Daily brief
Morning report — Thu 29 Oct 2026 ~08:55 HKT / 09:55 KST (research/paper · mid-session)
Research/paper only. No live orders or recommendations. Re-run of interrupted ~07:47 HKT automation. Age cut: news Wed 28 + Thu 29; DART ≥ Wed 28 Oct 15:40 KST. Do not treat Yahoo prev-close as a Thursday gap — Wed official close is last full cash session.
today Samsung Electronics Q3 IR TODAY 10:00 KST (detail + shareholder-return colour). Wed cash: KOSPI 6,012.44 (+6.63%), Samsung ₩242,000 (+9.01%), SK hynix ₩1,487,000 (+10.89%); Yonhap FX 15:30 1,337.7. Live Naver ~09:55 KST: KOSPI 5,997.32 (-0.25%), Samsung ₩241,000 (-0.41%), Hynix ₩1,546,000 (+3.97%). HK Wed: HSI 23,094.83, HSTECH 3,853.72 (+1.40%); Zhipu HK$571.5 (+3.81%), MiniMax HK$180.2 (+4.65%). SKHY Wed RTH $164.70; same-session prem ~+48.2%. NVDA Wed $215.38. Fed overnight held 3.75–4% (Yonhap).
watchlists US AJ: NEW rows 0. Standing Y: AVGO, MU, MRVL, NVDA (HC), XPEV, META, AMD. Wait ORCL; Caution TSLA, NIO; Watch SPCX; Avoid EOSE, EOS; N PLTR, AAPL, RIVN, SNDK. AJ public X: Hynix beat confirmed + HC deep-dive teaser (hardcore unread_protected — no computerUse). Korea attractive: EMPTY (Finance MCP needsAuth). Outlook AJ memo not re-scraped this pass.
asia news 7 items (a 2 / b 5 / c 0). Zhipu +3.8% / MiniMax +4.7% Wed; KOSPI +6.63% on Hynix IR + sidecar; Samsung IR TODAY; Fed hold into Seoul open; HSTECH +1.4%.
X Priority authors via X MCP: n_new≈12 since Wed AM. Sentiment risk-on / medium: AJ Hynix beat + HC note; Jukan live Samsung IR colour (memory shortage worsen 2027; preferred buyback review); Zephyr CXMT HBM GM/yield; Citrini FLEX/AXM spin; BTB mostly non-tape. Home unavailable (no computerUse); hardcore unread_protected.
DART 5 keeps preserved (floor Wed 15:40 KST): Kolmar BNH 200130 MIXED 1-3%; HDC Labs 039570 MIXED 1-3%; Samsung SDI 006400; Hyundai E&C 000720; Agos 175140 MIXED 8%+. No new 000660 DART this morning (dart_000660=false). pending_ping cleared; already forwarded to DART bot — do not re-forward. Agos overnight gap leftover was the gap-class keep (already live).
funding BN vs HL (~08:53 HKT; next BN 16:00 HKT): BTC -0.54 / ETH -0.13 / SOL +0.23; SKHY +15.16 bp, SKHYNIX/SKHX +32.73 bp. Paper only.
HYROX Warsaw HYROX: OPEN since Wed 14 Oct (PL saleStatus=onSale; last_pinged_id pl-page-onsale-2026-10-14). Morning HYROX watch ~08:04 HKT: no new OPEN/sold-out wave. ping_needed=false — no re-ping.
Asia news tape
Thursday age cut: Wed 28 + Thu 29 · n=7 (a 2 / b 5 / c 0) · refreshed 2026-10-29 08:55 HKT / 2026-10-29 09:55 KST. Rank a = China AI / HK; b = SK hynix/Samsung/KOSPI/HSI/NVDA; c = other macro.
Session context: Thu 29 Oct mid-session (~08:55 HKT / 09:55 KST): Samsung Q3 IR TODAY 10:00 KST. Wed 28 cash: KOSPI 6,012.44 (+6.63%), Samsung ₩242,000 (+9.01%), 000660 ₩1,487,000 (+10.89%); Yonhap FX 15:30 1,337.7. SKHY Wed RTH $164.70. HK Wed: HSI 23,094.83; HSTECH 3,853.72 (+1.40%); Zhipu 571.5 (+3.81%); MiniMax 180.2 (+4.65%). Do not invent Thu gap from Yahoo prev-close.
rank aYahoo 2513.HK · HK AI tape · 2026-10-28 close
Zhipu 2513.HK +3.81% to HK$571.50 — China AI extends rebound
Yahoo/Closelook Wed close: Zhipu (2513.HK) HK$571.50 (vs Tue 550.50 ≈ +3.81%; range 548.50–589.00). Second strong session after Tue +8.9%.
Implication: a-rank China AI / HK: Zhipu still leading China-AI tape into Thu Samsung IR day.
finance.yahoo.com/quote/2513.HK/
rank aYahoo 0100.HK · HK wires · 2026-10-28 close
MiniMax-W 0100.HK +4.65% to HK$180.20 — snaps soft streak
Yahoo Wed close: MiniMax-W (0100.HK) HK$180.20 (vs Tue 172.20 ≈ +4.65%; range 171.10–189.40). Rebounds after Tue −1.1% / Mon fade.
Implication: a-rank China AI / HK: MiniMax joins Zhipu UP — synchronized China-AI risk-on Wed.
finance.yahoo.com/quote/0100.HK/
rank bYonhap EN · 2026-10-28 close
KOSPI +6.63% to 6,012.44 — Hynix IR blowout + buy-side sidecar
Yonhap EN Wed: KOSPI 6,012.44 (+374.1 / +6.63%; high 6,032.28). KRX buy-side sidecar ~11:00 (KOSPI200 futures +5% rule; 2nd straight day). Foreign +₩815.8bn / inst +₩960.8bn / individuals −₩1.8T. Won 1,337.7 at 15:30 (−10.7).
Implication: Core b-rank: Wed risk-on Seoul on Hynix record Q3 + ₩100T SH returns into TODAY Samsung IR.
en.yna.co.kr/view/AEN20261028008052320
rank bYonhap EN · Naver · 2026-10-28 close
Samsung ₩242,000 (+9.01%) / SK hynix ₩1,487,000 (+10.89%) — IR cascade
Yonhap Wed official: Samsung ₩242,000 (+9.01%); SK hynix ₩1,487,000 (+146,000 / +10.89%). SK Square +11.23% to ₩921,000. Do NOT invent Thu gap from Yahoo prev-close — Wed ₩1,487,000 is last full cash.
Implication: Chip beta hard UP Wed; Thu live Hynix still green mid-session into Samsung IR. Paper only.
en.yna.co.kr/view/AEN20261028008052320
rank bYonhap EN · 2026-10-29 open
KOSPI opens +0.17% after Fed hold — Samsung IR TODAY
Yonhap EN Thu ~09:15 KST: KOSPI 6,022.64 (+0.17%) after Fed held 3.75–4% overnight. Samsung guidance earlier: sales ~₩195T / OP ~₩107.4T. FX 1,345.9 at 09:15 (+1.1 vs Wed close print in that wire).
Implication: b-rank: Fed hold + Samsung IR day — digest Wed +6.6% while waiting 10:00 KST detail/returns.
en.yna.co.kr/view/AEN20261029001651320
rank bYahoo HSTECH.HK · HSI · 2026-10-28 close
HSTECH +1.40% to 3,853.72; HSI ~23,094.83 — HK tech firms vs flat HSI
Yahoo Wed: Hang Seng TECH 3,853.72 (+1.40% vs Tue 3,800.43). HSI regular ~23,094.83. China-AI names led HK tech while HSI roughly flat/soft.
Implication: b-rank: HK tech UP with Zhipu/MiniMax into Thu — Asia AI tone constructive vs Wed Seoul melt-up.
finance.yahoo.com/quote/%5EHSI/
rank bYahoo NVDA · US Wed RTH · 2026-10-28 close
NVDA Wed RTH ~$215.38 — soft after Tue $217.94 into Asia IR week
Yahoo: NVDA regularMarketPrice ~$215.38 (Tue close 217.94 on chart). Soft overnight US AI beta into Thu Samsung IR / post-Hynix Seoul.
Implication: b-rank NVDA-China/AI adjacency: mild US chip digest vs Seoul still green mid-session. Paper only.
finance.yahoo.com/quote/NVDA/
Gaps: HKET EN / KED Global deep not used this pass. SenseTime / Moonshot / DeepSeek no fresh Wed–Thu EN single-name wire beyond Zhipu/MiniMax closes. Finance MCP needsAuth — Korea attractive EMPTY. @alojohhardcore unread_protected (no computerUse). Home/Following unavailable. Outlook not re-scraped this pass.
X priority posts
up@jukan05 · Thu 08:45 HKT · conf high
SAMSUNG: THE MEMORY SHORTAGE WILL WORSEN IN 2027 COMPARED WITH THIS YEAR.
Why: Live Samsung IR colour — shortage extend is risk-on for memory cycle / Hynix adjacency.
x.com/jukan05/status/2115605838656352630
mixed@jukan05 · Thu 08:49 HKT · conf medium
Samsung: aware of common vs preferred price gap; plans to actively review preferred share buyback/cancel proportion when doing buybacks.
Why: IR capital-structure colour — preferred/common gap mechanics, not a cash print.
x.com/jukan05/status/2115606985219666002
up@alojoh · Wed 20:46 HKT · conf high
This is our deep dive into SK hynix for investors available to members of the HC.
Why: AJ HC Hynix note teaser after beat day — standing Y/HC sleeve colour; body unread_protected.
x.com/alojoh/status/2115424985338765622
up@alojoh · Wed 12:49 HKT · conf high
In July we correctly predicted that SK Hynix would massively beat. Our estimates were 15% above consensus.
Why: AJ validates Wed beat vs prior call — risk-on memory narrative reinforcement.
x.com/alojoh/status/2115304865144397961
mixed@jukan05 · Wed 12:59 HKT · conf medium
RTRS: CXMT plans small-scale HBM3E production within ~2 months; yield ~20%; performance closer to prior-gen HBM3 than HBM3E peers.
Why: China HBM supply colour — competitive overhang medium-term, near-term yield still weak.
x.com/jukan05/status/2115307540494098601
mixed@zephyr_z9 · Wed 21:28 HKT · conf medium
CXMT HBM3 production cost ~$2/Gb vs $0.6/Gb big-3; selling $5–7/Gb → GM 60–71% on HBM at these yields; DRAM GM 85%.
Why: CXMT unit-econ colour — high GM if yields hold, but cost still 3× peers; mixed for KR leaders.
x.com/zephyr_z9/status/2115435615965839642
up@jukan05 · Wed 23:03 HKT · conf medium
Aletheia: Anthropic AMD GPU orders for 2028 raised to 3 GW (from 1 GW); OpenAI also increasing planned AMD deployments.
Why: Accelerator demand colour — constructive for memory/AI infra complex.
x.com/jukan05/status/2115459526199763131
mixed@citrini · Thu 02:21 HKT · conf low
FLEX good at spinning companies; AXM may be better than NXT — getting cheaper before the spin seems like an opportunity.
Why: Idiosyncratic spin-co idea — not Seoul beta; tape colour only.
x.com/citrini/status/2115509152420389213
mixed@citrini · Thu 01:58 HKT · conf low
If 2s10s inverts twice in a row without a recession we’re throwing away the indicator, right?
Why: Macro curve colour — not actionable for KR memory sleeve.
x.com/citrini/status/2115503391325532638
unclear@zephyr_z9 · Thu 05:20 HKT · conf low
DAMN — Matt Murphy should retire and Hurlston should replace him (Marvell leadership colour).
Why: MRVL management chatter — standing Y unchanged; low confidence.
x.com/zephyr_z9/status/2115554345936908522
mixed@jukan05 · Wed 00:26 HKT · conf medium
Cerebras short report colour (Culper) + friend take on fast WSE depreciation — shared for tape.
Why: Accelerator name-specific mixed; not a Seoul cash driver.
x.com/jukan05/status/2115480236745974000
@BowTiedBull Wed–Thu mostly lifestyle/mobility — skipped. @alojohhardcore unread_protected. @levturtle Home not available this pass (no signed-in browser / no computerUse).
DART material
Age-cut floor 2026-10-28 15:40 KST. n_items=19. Scan 2026-10-29 12:22 KST — KEEP×1 new (KINX 053610) + prior day-window cards. ENGLISH only. Paper only — no live trade recs.
mixed 1-3%KINX 053610 · KOSDAQ · 2026-10-29 11:50 KST · p≈28%
Inquiry reply: SPA+in-kind 128.3k sh (~2.63% OS) + planned tender (ex-Gabia/treasury); max holder TBD
Thu 29 Oct 11:50 KST: KINX (053610) confirms a real control path — named SPA/in-kind for 128,300 shares (~2.63% OS) into Korea Internet Infrastructure Holdings plus a planned tender for the rest (Gabia stake and treasury carved out) — but leaves the tender price, EV, and final max-shareholder outcome undetermined (re-disclose by 2026-11-27). MIXED: constructive vs a flat denial, yet without a printed premium this is process confirmation, not a Gabia-class priced SPA magnet. 1-3%: ~₩315bn KOSDAQ; disclosed block is small and price is the later event — refuse 3-8%/8%+ until the tender filing prices. p≈28%: enrich ~30 min after stamp with live ~₩64,600 / ~−1.4% vs prior ₩65,500 — soft tape, modest leftover into close/overnight for process awareness only.
DART 20261029900206
mixed 1-3%Songwon Industrial 004430 · KOSPI · 2026-10-29 11:39 KST · p≈10%
Q3 consol prelim OP ₩23.7bn (+340% YoY; −40% QoQ) · Rev ₩301bn · NI +667% YoY
Thu 29 Oct 11:39 KST: Songwon Industrial (004430) prints Q3 consol prelim Rev ₩301bn (+16.5% YoY / −8.3% QoQ) and OP ₩23.7bn (+340% YoY / −40% QoQ), with NI ₩13.0bn (+667% YoY / −56% QoQ). MIXED: the YoY OP/NI recovery from a depressed 2025 base is real and 9M OP is still +262%, but the quarter itself lost nearly half of Q2’s OP and more than half of NI on softer sales — two-way, not a clean beat. 1-3%: ~₩2.55tn mid-cap chemicals; absolute OP ~₩24bn with a sharp sequential fade caps the band — refuse 3-8% shock framing off YoY alone. p≈10% don’t-chase: enrich ~10 min after stamp with live ~₩10,630 / ~+2.6% vs prior ₩10,360 (day high ₩11,110 ~+7.2%) — upside of the small mixed band already printed; leftover is fade/overnight residual only.
DART 20261029800203
mixed 1-3%SeAH Besteel Holdings 001430 · KOSPI · 2026-10-29 11:27 KST · p≈28%
Q3 consol prelim OP ₩14.4bn (−76% QoQ; −46% YoY) · NI loss turn · Rev ₩1.06tn
Thu 29 Oct 11:27 KST: SeAH Besteel Holdings (001430) prints Q3 consol prelim Rev ₩1.06tn (+14.1% YoY / −7.0% QoQ) but OP only ₩14.4bn (−76% QoQ / −46% YoY) and NI flips to a −₩12.4bn loss. MIXED: sales are still growing versus last year, yet the operating and bottom lines collapsed into a loss turn — classic YoY-sales-up / QoQ-and-YoY-profit-cliff two-way print, not a clean miss to short blindly. 1-3%: ~₩11tn liquid steel holding; mega/large-cap compression plus 9M OP still +18% keep this out of mid-band — refuse 3-8%. p≈28%: enrich ~20 min after stamp with live ~₩30,650 / ~−1.8% vs prior ₩31,200 — only a slice of the small band is spent; residual into the close remains.
DART 20261029800191
mixed 1-3%CI Tech 004920 · KOSPI · 2026-10-29 11:21 KST · p≈8%
3P rights to max holder CNC Tech · 333,334 sh @ ₩6,000 (−10%) · ₩2.00bn WC · pay-in Feb 2027
Thu 29 Oct 11:21 KST: CI Tech (004920) prices a 3rd-party allotment of 333,334 shares (~6.4% of OS) at ₩6,000 (−10% to ref) into largest shareholder CNC Tech for ₩2.00bn of 2027 working capital, with pay-in only on 12 Feb 2027 and a 1-year lock-up. MIXED: cash into a thin ~₩34bn name is credit-supportive, but max-holder affiliate supply at a discount with a multi-month delay is dilution/control optics, not a clean UP. 1-3%: face is only ₩2.0bn and cash is months out — affiliate cut refuses 3-8%/8%+. p≈8% don’t-chase: enrich ~25 min after stamp with live already ~₩6,430 / ~−5.4% vs prior ₩6,800 (day low ₩6,200) — downside through the small band is spent; leftover is fade/overnight residual only.
DART 20261029000183
up 1-3%Nable 153460 · KOSDAQ · 2026-10-29 10:55 KST · p≈8%
SKT supply/license PO ₩1.92bn (10.0% of FY25 sales) · Acc/TAG PKG + Confluent · to 31 Dec
Thu 29 Oct 10:55 KST: Nable (153460) books a firm ₩1.92bn SK Telecom order for Acc/wired-TAG PKG gear plus Confluent licenses — 10.0% of FY25 sales, delivery window only through 31 Dec 2026, no advance. UP: a named mega-CP near-term PO adds visible 4Q sales without dilution or a loss print. 1-3%: sales% is not the band — absolute face is only ₩1.92bn, zero advance, and a ~2-month drip; refuse 3-8%/8%+. p≈8% don’t-chase: enrich ~30 min after stamp with live ~₩4,830 / ~−4.0% vs prior ₩5,030 — tape already opposite the UP call; same-session leftover collapses to overnight residual only, refuse to fight the −4% print.
DART 20261029900149
mixed 1-3%Agabang & Company 013990 · KOSDAQ · 2026-10-29 10:55 KST · p≈22%
Q3 consol prelim OP ₩4.74bn (+134% YoY; −34% QoQ) · Rev ₩46.7bn · NI cliff QoQ
Thu 29 Oct 10:55 KST: Agabang & Company (013990) prints Q3 consol prelim Rev ₩46.7bn (−7.4% QoQ / +7.1% YoY) and OP ₩4.74bn (−34% QoQ / +134% YoY), while NI collapses to ₩80m (−99% QoQ) after a Q2 that carried huge below-the-line profit. MIXED: the YoY OP recovery and 9M OP +70% are real operating progress, but the quarter itself lost sales and a third of OP versus Q2 and the NI cliff shows prior-quarter quality was not repeatable — two-way, not a clean beat. 1-3%: absolute OP only ~₩4.7bn on a small/mid KOSDAQ babywear name with sequential fade; refuse 3-8%. p≈22%: enrich ~30 min after stamp with live ~₩4,800 / ~−2.0% vs prior ₩4,900 — soft tape has chewed part of the small band; leftover is residual into the close, not a fresh unused gap.
DART 20261029900142
up 1-3%SK Innovation 096770 · KOSPI · 2026-10-29 10:41 KST · p≈6%
Q3 consol prelim OP ₩3.70tn (+533% YoY; +6.2% QoQ) · Rev ₩28.8tn · NI black turn
Thu 29 Oct 10:41 KST: SK Innovation (096770) prints Q3 consol prelim OP ₩3.70tn (+533% YoY / +6.2% QoQ) with NI black vs year-ago loss on Rev ₩28.8tn (−1.3% QoQ / +40% YoY). UP: the mechanism is a real YoY earnings recovery from a depressed 2025 base with sequential OP still edging higher — not a miss print. 1-3%: liquid mega-cap compression; QoQ sales soft and the absolute surprise is vs year-ago, so refuse 3-8%. p≈6% don’t-chase: enrich with live ~₩132,100 / ~−5.4% vs prior ₩139,700 — tape already opposite the UP call; same-session leftover collapses to IR/overnight residual only, refuse to fight the −5% print.
DART 20261029800138
mixed 1-3%Hanwha Vision 489790 · KOSPI · 2026-10-29 10:33 KST · p≈10%
Q3 consol prelim OP ₩102.6bn (+183% YoY; +56% QoQ) · Rev ₩573bn · NI QoQ −29%
Thu 29 Oct 10:33 KST: Hanwha Vision (489790) prints Q3 consol prelim Rev ₩573bn (+36% YoY / +5.7% QoQ) and OP ₩102.6bn (+183% YoY / +56% QoQ), while NI ₩53.6bn is black YoY but −29% QoQ. MIXED: ops are accelerating both ways, but the PBT/NI sequential cliff says below-the-line noise is large enough to make the tape two-way rather than a clean OP re-rating. 1-3%: mid-cap CCTV/security with a real OP beat, but NI QoQ fade + liquid enough to refuse 3-8%. p≈10% don’t-chase: enrich with live ~₩38,600 / ~−4.0% vs prior ₩40,200 — downside already printed through the small band; leftover is fade/overnight only.
DART 20261029800140
mixed 1-3%SK IE Technology 361610 · KOSPI · 2026-10-29 10:23 KST · p≈12%
Q3 consol prelim OP −₩36.8bn (loss narrows) · Rev ₩41.4bn (−48% YoY) · PBT black one-off
Thu 29 Oct 10:23 KST: SK IE Technology (361610) prints Q3 consol prelim Rev ₩41.4bn (−48% YoY / +4.7% QoQ) and OP −₩36.8bn (loss narrowed vs Q2 and vs year-ago), with PBT black on an explicit one-off accounting adjustment while NI stays −₩109.6bn and deeper YoY. MIXED: sequential loss-narrowing is real ops progress on a still-broken sales base, but the YoY sales cliff plus one-off PBT and deeper NI keep both sides of the tape alive. 1-3%: mid-cap separator name already in a multi-quarter demand reset — refuse 3-8% on an incomplete turn. p≈12%: enrich with live ~₩15,280 / ~−4.0% vs prior ₩15,920 — downside clip of the mixed band largely spent; leftover thin into IR/close.
DART 20261029800128
mixed 1-3%SK hynix 000660 · KOSPI · 2026-10-29 10:21 KST · p≈18%
Clarification (unconfirmed): Maeil ₩60tn Solidigm US NAND fab rumor — nothing decided
Thu 29 Oct 10:21 KST: SK hynix (000660) answers a Maeil story on a ₩60tn Solidigm US NAND fab build with an unconfirmed clarification — Solidigm is reviewing capacity/competitiveness options, no decision. MIXED: the economic read is two-way — optional US capacity expansion credit vs explicit “nothing confirmed” that leaves the prior Solidigm Pre-IPO/IPO-stop overhang narrative intact. 1-3%: mega-cap rumor clarification compresses the band (same class as the Oct Solidigm review-stop MIXED 1-3%); refuse 3-8% on an unconfirmed sub option. p≈18%: enrich with live ~₩1,513,000 / ~+1.8% vs prior ₩1,487,000 — most of the small band already voted; leftover is residual into the close / Nov 27 re-disclose clock, not a fresh unused gap.
DART 20261029800130
mixed 1-3%Whanin Pharmaceutical 016580 · KOSPI · 2026-10-29 10:13 KST · p≈35%
Q3 consol prelim OP ₩7.53bn (+112% YoY; −4.6% QoQ) · Rev ₩71.6bn (+9% YoY, flat QoQ)
Thu 29 Oct 10:13 KST: Whanin Pharmaceutical (016580) prints Q3 consol prelim Rev ₩71.6bn (+9% YoY / flat QoQ) and OP ₩7.53bn (+112% YoY / −4.6% QoQ). MIXED: the YoY OP double on a 9M +115% path is real recovery, but the quarter itself stalled on sales and slipped sequentially on OP — two-way, not a clean acceleration print. 1-3%: absolute OP only ~₩7.5bn and sequential fade caps the band; refuse 3-8%. p≈35%: enrich minutes after stamp with live still ~flat (₩10,090 / −0.5%) — most of the small band is still unused.
DART 20261029800106
mixed 1-3%Satrec Initiative 099320 · KOSDAQ · 2026-10-29 10:05 KST · p≈10%
Q3 consol prelim OP ₩8.24bn (+236% YoY; +503% QoQ) · Rev ₩56.2bn · 9M NI −82% YoY
Thu 29 Oct 10:05 KST: Satrec Initiative (099320) prints Q3 consol prelim Rev ₩56.2bn (+11% YoY) and OP ₩8.24bn (+236% YoY / +503% QoQ), but 9M NI is only ₩1.18bn (−82% YoY) with 9M PBT −74% YoY. MIXED: the quarter’s OP snapback is real, yet the nine-month profit hole says earlier weakness and below-OP noise still dominate the equity story — two-way, not a clean beat. 1-3%: absolute OP ~₩8bn on a mid/small KOSDAQ name with ugly 9M NI quality; refuse 3-8% OP-shock framing. p≈10%: enrich ~15 min after stamp with live already ~−4.2% (₩52,400 vs ₩54,700) — tape is voting the quality/9M side; leftover is don’t-chase / fade risk only.
DART 20261029900104
up 1-3%JS Corporation 194370 · KOSPI · 2026-10-29 10:03 KST · p≈32%
Q3 consol prelim Rev ₩480.2bn (+35% YoY) · OP ₩53.9bn (+31% YoY; −4.5% QoQ)
Thu 29 Oct 10:03 KST: JS Corporation (194370) prints Q3 consol prelim Rev ₩480.2bn (+35% YoY / +6% QoQ) and OP ₩53.9bn (+31% YoY / −4.5% QoQ). UP: double-digit YoY growth on both sales and OP with 9M OP still +45% is clean operating momentum, not a one-off below-the-line spike. 1-3%: sequential OP fade and a liquid-enough KOSPI mid-cap keep this out of mid-band; refuse 3-8%. p≈32%: enrich ~15 min after stamp with live still ~flat (₩17,120 / −0.3%) — most of the 1-3% band is still unused into the cash session.
DART 20261029800093
mixed 1-3%Samsung Electronics 005930 · KOSPI · 2026-10-29 09:50 KST · p≈12%
IR day: Q3 prelim confirmed Rev ₩195.25T / OP ₩107.44T (known since 8 Oct) · DPS ₩4,601 · FY26 capex ~₩84.4T
Thu 29 Oct ~09:50–10:02 KST: Samsung Electronics (005930) drops its IR-day stack — Q3 prelim Rev ₩195.25T / OP ₩107.44T, quarterly DPS ₩4,601 (~₩30.0T total), and FY26 capex guide ~₩84.4T (DS ₩76.8T). MIXED: the earnings blowout was already stamped on 8 Oct (today’s correction is a ₩0.25T/₩0.04T tick), so this is not a fresh surprise; the new information is capital return plus a DS-heavy reinvestment guide on a liquid mega-cap already digesting the print. 1-3%: mega-cap compression and known-prelim haircut — refuse 3-8%/8%+ chase language after three weeks of tape. p≈12%: enrich mid-session with live already ~−1.65% (₩238,000 vs ₩242,000) — same-session leftover is thin IR-digestion only, not unused upside band.
DART 20261029800087
mixed 1-3%Kolmar BNH 200130 · KOSDAQ · 2026-10-29 09:43 KST · p≈6%
Q3 separate prelim OP ₩11.0bn (+12% YoY) · NI ₩34.4bn (one-off-looking vs OP)
Thu 29 Oct 09:43 KST: Kolmar BNH (200130) prints separate Q3 prelim Rev ₩114.7bn (−3.5% YoY / −8% QoQ) and OP ₩11.0bn (+12% YoY / −5.5% QoQ), while NI jumps to ₩34.4bn against OP of only ₩11.0bn. MIXED: operating momentum is a soft YoY beat with sequential sales/OP fade; the NI blowout is almost entirely below-the-line (PBT ₩37bn vs OP ₩11bn) so it is not clean earnings quality. 1-3%: mild OP beat on soft sales does not clear a mid band, and one-off-looking NI is not an 8%+ OP shock. p≈6%: enrich minutes after stamp with live already ~+7.4% (₩7,840 vs ₩7,300; day high ₩8,240 ~+12.9%) — the 1-3% band is spent on the upside; leftover is don’t-chase / fade risk only.
DART 20261029900076
mixed 1-3%HDC Labs 039570 · KOSPI · 2026-10-29 09:22 KST · p≈38%
Q3 consol prelim OP ₩4.17bn (+90% YoY; −27% QoQ) · Rev ₩142.4bn (−8% YoY)
Thu 29 Oct 09:22 KST: HDC Labs (039570) prints Q3 consol prelim Rev ₩142.4bn (−8% YoY / −7% QoQ) and OP ₩4.17bn (+90% YoY but −27% QoQ). MIXED: the YoY OP recovery is real on a 9M +93% path, but the quarter itself decelerated hard on both sales and OP versus Q2 — that is a two-way earnings print, not a clean beat. 1-3%: mid-cap name, absolute OP only ~₩4bn, and the sequential cliff offsets the YoY headline; refuse 3-8%. p≈38%: enrich ~25 min after stamp with live still ~flat (₩7,140 / 0%, day range ₩7,120–₩7,190 on thin volume) — unused same-session leftover into the rest of Thursday cash.
DART 20261029800059
up 1-3%Samsung SDI 006400 · KOSPI · 2026-10-29 08:55 KST · p≈8%
Q3 prelim OP ₩407.8bn (black YoY; +100% QoQ) · Rev ₩4.69tn · IRA AMPC ₩122.5bn in OP
Thu 29 Oct 08:55 KST: Samsung SDI (006400) prints Q3 prelim Rev ₩4.69tn (+53% YoY / +21% QoQ) and OP ₩407.8bn (black vs −₩591bn YoY; +100% QoQ). UP: the operating line flipped hard YoY and doubled QoQ on a liquid battery mega-cap — that is earnings recovery, not a contract drip. 1-3%: mega-cap compression; refuse 3-8% because ~₩122.5bn (~30%) of OP is IRA AMPC credit under a new accounting display, and PBT/NI fell QoQ (−45%/−27%). p≈8%: enrich ~20 min after stamp with live already ~+5.1% (₩534k vs ₩508k) — the 1-3% band is spent; leftover is don’t-chase / IR-call residual only.
DART 20261029800053
up 1-3%Hyundai E&C 000720 · KOSPI · 2026-10-29 08:04 KST · p≈48%
Apgujeong Zone 5 recon contract ₩1.047tn (70% share) / 3.4% of 2025 sales / 67mo after start
Thu 29 Oct 08:04 KST (pre-open): Hyundai E&C (000720) books ₩1.047tn (its 70% share) for Apgujeong Special Planning Zone 5 reconstruction — 3.4% of 2025 consol sales, 67 months after start. UP: a large external Seoul reconstruction order adds backlog and revenue visibility without dilution or a loss print. 1-3%: liquid mega builder; 3.4% of sales is meaningful but not franchise-redefining; refuse 3-8% off sales% alone (sales% is not the band); June 1 related disclosure already telegraphed the process. p≈48%: pre-open stamp leaves unused leftover into the Thu cash open, trimmed because some of the reconstruction story was already in the tape.
DART 20261029800011
mixed 8%+Agos 175140 · KOSDAQ · 2026-10-28 15:46 KST · p≈45%
Halt e-commerce unit (~₩7.82bn / 14.1% of 2025 sales) · KRX halt to close for important biz stop
Wed 28 Oct 15:46 KST: Agos (175140) shuts its e-commerce sleeve (~14% of 2025 sales) and KRX halts the stock into the close for an important business stop. MIXED: exiting a loss-making unit to concentrate on telecom/anti-drone is restructuring logic, but the business-stop + halt headline on a ~₩54bn name is a two-way shock into the next open. 8%+: thin KOSDAQ + halt/resume gap class (Davolink-style shock band), not housekeeping. p≈0 same-session (halted into close); leftover ≈45% is overnight→Thu open gap only.
DART 20261028000288