Asia news tape
Thursday age cut: Wed 21 + Thu 22 only · n=7 (a 2 / b 4 / c 1) · refreshed 2026-10-22 08:04 HKT / 2026-10-22 09:04 KST. Rank a = China AI / HK; b = SK hynix/Samsung/KOSPI/HSI; c = other macro.
Session context: Thu 22 Oct pre-open (~07:51 HKT / 08:51 KST): KRX cash opens 09:00 KST. Wed 21 cash: KOSPI 5,735.66 (+3.29%), Samsung ₩223,500 (+5.67%), 000660 ₩1,294,000 (+5.81%); Hana FX 1,327.50. SKHY Wed RTH $143.25 (+2.48%). HK Wed: HSI 23,651.87 (−0.90%); HSTECH 3,994.77 (−1.26%); Zhipu 496 (+2.31%); MiniMax 171.90 (+0.23%).
rank aetnet · Closelook / stockanalysis · 2026-10-21 open colour · close ~16:08 HKT
Zhipu 2513.HK +2.31% to HK$496; MiniMax-W 0100.HK +0.23% to HK$171.90 after M3.1 Flash overnight
etnet Wed open: Zhipu (02513) +5.9% at HK$513.50 / MiniMax (00100) +2.9% at HK$176.40 on SpaceX SI beat colour. Official closes (Closelook / stockanalysis): Zhipu HK$496.00 (+2.31%, range 487.20–526.50); MiniMax-W HK$171.90 (+0.23%, range 168.40–179.30). Prior Tue smash: Zhipu −6.41% / MiniMax −5.82%.
Implication: HK AI names rebounded off Tue wash but closed well off highs — idiosyncratic open bid, not a broad HSTECH risk-on (HSTECH still −1.26% through 4000). a-rank colour into Thu.
www.etnet.com.hk/www/eng/futures/futures_news_detail.php?newsid=20261021
rank aEast Money · DeepSeek announce · 2026-10-21 (CN tape into Wed)
DeepSeek open-sources DeepInfer inference framework for V4.1-Flash high-throughput serving
East Money / DeepSeek announce (Wed CN tape): DeepSeek said it open-sourced internal inference framework DeepInfer used to power V4.1-Flash high-throughput serving — continues Mon–Tue efficiency / cheap-token narrative into Wed Asia.
Implication: Supports China AI infra/margin narrative and Zephyr DeepSeek-moment colour for inference providers. Soft for closed NVDA software-stack optics, mixed for HBM bit-demand (efficiency vs Jevons). Not a same-session KRX print.
finance.eastmoney.com/a/202610213902455954.html
rank bChosun Biz EN · Yonhap Infomax · 2026-10-21 16:05 HKT / 17:05 KST
KOSPI +3.29% to 5,735.66 as SpaceX/SMCI AI prints ease CapEx fears — buy-side sidecar
Chosun Biz EN Wed: KOSPI closed 5,735.66 (+182.92 / +3.29%) after open 5,666.34 (+2.04%); gains widened as Samsung/SK hynix surged; buy-side sidecar triggered when index jumped >4%. Foreign net +₩952.8bn, institutions +₩92.5bn, individuals sold >₩1.5tn (Chosun flow; Yonhap Infomax alternate foreign +₩660bn / retail −₩1.13tn). Catalyst: SpaceX Q3 SI institutional revenue +830% YoY to $7.56bn + Super Micro AI-server beat.
Implication: One-day bounce after Tue −3.73% — AI CapEx doubt eased overnight. Durability needs foreign follow-through into Thu auction. Core b-rank.
biz.chosun.com/en/en-finance/2026/10/21/42CR6FU6SJDHRGWEXAGIZLZDTM/
rank bSeoul Economic Daily EN · Yonhap Infomax / WSJ · 2026-10-21 09:18 KST open colour · close confirmed
Samsung ₩223,500 (+5.67%) / SK hynix ₩1,294,000 (+5.81%) on Super Micro AI-server beat
SEDaily Wed open: Samsung/SK hynix rebound 4–5% early on Super Micro preliminary Q1 revenue ~$19bn vs ~$15bn exp (AH >+13%). Official closes (Yonhap Infomax / WSJ / stockanalysis): Samsung ₩223,500 (+5.67%, range 217k–228k); SK hynix ₩1,294,000 (+5.81%); both printed ~7–8% intraday highs before close.
Implication: Chip beta re-risk after Tue wash. Hynix desk: official Wed ₩1,294,000; same-session ADR prem still ~+47%. Bounce session — not a structural re-rate. Paper only.
en.sedaily.com/finance/2026/10/21/samsung-sk-hynix-rebound-4-5-percent-o
rank bSeoul Economic Daily EN · Korea Times · 2026-10-21 11:03 KST / 10:03 HKT
First KOSPI buy-side sidecar in ~two months after KOSPI200 futures +5%+
SEDaily / Korea Times Wed: KRX suspended program buying ~5 minutes after KOSPI200 futures rose >5% vs reference (Korea Times: +5.22%); first buy-side sidecar since ~20 Aug. KOSPI intraday high 5,816.43 before closing 5,735.66.
Implication: Confirms how violent the morning futures bid was — mechanical, not a structural signal by itself. Colour under the +3.29% close.
en.sedaily.com/finance/2026/10/21/kospi-surge-triggers-first-buy-side-si
rank bXinhua · RTHK · 2026-10-21 17:11 HKT
HSI −0.90% to 23,651.87; HSTECH −1.26% to 3,994.77 through 4,000
Xinhua Wed: Hang Seng Index −0.9% to 23,651.87 (−215.87); HSCEI −1.08% to 7,943.41; Hang Seng Tech −1.26% to 3,994.77 (−51.14). Main-board turnover ~HK$176.6bn (Xinhua CN). RTHK: Seoul/Tokyo firmer on chips while HK soft.
Implication: Seoul chip bounce diverged from soft HK tech — Asia tape mixed into Thu open. Contrasts Zhipu/MiniMax a-rank rebound (idiosyncratic vs index).
english.news.cn/20261021/3577d95700f04a97b0e64a2654678800/c.html
rank cChosun Biz EN (same wire) · 2026-10-21 16:05 HKT
SpaceX Q3: SI institutional revenue +830% YoY to $7.56bn — overtook communications
Chosun Biz Wed wrap: SpaceX Q3 revenue +161% YoY; SI (superintelligence / AI) institutional sector revenue +830% YoY to $7.56bn (~₩10tn), overtaking communications as largest revenue sector — cited as the catalyst that quelled AI CapEx doubts into Seoul's +3.29%.
Implication: Narrative fuel for AI infra / memory demand — same catalyst Korea traded Wed. c-rank macro/AI colour only; not a Korea same-session single-name print beyond the bounce framing.
biz.chosun.com/en/en-finance/2026/10/21/42CR6FU6SJDHRGWEXAGIZLZDTM/
Gaps: Yonhap EN economy RSS 404 — used Chosun Biz EN + SEDaily EN + Yonhap Infomax + Xinhua/RTHK. HKET EN thin/blocked; SCMP paywalled — skipped. KED Global homepage OK but EN article depth thin (Samsung close rounded). Finance MCP needsAuth — Korea attractive EMPTY (no invented Markets promotion). @alojohhardcore unread (protected; no browser). Home available via signed-in @levturtle Following (hardcore not in slice). BN next funding 08:00 HKT may print after ~07:42 snap.
X · priority
2026-10-22 21:47 HKT / 2026-10-22 22:47 KST · priority authors (@alojoh @citrini @zephyr_z9 @jukan05 @BowTiedBull) · NEW since Thu aft ~2026-10-22 13:53 HKT: n_new=9 (X MCP). Thu-aft NEW → PRIOR. Sentiment mixed / medium (shifted) — AJ TSLA Caution cluster + Jukan SEMCO ABF / AAPL Duo UP + Kimi OSS. Home available. Hardcore unread.
down@alojoh · 2026-10-22 20:10 HKT · NEW
AJ: Unlike Tesla shareholders, management/employees get rich — SBC more than doubled in first 9 months of 2026.
Implication: TSLA Caution reinforced — dilution/comp optics vs shareholder returns. No Avoid upgrade on public X. Hardcore unread. Paper only.
x.com/alojoh/status/2113241489740562586
down@alojoh · 2026-10-22 20:02 HKT · NEW
AJ: Tesla trading at 456× LTM earnings — by far most expensive large company in the global stock market.
Implication: TSLA Caution — valuation extreme vs large-cap peers. Standing Caution only; paper only.
x.com/alojoh/status/2113239469788639448
down@alojoh · 2026-10-22 19:24 HKT · NEW
AJ: Q3 2026 OpEx hit a record 17.0% of total revenue — never less efficient since startup days.
Implication: TSLA Caution — cost/efficiency deterioration colour into US hours. Paper only.
x.com/alojoh/status/2113230034622353735
down@alojoh · 2026-10-22 19:10 HKT · NEW
AJ: Q3 op. margin 1.8% adj. for $200m gov't goodies/true-downs vs NVIDIA ~66%; if NVDA valued like TSLA → >$50T; if TSLA at NVDA multiple → <$50/share.
Implication: TSLA Caution — margin/valuation gap vs NVDA hardware comps. Reinforces standing Caution. Paper only.
x.com/alojoh/status/2113226595334865105
down@alojoh · 2026-10-22 18:57 HKT · NEW
AJ: Optimus miss — Jan 2025 'thousands in factories by end-2025' vs yesterday's production lecture + issues 'solved around end of [2027]'.
Implication: TSLA Caution — Optimus timeline overpromise colour. Same Elmo/production-miss thread as afternoon. Paper only.
x.com/alojoh/status/2113223138733441403
down@alojoh · 2026-10-22 18:43 HKT · NEW
AJ: Elon's prior 'finishing touches' on Optimus vs yesterday's comments — 'If you don't call this a liar, I don't know what is.'
Implication: TSLA Caution — credibility/roadmap colour. No Avoid on public X. Hardcore unread.
x.com/alojoh/status/2113219734619713658
up@jukan05 · 2026-10-22 17:52 HKT · NEW
Jukan/DigiTimes: Apple raised iPhone Duo shipments +44% to 14 million units. $AAPL
Implication: UP colour for $AAPL hardware demand / foldable or Duo ramp narrative. US single-name; not Korea cash. Paper only.
x.com/jukan05/status/2113206733061624159
up@jukan05 · 2026-10-22 15:43 HKT · NEW
Jukan/MK: Samsung Electro-Mechanics received advance payments $830m from Tesla + $2bn from NVIDIA to expand ABF substrate capacity (2028 ramp / 2029+ supply).
Implication: UP for SEMCO (009150) ABF substrate — confirms Wed NVDA capacity-grab colour with named advance payments (~₩3.7tn per MK). Constructive KR AI-infra into Fri open; not a same-session DART cash print. Paper only.
x.com/jukan05/status/2113174295660974151
mixed@zephyr_z9 · 2026-10-22 16:08 HKT · NEW
Zephyr RT ChrisGPT: Kimi k3.1 (Kibitz) OSS release before Tue — SOTA open model at low cost (Minecraft Arena cost vs GPT6 ASTRA).
Implication: MIXED China/open-model competitive colour — efficiency/cost narrative continues. Soft for closed inference moat optics. Paper only.
x.com/zephyr_z9/status/2113180689860608092
down@alojoh · 2026-10-22 12:37 HKT · PRIOR
PRIOR (Thu aft): AJ: Tesla cut disclosed Shanghai Megapack capacity 40→20 GWh; Chinese competitors ~half price; slowdown warned.
Implication: TSLA Caution reinforced (energy storage growth/competition). No Avoid upgrade on public X. Hardcore unread. Paper only.
x.com/alojoh/status/2113127472594030614
up@citrini · 2026-10-22 12:27 HKT · PRIOR
PRIOR (Thu aft): Citrini: 'find bad vulnerabilities in stock market'.
Implication: UP colour for cyber / vuln-research narrative (pairs with php2shell worry). Not Korea cash. Paper only.
x.com/citrini/status/2113125127168634977
mixed@alojoh · 2026-10-22 12:22 HKT · PRIOR
PRIOR (Thu aft): AJ: Across FSD fleet, FSD active in ~60% of miles driven.
Implication: MIXED FSD utilization colour — engagement vs attach gap (see 1-in-10 signup). Standing TSLA Caution only.
x.com/alojoh/status/2113123808445923433
down@alojoh · 2026-10-22 12:20 HKT · PRIOR
PRIOR (Thu aft): AJ: About 1 in 10 Tesla customers signed up for FSD.
Implication: TSLA Caution — low FSD attach vs utilization narrative. Paper only.
x.com/alojoh/status/2113123314914791470
down@alojoh · 2026-10-22 11:42 HKT · PRIOR
PRIOR (Thu aft): AJ: Tesla about to upgrade AI4; Q4 AI4 delivery value drops when next-gen HW ships.
Implication: TSLA Caution — HW obsolescence / residual-value hit on AI4 deliveries. Paper only.
x.com/alojoh/status/2113113629960921513
up@citrini · 2026-10-22 11:30 HKT · PRIOR
PRIOR (Thu aft): Citrini: worried massive exploits every other week (quotes Cloudflare php2shell surge).
Implication: UP for cybersecurity demand / risk narrative. Adjacent to Citrini cyber deep-dive franchise. Paper only.
x.com/citrini/status/2113110594849022211
mixed@BowTiedBull · 2026-10-22 11:12 HKT · PRIOR
PRIOR (Thu aft): BowTiedBull: Tech ripping so no reason to ask high salaries — take equity + bill-pay cash.
Implication: MIXED risk-on tech / labor-vs-equity colour into US hours. Soft macro. Skip lifestyle siblings.
x.com/BowTiedBull/status/2113106215219941466
Dropped: alojoh: RT of own Elon reply — covered by Optimus/liar NEW; alojoh: short 'finishing touches' quote sibling — covered by liar NEW; alojoh: taxes/hardly-any-profit soft sibling — covered by margin/OpEx NEW; jukan05: SteamOS-to-Android AI fluff — skip; jukan05: image-only reply under Duo — skip; jukan05: duplicate RT Kimi (kept via zephyr); zephyr_z9: video-only post (no caption) — skip; citrini: no new posts since aft last_seen; BowTiedBull: no new posts since aft last_seen; @alojohhardcore unread (protected; public X unauthorized). Pruned older PRIOR ids: 19.
DART · material KR
Last-updated 2026-10-22 15:59 KST (Asia/Seoul) · KEEP×30: Sconec 276040 MIXED 8%+; LF 093050 UP 1-3%; Dongwha Enterprise 025900 UP 8%+; Pionex 900100 MIXED 8%+; Inhwa Precision 101930 UP 1-3%; SGC Energy 005090 MIXED 1-3%; Apact 200470 MIXED 3-8%; Multicampus 067280 UP 1-3%; ELP 063760 UP 3-8%; Vivian 002070 MIXED 8%+; KBI Dongkook Industrial 001620 MIXED 3-8%; Secure Letter 418250 MIXED 3-8%; LIG Defense & Aerospace 079550 MIXED 3-8%; Mirae I&G 007120 MIXED 8%+; LG Display 034220 MIXED 1-3%; Boryung 003850 MIXED 3-8%; IPARK Hyundai Development 294870 UP 3-8%; Youngwoo DSP 143540 UP 3-8%; HD Hyundai Marine Engine 071970 UP 1-3%; Samsung E&A 028050 UP 3-8%; Haesung Aerobotics 059270 UP 3-8%; Polaris Uno 114630 MIXED 8%+; Hyundai Rotem 064350 UP 1-3%; Newbotec 060260 MIXED 3-8%; Aroot 096690 MIXED 3-8%; Asta 246720 MIXED 3-8%; RFTech 061040 MIXED 8%+; Vinatech 126340 UP 3-8%; MOT 413390 UP 3-8%; Korea Comprehensive Engineering 023350 DOWN 1-3%
Age window ≥ 2026-10-21 15:40 KST · 30 keep · last scan 2026-10-22 15:59 KST · tip_by_time 20261022000393 @ 15:53 / tip_by_rcp 20261022000406 · DART todayRSS TLS EOF (KIND todaydisclosure.do POST OK this watch) · no 000660 filing · ping_needed=true · KEEP×2 Sconec 276040 + LF 093050
mixed 8%+Sconec 276040 · KOSDAQ · 2026-10-22 15:51 KST · p≈0%
Sconec (스코넥) · control-dispute register-inspection injunction judgment · 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 / last ₩327 flat — untradeable same session; product is the resume auction only.
DART · KIND · Naver
up 1-3%LF 093050 · KOSPI · 2026-10-22 15:50 KST · p≈12%
LF · open-market hold-after buyback ₩5.0bn (~0.8% mcap)
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.
DART · KIND · Naver
up 8%+Dongwha Enterprise 025900 · KOSDAQ · 2026-10-22 15:34 KST · p≈28%
Affiliate M-Park uneven capital-reduction exit ₩150.0bn (~47% mcap) · stake 19.28%→3.78% · proceeds ~30 Nov
Thu 22 Oct 15:34 KST: Dongwha Enterprise (동화기업, 025900, KOSDAQ) boards sale of 369,043 affiliate M-Park shares (stake 19.28%→3.78%) via uneven paid-in capital reduction for ₩150.0bn (17.0% of equity / ~47% of ≈₩316.5bn mcap); proceeds due ~30 Nov 2026; M-Park EGM 23 Oct can still rewrite terms. UP: listed co recovers cash ≈ half of mcap from a used-car mall affiliate stake. 8%+: face/mcap clears shock band even after affiliate, EGM-contingency and deferred-cash haircuts. p≈28%: stamp after 15:30 cash close (Naver last ₩6,260/−3.25% / high ₩6,510 / AH ₩6,300) → leftover is Fri 09:00 open only, not same-session.
DART · KIND · Naver
mixed 8%+Pionex 900100 · KOSDAQ · 2026-10-22 15:31 KST · p≈0%
Creditor bankruptcy petition dismissed (procedural) · Seoul Rehab Court 2026하합16 · still halted / management
Thu 22 Oct 15:31 KST: Pionex (파이온엑스, 900100, KOSDAQ foreign / management) — Seoul Rehabilitation Court dismissed creditor bankruptcy petition 2026하합16 on 2026-10-20 (company received the decision 2026-10-22). Reason: applicant failed to comply with a correction order in time (Debt Rehab & Bankruptcy Act Art.309(1)5), not a merits solvency ruling. Related stamp 19 Oct. Same-day Series-31 CB corr still unpaid amid a control fight. MIXED: removes one near-term bankruptcy-path headline, but procedural dismiss ≠ going-concern clearance and refile/CB overhang remain. 8%+: halt→resume on a ~₩5.8bn 관리 book is binary gap risk either way. p≈0: Naver tradeStop=HALTED / last ₩1,096 flat — untradeable same session; product is the resume auction only.
DART · KIND · Naver
up 1-3%Inhwa Precision 101930 · KOSDAQ · 2026-10-22 15:04 KST · p≈12%
Buyback trust ₩5.0bn (~1.9% mcap / ~2.0% OS) · Shinhan · to 22 Apr 2027 · cancel intent · planned 909k @ ₩5,500
Thu 22 Oct 15:04 KST: Inhwa Precision (인화정공, 101930) signs a ₩5.0bn Shinhan buyback trust through 22 Apr 2027 with cancel language in the purpose and 909,090 planned shares @ ₩5,500 (~2.0% of ≈45.7m OS / ~1.9% of ≈₩266bn mcap); already holds 469,739 via a prior trust. UP: fresh cash bid plus stated cancel intent. 1–3%: size is under the usual 3–8% cancel bar (ELP today was ~13% mcap) — refuse 3–8%/8%+. p≈12%: Naver already +6.0%/high +6.5% within minutes of the stamp so the 1–3% band is spent; leftover = don’t-chase / fade into the 15:30 close, not entry.
DART · KIND · Naver
mixed 1-3%SGC Energy 005090 · KOSPI · 2026-10-22 15:06 KST · p≈18%
Q3 consol prelim OP ₩39.9bn +57% YoY / −11% QoQ · NI ₩8.2bn turnaround · sales ₩575.6bn −4% YoY
Thu 22 Oct 15:06 KST: SGC Energy (005090) prints Q3 consol prelim sales ₩575.6bn −3.9% YoY, OP ₩39.9bn +56.8% YoY but −11.2% QoQ, NI ₩8.2bn turnaround from a −₩18.5bn year-ago loss; 9M OP +56.5%. MIXED: YoY OP recovery and NI turnaround are constructive, but sequential OP decline on flat sales is the LS Eco-class qualifier (not clean UP). 1–3%: ₩549bn mid-cap — refuse 3–8%/8%+ shock. p≈18%: live already −4.0% / day high +3.8% so the tape has already whipped both sides; leftover is close/overnight residual, not unused same-session band.
DART · KIND · Naver
mixed 3-8%Apact 200470 · KOSDAQ · 2026-10-22 14:49 KST · p≈18%
Max-holder 3P 3.84m sh (~8.6% OS) @ ₩7,821 (−10%) · ₩30.0bn facility (SOCAMM2/DRAM test) · 1yr lockup
Thu 22 Oct 14:49 KST: Apact (에이팩트, 200470) max-holder 3P of 3,835,826 sh (~8.6% of 44.59m OS) at ₩7,821 (−10% vs ₩8,690) for ₩30.0bn facility — SOCAMM2/DRAM-module test cleanroom ₩20bn + test gear ₩10bn. Allottee Dynamic Growth LLC (max holder); pay-in 2026-11-13; list 2026-12-04; full 1yr lockup. MIXED: named semi-test capex cash + locked insider capital is constructive, but ~8.6% dilution at a −10% discount is an overhang/control-path print (affiliate haircut), not clean UP. 3–8%: ~8.6% OS / ₩30bn ≈8% of ≈₩371bn mcap is mid-band (refuse 8%+ after max-holder caveat). p≈18%: 14:49 stamp; day already ₩7,810–₩8,720; live ~₩8,470 flat — close/overnight leftover only; don’t-chase.
DART · KIND · Naver
up 1-3%Multicampus 067280 · KOSDAQ · 2026-10-22 14:22 KST · p≈22%
Q3 consol prelim OP ₩9.12bn +14% YoY / NI ₩8.23bn +20% · KRX corr-demand
Thu 22 Oct 14:22 KST: Multicampus (067280) prints Q3 consol prelim sales ₩90.8bn +7% YoY, OP ₩9.12bn +14% YoY/+3.5% QoQ, NI ₩8.23bn +20% YoY; 9M OP still −14% YoY after a weak H1. KIND flags KRX correction-demand. UP: clean quarter OP/NI beat. 1–3%: mid-teens beat on a ₩157bn name is not Flitto-class shock; refuse 3–8%. p≈22%: Naver still flat ₩26,400 on risk-off KOSDAQ −3.5% day ~11 min after stamp — leftover into close/overnight; haircut for corr-demand.
DART · KIND · Naver
up 3-8%ELP 063760 · KOSDAQ · 2026-10-22 14:16 KST · p≈12%
Treasury buyback trust ₩3.0bn (~13% mcap) · Korea Investment · to 22 Apr 2027 · no cancel · hold blank
Thu 22 Oct 14:16 KST: ELP (063760) signs a ₩3.0bn (~13% of ≈₩22.75bn mcap) Korea Investment buyback trust through 22 Apr 2027; no cancel language, hold period blank, already owns 8.8% treasury. UP: cash bid into the book. 3–8%: soft/no-cancel trust on thin KOSDAQ (YM class) — refuse 8%+ expected drift despite face/mcap. p≈12%: Naver already +13.75%/high ₩2,450 at enrich so first clip spent; leftover = don’t-chase / fade risk into close, not entry.
DART · KIND · Naver
mixed 8%+Vivian 002070 · KOSPI · 2026-10-22 14:07 KST · p≈22%
Max-holder in-kind 3P 7.78m sh @ ₩3,087 (+162% OS) · ₩24.01bn Iksan plant · 1yr lockup · KRX corr-demand
Thu 22 Oct 14:07 KST: Vivian (비비안, 002070) will take Iksan land+building from max holder Ssangbangwool for ₩24.01bn and pay with 7.78m new shares @ ₩3,087 (+162% OS, ~62% of post float, ~133% of ≈₩18.1bn mcap), pay-in 9 Nov, 1yr lockup. MIXED: plant/logistics add vs related-party mega-dilution that cements control. 8%+: share count more than doubles on a thin ₩18bn book (Artist Studio / heavy-3P class). p≈22%: live still ~+0.5% at enrich so some leftover into close/Nov pay-in, but deal telegraphed since Jun and affiliate/in-kind haircuts apply; KRX corr-demand may rewrite details.
DART · KIND · Naver
mixed 3-8%KBI Dongkook Industrial 001620 · KOSPI · 2026-10-22 14:05 KST · p≈15%
Plant land+building buy ₩27.5bn (~62% mcap / 3.15% assets) · Ulsan crashpad factory · close 15 Jan 2027
Thu 22 Oct 14:05 KST: KBI Dongkook (001620) buys an Ulsan plant site for ₩27.5bn (~62% of ≈₩44.5bn mcap, only 3.15% of book assets) from Taewon, close 15 Jan 2027, for a crashpad new line. MIXED: growth optionality vs large near-term cash leaving a cheap PBR name with no revenue print today. 3–8%: face/mcap is huge but cash is ~3 months out and earnings lag the build (refuse 8%+ same-session). p≈15%: live already −2.7% at enrich so first clip partly spent; leftover is fade/overnight not a clean long.
DART · KIND · Naver
mixed 3-8%Secure Letter 418250 · KOSDAQ · 2026-10-22 13:42 KST · p≈0%
3P 354,611 sh @ ₩1,974 (~4.9% OS) · ₩700.0m WC · max-holder + distributor · 1yr lockup · halted since Apr 2024
Thu 22 Oct 13:42 KST: Secure Letter (시큐레터, 418250, KOSDAQ) filed a 3P of 354,611 shares (~4.9% OS) at ₩1,974 for ₩700.0m working capital, pay-in 30 Oct, 1yr lockup, with the max shareholder and a distributor among allottees. Direction MIXED — ₩700m cash/liquidity helps a halted/management name, but the print re-anchors at ~30% of the last cash close and still cannot trade. Magnitude 3–8%: ~4.9% OS / ~1.5% of ≈₩47.6bn mcap is mid-band dilution size (not Mirae-class 33% OS), yet the −70% vs last close DCF lock-in matters for any resume. Probability ≈0%: name is halted (EOFlow class) — no same-session leftover; product is resume-day pricing vs the ₩1,974 anchor, and KRX correction-demand may rewrite the form.
DART · KIND · Naver
mixed 3-8%LIG Defense & Aerospace 079550 · KOSPI · 2026-10-22 13:24 KST · p≈28%
2yr public-sector bid ban (64.5% of FY25 sales) · stay/lawsuit planned · answers morning inquiry
Thu 22 Oct 13:24 KST live cash: LIG Defense & Aerospace (LIG디펜스앤에어로스페이스, 079550, KOSPI) disclosed a 2-year public-sector bid ban (29 Oct 2026–28 Oct 2028) covering counterparties that were ₩2.777tn / 64.5% of FY2025 consol sales (₩4.307tn). Direction MIXED — losing new government/local/public bids for two years is a real revenue-pipeline hit on the majority of the book, but a stay can freeze the ban through the lawsuit and this stamp answers a same-morning exchange inquiry (rumor already in the tape). Magnitude 3–8%: 64.5% sales is shock-sized, but liquid ~₩10.7tn mega + confirmation-of-morning-media → refuse 8%+ same-session (Lotte Insurance confirmation class). Probability ≈28%: live ≈−2.1% / low ≈−4.5% so soft side already clipping; leftover is rest-of-day into close / overnight stay headlines, not unused full band.
DART · KIND · Naver
mixed 8%+Mirae I&G 007120 · KOSPI · 2026-10-22 13:24 KST · p≈12%
3P placement 9.09m sh @ ₩1,100 (~+33% OS) · ₩10.0bn · undetermined target · 1yr lockup · pay-in 18 Dec
Thu 22 Oct 13:24 KST live cash: Mirae I&G (미래아이앤지, 007120, KOSPI) filed a 3P placement of 9.09m shares (~33% of 27.32m OS) at ₩1,100 for ₩10.0bn to buy undetermined third-party securities, pay-in 18 Dec 2026, 1yr lockup. Direction MIXED — ₩10bn cash (~39% of ≈₩26bn mcap) offsets massive opaque dilution/control-flex (KS Industry / Quro heavy-3P class), not clean UP or DOWN. Magnitude 8%+: ~33% OS on a thin KOSPI micro is gap-either-way shock size. Probability ≈12%: live already ≈−11.7% / low ≈−13% within ~18 min of the stamp — first clip owns the band; leftover is don’t-chase / overnight residual only.
DART · KIND · Naver
mixed 1-3%LG Display 034220 · KOSPI · 2026-10-22 13:22 KST · p≈22%
Q3 prelim OP ₩250.6bn (QoQ black-turn / −42% YoY) · NI ₩755.6bn · sales ₩6.28tn +12% QoQ
Thu 22 Oct 13:22 KST live cash: LG Display (LG디스플레이, 034220, KOSPI) printed Q3 prelim sales ₩6,277.0bn (+12% QoQ / −10% YoY); OP ₩250.6bn (black-turn vs QoQ −₩107.7bn / −42% YoY vs ₩431.0bn); pretax ₩737.2bn and NI ₩755.6bn (both black-turn; NI ≫ OP). 9M OP ₩289.6bn (−17% YoY). Direction MIXED — QoQ OP recovery is real, but YoY OP still −42% and pretax/NI look below-the-line inflated (not clean Flitto UP; not LGES consensus beat). Magnitude 1–3%: liquid ~₩3.58tn mega (LGES/Samsung class); refuse 3–8% on YoY OP miss + one-off NI. Probability ≈22%: live ≈−2.6% / high still red so soft side already clipping; leftover is rest-of-day into close / overnight QoQ-vs-YoY digestion, not unused full band.
DART · KIND · Naver
mixed 3-8%Boryung 003850 · KOSPI · 2026-10-22 12:15 KST · p≈28%
Q3 prelim OP ₩25.5bn (−13% YoY / +7% QoQ) · pretax/NI loss-turn −₩19.9bn/−₩13.2bn · sales ₩314bn +12%
Thu 22 Oct 12:15 KST live cash: Boryung (보령, 003850, KOSPI) printed Q3 prelim sales ₩314.4bn (+12.3% YoY / +12.4% QoQ); OP ₩25.5bn (−13.4% YoY / +7.1% QoQ); pretax −₩19.9bn and NI −₩13.2bn (both loss-turn vs YoY pretax ₩43.5bn / NI ₩34.0bn). 9M OP ₩69.4bn (+5.7%) and NI ₩52.3bn (+21.1%) still black. Direction MIXED — sales and OP expand QoQ, but YoY OP soft and a large below-OP swing to quarterly loss (not clean Flitto UP; not an LS Eco sequential-OP-miss). Magnitude 3–8%: ~₩40bn pretax hole vs ~₩733bn mcap is a real mid-cap whip; refuse 8%+ expected drift on liquid pharma. Probability ≈28%: live ≈+1.2% / high +1.9% so first clip small; leftover is rest-of-day into close / overnight NI-loss digestion (Oct 21 risk-off mute).
DART · KIND · Naver
up 3-8%IPARK Hyundai Development 294870 · KOSPI · 2026-10-22 11:26 KST · p≈28%
Q3 prelim OP ₩165.8bn (+127% YoY / +35% QoQ) on sales ₩1.08tn · 9M OP +78% YoY
Thu 22 Oct 11:26 KST live cash: IPARK Hyundai Development (IPARK현대산업개발, 294870, KOSPI) printed Q3 prelim OP ₩165.8bn (+127.1% YoY / +35.1% QoQ) on sales ₩1.08tn (+2.8% YoY / +18.3% QoQ); 9M OP ₩368.6bn (+77.9% YoY) despite 9M sales −14.5%. Direction UP — sequential and YoY OP both expand hard on a margin recovery, not an LS Eco sequential-miss print. Magnitude 3–8%: genuine OP double on a liquid ~₩1.38tn developer (refuse 8%+; no FY guide raise or cancel buyback unlike Samsung E&A pack). Probability ≈28%: live ≈+0.7% after session high +5.8%, so first clip partially spent; Oct 19 preview telegraphs some of the print; leftover is rest-of-day into close / overnight confirmation, not unused full band.
DART · KIND · Naver
up 3-8%Youngwoo DSP 143540 · KOSDAQ · 2026-10-22 11:04 KST · p≈32%
Samsung Display Vietnam display-equipment supply · ₩4.61bn (5.73% sales / ~10.6% mcap) · zero advance · to Dec 2027
Thu 22 Oct 11:04 KST live cash: Youngwoo DSP (영우디에스피, 143540, KOSDAQ) booked a display-equipment supply to Samsung Display Vietnam for ₩4.61bn (5.73% of 2025 consol sales / ~10.6% of ≈₩43.4bn mcap) with zero advance, mid 90%/final 10%, delivery through 31 Dec 2027. Direction UP — named Samsung Display Vietnam commercial PO on a thin equipment name. Magnitude 3–8%: ~10% of micro mcap is sizeable, but zero advance + ~14-month drip + voluntary (<10% sales) → Access Bio / Conic class; refuse 8%+ expected drift (thin book can still spike-fade). Probability ≈32%: live ≈−0.8% near unchanged mid-session so leftover is rest-of-day into close; Oct 21 risk-off mute haircuts same-session leftover.
DART · KIND · Naver
up 1-3%HD Hyundai Marine Engine 071970 · KOSPI · 2026-10-22 10:45 KST · p≈30%
Jiangsu New Yangzi ship-engine supply · ₩26.83bn (~6.7% sales / ~2.1% mcap) · advance yes · to Oct 2029
Thu 22 Oct 10:45 KST live cash: HD Hyundai Marine Engine (HD현대마린엔진, 071970, KOSPI) booked a Jiangsu New Yangzi ship-engine supply for ₩26.83bn (~6.7% of 2025 consol sales / ~2.1% of ≈₩1.30tn mcap) with advance, multi-year through Oct 2029. Direction UP — named foreign yard award with down payment adds backlog cash. Magnitude 1–3%: ~2% of mid-cap mcap + 3-year progress-bill (Hyundai Rotem / HD KSOE class); refuse 3–8% off sales%. Probability ≈30%: live stamp into still-open session; tape −1.5% pre-reaction so leftover is rest-of-day confirmation, not a clean overnight gap.
DART · KIND · Naver
up 3-8%Samsung E&A 028050 · KOSPI · 2026-10-22 08:18 KST · p≈42%
Q3 OP ₩500.6bn (+184% YoY) + FY26 guide OP ₩800bn→₩1.4tn + cancel buyback ₩690bn (~7.4% OS)
Thu 22 Oct 08:05–08:18 KST pre-open: Samsung E&A (삼성E&A, 028050, KOSPI) printed a four-stamp package — Q3 prelim OP ₩500.6bn (+183.6% YoY / +83.3% QoQ) on sales ₩2.91tn; FY26 guide raise sales ₩10.0tn→₩11.0tn, OP ₩800bn→₩1.4tn (+75%), orders ₩12.0tn→₩19.0tn; open-market buyback ₩780bn (~8.3% OS) with ₩690bn cancel-bound (~7.4% OS) plus ₩90bn employee reward. Direction UP — earnings beat + large guide raise + cancel float shrink. Magnitude 3–8%: liquid ~₩9.35tn mega (LGES/Cheil class); refuse 8%+. Probability ≈42%: clean pre-open leftover into 09:00; NXT may clip some edge.
DART · KIND · Naver
up 3-8%Haesung Aerobotics 059270 · KOSDAQ · 2026-10-22 07:43 KST · p≈30%
Creditor bankruptcy petition dismissed · Incheon court · 2nd try after Jul withdraw
Thu 22 Oct 07:43 KST pre-open: Haesung Aerobotics (해성에어로보틱스, 059270, KOSDAQ) said Incheon court dismissed a shareholder-creditor bankruptcy petition — second attempt after a Jul filing was withdrawn. Court found no proven claim from alleged false-disclosure damages. Direction UP — removes an active bankruptcy-process overhang on a thin ₩~54bn name. Magnitude 3–8%: process relief, not a cash/earnings print; thin KOSDAQ can still gap the band at the open. Probability ≈30%: clean pre-open leftover into 09:00; Sep 14 related stamp haircuts surprise.
DART · KIND · Naver
mixed 8%+Polaris Uno 114630 · KOSDAQ · 2026-10-21 17:52 KST · p≈35%
Control SPA to Lumens Bios · ₩57.3bn for 1.9m sh + ₩15bn CB · close 11 Dec · 34% post-convert
Wed 21 Oct 17:52 KST after-close: Polaris Uno (폴라리스우노, 114630, KOSDAQ) — max holders sold control package to Lumens Bios for ₩57.3bn (1.9m shares + ₩15bn CB), close 11 Dec, 34% post-convert. Deal face ≈1.8× live mcap. Direction MIXED — control flip + cash bid vs listing/shell path and thin book (Artist Studio / Nexa class). Magnitude 8%+: gap risk either way on a ₩~32bn name. Probability ≈35%: overnight→Thu open is the first cash auction; invest-caution flag already on the name.
DART · KIND · Naver
up 1-3%Hyundai Rotem 064350 · KOSPI · 2026-10-21 16:53 KST · p≈22%
Taoyuan Green Line Zhongli E&M supply · Rotem share ₩239.2bn (~4.1% sales / ~2.5% mcap) · advance yes · to 2033
Wed 21 Oct 16:53 KST after-close: Hyundai Rotem (현대로템, 064350) booked Taoyuan metro E&M ₩239.2bn (~4.1% sales / ~2.5% of ₩9.67tn mcap) with advance, multi-year to 2033; Aug 14 IR already flagged. Direction UP — named foreign transit award with down payment. Magnitude 1–3%: liquid mega + small % mcap + long drip (HD KSOE / Samsung Heavy class). Probability ≈22%: overnight confirmation leftover; prior IR cuts surprise.
DART · KIND · Naver
mixed 3-8%Newbotec 060260 · KOSDAQ · 2026-10-21 16:47 KST · p≈25%
Series-18 CB put: buy ₩3.0bn face for ₩3.008bn cash · ~26% of mcap leaving · ₩7.0bn CB left
Wed 21 Oct 16:47 KST after-close: Newbotec (엔투텍, 060260) will spend ≈₩3.01bn (~26% of ₩11.5bn mcap) to retire ₩3.0bn of Series-18 CB on a put. Direction MIXED — cash leaving offsets removal of convert optionality (JK Synapse / Telcon class). Magnitude 3–8%: material vs micro mcap but not a clean overhang-kill. Probability ≈25%: overnight→open; ₩7bn CB still outstanding.
DART · KIND · Naver
mixed 3-8%Aroot 096690 · KOSDAQ · 2026-10-21 16:37 KST · p≈28%
3P ₩1.70bn @ ₩4,866 (−10%) · 349k sh (~8.7% OS) · individuals + related · pay-in 29 Oct
Wed 21 Oct 16:37 KST after-close: Aroot (에이루트, 096690) 3P ₩1.70bn at −10% (~8.7% OS), partly to max-holder related. Direction MIXED — ops cash vs discounted dilution. Magnitude 3–8%: mid-single % of mcap / high-single % OS on a ₩~22bn name. Probability ≈28%: overnight leftover; pay-in 29 Oct.
DART · KIND · Naver
mixed 3-8%Asta 246720 · KOSDAQ · 2026-10-21 16:19 KST · p≈28%
SD Biosensor petition for leave to call EGM · board swap / CEO removal slate · Suwon court
Wed 21 Oct 16:19 KST after-close: Asta (아스타, 246720) — SD Biosensor asked the court for leave to call an EGM aimed at board swap and CEO removal. Direction MIXED — petition is not a granted EGM or board flip (Mobile Appliance class). Magnitude 3–8%: control-fight headline on a ~₩100bn name, but no ruling yet. Probability ≈28%: overnight leftover; binary only if/when court grants leave.
DART · KIND · Naver
mixed 8%+RFTech 061040 · KOSDAQ · 2026-10-21 16:12 KST · p≈32%
Raise pack: 3P ₩9.0bn @ ₩6,120 (−5%) to max-holder + CB ₩10bn/₩5bn @ ₩6,485 · 70% refix · pay-in 12 Nov
Wed 21 Oct ~16:12–16:37 KST after-close: RFTech (알에프텍, 061040, KOSDAQ) stacked a max-holder 3P ₩9.0bn at ₩6,120 plus ₩15.0bn private CBs at ₩6,485 with 70% refix — ~₩24bn face / ~38% of ₩63bn mcap and ~42% potential OS. Direction MIXED — cash vs heavy dilution/control-stack (KS Industry / private-CB class). Magnitude 8%+: size + refixable convert on a mid-₩60bn book. Probability ≈32%: overnight→Thu open; pay-in still 12 Nov so tape can two-way.
DART · KIND · Naver
up 3-8%Vinatech 126340 · KOSDAQ · 2026-10-21 15:53 KST · p≈32%
Sanmina DC supercapacitor PO · ₩119.5bn (~145% sales / ~18% mcap) · zero advance · India · halt-to-close
Wed 21 Oct ~15:53 KST after cash close: Vinatech (비나텍, 126340, KOSDAQ) signed a Sanmina Corp PO for data-center supercapacitors — face ₩119.5bn (~145% of 2025 consol sales / ~17.6% of ~₩680bn mcap). Zero advance; overseas-sub production into India through 2027-12-23. Same-minute KRX disclosure halt until session end (already closed). Cash close ≈₩94,700 (+3.27%) is pre-stamp. Direction UP — named mega EMS CP plus mid-teens % of mcap near-term PO book. Magnitude 3–8%: refuse 8%+ for zero advance and ~14-mo drip despite 145% of sales (Access Bio / Woori Ro class). Probability ≈32%: after-close → next-open leftover; live only +3.3% so unused overnight band remains.
DART · KIND · Naver
up 3-8%MOT 413390 · KOSDAQ · 2026-10-21 15:51 KST · p≈28%
Battery assembly-equipment PO · ₩10.1bn (~13% sales / ~14% mcap) · unnamed CP · zero advance · 70% midpay
Wed 21 Oct ~15:51 KST after cash close: MOT (엠오티, 413390, KOSDAQ) signed secondary-battery assembly-equipment supply — face ₩10.1bn (~13.4% of 2025 consol sales / ~14.3% of ~₩70.8bn mcap). CP withheld; zero advance; 70% midpay on delivery/inspection + 30% final; window through 2027-04-20. Cash close ≈₩6,270 (soft into the stamp). Direction UP — size vs thin mcap is real near-term equipment cash even with unnamed CP. Magnitude 3–8%: refuse 8%+ for withheld CP + zero advance (Jetema/Conic class). Probability ≈28%: after-close overnight leftover; soft pre-stamp tape.
DART · KIND · Naver
down 1-3%Korea Comprehensive Engineering 023350 · KOSPI · 2026-10-21 15:41 KST · p≈28%
Gyeongju Nasan Energy waste-to-oil award cancel · ₩31.0bn (~7.8% sales / ~79% mcap) · PF fail · conditional never effective
Wed 21 Oct ~15:41 KST after cash close: Korea Comprehensive Engineering (한국종합기술, 023350, KOSPI) cancelled the Gyeongju Nasan Energy waste-to-oil construction award — face ₩31.0bn VAT-ex (~7.77% of 2024 sales / ~79% of ~₩39.4bn mcap). CP Nasan Energy asked to cancel after PF financing failed to close; the Sep 2025 award was conditional on PF and never took effect. Cash close ≈₩3,600 (−2.44%) is pre-stamp. Direction DOWN — headline removes contingent backlog on a thin engineer. Magnitude 1–3%: refuse 3–8%/8%+ face/mcap trap (never-effective conditional, no cash write-off). Probability ≈28%: after-close → next-open leftover; substance softer than the ₩31bn title.
DART · KIND · Naver