05 · Sat 09:38 HKT · conf high
Altman top-secret visit to SK: met Samsung top execs; local media says also SK hynix. Same timing as last year's RAM surge start.
Why: Demand/allocation colour for Samsung/Hynix into Mon — constructive pocket vs Fri AI-spend fear dump.
x.com/jukan05/status/2116434574993666327
mixed@jukan05 · Sat 10:09 HKT · conf medium
The Elec Terafab follow-up: ACM Research looking to supply PLP gear to Terafab despite 99% China revenue.
Why: Advanced packaging / PLP equipment colour — MIXED China-revenue optics; adjacency only.
x.com/jukan05/status/2116351827772051897
mixed@jukan05 · Sun 09:42 HKT · conf medium
Why did Anthropic pay SpaceX such a hefty premium while renegotiating prices with other cloud providers?
Why: Cloud/AI infra premium colour — MIXED for SPCX Watch sleeve; paper only.
x.com/jukan05/status/2116707485801381938
mixed@zephyr_z9 · Sun 19:48 HKT · conf high
RT DeepSeekHarness: Exploring Super-agent Design (DeepSeek WeChat/agent piece).
Why: China AI design colour (rank-a) — constructive pocket inside risk-off session narrative.
x.com/zephyr_z9/status/2116860015495819362
mixed@zephyr_z9 · Sat 13:14 HKT · conf high
CXMT G6 engineering samples validated Q3 → MP within a year; G5 MP since Sep; tech gap closing faster.
Why: China memory competitive colour vs KR — medium-term share/ASP pressure narrative, not same-open Seoul gap.
x.com/zephyr_z9/status/2116398506340659698
mixed@zephyr_z9 · Sat 01:54 HKT · conf medium
Customers want P-cores; Intel converting 18A capacity to Intel 3 to expand Granite Rapids.
Why: Intel process-mix colour after Fri dump — idiosyncratic, not memory-beta.
x.com/zephyr_z9/status/2116227300404686925
down@citrini · Sat 01:10 HKT · conf medium
Textbook rotation out of names you own into names you don’t — Fri US risk-off humour.
Why: Session risk-off humour stamp — overlays memory structural UP; not a Seoul beta flip.
x.com/citrini/status/2116216074878259615
mixed@BowTiedBull · Fri 23:26 HKT · conf medium
Today good day to screen: green/not-down-much on zero news = great sign; down with market = no read.
Why: Light process tip into Fri risk-off — colour only.
x.com/BowTiedBull/status/2116190064082551286
Home unavailable this morning. Hardcore browser-readable (Fri HC alerts already on US board colour). Skipped: @alojoh X-scam; @jukan Halloween/Shanghai food; BowTied lifestyle; culture-war.
DART material
last scan 2026-11-02 11:26 KST · KEEP×4 new this fire · Mon morning pack · age cut ≥ Fri 30 Oct 15:40 KST · board n=23 · Seohee Construction 035890 UP 1-3% don't-chase · Dongwon Systems 014820 DOWN 1-3% · Cosmo New Materials 005070 MIXED 1-3% · Daewoo E&C 047040 UP 1-3% don't-chase · + Prior: Daewoo Ganeung / POSCO DX / Lotte Innovate / Future-M / SK Square / Delicious / Pan Ocean / DI / Steelion / SNT Energy / POSCO Intl / SNT / GC · + Fri residual HS Hyosung / Dongkuk Steel / HL Mando / Partron
up 1-3% don't-chaseSeohee Construction 035890 · KOSDAQ · 2026-11-02 11:14 KST · p≈12%
Value-up 2026–28: cancel 22.2m treasury (~10.7% OS) by Feb 2027 + DPS path
KOSDAQ builder commits to cancel ~10.7% of OS already-held treasury by Feb 2027 and a formal DPS path — permanent float shrink once cancelled, but this stamp is a multi-year plan, not a same-day cancel board. UP on cancel-bound intent. Band 1–3%: deferred to Feb 2027 + separate-resolution language refuses Handsome-class mid-band same-session (Shinsegae I&C/value-up plan class). Live already +3.9% has cleared the small band → leftover don’t-chase, p≈12%.
Why direction: UP: cancel-bound already-held treasury (~10.7% OS) permanently shrinks float once executed; DPS path adds cash-return support. · Why magnitude: 1-3%: plan/deferral to Feb 2027 + separate resolution needed — refuse mid-band cancel stamp despite ~11% OS size. · Why probability: p≈12%: live already +3.9% has printed through a 1–3% band → don’t-chase residual only.
DART 20261102900310
down 1-3%Dongwon Systems 014820 · KOSPI · 2026-11-02 11:13 KST · p≈42%
Q3 consol OP ₩24.0bn (+19% YoY / −24% QoQ); NI ₩5.3bn (−66% YoY)
Packaging name where OP is still green YoY but pretax/NI collapsed ~⅔–¾ — Motive/Lotte Innovate-class quality break below the operating line plus a soft sequential OP. DOWN. Band 1–3%: NI hole ~₩10bn is ~1.6% of ~₩613bn and OP stays black YoY so refuse mid/shock. Live ~flat leaves most of the small band free → p≈42%.
Why direction: DOWN: earnings quality broke below OP — pretax/NI cratered even while operating profit stayed black YoY. · Why magnitude: 1-3%: absolute NI hole ~1.6% of mcap + still-black OP refuses mid-band; quality break still clears a small reprice. · Why probability: p≈42%: live only +0.2% leaves most of a 1–3% band unused into the session.
DART 20261102800313
mixed 1-3%Cosmo New Materials 005070 · KOSPI · 2026-11-02 11:02 KST · p≈38%
Q3 standalone OP ₩1.83bn (+1,255% YoY / −61% QoQ); NI black-turn ₩7.2bn
Cathode materials name with a two-way Q3: OP exploded YoY off a tiny year-ago base and NI flipped black, but OP fell −61% QoQ and NI ≫ OP (below-OP help). MIXED. Band 1–3% on ~₩1.25tn liquid mid-cap (refuse mid). Live ~flat → leftover into the morning, p≈38%.
Why direction: MIXED: YoY OP/NI recovery fights a sharp sequential OP fade and a below-OP NI boost. · Why magnitude: 1-3%: liquid ~₩1.25tn mid-cap compresses a two-way standalone print; refuse mid-band. · Why probability: p≈38%: live only +0.3% leaves most of a 1–3% band free.
DART 20261102800311
up 1-3% don't-chaseDaewoo E&C 047040 · KOSPI · 2026-11-02 10:58 KST · p≈8%
Selected contractor Seongsan-dong street-housing ~₩250.6bn (~3.1% YE25 sales)
Second named contractor selection today on a ~₩251bn Mapo street-housing book (~3.1% of YE25 sales / ~5.3% of mcap face) with the final contract still open. UP on named backlog add. Band 1–3%: construction selection + unsigned final + progress-bill on a ~₩4.7tn liquid builder — refuse face/mcap (Samsung C&T / Ganeung class). Live already +5.5% (on top of the earlier Ganeung reaction) has cleared the small band → leftover don’t-chase, p≈8%.
Why direction: UP: named contractor selection adds visible backlog even before the final contract stamp. · Why magnitude: 1-3%: unsigned construction / progress-bill on ~₩4.7tn liquid builder — refuse face/mcap trap and mid-band. · Why probability: p≈8%: live already +5.5% has printed through a 1–3% band (and Ganeung already moved the name) → don’t-chase residual only.
DART 20261102800306
up 1-3% don't-chaseDaewoo E&C 047040 · KOSPI · 2026-11-02 10:36 KST · p≈8%
Selected contractor Ganeung 4-zone redevelopment ~₩464.7bn (~5.8% YE25 sales)
Liquid builder named as preferred/selected contractor on a ~₩465bn Uijeongbu redevelopment book (~5.8% of YE25 sales / ~10% of mcap face) with the final contract still open. UP on named backlog add. Band 1–3%: construction selection + unsigned final + multi-year progress-bill on a ~₩4.7tn liquid name — refuse face/mcap (Samsung C&T class). Live already +4.0% has cleared the small band → leftover don’t-chase, p≈8%.
Why direction: UP: named contractor selection adds visible backlog even before the final contract stamp. · Why magnitude: 1-3%: unsigned construction / progress-bill on ~₩4.7tn liquid builder — refuse face/mcap trap and mid-band. · Why probability: p≈8%: live already +4.0% has printed through a 1–3% band → don’t-chase residual only.
DART 20261102800295
mixed 1-3% don't-chasePOSCO DX 022100 · KOSPI · 2026-11-02 10:28 KST · p≈14%
Q3 consol OP ₩16.9bn (+71% QoQ / −22% YoY); sales ₩265.2bn (+8.4% YoY)
IT/automation Q3 consol is two-way: OP rebounded +71% QoQ to ₩16.9bn with sales +8% YoY, but YoY OP is still −22% and 9M OP is roughly halved. MIXED. Band 1–3%: ~₩2.9tn liquid mid-cap compresses a sequential beat that does not clear the YoY miss (refuse mid). Live already +2.0% sits at the top of the small band → leftover don’t-chase, p≈14%.
Why direction: MIXED: QoQ OP +71% and sales +8% YoY fight a still-soft −22% YoY OP and a deep 9M OP hole (−51%). · Why magnitude: 1-3%: ~₩2.9tn liquid name — framework compresses two-way earnings; refuse 3–8%. · Why probability: p≈14%: live already +2.0% has printed most of a 1–3% band minutes after the 10:28 stamp → don’t-chase residual only.
DART 20261102800277
down 1-3% don't-chaseLotte Innovate 286940 · KOSPI · 2026-11-02 10:28 KST · p≈18%
Q3 OP ₩12.4bn (+88% YoY) but NI loss-turn −₩7.1bn
IT services Q3 where OP nearly doubled YoY to ₩12.4bn but pretax/NI flipped to losses (−₩7.1bn NI) — Motive/DL E&C-class quality break below the operating line. DOWN. Band 1–3%: NI hole ~₩7bn is ~2.7% of ~₩261bn and OP is still strongly green, so refuse mid/shock. Live already +1.2% against the miss → leftover don’t-chase, p≈18%.
Why direction: DOWN: pretax/NI loss-turn despite +88% YoY OP means a large non-operating hit hit equity value. · Why magnitude: 1-3%: NI hole ~2.7% of mcap + still-black OP refuses 3–8%/8%+. · Why probability: p≈18%: live already +1.2% opposite the call → same-session leftover is residual, not unused DOWN alpha.
DART 20261102800274
up 1-3%POSCO Future-M 003670 · KOSPI · 2026-11-02 10:16 KST · p≈38%
Q3 consol OP ₩82.1bn (+23% YoY / +208% QoQ); sales ₩834.8bn (−4.6% YoY)
Cathode/battery-materials Q3 consol: OP +23% YoY and more than tripled QoQ to ₩82.1bn even with sales still −4.6% YoY — a clean operating recovery on the sequential clock. UP. Band 1–3%: ~₩14.7tn liquid mega mid-cap compresses even a solid OP beat (refuse 3–8%). Live only +1.1% still inside the small band → leftover into the morning, p≈38%.
Why direction: UP: consol OP +23% YoY / +208% QoQ is a clear operating beat; flat NI does not erase the OP reset. · Why magnitude: 1-3%: ~₩14.7tn liquid name — framework compresses strong YoY/QoQ OP; refuse mid-band. · Why probability: p≈38%: stamp 10:16 with live only +1.1% → most of the 1–3% band still free into the cash morning.
DART 20261102800270
up 1-3% don't-chaseSK Square 402340 · KOSPI · 2026-11-02 10:16 KST · p≈12%
Raises Hynix dividend payout ≥60% through 2028; ≥₩6.2tn inflow; 100% Kioxia pass-through
Holdco is lifting the ordinary Hynix-dividend payout floor to ≥60% through 2028 and locking 100% pass-through of the Kioxia special — incremental vs the March ≥30% policy, on top of a ≥₩6.2tn expected Hynix inflow. UP. Band 1–3%: ~₩122tn mega-cap and the Hynix Oct 28 base was already in the tape, so this is confirmation-plus-raise, not a fresh ₩6tn discovery (refuse mid-band). Live already +2.7% sits near the top of the small band → leftover don’t-chase, p≈12%.
Why direction: UP: higher ordinary payout (≥60%) plus full Kioxia pass-through raises cash that can reach Square shareholders vs the prior ≥30% floor. · Why magnitude: 1-3%: ~₩122tn mcap + already-known Hynix Oct 28 pool — compress to small confirmation band; refuse 3–8%. · Why probability: p≈12%: live already +2.7% has printed most of a 1–3% band minutes after the stamp → don’t-chase residual only.
DART 20261102800271
up 3-8% don't-chaseDelicious 483350 · KOSDAQ · 2026-11-02 10:13 KST · p≈22%
Q3 consol OP ₩1.30bn (+1,760% YoY); NI black-turn ₩1.54bn
Thin KOSDAQ e-commerce name with a Mezoo-class YoY OP shock: OP jumped from ₩70m to ₩1.30bn and NI flipped to a ₩1.54bn profit, even though QoQ OP halved off a strong 2Q. UP. Band 3–8%: OP ~3% of ~₩43bn mcap plus an 18× YoY rate shock clears mid thin-name band; refuse 8%+ while QoQ is soft. Live already +3.5% sits mid-band → leftover don’t-chase, p≈22%.
Why direction: UP: YoY OP 18× and NI black-turn are a clean earnings reset; QoQ fade softens but does not erase the YoY shock. · Why magnitude: 3-8%: thin ~₩43bn KOSDAQ + OP ~3% of mcap clears mid; soft QoQ + size refuse 8%+. · Why probability: p≈22%: live already +3.5% has printed into the called band minutes after the 10:13 stamp → don’t-chase residual only.
DART 20261102900252
up 1-3%Pan Ocean 028670 · KOSPI · 2026-11-02 09:46 KST · p≈28%
Q3 consol OP ₩197.4bn (+58% YoY); NI ₩184.4bn (+218% YoY)
Live-session Q3 print on a liquid ~₩3.2tn bulker: sales +65% YoY and OP +58% YoY with NI more than tripling — a clean year-on-year earnings reset, even though QoQ OP was only +2%. UP. Band 1–3%: ~₩3.2tn liquid large-cap compresses solid YoY beats; refuse 3–8%. Live +1.4% still inside the small band → leftover into the morning, p≈28%.
Why direction: UP: consol OP +58% YoY and NI +218% YoY on +65% sales is a clear earnings beat, not a one-off below the line. · Why magnitude: 1-3%: liquid ~₩3.1tn large-cap — framework compresses even strong YoY OP/NI; refuse 3–8%. · Why probability: p≈28%: stamp 09:46 with live only +1.4% → most of the 1–3% band still free into the cash morning.
DART 20261102800247
up 3-8% don't-chaseDI 003160 · KOSPI · 2026-11-02 09:45 KST · p≈18%
Q3 consol OP ₩59.3bn (+493% YoY); NI ₩43.4bn (+467% YoY)
Semicon-test name with a full earnings shock: OP nearly 5× YoY and +50% QoQ on doubled sales — both year-on-year and sequential are cleanly green. UP. Band 3–8%: OP ₩59bn is ~5% of ~₩1.15tn and the % shock clears mid-band; refuse 8%+ on a ~₩1tn liquid KOSPI name. Live already +4.5% sits mid-band → leftover don’t-chase, p≈18%.
Why direction: UP: OP +493% YoY / +50% QoQ with sales nearly doubled is a clean operating beat, not a below-the-line quirk. · Why magnitude: 3-8%: OP level ~5% of mcap plus a 5× YoY rate shock clears mid-band; ~₩1.2tn liquidity refuses 8%+. · Why probability: p≈18%: live already +4.5% has printed into the called band minutes after the 09:45 stamp → don’t-chase residual only.
DART 20261102800245
down 3-8% don't-chasePOSCO Steelion 058430 · KOSPI · 2026-11-02 09:31 KST · p≈22%
Q3 consol OP ₩0.2bn (−96% YoY); NI loss-turn −₩0.1bn
Coated-steel name where Q3 OP was essentially wiped (−96% YoY to ₩0.2bn) and NI flipped to a thin loss on flat sales — a clean operating collapse, not a one-line FX quirk. DOWN. Band 3–8%: near-zero OP on a ~₩238bn small-cap clears mid-band; absolute NI hole is tiny so refuse 8%+. Live +2.1% is trading against the miss → leftover don’t-chase / don’t-fight, p≈22%.
Why direction: DOWN: consol OP −96% YoY into near-zero and NI loss-turn is a clear operating miss. · Why magnitude: 3-8%: OP wipe on ~₩236bn mcap clears mid-band; tiny absolute NI hole refuses 8%+. · Why probability: p≈22%: live +2.1% already opposite the call → same-session leftover is residual/overnight, not unused DOWN alpha.
DART 20261102800231
down 3-8% don't-chaseSNT Energy 100840 · KOSPI · 2026-11-02 09:26 KST · p≈18%
Q3 consol NI loss-turn −₩7.4bn (FX); OP ₩17.6bn (−27% YoY)
SNT heat-exchange name with OP still black but −27% YoY, while pretax/NI flipped to losses on a disclosed ₩28.6bn FX hit — Motive-class quality break below the operating line plus a soft OP. DOWN. Band 3–8%: NI/FX hole ~₩28.6bn is ~6% of ~₩465bn and clears mid-band; still-profitable OP refuses 8%+. Live already +4.4% against the miss → leftover don’t-chase, p≈18%.
Why direction: DOWN: OP −27% YoY plus pretax/NI loss-turn on a ₩28.6bn FX hit is an earnings break, not a soft in-line print. · Why magnitude: 3-8%: FX/NI hole ~6% of mcap clears mid-band; still-black OP refuses 8%+. · Why probability: p≈18%: live +4.4% already opposite the call → same-session leftover is residual, not unused DOWN alpha.
DART 20261102800233
up 1-3% don't-chasePOSCO International 047050 · KOSPI · 2026-11-02 09:18 KST · p≈12%
Q3 consol OP ₩400.7bn (+24% YoY); NI ₩401.8bn (+92% YoY)
Live-session Q3 print on a liquid ~₩8.8tn trader: YoY OP +24% and NI nearly doubled, but sequential sales/OP both eased ~6%. UP on the YoY earnings reset. Band 1–3%: mega-cap compression refuses mid-band even with the NI jump. Live already +3.2% sits at the top of the band → leftover don’t-chase, p≈12%.
Why direction: UP: consol OP +24% YoY and NI +92% YoY is a clean year-on-year beat despite a soft QoQ fade. · Why magnitude: 1-3%: ~₩8.8tn liquid mega-cap — framework compresses even solid YoY beats; refuse 3–8%. · Why probability: p≈12%: live already +3.2% has printed the small band minutes after the 09:18 stamp → don’t-chase residual only.
DART 20261102800220
down 3-8%SNT Holdings 036530 · KOSPI · 2026-11-02 09:11 KST · p≈48%
Q3 consol OP ₩45.1bn (−32% YoY); NI ₩12.7bn (−80% YoY)
Holdco earnings collapsed: OP −32% YoY and pretax/NI roughly −80% YoY with a matching sequential cliff — the miss runs through operating profit into a large non-operating hole. DOWN. Band 3–8%: YoY NI delta ~₩51bn is ~7.5% of ~₩679bn mcap, enough for mid-band on a mid-cap; refuse 8%+ because OP is still black. Live ~−0.2% leaves most of the band free → p≈48%.
Why direction: DOWN: OP −32% YoY plus pretax/NI −80% YoY is a clear earnings break, not a soft guide miss. · Why magnitude: 3-8%: NI hole ~₩51bn ≈7.5% of mcap clears mid-band; still-profitable OP refuses 8%+. · Why probability: p≈48%: stamp ~09:11 with live still near flat → unused mid-band into the morning session.
DART 20261102800213
down 3-8%SNT Motive 064960 · KOSPI · 2026-11-02 09:07 KST · p≈45%
Q3 pretax ₩3.94bn (−86% YoY) despite OP only −3% YoY
Auto-parts name where OP only slipped −3% YoY but pretax and NI cratered ~−85% — earnings quality broke below the operating line (DL E&C-class hole). DOWN. Band 3–8%: NI delta ~₩18bn is ~3.2% of ~₩564bn mcap plus a quality break clears mid; refuse 8%+ because OP itself is not the shock. Live ~−0.2% → most of the band unused, p≈45%.
Why direction: DOWN: pretax/NI −85% YoY with only a mild OP dip means a large non-operating hit hit equity value. · Why magnitude: 3-8%: NI hole ~3% of mcap + quality break = mid-band; OP still near flat refuses 8%+. · Why probability: p≈45%: live still flat minutes after the 09:07 stamp → unused tape into the morning.
DART 20261102800199
down 3-8% don't-chaseSNT Dynamics 003570 · KOSPI · 2026-11-02 09:01 KST · p≈18%
Q3 consol OP ₩6.07bn (−70% YoY / −65% QoQ)
Defense/machinery name with OP collapsed ~70% YoY and ~65% QoQ on softer sales — a clean operating miss, not a one-line quirk. DOWN. Band 3–8%: YoY OP delta ~₩13.8bn is ~2.2% of ~₩623bn mcap but the −70% rate shock still clears mid-band; refuse 8%+. Live already +2.2% against the miss → leftover is fade/digest only, p≈18% don’t-fight.
Why direction: DOWN: OP −70% YoY / −65% QoQ is a clear operating earnings break. · Why magnitude: 3-8%: sharp % OP collapse on a ~₩0.6tn name clears mid; absolute OP delta ~2% of mcap refuses 8%+. · Why probability: p≈18%: live already +2.2% opposite the call — leftover is fade residual, not unused DOWN alpha.
DART 20261102800197
mixed 1-3% don't-chaseGC Corp 006280 · KOSPI · 2026-11-02 09:01 KST · p≈14%
Q3 OP ₩49.2bn (+68.5% YoY) but sales −14% YoY; pretax ₩274bn one-off-heavy
Biopharma print is two-way: OP +68.5% YoY on sales still −14% YoY, while pretax ₩274bn is ~5.6× OP — the NI boom is one-off/non-op heavy, not a clean operating re-rating. MIXED. Band 1–3%: liquid ~₩1.55tn plus below-OP noise; refuse mid/shock. Live already +2.1% inside the small band → leftover don’t-chase, p≈14%.
Why direction: MIXED: OP beat fights shrinking YoY sales, and pretax/NI surge is far above OP so quality is two-way. · Why magnitude: 1-3%: ~₩1.55tn liquid name + one-off-looking pretax boom — compress to small band. · Why probability: p≈14%: live +2.1% has already used most of a 1–3% band → don’t-chase residual.
DART 20261102800193
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%.
Why direction: UP: consol OP +159% YoY / NI +356% YoY is a clean earnings reset on a small-cap holdco. · Why magnitude: 8%+: YoY OP delta ~₩23bn is ~13% of ~₩174bn mcap — clears shock band; liquidity is thin so gap risk is real. · Why probability: p≈58%: after-close Friday into Mon open, live only +1.7% so leftover is unused tape, not mid-session chase.
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%.
Why direction: DOWN: OP/pretax/NI all loss-turn vs still-profitable YoY and QoQ comps — margin break, not just soft growth. · Why magnitude: 3-8%: loss-turn is mid-band on a liquid midcap steel, but absolute OP hole ~₩1.4bn is tiny vs ~₩290bn mcap — refuse 8%+. · Why probability: p≈36%: live +2.9% votes against the print into the close, so Mon open is contested fade residual.
DART 20261030800834
down 3-8% don't-chaseHL Mando 204320 · KOSPI · 2026-10-30 15:42 KST · p≈22%
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%.
Why direction: DOWN: OP −45% YoY plus pretax/NI loss-turn vs profitable comps is a real earnings miss, not a mix shift. · Why magnitude: 3-8%: loss-turn on ~₩1.7tn mcap auto-parts clears mid-band; absolute NI hole ~2.4% of mcap refuses 8%+. · Why probability: p≈22%: live −3.8% already sits inside the band after the after-close stamp → leftover is fade/Mon residual.
DART 20261030800817
down 3-8% don't-chasePartron 091700 · KOSDAQ · 2026-10-30 15:40 KST · p≈24%
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%.
Why direction: DOWN: OP −66% YoY and NI loss-turn vs a still-profitable year-ago quarter is a clear earnings miss. · Why magnitude: 3-8%: YoY OP collapse on ~₩234bn mcap clears mid-band; absolute NI hole <2% of mcap refuses 8%+. · Why probability: p≈24%: live −4% already inside the band into the close → Mon leftover is residual, not unused alpha.
DART 20261030900818