X priority posts
2026-11-02 13:41 HKT / 2026-11-02 14:41 KST · Mon afternoon priority (since Mon AM ~07:52 HKT cutoff). NEW n=2. Sentiment mixed / medium (shifted=false). Home unavailable.
mixed@jukan05 · Mon 12:28 HKT · conf high · NEW
Chinese media report that prices for lab monkeys used in drug development in China have surged, with some fetching $33,000 each.
Why: Niche CRO/biotech input-inflation colour — constructive for China CRO theme; not a Seoul memory-beta read.
x.com/jukan05/status/2117111686004187185
mixed@zephyr_z9 · Mon 10:15 HKT · conf high · NEW
RT @SemiAnalysis_: Today we’re releasing GDPx, a benchmark for measuring agentic capabilities across the most valuable domains. GDPx is a true frontier-level benchmark: even the best model scores just 12% (1/7).
Why: AI agentic-eval / infra colour — constructive pocket; not a memory-beta flip.
x.com/zephyr_z9/status/2117078141772685522
up@alojoh · Sun 21:24 HKT · conf medium · PRIOR
Xpeng reports all-time best sales month. Vehicle sales increased in October 20% YoY and 22% MoM.
Why: Supports standing XPEV Y — colour only, no NEW row.
x.com/alojoh/status/2116884043039903751
down@alojoh · Sun 21:48 HKT · conf medium · PRIOR
NIO’s October vehicle sales declined 15% year over year.
Why: Reinforces NIO Caution — colour only, no Avoid upgrade.
x.com/alojoh/status/2116890140995985523
mixed@alojoh · Sun 16:24 HKT · conf medium · PRIOR
Rivian Q3 OL forecast within 10%: projected −$791m vs actual −$881m (18mo-old model).
Why: Estimate-quality colour on RIVN N; paired Fri HC exit @$12.54 — KEEP N.
x.com/alojoh/status/2116808705530302577
down@jukan05 · Sun 17:44 HKT · conf medium · PRIOR
Taiwanese media: Intel EMIB overall yield ~60–65%; silicon-bridge into ABF only ~25–30% vs TSMC CoWoS ~98%.
Why: Packaging yield gap — idiosyncratic INTC DOWN colour; not memory-beta.
x.com/jukan05/status/2116828613777699280
mixed@jukan05 · Sun 09:42 HKT · conf medium · PRIOR
Why did Anthropic pay SpaceX such a hefty premium while renegotiating prices with other cloud providers?
Why: Cloud/AI infra premium — MIXED for SPCX Watch sleeve.
x.com/jukan05/status/2116707485801381938
up@jukan05 · Sat 15:38 HKT · conf medium · PRIOR
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 — constructive vs Fri AI-spend fear.
x.com/jukan05/status/2116434574993666327
mixed@jukan05 · Sat 10:09 HKT · conf medium · PRIOR
The Elec Terafab follow-up: ACM Research looking to supply PLP gear to Terafab despite 99% China revenue.
Why: Advanced packaging / PLP colour — MIXED China-revenue optics.
x.com/jukan05/status/2116351827772051897
mixed@zephyr_z9 · Sun 19:48 HKT · conf medium · PRIOR
RT DeepSeekHarness: Exploring Super-agent Design (DeepSeek WeChat/agent piece).
Why: China AI design colour (rank-a) — constructive pocket.
x.com/zephyr_z9/status/2116860015495819362
mixed@zephyr_z9 · Sat 13:14 HKT · conf medium · PRIOR
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 pressure narrative.
x.com/zephyr_z9/status/2116398506340659698
mixed@zephyr_z9 · Sat 01:54 HKT · conf medium · PRIOR
Customers want P-cores; Intel converting 18A capacity to Intel 3 to expand Granite Rapids.
Why: Intel process-mix colour after Fri dump — idiosyncratic.
x.com/zephyr_z9/status/2116227300404686925
down@citrini · Sat 01:10 HKT · conf medium · PRIOR
Textbook rotation out of names you own into names you don’t — Fri US risk-off humour.
Why: Fri US risk-off humour — session pocket, not Seoul beta flip.
x.com/citrini/status/2116216074878259615
mixed@BowTiedBull · Fri 23:26 HKT · conf medium · PRIOR
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 afternoon. Hardcore not re-scraped (Fri HC colour standing). Skipped: alojoh X-scam impersonation thread (standing drop; still no new market posts since NIO/XPeng); BowTiedBull career/sales / kids / kettlebells lifestyle; citrini: no new posts since Fri risk-off humour; public search noise (memory keyword false positives).
DART material
last scan 2026-11-02 15:56 KST · KEEP×5 this fire · tip 20261102900515@15:45 · Dream Insight / Hyundai Livart / Hyundai Bioland / Chris F&C / Selfie Global · Mon age cut ≥ 2026-10-30 15:40 KST · board n=43 · Dream Insight 362990 UP 1-3%, Hyundai Livart 079430 DOWN 3-8% don’t-chase, Hyundai Bioland 052260 MIXED 1-3%, Chris F&C 110790 MIXED 1-3% don’t-chase, Selfie Global 068940 MIXED 8%+ don’t-chase halted, Myungin Pharmaceutical 317450 UP 1-3%, KSign 192250 UP 3-8% don’t-chase, Vieworks 100120 MIXED 1-3% don’t-chase
up 1-3%Dream Insight 362990 · KOSDAQ · 2026-11-02 15:38 KST · p≈40%
OM buyback ₩500m / 455k sh (~2.7% OS); hold ≥6mo after final buy
After-close open-market buyback ₩500m / ~2.7% of OS (~2.8% of ~₩17.8bn mcap) for price stability with a ≥6-month hold-after — cash bid into a thin KOSDAQ book, not a cancel-bound float shrink. UP. Band 1–3% (soft form + size; refuse mid). Stamp 15:38 after cash close → leftover is overnight/next-open, p≈40%.
Why direction: UP: cash OM bid for price support on a thin book is mechanical near-term support even without cancel. · Why magnitude: 1-3%: soft hold-after / ~2.8% mcap (Mediance/APS soft class); refuse 3–8% until cancel-dated. · Why probability: p≈40%: after-close stamp → unused overnight into Tue open is the product (cash close already printed −3.9% before the stamp).
DART 20261102000180
down 3-8% don't-chaseHyundai Livart 079430 · KOSPI · 2026-11-02 15:28 KST · p≈22%
Q3 consol OP loss-turn −₩0.85bn; NI −₩5.06bn (vs +₩3.0bn YoY)
Furniture name flips Q3 OP and NI to losses (−₩0.85bn / −₩5.06bn) vs still-black year-ago and 2Q prints — a clean operating and bottom-line break, not a one-line FX quirk. DOWN. Band 3–8%: NI hole ~₩5.1bn is ~4.8% of ~₩106bn mcap and a first black-to-red OP clears mid-band; refuse 8%+ on liquid KOSPI size. Live already +2.1% against the miss into the close → leftover is overnight fade/don’t-chase, p≈22%.
Why direction: DOWN: OP and NI both loss-turn vs profitable YoY/QoQ bases is a clear earnings miss. · Why magnitude: 3-8%: NI hole ~4.8% of ~₩106bn + first OP red clears mid; liquid KOSPI refuses 8%+. · Why probability: p≈22%: live +2.1% already opposite the call into the close → same-session spent; overnight mean-revert only.
DART 20261102800496
mixed 1-3%Hyundai Bioland 052260 · KOSDAQ · 2026-11-02 15:26 KST · p≈28%
Q3 consol OP ₩6.03bn (+28% YoY / −14% QoQ); NI ₩4.19bn (+6.3% YoY)
Cosmetics/bio materials print: OP +28% YoY still black but −14% QoQ off a strong 2Q, with NI only +6% YoY and a sharper sequential fade — two-way, not a clean beat. MIXED. Band 1–3% on ~₩123bn (refuse mid). Live already −1.4% near close → leftover overnight modest, p≈28%.
Why direction: MIXED: YoY OP beat fights a clear sequential OP/NI fade. · Why magnitude: 1-3%: two-way mid-small print on ~₩123bn (refuse mid). · Why probability: p≈28%: live −1.4% has taken a slice of the small band; stamp ~15:26 → overnight residual.
DART 20261102900501
mixed 1-3% don't-chaseChris F&C 110790 · KOSDAQ · 2026-11-02 15:25 KST · p≈18%
Put buy-in: Series-5 CB ₩1.8bn face fully retired (+ Series-6 EB ₩0.8bn); cash ~₩2.78bn
Deep-OTM private CB fully retired on put plus a partial EB put — cash leaving (~4.3% of ~₩65bn mcap) offsets removal of already-worthless conversion/exchange options (JK Synapse / KR Motors class). MIXED. Band 1–3% (deep-OTM cash-out; refuse mid/shock). Live already −3.0% chewed the small band → leftover don’t-chase / overnight residual, p≈18%.
Why direction: MIXED: cash out on put offsets removal of deep-OTM convert/exchange overhang. · Why magnitude: 1-3%: ~4% mcap cash but already-worthless option (JK Synapse/KR Motors); refuse mid. · Why probability: p≈18%: live −3% already inside/through the small band near close → don’t-chase residual.
DART 20261102900527
mixed 8%+ don't-chase haltedSelfie Global 068940 · KOSDAQ · 2026-11-02 15:23 KST · p≈0%
Fictitious-capital probe: 2 ex-officers referred to prosecutors (₩4.48bn / ~20% equity); 1 cleared
Known Oct’25 fictitious-capital stack crystallizes into a prosecutor referral for two ex-officers (₩4.48bn / ~20% equity) while a third is cleared — confirms criminal-path risk without adding new cash numbers. MIXED because referral ≠ conviction and the overhang was already public. Band 8%+ for resume-gap volatility on a halted 관리 microcap (Incredible Buzz-class stack). Still halted → p≈0 this session; leftover is resume/auction only.
Why direction: MIXED: prosecutor referral crystallizes known allegation but is not a conviction / new cash hole. · Why magnitude: 8%+: halted 관리 microcap + ~20% equity allegation → resume-gap shock class. · Why probability: p≈0%: untradeable while halted; only resume/auction leftover.
DART 20261102900513
up 1-3%Myungin Pharmaceutical 317450 · KOSPI · 2026-11-02 15:11 KST · p≈32%
Q3 standalone OP ₩26.5bn (+24.6% YoY / −1.5% QoQ); NI ₩20.7bn (+15% YoY)
CNS pharma Q3 standalone: OP +24.6% YoY with only a mild −1.5% QoQ fade and NI still +15% YoY — a clean year-on-year operating beat, not a sequential cliff. UP. Band 1–3%: ~₩586bn liquid KOSPI mid-cap compresses a mid-teens YoY OP print (absolute OP ~4.5% of mcap but refuse mid on liquidity / new-list). Stamp 15:11 near cash close with live still flat → leftover mostly overnight/next open, p≈32%.
Why direction: UP: OP +24.6% YoY / NI +15% YoY with only a mild QoQ OP fade is a clean earnings beat. · Why magnitude: 1-3%: ~₩586bn liquid KOSPI — mid-teens YoY OP compresses (refuse 3–8% same-session). · Why probability: p≈32%: stamp 15:11 with ~19 min cash left and live still flat → same-session clip thin; overnight/next-open is the product.
DART 20261102800484
up 3-8% don't-chaseKSign 192250 · KOSDAQ · 2026-11-02 14:55 KST · p≈15%
Already-held treasury cancel 277,277 sh (~3.9% OS / ₩2.27bn) dated 9 Nov; companion employee grant 151k
Already-held treasury cancel ~3.9% of OS / ~₩2.27bn (~3.9% of ~₩59bn mcap) dated Nov 9 is permanent float shrink (Handsome/Inter-M cancel class); companion employee free grant returns ~151k sh to staff accounts but does not undo the OS cut. UP on cancel mechanics. Band 3–8% on ~4% OS cancel on thin KOSDAQ (refuse 8%+ on size). Live only +1.5% but session high already ~+8.5% cleared the top of the band → don’t-chase, p≈15%.
Why direction: UP: dated already-held treasury cancel permanently shrinks OS; employee grant is soft float-return but secondary to the cancel. · Why magnitude: 3-8%: ~3.9% OS / ~3.9% mcap cancel on ~₩59bn KOSDAQ (Handsome/Inter-M class); refuse 8%+ on absolute size. · Why probability: p≈15%: stamp 14:55 with live +1.5% but high already ~+8.5% → band printed at the high; don’t-chase residual into the close.
DART 20261102900438
mixed 1-3% don't-chaseVieworks 100120 · KOSDAQ · 2026-11-02 14:47 KST · p≈12%
Q3 consol OP ₩11.0bn (+155% YoY) but pretax/NI loss-turn
Imaging Q3 consol: OP nearly +155% YoY on +15% sales is a clean operating beat, but pretax and NI both loss-turned vs strong prior Q and YoY — operating strength fights a below-OP quality break (Dongwon/Lotte Innovate-class two-way). MIXED. Band 1–3%: OP/NI deltas are low-single % of ~₩251bn mid-cap (refuse mid). Live already +4.1% (high ~+9.5%) cleared the small band → don’t-chase, p≈12%.
Why direction: MIXED: OP +155% YoY is bullish, but pretax/NI loss-turn keeps a quality break in the tape. · Why magnitude: 1-3%: ~₩251bn KOSDAQ mid — OP/NI holes are low-single % of mcap; refuse mid despite thin-name whip risk. · Why probability: p≈12%: stamp 14:47 with live already +4.1% / high ~+9.5% → small band printed on the OP side; don’t-chase residual.
DART 20261102900462
up 1-3% don't-chaseAPS 054620 · KOSDAQ · 2026-11-02 14:40 KST · p≈8%
Soft OM buyback trust ₩1.0bn (~1.4% mcap / ~1.6% OS); price-stability purpose; no cancel
Soft OM buyback trust ₩1.0bn (~1.4% of ~₩70bn mcap / ~1.6% OS) for price stability — cash bid support but hold-after/ESOP-class, not cancel-bound float shrink (LF/Korea Alcohol soft class). UP. Band 1–3% on size + soft form (refuse mid). Live already +8.4% (high ~+10.4%) blew through the small band → don’t-chase, p≈8%.
Why direction: UP: open-market cash bid into a soft trust is modest float support even without a cancel stamp. · Why magnitude: 1-3%: ~1.4% mcap / ~1.6% OS soft hold-after (Korea Alcohol/LF class); refuse mid without cancel. · Why probability: p≈8%: stamp 14:40 with live already +8.4% / high ~+10.4% → band long spent; don’t-chase autopsy only.
DART 20261102000127
up 1-3% don't-chaseHandsome 020000 · KOSPI · 2026-11-02 14:28 KST · p≈12%
Q3 consol OP ₩7.57bn (+206% YoY / +64% QoQ); NI ₩7.73bn (+323% YoY)
Fashion mid-cap Q3 consol: OP more than tripled YoY (+206%) and +64% QoQ with NI +323% YoY on modest +4.9% sales — a clean operating and bottom-line beat, not a one-line FX quirk. UP. Band 1–3%: absolute OP (~₩7.6bn) is only ~1.8% of ~₩421bn liquid KOSPI mid-cap (Handsome-class compression; refuse mid despite the % print). Live already +5.3% (high ~+7.3%) cleared the small band → don’t-chase, p≈12%.
Why direction: UP: consol OP +206% YoY / +64% QoQ and NI +323% YoY are a clean earnings beat through the bottom line. · Why magnitude: 1-3%: ~₩421bn liquid KOSPI — OP is ~1.8% of mcap; refuse 3–8% same-session chase on mid-cap fashion liquidity. · Why probability: p≈12%: stamp 14:28 with live already +5.3% / high ~+7.3% → small band printed; don’t-chase residual only.
DART 20261102800439
up 3-8% don't-chaseJoyworks 309930 · KOSDAQ · 2026-11-02 14:20 KST · p≈18%
Q3 OP black-turn ₩2.24bn (vs −₩1.12bn QoQ / −₩0.77bn YoY); sales +64% YoY
Thin KOSDAQ Q3: OP black-turn ₩2.24bn (~14% of ~₩15.8bn mcap) on +64% YoY sales with 9M OP also black-turn — Mezoo/Delicious-class earnings shock. UP. Band 3–8%: absolute OP vs micro-mcap earns mid-band; refuse 8%+ because QoQ sales were flat, name carries investment-caution, and the high already printed ~+13% then faded. Live now −1.9% after high ₩955 → don’t-chase the spike; leftover is fade/bounce residual, p≈18%.
Why direction: UP: OP black-turn ₩2.24bn vs losses QoQ/YoY on +64% sales is a clean thin-name earnings reset. · Why magnitude: 3-8%: OP ~14% of ~₩15.8bn mcap (Mezoo/Delicious class); soft QoQ sales + investment-caution refuse 8%+. · Why probability: p≈18%: high already ~+13% cleared mid-band then live −1.9% → spike spent; leftover is fade/bounce / overnight only.
DART 20261102900424
mixed 1-3% don't-chaseGreen Cross Wellbeing 234690 · KOSDAQ · 2026-11-02 14:15 KST · p≈8%
Q3 consol OP ₩7.25bn (+39% YoY / +57% QoQ) but NI soft; 9M NI −54%
Healthcare Q3 consol: OP +39% YoY and +57% QoQ on +23% sales is a clean operating beat, but pretax/NI faded QoQ/YoY and 9M NI is roughly halved (−54%) — operating strength fights a below-OP / cumulative earnings-quality hole (Dongwon/Cosmo-class two-way). MIXED. Band 1–3%: absolute OP delta and 9M NI hole are each only low-single % of ~₩203bn mcap (refuse mid). Live already +7.9% (high ~+9.3%) cleared the small band → don’t-chase, p≈8%.
Why direction: MIXED: OP +39% YoY / +57% QoQ is bullish, but NI soft and 9M NI −54% keep a quality break in the tape. · Why magnitude: 1-3%: ~₩203bn KOSDAQ — OP/NI deltas are low-single % of mcap; refuse mid despite thin-name whip risk. · Why probability: p≈8%: live already +7.9% / high ~+9.3% has printed through a 1–3% band → don’t-chase residual only.
DART 20261102900429
mixed 1-3% don't-chasePOSCO Holdings 005490 · KOSPI · 2026-11-02 13:59 KST · p≈10%
Q3 consol OP ₩0.94tn (+48% YoY) but controlling NI ₩0.24tn (−43% YoY); steel NI wiped
Holdco Q3 consol OP +48% YoY / +15% QoQ is a clean operating beat, but pretax/NI halved QoQ and controlling NI fell −43% YoY while the steel sub’s NI was essentially wiped (−98% YoY) — operating strength fights a below-OP / subsidiary earnings-quality break. MIXED. Band 1–3% on a ~₩22.8tn mega (refuse mid). Live already +5.3% (high ~+5.7%) has cleared the small band → don’t-chase, p≈10%.
Why direction: MIXED: consol OP +48% YoY fights controlling NI −43% YoY and steel-sub NI wipe (−98% YoY) — two-way, not clean UP. · Why magnitude: 1-3%: ~₩22.8tn liquid mega-cap compresses both the OP beat and the NI hole; refuse mid/shock. · Why probability: p≈10%: live already +5.3% has printed through a 1–3% band on the OP side → don’t-chase residual only.
DART 20261102800417
up 1-3% don't-chaseS-Oil 010950 · KOSPI · 2026-11-02 13:53 KST · p≈12%
Q3 consol OP ₩1.41tn (+46% QoQ / +514% YoY); NI ₩1.44tn; 9M OP black-turn
Refiner Q3 consol: OP ₩1.41tn more than sextupled YoY (+514%) and +46% QoQ, with NI ₩1.44tn and a full 9M OP black-turn — a clean operating and bottom-line reset, not a one-line FX quirk. UP. Band 1–3%: ~₩14.3tn liquid large-cap compresses even an extreme % beat (POSCO International / Pan Ocean class; refuse mid despite OP ≈10% of mcap). Live already +2.9% (high ~+3.9%) sits at the top of the small band → don’t-chase, p≈12%.
Why direction: UP: consol OP +514% YoY / +46% QoQ and NI ~22× YoY are a full earnings reset; 9M OP black-turn confirms the turn. · Why magnitude: 1-3%: ~₩14.3tn liquid KOSPI large-cap — framework compresses extreme YoY OP; refuse 3–8% same-session chase. · Why probability: p≈12%: stamp 13:53 with live already +2.9% / high ~+3.9% → small band largely printed; don’t-chase residual only.
DART 20261102800404
up 1-3% don't-chaseYousung TNS 024800 · KOSDAQ · 2026-11-02 13:39 KST · p≈10%
Value-up 2026–28: cancel 1.83m treasury (~5.1% OS) by Feb 2027 + 40% NI DPS target
KOSDAQ logistics/steel-related name commits to cancel ~5.1% of OS already-held treasury by Feb 2027 and a 40% NI 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%: deferral to Feb 2027 + separate-resolution language refuses Handsome mid-band same-session (Seohee/Shinsegae I&C value-up plan class). Live already +5.8% has cleared the small band → don’t-chase leftover, p≈10%.
Why direction: UP: cancel-bound already-held treasury (~5.1% OS) permanently shrinks float once executed; 40% NI DPS target adds cash-return support. · Why magnitude: 1-3%: plan/deferral to Feb 2027 + separate resolution needed — refuse mid-band cancel stamp despite ~5% OS size (Seohee class). · Why probability: p≈10%: live already +5.8% has printed through a 1–3% band → don’t-chase residual only.
DART 20261102900393
mixed 1-3% don't-chasePOSCO M-Tech 009520 · KOSDAQ · 2026-11-02 13:35 KST · p≈14%
Q3 OP ₩2.52bn (+45% YoY / −74% QoQ); 9M OP black-turn ₩14.7bn
Two-way print: YoY OP +45% and a 9M black-turn fight a violent −74% sequential OP cliff off a strong 2Q. MIXED. Band 1–3%: absolute QoQ OP delta ~₩7bn is ~1.6% of ~₩452bn and YoY/9M stay green, so refuse mid/shock (Cosmo/POSCO DX class). Live already +3.3% has printed the small band on the YoY side → don’t-chase leftover, p≈14%.
Why direction: MIXED: YoY OP +45% and 9M black-turn fight a −74% QoQ OP collapse — sequential cliff vs year-on-year recovery. · Why magnitude: 1-3%: QoQ OP hole ~1.6% of mcap + still-green YoY/9M refuses mid-band; two-way mid-cap compresses to small. · Why probability: p≈14%: live already +3.3% (high +9.4%) has printed through a 1–3% band on the YoY side → don’t-chase residual only.
DART 20261102900383
up 1-3% don't-chaseHyundai Futurenet 126560 · KOSPI · 2026-11-02 13:24 KST · p≈12%
Cancel 2.45m already-held treasury (~2.2% OS / ₩8.16bn) Nov 20; same-day Q3 OP ₩6.28bn (+68% YoY)
Same-day pack: already-held treasury cancel ~2.2% of OS (₩8.16bn book) dated Nov 20 plus a clean YoY OP beat (+68%) with only a mild QoQ fade. UP because permanent float shrink is cancel-bound support and the YoY operating reset backs the bid. Band 1–3%: ~2% OS already-held cancel on a ~₩350bn mid-cap is Emart/DYC-smaller class (refuse Handsome mid-band); earnings alone would also compress to 1–3%. Live already +3.4% has cleared the small band → don’t-chase leftover, p≈12%.
Why direction: UP: cancel-bound already-held treasury permanently shrinks float; Q3 OP +68% YoY is a clean operating beat (mild QoQ fade does not erase it). · Why magnitude: 1-3%: ~2.2% OS / ~2.3% mcap already-held cancel + mid-cap size — Emart/DYC-smaller class; refuse 3–8%. · Why probability: p≈12%: live already +3.4% has printed through a 1–3% band → don’t-chase residual only into the afternoon.
DART 20261102800377
up 8%+ don't-chaseCK Solution 480370 · KOSPI · 2026-11-02 13:18 KST · p≈10%
US sub CK USA Guam signs Nan,Inc. Guam satcom facility ~₩47.3bn (~87% mcap / 16% sales)
Thin ~₩55bn name where a US-sub Guam satcom build prints face ~87% of mcap / ~16% of sales — real named construction book, but cash is multi-year progress-bill into 2028–30 with no disclosed advance and the sub is only ~2.4% of group assets. UP on face≫mcap shock class (prior CK Solution / Sammok thin-name backlog). Band 8%+: face≫mcap on a thin book clears shock; immediately caveat spike-and-fade because cash starts years out. Live already +8.5% (high +13%) has printed the band → don’t-chase leftover, p≈10%.
Why direction: UP: named US Guam satcom facility with face ~87% of mcap is a real backlog add on a thin name, even via a small overseas sub. · Why magnitude: 8%+: face ≫ mcap on ~₩55bn book is shock class (CK Solution prior); multi-year 2028–30 / no advance / tiny sub cut close durability but not the first-clip band. · Why probability: p≈10%: live already +8.5% / high +13% has cleared an 8%+ band minutes after the stamp → don’t-chase / spike-fade residual only.
DART 20261102800364
mixed 3-8% don't-chaseHanjin Kal 180640 · KOSPI · 2026-11-02 12:50 KST · p≈18%
Unconfirmed clarification: Herald says Hoban becoming largest shareholder (merger review); re-disclose by Dec 1
Company stamped an unconfirmed clarification on the Herald exclusive that Hoban is becoming Hanjin Kal’s largest shareholder with merger review underway — and promised a re-disclose by Dec 1 or when confirmed, without confirming or denying. MIXED: non-denial keeps a Hoban control-entry / takeout-premium narrative alive, but the stamp adds zero hard numbers and a month-long overhang. Band 3–8%: holdco control rumor clears mid on a known high-beta name; refuse 8%+ without priced tender/confirmed block on ~₩8.7tn liquid mega. Live already ~+5.4% sits mid-band → don’t-chase leftover, p≈18%.
Why direction: MIXED: non-denial leaves Hoban-as-#1 / merger-review narrative open (control premium support), but no confirm, no stake size, and a 1-month re-disclose window = two-way overhang. · Why magnitude: 3-8%: Korean Air holdco control rumor is mid-band material even unconfirmed; ~₩8.7tn liquid mega refuses 8%+ without priced terms or confirmed block %. · Why probability: p≈18%: live already ~+5.4% has printed mid of a 3–8% band → don’t-chase residual only into the close.
DART 20261102800358
mixed 8%+ haltedSconec 276040 · KOSDAQ · 2026-11-02 12:42 KST · p≈0%
Proxy solicit Nov 5–12: founder Hwang 4.72% to remove CEO Park + appoint Hwang/Choi (ACT) at Nov 13 EGM
Formal proxy solicitation crystallizes the known Nov 13 EGM control fight: founder Hwang (4.72%) asks shareholders to dump sitting CEO Park + director Cho and put Hwang + ACT's Choi on the board, with Hwang as interim chair and an inspector (Seong) to probe books. MIXED — challenger slate ≠ EGM outcome; petition/solicit ≠ board flip (Mobile Appliance / prior Sconec class). Band 8%+: halted admin-designated ~₩7bn microcap can gap either way on a binary board flip at reopen. Still halted → p≈0% this session (no cash tape).
Why direction: MIXED: founder+ACT slate to remove sitting CEO/director is a real control contest, but solicitation ≠ EGM pass ≠ board flip — two-way into Nov 13. · Why magnitude: 8%+: halted admin-designated ~₩7bn microcap; resume gap either way on board-flip binary (prior Sconec injunction class). · Why probability: p≈0%: tradeStop HALTED (Naver) since ~08:02 KST — no cash session leftover until resume.
DART 20261102000078
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