Asia news tape
Friday age cut: Thu 22 + Fri 23 only · n=7 (a 2 / b 4 / c 1) · refreshed 2026-10-23 07:47 HKT / 2026-10-23 08:47 KST. Rank a = China AI / HK; b = SK hynix/Samsung/KOSPI/HSI; c = other macro.
Session context: Fri 23 Oct pre-open (~07:47 HKT / 08:47 KST): KRX cash opens 09:00 KST. Thu 22 cash: KOSPI 5,533.77 (−3.52%), Samsung ₩214,500 (−4.03%), 000660 ₩1,223,000 (−5.49%); Yahoo FX ~1,325.34. SKHY Thu RTH $131.69 (−8.07%). HK Thu: HSI 22,934.68 (−3.03%); HSTECH 3,793.93 (−5.03%); Zhipu 460.80 (−7.10%); MiniMax 160.70 (−6.52%, below IPO).
rank aCaixin Global · Yahoo 0100.HK · 2026-10-22 close · Caixin 23 Oct wire
MiniMax-W 0100.HK −6.52% to HK$160.7 — below IPO price amid AI sector sell-off
Caixin (23 Oct): MiniMax shares fell 88% from HK$1,330 March peak to HK$160.7, below IPO price, amid AI pricing competition; no new flagship text model in 4+ months after M3; M3.1 Flash cut usage. Yahoo official Thu close: MiniMax-W HK$160.70 (−6.52% vs Wed 171.90; range 158.10–172.20).
Implication: a-rank China AI / HK: MiniMax breaks IPO floor on AI-pricing + product-gap colour — idiosyncratic HK AI wash into Fri, soft for China AI IPO optics and HSTECH adjacency.
www.caixinglobal.com/2026-10-23/minimax-shares-fall-below-ipo-price-amid
rank aYahoo 2513.HK · Caixin (Zhipu comps) · 2026-10-22 close
Zhipu 2513.HK −7.10% to HK$460.80 — China AI names smash with MiniMax
Yahoo official Thu close: Zhipu (02513) HK$460.80 (−7.10% vs Wed 496.00; range 447.00–501.50). Caixin notes MiniMax gross margin 17.9% trails Zhipu AI 26.4% — same-session China AI sell-off tape.
Implication: a-rank with MiniMax: HK China-AI beta washed hard Thu after Wed rebound. Soft into Fri HSTECH / China AI sentiment — not a Korea same-session print.
finance.yahoo.com/quote/2513.HK/
rank bYonhap EN · MoneyToday EN · 2026-10-22 15:33–16:29 KST
KOSPI −3.52% to 5,533.77 — chip profit-taking + Meta FCF / CapEx guidance hole
Yonhap EN Thu: KOSPI −201.8 / −3.52% to 5,533.77 (open −1.14%, briefly + to ~5,740 then sold). MoneyToday EN: retail +₩1.363tn; institutions −₩683.3bn; foreign −₩399.1bn. Catalysts: Wed bounce profit-taking, Meta Q3 FCF −$2.12bn + no 2027 CapEx guide, BoK hawkish hold, buyback-support fade (Hynix ₩40tn buyback ended Wed).
Implication: Core b-rank: one-day giveback of Wed +3.29%. Durability of AI CapEx doubt into Fri auction — watch foreign follow-through. Paper only.
en.yna.co.kr/view/AEN20261022008000320
rank bYonhap EN / Infomax · MoneyToday EN · 2026-10-22 close
Samsung ₩214,500 (−4.03%) / SK hynix ₩1,223,000 (−5.49%) — AI ROI doubts + Solidigm overhang colour
Yonhap/MoneyToday Thu official closes: Samsung ₩214,500 (−9,000 / −4.03%); SK hynix ₩1,223,000 (−71,000 / −5.49%) vs Wed ₩1,294,000. Yonhap feature: foreign net −₩1,251bn Samsung / +₩457bn Hynix; institutions −₩856bn Samsung / −₩2,643bn Hynix. Solidigm listing-dispute colour cited into close; Fri pre-open DART confirms Solidigm Pre-IPO review stopped.
Implication: Chip beta reverse of Wed bounce. Hynix desk: official Thu ₩1,223,000; same-session ADR prem still ~+43%. Solidigm stop is MIXED 1-3% keep on DART — see Hynix section. Paper only.
www.mt.co.kr/en/stock/2026/10/22/2026102215284130533
rank bXinhua · 2026-10-22 17:08 HKT
HSI −3.03% to 22,934.68; HSTECH −5.03% to 3,793.93
Xinhua Thu: Hang Seng Index −3.03% to 22,934.68; HSCEI −3.2% to 7,689.19; Hang Seng Tech −5.03% to 3,793.93. Confirms broad HK tech wash alongside Seoul chips.
Implication: Seoul + HK tech sold together Thu — Asia risk-off into Fri (vs Wed Seoul bounce / HK soft divergence). b-rank.
english.news.cn/20261022/e7bffeef99274a7d80ddd87daed22f18/c.html
rank bDART · Jukan X · prior MK colour · 2026-10-23 07:33 KST
SK hynix stops Solidigm Pre-IPO/IPO review — Fri DART clarification (rcp 20261023800002)
Fri 07:33 KST DART: SK hynix clarifies Aug 5 ~₩5tn Solidigm Pre-IPO rumor process has ended — reviewing Pre-IPO and IPO for Solidigm stopped. Jukan overnight: KR media cancel plans + official statement quote. Desk KEEP MIXED 1-3% p≈30% (already forwarded to DART bot).
Implication: b-rank Hynix/NAND: kills Solidigm dilution overhang (mild +) but removes external US NAND growth capital path (mild −). Mega-cap confirmation of chewed rumor — muted auction leftover expected. See Hynix + DART boards.
dart.fss.or.kr/dsaf001/main.do?rcpNo=20261023800002
rank cYonhap EN · Bank of Korea · 2026-10-22
BoK holds base rate at 3.00% — hawkish pause after two hikes
Yonhap EN / BoK Thu: Monetary Policy Board held key rate at 3.00% after July–Aug hikes. Governor signalled tight stance can continue as growth/inflation look stronger than Aug outlook; 'additional hike timing/pace' language retained (hawkish hold).
Implication: c-rank Korea macro: hawkish freeze adds KR rates colour under Thu KOSPI smash — not a single-name cash print. Paper only.
en.yna.co.kr/view/AEN20261022001352320
Gaps: Yonhap EN economy RSS still flaky — used Yonhap EN article URLs + MoneyToday EN + Xinhua + Caixin. HKET EN thin/blocked; SCMP paywalled — skipped. KED Global homepage OK but EN article depth thin for Thu smash. Finance MCP needsAuth — Korea attractive EMPTY (no invented Markets promotion). @alojohhardcore unread (protected; no browser). Home/Following unavailable (no computerUse). Naver dealTrend/program/shorts JSON blocked — Hynix flows from Yonhap won amounts only. BN next funding 08:00 HKT may print after ~07:44 snap.
X · priority
2026-10-23 07:47 HKT / 2026-10-23 08:47 KST · priority authors (@alojoh @citrini @zephyr_z9 @jukan05 @BowTiedBull) · NEW since Thu eve ~2026-10-22 20:10 HKT: n_new=11 (X MCP). Thu-eve NEW → PRIOR. Sentiment mixed / medium leaning risk-off (Thu Asia smash + TSLA Caution). Home unavailable. Hardcore unread.
down@alojoh · 2026-10-23 00:39 HKT · NEW
AJ: Tesla HC full research report now available — 'We've crunched Tesla's numbers, modeled management's latest guidance…'
Implication: TSLA Caution reinforced (HC report drop). Public X only — no Avoid upgrade invented. Hardcore unread for sleeve detail.
x.com/alojoh/status/2113309237032145291
down@alojoh · 2026-10-23 00:45 HKT · NEW
AJ quotes Tesla-fanboy critique: 'He nails it. That's exactly what's going on with many Tesla investors… so naive'
Implication: TSLA Caution colour overnight — naive-investor thesis. Standing Caution only; hardcore unread.
x.com/alojoh/status/2113310845413286103
down@alojoh · 2026-10-23 01:25 HKT · NEW
AJ on Optimus: 'It already started. It's already delayed relative to Elon initial guidance.'
Implication: TSLA Caution / Optimus delivery-slip colour. Same overnight Caution stack (456× LTM / SBC / HC report already PRIOR from Thu eve).
x.com/alojoh/status/2113320862845903335
up@citrini · 2026-10-23 05:50 HKT · NEW
Citrini: 'Bull market tech utopia → bear dystopian pessimism is perhaps the final ingredient for a durable rebound in alcohol… Long $DEO $STZ $BF.B'
Implication: UP colour for alcohol defensives ($DEO/$STZ/$BF.B) on AI/tech risk-off mood. US single-name; not AJ sleeve. Paper only.
x.com/citrini/status/2113387429113499895
mixed@citrini · 2026-10-23 02:48 HKT · NEW
Citrini: 80k new AI-trade 'experts' minted in 8 months vs old fintwit still generating alpha in corners of the market.
Implication: MIXED AI-crowding / late-cycle participation colour — soft for crowded AI beta optics. Not a cash print.
x.com/citrini/status/2113341819190682042
mixed@citrini · 2026-10-23 04:00 HKT · NEW
Citrini: 'Avoid Okta catching a stray in a convo about cybersecurity Challenge (Difficulty Level: Impossible)'
Implication: MIXED/colour on $OKTA as cyber scapegoat risk. US single-name; not AJ sleeve.
x.com/citrini/status/2113359848318362027
up@zephyr_z9 · 2026-10-23 01:12 HKT · NEW
Zephyr: TSMC will introduce backside-power Super Power Rail (SPR) on A16 (risk production soon) — more advanced than Intel PowerVia (direct transistor connect).
Implication: UP foundry-tech colour for TSMC A16 SPR vs Intel PowerVia. Soft constructive for advanced-logic / packaging adjacency; not Korea cash.
x.com/zephyr_z9/status/2113317573433622811
mixed@zephyr_z9 · 2026-10-23 06:03 HKT · NEW
Zephyr on High-NA for DRAM: adoption also depends on 3D DRAM timelines — memory won't sink High-NA capex if 3D DRAM by 2031–32.
Implication: MIXED memory roadmap: High-NA vs 3D DRAM sequencing — dampens near-term High-NA DRAM spend read. Colour on Hynix/Samsung adjacency.
x.com/zephyr_z9/status/2113390893474725959
mixed@jukan05 · 2026-10-23 05:33 HKT · NEW
Jukan: 'SOUTH KOREAN MEDIA: SK HYNIX CANCELS PLANS TO LIST SOLIDIGM ON NASDAQ; ANNOUNCEMENT EXPECTED SOON'
Implication: MIXED Hynix/NAND — media cancel colour overnight; confirmed by Fri 07:33 KST DART KEEP (Solidigm Pre-IPO stop). See DART/Hynix.
x.com/jukan05/status/2113383373259633004
mixed@jukan05 · 2026-10-23 06:34 HKT · NEW
Jukan quotes SK hynix official: Solidigm explored financing to expand capacity but, considering capital-market conditions, has [stopped Pre-IPO path].
Implication: MIXED — official statement matches Fri DART clarification. Dilution overhang off / external NAND capital path off. Paper only.
x.com/jukan05/status/2113398728979796169
mixed@BowTiedBull · 2026-10-23 05:22 HKT · NEW
BowTiedBull: if AI trade collapses Fed forced to cut 100–150bps — 'No chance they can allow AI failure' (national-security framing).
Implication: MIXED macro/AI-policy put colour. Not a sleeve. Light keep for risk-regime framing into Fri.
x.com/BowTiedBull/status/2113380458784608735
down@alojoh · 2026-10-22 20:10 HKT · PRIOR
PRIOR (Thu eve): 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 · PRIOR
PRIOR (Thu eve): 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 · PRIOR
PRIOR (Thu eve): 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 · PRIOR
PRIOR (Thu eve): 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 · PRIOR
PRIOR (Thu eve): 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 · PRIOR
PRIOR (Thu eve): 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 · PRIOR
PRIOR: 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
mixed@zephyr_z9 · 2026-10-22 16:08 HKT · PRIOR
PRIOR: 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
up@jukan05 · 2026-10-22 15:43 HKT · PRIOR
PRIOR: 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
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
Dropped: alojoh Talarico / culture / one-word True replies (no ticker thesis); alojoh Thu eve 456× LTM / SBC doubled / OpEx 17% / Optimus lies — already PRIOR in Thu eve pack; citrini pawn-shop / AAOI short-banter / dentist replies — skip culture; zephyr_z9 micro-drama / RT hardware-vuln — skip; BowTiedBull lifestyle / mediocre-guy / operating-margins small-biz — skip culture/personal; @alojohhardcore unread (protected); Home/Following unavailable (no computerUse). Pruned from feed (pre-Thu): 0 ids.
DART · material KR
Last-updated 2026-10-23 13:34 KST (Asia/Seoul) · KEEP×11: LabGenomics 084650 UP 1-3% · CI Tech 004920 UP 1-3% · Hansol Iones 114810 MIXED 8%+ · Daehan Science 131220 UP 3-8% · Samil Enterprise 002290 UP 1-3% · Bukwang Pharm 003000 MIXED 1-3% · Noul 376930 MIXED 8%+ · iFamilySC 114840 UP 8%+ · SK hynix 000660 MIXED 1-3% · Sconec 276040 MIXED 8%+ · LF 093050 UP 1-3%
Age window ≥ 2026-10-22 15:40 KST · 11 keep · last scan 2026-10-23 13:34 KST · tip_by_time 20261023000436 @ 13:29 / tip_by_rcp 20261023000438 · 000660 filing YES (Solidigm Pre-IPO stop) · ping_needed=false
up 1-3%LabGenomics 084650 · KOSDAQ · 2026-10-23 12:22 KST · p≈24%
Open-market treasury buy 613,496 sh (₩1.00bn / ~4.13% OS) · hold-after · Oct 26→Jan 22 · Samsung Sec
Fri 23 Oct 12:22 KST live: LabGenomics (랩지노믹스, 084650, KOSDAQ) boards an open-market treasury buy — 613,496 common (₩1.00bn, ~4.13% of 14.85m OS / ~4.1% prior mcap) Oct 26→Jan 22 via Samsung Securities; hold-after for shareholder value (6-month disposal lock, no cancel date). UP: cash bid removes float and supports the tape. 1-3%: ~4% mcap soft hold-after maps to call-rules ~2%→1-3% / refuse 8%+ (Clean & Science / Cenotec no-cancel class; not ELP-size). p≈24%: Yahoo ₩1,545 / -5.2% already red vs UP on an admin name with a correction-demand banner — same-session leftover weak; overnight residual is the product.
Fact: 2026-10-23 12:22 KST KIND/DART acpt 20261023000393 (viewer doc 20261023000697 / 11332.htm): LabGenomics (랩지노믹스, 084650) treasury acquisition decision — common 613,496 sh / ₩1,000,000,000; other none; period 2026-10-26→2027-01-22; purpose shareholder value; method KOSDAQ open-market direct; broker Samsung Securities; board 2026-10-23; share count = amount ÷ prior close ₩1,630 (2026-10-22); 1-day order cap 61,349 sh; pre-buy treasury 6,736 (0.05%, odd-lot merger). KIND flags admin listing (관리종목); viewer notes KRX correction-demand banner. Yahoo last ₩1,545 / prev ₩1,630 (-5.21%); H ₩1,700 / L ₩1,500; vol 172,868; OS 14,848,000; mcap ≈₩22.9bn (prior-close mcap ≈₩24.2bn).
DART
· KIND
· desk
up 1-3%CI Tech 004920 · KOSPI · 2026-10-23 11:23 KST · p≈28%
Cancel all treasury 100,172 sh (1.92% OS / ~1.9% mcap) · book ₩1.01bn · 30 Oct · capital unchanged
Fri 23 Oct 11:23 KST live: CI Tech (씨아이테크, 004920, KOSPI) board cancels all treasury — 100,172 common (1.92% of 5.218m OS) already held; book ₩1.01bn; cancel date 30 Oct; post-cancel OS 5,117,815; capital unchanged (Commercial Act Art. 343). UP: float shrink + EPS accretion and kills any treasury re-sale overhang with no new cash out. 1-3%: ~1.9% OS / ~1.9% mcap at spot (~₩0.66bn) matches call-rules ~2%→1-3% scale (Inhwa-size); refuse 3-8% — not a fresh buyback. p≈28%: Naver ₩6,630 / −0.45% (H ₩7,450 / L ₩6,550) still near flat vs UP — leftover usable on thin tape.
Fact: 2026-10-23 11:23 KST KIND/DART acpt 20261023000376 (viewer doc 20261022000511 / 61131.htm): CI Tech (씨아이테크, 004920) stock cancellation decision — cancel 100,172 common treasury (1.92% of pre-cancel OS 5,217,987); preferred none; par ₩5,000; book cancel amount ₩1,013,733,519; method already-held treasury (no new buyback window); cancel date 2026-10-30; board 2026-10-23; post-cancel OS 5,117,815; capital stock unchanged (Art. 343). Replaces treasury-disposal disclosure. Naver last ₩6,630 / prev ~₩6,660 (-0.45%); H ₩7,450 / L ₩6,550; vol 7,788; mcap ≈₩34.6bn.
DART
· KIND
· desk
mixed 8%+Hansol Iones 114810 · KOSDAQ · 2026-10-23 11:18 KST · p≈12%
Rights ₩60.00bn (~23% OS / ~19% mcap) @ planned ₩9,120 · + Ochang capex ₩126.0bn · Q3 OP ₩12.4bn +32% YoY/+89% QoQ
Fri 23 Oct 11:18 KST live: Hansol Iones (한솔아이원스, 114810, KOSDAQ) same-morning package — (1) rights 6.579m new common (~23.4% of 28.14m OS) at planned ₩9,120 → ₩60.00bn facility funds (shareholder rights then residual public; record 14 Dec; pay-in 29 Jan 2027); (2) companion Ochang plant capex ₩126.0bn (~41% of ~₩309bn mcap / 59.9% equity) through Feb 2028 for semiconductor capacity; (3) Q3 consol prelim sales ₩65.0bn (+26.9% YoY/+20.9% QoQ), OP ₩12.4bn (+32.0% YoY/+88.7% QoQ), NI ₩9.7bn (+50.6% YoY). MIXED: Q3 OP surge and growth plant are constructive, but ~23% OS / ~19% mcap rights at ~17% planned discount to spot is a heavy dilution overhang with cash only in Jan 2027 (Doosan same-day package: absorb all three). 8%+: dilution % OS and face/mcap clear shock band on thin KOSDAQ — two-way vol, not clean UP. p≈12%: Naver ₩10,990 / -7.9% (H ₩12,600 / L ₩10,890) already voted the downside of the band — leftover-p-is-tape / don’t-chase.
Fact: 2026-10-23 11:18 KST KIND/DART acpt 20261023000357 (viewer doc 20261023000599 / 11306.htm): Hansol Iones (한솔아이원스, 114810) rights offering — 6,579,000 new common @ planned ₩9,120 → ₩60,000,480,000 facility funds; method shareholder-rights then residual public; record 2026-12-14; pay-in 2027-01-29; listing 2027-02-16; ESOP priority 10%; underwriters Kiwoom + Korea Investment; pre-issue OS 28,143,174. Companion 20261023000344 (doc 20261019001523 / 71361.htm) @ 11:17: new facility investment ₩126,000,000,000 (59.92% of equity ₩210,271,082,405) Ochang semiconductor plant 2026-10-23→2028-02-29. Companion 20261023000330 (doc 20261020000894 / 70956.htm) @ 11:17: Q3 consol prelim sales ₩64,981m (+26.86% YoY/+20.92% QoQ), OP ₩12,378m (+31.96% YoY/+88.67% QoQ), pretax ₩13,635m, NI ₩9,700m (+50.59% YoY); 9M OP ₩26,057m (−14.21% YoY). Naver last ₩10,990 / prev ₩11,930 (-7.88%); H ₩12,600 / L ₩10,890; vol 172,697; OS 28,143,174; mcap ≈₩309bn.
DART
· KIND
· desk
up 3-8%Daehan Science 131220 · KOSDAQ · 2026-10-23 11:18 KST · p≈14%
QC equipment supply ₩5.13bn to Daewoong Indonesia (~6.3% sales / ~20% mcap) · advance · through Jan 2027
Fri 23 Oct 11:18 KST live: Daehan Science (대한과학, 131220, KOSDAQ) autonomous single sales/supply — QC analysis equipment to PT Daewoong Pharmaceutical Indonesia for ₩5.13bn (~6.3% of FY25 sales ₩81.1bn / ~20% of ~₩25.0bn mcap), signed 22 Oct, delivery 7 Oct 2026→31 Jan 2027; advance yes (after bonds); VAT-excl; self+outsource. UP: named Daewoong Indonesia CP + advance + near-term delivery through Jan 2027 is real near-cash order, not multi-year drip. 3-8%: ~20% mcap with advance justifies mid band; refuse 8%+ on only ~6% of sales and small absolute ₩5.1bn (sales%≠band). p≈14%: Naver ₩3,360 / -3.6% (H ₩3,500) already soft vs UP — leftover-p-is-tape / don’t-chase; overnight residual only.
Fact: 2026-10-23 11:18 KST KIND/DART acpt 20261023000368 (viewer doc 20261006000697 / 70012.htm): Daehan Science (대한과학, 131220) autonomous single sales/supply — QC analysis equipment. Contract ₩5,126,500,000; recent sales ₩81,117,767,870 (6.32%); VAT-excl. CP: PT Daewoong Pharmaceutical Indonesia (의약품 제조/판매; FY25 sales ₩1,702,387,000). Period 2026-10-07→2027-01-31. Advance yes after performance+advance bonds; staged pay on delivery/PIC. Self+outsource. Contract date 2026-10-22. Region Indonesia. Naver last ₩3,360 / prev ₩3,485 (-3.59%); H ₩3,500 / L ₩3,350; vol 14,147; OS 7,454,490; mcap ≈₩25.0bn.
DART
· KIND
· desk
up 1-3%Samil Enterprise 002290 · KOSDAQ · 2026-10-23 10:18 KST · p≈15%
Church construction supply ₩61.62bn (~72.3% of sales / ~144% mcap) · Changdong Yeomgwang · through May 2029 · 5% advance
Fri 23 Oct 10:18 KST live: Samil Enterprise (002290, KOSDAQ) boards a single sales/supply contract — Changdong Yeomgwang Church new sanctuary construction for ₩61.62bn (~72.3% of FY25 sales ₩85.18bn / ~144% of ~₩42.7bn mcap), signed 22 Oct, work through 10 May 2029. Payment: 5% advance after bond, progress bill every 2 months, 5% completion; VAT-excl; self+outsource. UP: core-business construction backlog with named CP and some advance is constructive for a thin builder. 1-3%: refuse face/sales/mcap trap — only 5% advance (~₩3.1bn ≈7% mcap) near-term and cash drips via progress bill to mid-2029 (Seohan/IPARK construction class, not fab 8%+). p≈15%: Naver already +5.35% at session high ₩3,445 on thin ADV (~2.3k sh) so the 1-3% band is spent — leftover-p-is-tape / don’t-chase.
Fact: 2026-10-23 10:18 KST KIND/DART acpt 20261023000252 (viewer doc 20261023000323 / 70370.htm): Samil Enterprise (삼일기업공사, 002290, KOSDAQ) single sales/supply contract — Changdong Yeomgwang Church (Presbyterian) new sanctuary construction. Contract ₩61,618,181,818; recent sales ₩85,177,109,801 (72.34%); VAT-excl. CP: religious org, Seoul Dobong-gu Changdong. Period 2026-10-22 → 2029-05-10. Terms: 5% advance after performance bond; progress every 2 months (advance netted); 5% completion within 3 months of handover. Self+outsource production. Contract date 2026-10-22. FY25 sales basis. Naver last ₩3,445 / prev ₩3,270 (+5.35%); H ₩3,445 / L ₩3,190; vol 2,337; OS 12.4m; mcap ≈₩42.7bn.
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mixed 1-3%Bukwang Pharm 003000 · KOSPI · 2026-10-23 09:18 KST · p≈28%
Q3 consol prelim sales ₩58.0bn +21% YoY · OP ₩2.16bn +121% YoY/+53% QoQ · NI ₩0.85bn −43% YoY
Fri 23 Oct 09:18 KST live: Bukwang Pharm (003000) Q3 consol prelim — sales ₩58.0bn (+21% YoY/+1.7% QoQ), OP ₩2.16bn (+121% YoY/+53% QoQ), NI ₩0.85bn (−43% YoY/−39% QoQ); 9M OP still −22% YoY and NI −56% YoY. MIXED: Q3 operating recovery is real on +21% sales, but bottom line collapses QoQ/YoY and the 9M book is still deep red vs last year (LG Display / LS Eco OP-vs-NI split — not Flitto clean beat). 1-3%: mid-cap ~₩374bn; OP % swing is large but absolute OP ₩2.2bn is small vs mcap, and NI conflict refuses 3-8%. p≈28%: stamp into live cash; Naver already ~−1.4% (H ₩3,915) so first clip partially spent — leftover is residual grind (leftover-p-is-tape), not unused auction.
Fact: 2026-10-23 09:18 KST KIND/DART acpt 20261023000177 (viewer doc 20261013000644 / 99626.htm): Bukwang Pharmaceutical (부광약품, 003000, KOSPI) consolidated fair-disclosure prelim for Q3 2026 (2026-07-01~2026-09-30), unit ₩m. Sales 57,973 (+1.7% QoQ vs 56,988 / +21.2% YoY vs 47,815). OP 2,161 (+53.3% QoQ vs 1,410 / +120.7% YoY vs 979). Pretax 1,490 (−18.9% QoQ / +21.7% YoY). NI 847 (−39.0% QoQ vs 1,389 / −43.3% YoY vs 1,495). Controlling NI 832 (−40.7% QoQ / −45.6% YoY). 9M YTD: sales 162,737 (+17.8% YoY), OP 4,675 (−22.2% YoY), NI 3,398 (−56.3% YoY). Provisional. Naver ~₩3,810 / prev ₩3,865 (−1.4%); mcap ≈₩374bn; listed shares 98.66m.
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mixed 8%+Noul 376930 · KOSDAQ · 2026-10-23 08:46 KST · p≈40%
3P raise 1.1m sh (~10.7% OS) @ ₩2,500 par (~+95% vs last) to Jigu Holdings · ₩2.75bn ops cash · control flip · 1yr lock
Fri 23 Oct 08:46 KST pre-open: Noul (376930) third-party raise — 1.1m new shares (~10.7% of OS) at ₩2,500 par (~+95% vs last ₩1,285) to Jigu Holdings for ₩2.75bn operating cash; pay-in 9 Nov, 1yr lockup; max holder flips to Jigu after pay-in. MIXED: premium strategic cash bid + ops runway (constructive) vs ~11% dilution and control flip on thin KOSDAQ (Artist Studio / Satoshi class — not clean UP). 8%+: thin-name control-path 3P gap risk either way (proceeds ~21% of ~₩13bn mcap; refuse treating premium as one-way UP). p≈40%: stamp into 09:00 cash open (~10–15 min leftover clock); Yahoo last already soft vs prior ₩1,420 so don’t sell a full unused 60-min tender window.
Fact: 2026-10-23 08:46 KST KIND/DART acpt 20261023000108 (viewer doc 20261023000138 / 11306.htm): Noul (노을, 376930, KOSDAQ) board decides third-party allotment capital increase — 1,100,000 new common (pre-OS 10,258,264 → ~10.7% of pre / ~9.7% of post) at ₩2,500/sh (par; reference ~₩1,281, Yahoo last ₩1,285 / prev ₩1,420 → issue ~+95% vs last). Proceeds ₩2.75bn all operating cash. Allottee: Jigu Holdings Co., Ltd. (지구홀딩스; relationship "-"; CEO/max holder Lee Jae-woong ~20.14%). Pay-in 2026-11-09; listing planned 2026-11-18; 1-year full lockup; private placement (no securities registration). Filing states max shareholder will change to Jigu Holdings after pay-in. Purpose: management normalization / financial structure. mcap ≈₩13.2bn at last; proceeds ≈21% of mcap.
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up 8%+iFamilySC 114840 · KOSDAQ · 2026-10-23 07:51 KST · p≈55%
Welliant/Marubeni cash tender ₩12,000 · min 20%/max 28% OS · Oct 23–Nov 11 · not delisting · ~+42% vs last
Fri 23 Oct 07:51 KST pre-open: Welliant (Marubeni) cash tender for iFamilySC (114840, KOSDAQ) at ₩12,000 (~+42% vs last ₩8,420 / ~+53% vs prior ₩7,850), min 20%/max 28% of 16.68m OS, window through 11 Nov; founders excluded via side letter so Marubeni concert already 42.39% and post-deal 62–70% — strategic alliance, not delisting. UP: large cash bid above spot is a classic tender magnet into the auction. 8%+: i-Scream/S1-class pre-open premium tender (~40%+ gap to deal price, mid-cap KOSDAQ) — refuse treating as full path-to-₩12k same day because max is only 28% and listing stays. p≈55%: ~70 min unused into 09:00 cash open; tape still near prior close so leftover is the auction product.
Fact: 2026-10-23 07:51 KST DART rcp 20261023000001 (dcm 11624866; companion prospectus 20261023000002 @ 07:55): Welliant Co., Ltd. (웰라이언트; max holder Marubeni Corporation) files a cash tender for iFamilySC (아이패밀리에스씨, 114840) common at ₩12,000/sh. OS 16,681,385; excluded founders+treasury 7,199,656; tenderable pool 9,481,729. Min take-up 3,336,277 (~20.0% OS) / max 4,670,788 (~28.0% OS); prorate above max. Period 2026-10-23→2026-11-11 (settle 2026-11-13). Purpose: strategic business alliance with Marubeni — NOT voluntary delisting / not full take-private. Side letter 2026-10-22: Marubeni + co-CEOs Kim Tae-wook / Kim Sung-hyun voting concert → combined already 7,071,930 / 42.39% OS; post-tender 62.39–70.39% OS (excl. treasury float basis ~62.9–70.9%). Agent NH Investment. Yahoo/last ≈₩8,420 (prev ₩7,850) → tender premium ~+42% vs last / ~+53% vs prior close; mcap ≈₩140bn.
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mixed 1-3%SK hynix 000660 · KOSPI · 2026-10-23 07:33 KST · p≈30%
Clarification: Solidigm Pre-IPO/IPO review stopped · confirms Aug 5 ₩5tn rumor process ended
Fri 23 Oct 07:33 KST pre-open: SK hynix (000660) confirms it has stopped reviewing a Solidigm Pre-IPO/IPO previously rumored at ~₩5tn on Aug 5 — official end of that fundraising path. MIXED: kills Solidigm-level dilution/overhang (mild ownership positive) but also removes a path to external US NAND growth capital (mild negative). 1-3%: liquid mega-cap confirmation of a months-old rumor process — refuse 3-8%/8%+. p≈30%: pre-open unused into 09:00, but mega liquidity + already-chewed rumor → muted auction leftover, not a shock.
Fact: 2026-10-23 07:33 KST DART rcp 20261023800002 (dcm 11624760): SK hynix (000660) clarification (풍문또는보도에대한해명) on an Aug 5 media report that US sub Solidigm was reviewing a ~₩5tn Pre-IPO. Company states it has decided to stop reviewing Pre-IPO and IPO for Solidigm. Yahoo/last ≈₩1,223,000 (prior close ₩1,262,000).
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mixed 8%+Sconec 276040 · KOSDAQ · 2026-10-22 15:51 KST · p≈0%
Control-dispute shareholder-register inspection injunction judgment confirmed · EGM 13 Nov · HALTED 관리
Thu 22 Oct 15:51 KST: Sconec (스코넥, 276040, KOSDAQ 관리) posts confirmed judgment on a shareholder-register inspection injunction (2026카합21827) ahead of the 13 Nov EGM — control-dispute process, not a board flip. MIXED: enables register access for the fight but petition/injunction ≠ EGM outcome. 8%+: halted ~₩7bn 관리 book → resume gap risk either way. p≈0: Naver tradeStop=HALTED — untradeable until resume.
Fact: 2026-10-22 15:51 KST KIND acptno 20261022000372 (doc 20261022000647 / 70073.htm): Sconec (스코넥, 276040) discloses Seoul Central District Court case 2026카합21827 — shareholder-register inspection injunction (주주명부열람등사가처분) filed by 황OO on 2026-10-06 (confirmed 2026-10-08) tied to 2026-11-13 EGM (record date 2026-10-19). Filing states the lawsuit judgment is confirmed. Company will respond via counsel. KRX correction-demand flagged. Naver: HALTED / 관리 / last ₩327 flat / mcap ≈₩7.07bn.
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up 1-3%LF 093050 · KOSPI · 2026-10-22 15:50 KST · p≈12%
Open-market hold-after buyback ₩5.0bn (~0.8% mcap) via NH · Oct 23–Dec 30 · already 10.32% treasury
Thu 22 Oct 15:50 KST: LF (093050, KOSPI) boards ₩5.0bn (~0.8% of ≈₩644.7bn mcap / ~0.8% OS) open-market hold-after buyback via NH, window 23 Oct–30 Dec; already holds 10.32% treasury; no cancel language. UP: fresh cash bid into the book. 1-3%: hold-after form + sub-1% mcap refuse 3-8%/cancel band (Embrain/Sangsangin class). p≈12%: stamp after 15:30 cash close and AH already +3.84% through the band → don’t-chase; leftover is Fri 09:00 residual only.
Fact: 2026-10-22 15:50 KST KIND acptno 20261022000369 (doc 20261022000956 / 11332.htm): LF (093050) boards open-market buyback of up to ₩5,001,000,000 common (~225,778 sh at prior close ₩22,150) via NH Investment Securities, buys 2026-10-23→2026-12-30; purpose share-price stability / shareholder value; hold ≥6 months after completion (disposal needs separate board) — no cancel. Pre-deal treasury 3,016,738 / 10.32% OS. KRX correction-demand flagged. Naver cash ₩22,050/−0.45% high ₩23,600 mcap ≈₩644.7bn; AH ₩23,000/+3.84%.
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