DART · material KR
Last scan 2026-09-21 11:17 KST · RSS n=50 · 0 new keeps. Mon age window still holds Jays Robotics 090470 + Korea Export Packaging 002200 + Dongbu Construction 005960 + Seohee Construction 035890 + Fri INFOvine 115310 / CU Tech 376290 / Shinsegae I&C 035510. last_seen→20260921000084 @11:10.
up 3-8%Jays Robotics (제이스로보틱스) 090470 · KOSDAQ · 21 Sep 10:45 KST · p≈15%
Battery dry-room/equipment ops sample-build contract ₩5.65bn (18.4% of sales / ~7.5% of ~₩76bn mcap) — 50% advance; counterparty withheld
2026-09-21 10:45 KST: Jays Robotics Co., Ltd. (제이스로보틱스 / JAS Robotics, 090470, KOSDAQ) — single sales/supply contract. Content: sample-build service using secondary-battery manufacturing infrastructure and dedicated equipment ops (2차전지 제조 인프라 및 전용 장비 운용을 통한 샘플 제작 용역). Not conditional. Confirmed contract amount ₩5,647,287,800 (=₩5.65bn / 56.47억); also stated as USD 4,081,000 at Seoul FX mid USD 1,383.80 on 2026-09-21. Latest consol. sales (2025) ₩30,661,005,588; contract = 18.42% of sales. Counterparty withheld (trade-secret hold through 2028-03-31); domestic; relation blank; same-type contracts fulfilled in last 3 years = yes. Period 2026-09-21 to 2028-03-31. Advance/deposit: yes — (1) 50% contract deposit, (2) 20% on dry-room and equipment setup complete, (3) 30% on equipment ops complete. Own production. Contract/order date 2026-09-21. Notes: dry-room rental + development-equipment rental + equipment-ops service. rcpNo 20260921900091 / dcmNo 11586185 confirmed on DART HTML viewer (company name matches). Live at enrich (Naver 090470): ₩4,370 (prev ₩4,245, +2.94%; session high ₩4,700 = +10.72% vs prev; open ₩4,490; low ₩4,200); listed 17,476,594; mcap ≈ ₩76,372,715,780 (~₩76.4bn / 764억). Face/mcap ≈ 7.39%; 50% advance ≈ ₩2,823,643,900 (~3.70% of mcap).
What: Jays Robotics discloses a ₩5.65bn domestic battery dry-room/equipment rental-plus-ops sample-build book (18.4% of 2025 consol. sales, ~7.5% of the ~₩76bn mcap) with a 50% contract deposit and milestones through Mar 2028; counterparty name is withheld for trade secret. Why up: this is a signed, non-conditional order with near-term cash (half on sign) into a battery-infra/service mix the company has done before — constructive versus an empty book. Why 3-8% (not 1-3%/8%+): face clears ~7.5% of mcap and the 50% advance is real near-term cash (Genesem/advance class), so refuse a token 1-3% sales-bar-only band; refuse 8%+ because the counterparty is unnamed, the work is rental/ops service rather than a lump equipment shipment, and ~half the cash still dribbles on later milestones. Why p≈15%: DART stamped mid-session Mon 10:45; by enrich live is only +2.9% but the session high already printed +10.7% then faded — YM/thin-KOSDAQ pattern: usable clip was the first minutes after the stamp; leftover into the close is fade-or-hold, not unused full-band alpha.
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mixed 1-3%Korea Export Packaging (한국수출포장공업) 002200 · KOSPI · 21 Sep 10:31 KST · p≈18%
Osan corrugated base-paper production resume after Feb–Sep fire halt — volume not yet 100%; disaster loss TBD
2026-09-21 10:31 KST: Korea Export Packaging Industrial Co., Ltd. (한국수출포장공업, 002200, KOSPI) — production resume (voluntary disclosure). Field: Osan plant. Detail: corrugated base-paper (골판지원지) production resumed. Reason: fire-accident recovery and process maintenance completed. Stated impact: corrugated base-paper production back to normal operation. Resume date 2026-09-21; board decision 2026-09-21. Sales fields in the form are blank — filing notes the product feeds corrugated boxes/fabric and does not generate separate sales. Caveats: current resumed volume is not yet 100% of pre-fire good-product volume; halt period 2026-02-07 through 2026-09-20; final disaster-loss amount still undetermined (further amendment when finalized). Related prior filings 2026-02-09 production halt + disaster occurrence. rcpNo 20260921800106 / dcmNo 11586105 confirmed on DART HTML viewer (company name matches). Live at enrich (Naver 002200): ₩2,810 (prev ₩2,830, -0.71%; session high ₩2,855 = +0.88% vs prev); listed 33,499,941; mcap ≈ ₩94,134,834,210 (~₩94.1bn / 941억).
What: Korea Export Packaging resumes Osan corrugated base-paper production on 2026-09-21 after a fire-driven halt from 2026-02-07 to 2026-09-20; the form leaves sales blank (input to boxes/fabric), says volume is not yet 100% of pre-fire good output, and leaves final disaster-loss undetermined. Why mixed: ending a ~7.5-month plant halt is constructive versus continued downtime, but this is the second shoe of the already-disclosed Feb-9 halt/disaster, ramp is explicitly incomplete, and unconfirmed loss size remains an overhang — not a clean new earnings print. Why 1-3% (not 3-8%/8%+): Hankook fire-halt resume class — ops restart after a known outage is usually a small band, and with blank sales % plus incomplete ramp there is no size bar that supports mid-single or shock. Why p≈18%: DART stamped mid-session Mon 10:31; tape is -0.71% with high only +0.88% — leftover for a thin relief grind exists but the story has been public since February, so leftover is soft, not unused full-band alpha.
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mixed 1-3%Dongbu Construction (동부건설) 005960 · KOSPI · 21 Sep 10:09 KST · p≈25%
Toegyewon Zone 4 redevelopment contractor selection ~₩193.3bn (11% of sales / ~98% of ~₩196bn mcap) — unsigned, amount TBD at contract
2026-09-21 10:09 KST: Dongbu Construction Co., Ltd. (동부건설, 005960, KOSPI) — material management matter for investment judgment. Title: selected as contractor for the Toegyewon Zone 4 redevelopment project (퇴계원4구역 재개발사업 시공자 선정). Selection date 2026-09-19 (Sat). Indicative contract amount about ₩193,300,000,000 (=₩193.3bn / 1,933억), VAT excluded; amount to be finalized when the construction contract is signed. Latest consol. sales (2025) ₩1,758,625,710,036; face = 11.00% of sales. Fact-confirmation / board-or-confirm date 2026-09-21 (confirmed association general-meeting result). Project scale: B3–27F apartment 557 units plus neighborhood facilities. Filing notes content may change and a further disclosure will follow on main-contract signing. No advance/deposit disclosed (no signed construction contract yet). rcpNo 20260921800094 / dcmNo 11586013 confirmed on DART HTML viewer (company name matches). Live at enrich (Naver 005960): ₩8,550 (prev ₩8,650, -1.16%; session high ₩8,750 = +1.2% vs prev); mcap ≈ ₩1,964억 (~₩196.4bn). Face/mcap ≈ 98.4%.
What: Dongbu Construction confirms it was selected as contractor for Toegyewon Zone 4 redevelopment with an indicative ~₩193.3bn book (11% of 2025 consol. sales, ~98% of the ~₩196bn mcap); the won amount is not final until a construction contract is signed, and no advance is disclosed. Why mixed: a named mid-size contractor win is constructive versus an empty book, but this is preferred-bidder/selection confirmation rather than a signed EPC, cash on redevelopment work is multi-year progress-bill once signed, and face≈mcap is disclosure optics — not same-session cash. Why 1-3% (not 3-8%/8%+): 11% of sales clears the KRX sales bar and face/mcap looks huge, but Seohan/construction+no-advance and preferred-bidder confirmation-gap rules refuse stamping mid-single or shock bands off unsigned face%; Samsung E&A SABIC-class — expect at most a ~1–3% headline blip. Why p≈25%: DART stamped mid-session Mon 10:09; tape is -1.2% with high only +1.2% — leftover for a thin confirmation grind into the close is modest, not unused full-band alpha.
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mixed 1-3%Seohee Construction (서희건설) 035890 · KOSDAQ · 21 Sep 09:29 KST · p≈18%
Busan Jeonpo regional-housing apt build ₩318.27bn (28.9% of sales / ~66% of ~₩485bn mcap) — zero advance, progress-bill 2027–2032
2026-09-21 09:29 KST: Seohee Construction Co., Ltd. (서희건설, 035890, KOSDAQ) — single sales/supply contract. Content: Busan Seomyeon regional housing association apartment new construction (부산 서면 지역주택조합 아파트 신축공사). Confirmed contract amount ₩318,270,000,000 (=₩318.27bn / 3182.7억), VAT excluded; sum of construction contract + fire-protection works. Not conditional. Latest consol. sales (2025 K-IFRS) ₩1,100,130,344,137; contract = 28.93% of sales. Counterparty: Jeonpo 1-dong Regional Housing Association (전포1동 지역주택조합); region Busan Jin-gu Jeonpo-dong; no 3-year same-type history. Period: 2027-06-30 start to 2032-02-29 end (56 months from actual groundbreaking). Advance/deposit: none. Payment: every 2 months on progress rate. Contract (order) date 2026-09-18. rcpNo 20260921900063 / dcmNo 11586001 confirmed on DART HTML viewer (company name matches). Live at enrich (Naver 035890): ₩2,335 (prev ₩2,340, −0.21%; session high ₩2,410 = +3.0% vs prev); listed 207,588,536; mcap ≈ ₩484,719,231,560 (~₩484.7bn / 4847억). Face/mcap ≈ 65.7%.
What: Seohee Construction discloses a ₩318.27bn Busan Jeonpo regional-housing apartment EPC book (28.9% of 2025 consol. sales, ~66% of the ~₩485bn mcap) with zero advance and progress-bill cash from a mid-2027 start through early 2032. Why mixed: a large named backlog print is constructive versus an empty order book, but with no down payment and cash dribbled over ~56 months starting mid-2027, near-term earnings/cash fuel is thin — and a regional housing association counterparty is not a mega-cap named buyer. Why 1-3% (not 3-8%/8%+): face clears every sales and mcap size bar, but Seohan/construction+zero-advance rules refuse stamping near-term mid-single or shock bands off face%; Samsung E&A SABIC-class — expect a ~1–3% headline blip then little. Why p≈18%: DART stamped mid-session Mon 09:29; tape already printed a +3.0% high and faded back to flat/−0.2% by enrich — leftover for the rest of the cash session is thin, not unused full-band alpha.
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up 1-3%Shinsegae I&C (신세계I&C) 035510 · KOSPI · 18 Sep 15:58 KST · p≈22%
Shareholder-return policy reset — 20% of separate NI dividend (floor ₩400/share) + cancel ~420k treasury/yr (835,090 held = 5.97%) over 2026–2027
2026-09-18 15:58 KST: Shinsegae I&C Co., Ltd. (신세계아이앤씨 / 신세계I&C, 035510, KOSPI) — fair disclosure: early change of shareholder-return policy. Principles for FY2026–FY2027 (then review): (1) dividend pool = 20% of annual separate net income; (2) minimum dividend ₩400 per share if the pool is below that; (3) treasury cancel ≈420,000 shares per year in 2026–2027; company holds 835,090 treasury shares (5.97% of listed) and plans to cancel the entire holding over the two years. Stated aims: raise predictability of shareholder yield and stabilize dividends. Related prior fair disclosure 2024-04-25. rcpNo 20260918800415 / dcmNo 11585108 confirmed on DART HTML viewer (company name matches). Live at enrich (Yahoo 035510.KS): ₩15,670; listed 13,980,900; mcap ≈ ₩219,080,703,000 (~₩219.1bn / 2191억). Full treasury sleeve ≈ 5.97% of shares (~3.0% per year if split evenly).
What: after the Friday cash close, Shinsegae I&C pre-announces a 2026–2027 shareholder-return frame — 20% of separate NI as the dividend pool with a ₩400/share floor, plus cancelling its entire 835,090-share treasury sleeve (~5.97% of listed) at ~420k shares per year. Why up: a dated dividend floor plus multi-year cancel of a known treasury block is constructive capital-return signalling on a mid-cap KOSPI name. Why 1-3%: annual cancel is only ~3% of shares and the dividend is a payout rule, not a same-session cash tender; liquid ~₩219bn names rarely gap mid-single digits on policy IR (Amorepacific/Hanwha Aerospace class). Why p≈22%: Friday after-close→Mon leftover exists, but policy IR and the Apr-2024 related disclosure mean much of the frame may already be in the narrative — soft leftover.
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up 1-3%CU Tech (씨유테크) 376290 · KOSDAQ · 18 Sep 15:55 KST · p≈28%
Already-held treasury cancel 352,400 shares (2.00% of listed) — book ₩1.00bn (~2.0% of ~₩50bn mcap); cancel date 2026-09-28
2026-09-18 15:55 KST: CU Tech Co., Ltd. (씨유테크, 376290, KOSDAQ) — stock cancellation decision. Common shares to cancel: 352,400; listed common before cancel: 17,657,500; after cancel 17,305,100. Par ₩500. Cancel book value ₩999,986,395 (=₩1.00bn / 10.0억). Method: already-held treasury; no new buy window. Cancel scheduled date 2026-09-28 (may move). Board 2026-09-18. Purpose: share-price stability and shareholder value; Commercial Act Art. 343(1); issued share count falls, capital stock unchanged. Filing substitutes for treasury-disposition disclosure. rcpNo 20260918900394 / dcmNo 11585104 confirmed on DART HTML viewer (company name matches). Live at enrich (Yahoo 376290.KQ): ₩2,830 (vs chart prev ≈ ₩2,725); listed 17,657,500; mcap ≈ ₩49,970,725,000 (~₩50.0bn / 500억). Cancel sleeve ≈ 2.00% of shares / book ≈ 2.00% of that mcap.
What: after the Friday cash close, CU Tech will cancel 352,400 already-held treasury shares (2.00% of 17,657,500 listed) on/around 2026-09-28; book ₩1.00bn (~2.0% of the ~₩50bn mcap); no new cash bid. Why up: permanent float shrink is modestly constructive for a ~₩50bn KOSDAQ name. Why 1-3%: size is only ~2% of shares/mcap — clears a disclosure bar but not a mid-single-digit float shock; already-held cancel (no open-market bid) caps the band. Why p≈28%: Friday after-close→Mon leftover exists, but a 2% already-held cancel is often shrugged; haircut for size.
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up 3-8%INFOvine (인포바인) 115310 · KOSDAQ · 18 Sep 15:51 KST · p≈38%
Already-held treasury cancel 1,132,866 shares (7.64% of listed) — book ₩6.40bn (~4.5% of ~₩141bn mcap); cancel date 2026-09-30
2026-09-18 15:51 KST: INFOvine Inc. (인포바인, 115310, KOSDAQ) — stock cancellation decision. Common shares to cancel: 1,132,866; listed common before cancel: 14,831,549; after cancel ≈ 13,698,683. Par ₩100. Cancel book value ₩6,401,825,766 (=₩6.40bn / 64.0억). Method: already-held treasury (기취득 자기주식); no new buy window. Cancel scheduled date 2026-09-30 (may move on regulator talks). Board 2026-09-18. Purpose: cancel treasury under Commercial Act Art. 343(1); issued share count falls, capital stock unchanged. This filing substitutes for a treasury-disposition disclosure. rcpNo 20260918900391 / dcmNo 11585095 confirmed on DART HTML viewer (company name matches). Live at enrich (Yahoo 115310.KQ): ₩9,490 (vs chart prev ≈ ₩9,410); listed 14,831,549; mcap ≈ ₩140,751,400,010 (~₩140.8bn / 1408억). Cancel sleeve ≈ 7.64% of shares / book ≈ 4.55% of that mcap. FDR listing ADV recently thin (~3.8k shares).
What: after the Friday cash close, INFOvine will cancel 1,132,866 already-held treasury shares (7.64% of the 14,831,549 listed) on/around 2026-09-30; book value ₩6.40bn (~4.5% of the ~₩141bn mcap); no new open-market bid. Why up: permanent float shrink without issuing new shares — classic cancel-bound treasury float squeeze on a thin KOSDAQ name. Why 3-8% (not 1-3%/8%+): 7.6% of shares is a real mid-band float cut and thin ADV can whip past a token 1-3%, but this is already-held cancel (no fresh cash bid) on a ~₩141bn name — refuse PlumbFast-class 8%+ reserved for ~18% cancels on ~₩30bn micros. Why p≈38%: Friday 15:51 stamp leaves a real weekend→Monday auction leftover; haircut from ~50% because already-held cancels are often partly anticipated in the treasury tally and micro ADV can gap-and-fade.
DART
Asia news
Age-cut Fri 18 + weekend + Mon pre-open · n=8 · KED/HKET thin or blocked; BK + SCMP/GNews + Hankyung carry. JSON: asia-news.json.
Businesskorea / Reuters2026-09-18 18:42 KST / 17:42 HKT
Solidigm (SK hynix) weighing New York NAND factory
Fri 18 Sep: BK/Reuters — SK hynix U.S. unit Solidigm reviewing plans for a first U.S. NAND fab in New York State; could reduce reliance on Dalian amid U.S.–China trade risk. Official: reviewing options, nothing decided.
Constructive 000660/SKHY U.S.-footprint / AI-NAND narrative into Mon open — not a finalized capex print.
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Businesskorea2026-09-18 18:19 KST / 17:19 HKT
KOSPI +2.66% Fri as foreigners return; Samsung + Hynix lead
Fri 18 Sep cash: KOSPI closed 6,894.23 (+2.66%) on foreign/institution net buying return; Samsung and SK hynix led. Won ~1,383.3/USD at BK close print (Naver live FX now 1,387.50).
Strong Fri KR beta + Hynix sleeve into Mon PREOPEN — elevated base, not a fresh Mon gap signal.
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Yahoo / HK AI2026-09-18 Fri HK cash close
MiniMax 0100.HK Fri 303 HKD (~+18.9%); Zhipu 780 (+5.4%); SenseTime 1.275 (+5.8%)
Fri Yahoo closes: MiniMax 303.0 vs Thu 254.8; Zhipu 2513.HK 780 vs 740; SenseTime 0020.HK 1.275 vs 1.205. Separately, Startup Fortune noted ~$1.4bn mainland inflows into MiniMax stock in August (flow color).
HK AI risk-on into Mon — MiniMax outsized Fri move; do not invent Mon gap from Yahoo prev-close.
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SCMP2026-09-18 ~17:00 HKT (Fri)
China’s top AI models generate ~10% of OpenAI/Anthropic revenue
SCMP Fri: China’s leading AI model firms together generate only about 10% of the combined revenue of OpenAI and Anthropic.
Mixed for HK AI listings — scale gap vs US labs; narrative overlay on 2513/0100/0020. Full body may be paywalled.
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Businesskorea2026-09-18 12:53 KST / 11:53 HKT
SK Group puts SK hynix at heart of AI strategy — 3 VCs redeployed
Fri: SK Group moved three professional-management vice chairmen from the holding company into SK hynix to concentrate AI/semiconductor resources.
Governance/priority signal constructive for 000660 — soft, not a same-session earnings print.
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Businesskorea2026-09-18 12:32 KST / 11:32 HKT
Huang: Nvidia chip shipment volume to double next year
BK citing Huang 17 Sep local: chip sales volume (not revenue) next year doubles; also flagged FY2028 revenue +70% frame.
Supportive HBM/AI-accelerator demand tape for 000660/NVDA complex into Mon.
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SCMP / Jukan2026-09-20 ~18:30 HKT
CXMT touts new ~12nm-class memory process; mass-production claim
Weekend SCMP/Jukan: China’s CXMT says new process cuts storage-region feature spacing to ~11.95 nm (quadruple patterning), claiming ≥50% more gross dies/wafer. Jukan: gap to memory Big 3 may be ~1.5–2 nodes.
Competitive China DRAM pressure — soft mixed overlay for SKHY long-run share; near-term ASP tightness (BofA) still supportive.
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Hankyung / Jukan2026-09-20 ~15:22 HKT
Druckenmiller set for first Korea visit — Samsung, SK hynix, Doosan
Sun KR media (Hankyung via Jukan): Stanley Druckenmiller planning first South Korea visit / meetings with megacaps incl. Samsung, SK hynix, Doosan.
Soft constructive flow/attention for KR megacaps — not a hard print.
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X · priority
2026-09-21 07:40 HKT / 2026-09-21 08:40 KST · Home unavailable. Sentiment mixed, medium. Since Fri 21:56 HKT: Jukan BofA ASP + Samsung HBM double/share-overtake + CXMT 12nm + Druckenmiller Korea; AJ TSLA Permanent Bubble; Zephyr OpenAI+Anthropic ARR + CPU parabolic. Citrini quiet (USDJPY book color only).
up / tape@jukan05 · 2026-09-20 20:53 HKT · NEW
Jukan: BofA Simon Woo — 3Q DRAM ASP +20–30% QoQ; hyperscalers pay up into 1Q27
BofA checks: 3Q ASPs most DRAM +20–30% QoQ, NAND >+15%; high-single-digit ASP rises expected 4Q; hyperscalers signed contracts to pay higher DRAM ASPs in 1Q27 than 4Q26.
Hard constructive memory ASP tape for 000660/SKHY/MU.
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mixed / tape@jukan05 · 2026-09-20 15:44 HKT · NEW
Jukan: Samsung to at least double HBM4/HBM4E production next year
KR industry: Samsung expected to ≥2× HBM4 family output next year; glass-carrier demand plan 2.5×.
Mixed — HBM supply growth vs share-shift risk for SK hynix.
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down / tape@jukan05 · 2026-09-20 12:43 HKT · NEW
Jukan: Samsung should surpass SK hynix in HBM market share next year — $SKHY
Explicit share-overtake estimate vs SK hynix tagged $SKHY.
Direct competitive caution for Hynix HBM leadership premium.
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mixed / tape@jukan05 · 2026-09-20 12:14 HKT · NEW
Jukan: CXMT begins mass production on new ~12nm-class DRAM platform
CXMT claims ~11.95 nm storage-region spacing via quadruple patterning; ≥50% more gross dies/wafer. Gap to Big 3 ~1.5–2 nodes.
China DRAM catch-up — long-run competitive risk; near-term ASP still firm per BofA.
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down / tape@alojoh · 2026-09-20 12:18 HKT · NEW
AJ: Tesla’s Permanent Bubble — 176x “True” PE caps upside
AJ chart: Tesla “True” 1y forward PE (subsequent realized earnings) shows persistent richness; caps upside framing. Roadster buy conditions posted separately.
TSLA caution↑↑ — still not a long; no new AJ Y ticker.
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up / tape@zephyr_z9 · 2026-09-19 04:29 HKT · NEW
Zephyr: OpenAI+Anthropic end-2026 combined ARR probably $180–210B
Lab-revenue scale call — demand for accelerators/infra. CPU demand “parabolic soon” posted Sat.
Soft constructive AI-infra / NVDA already_in_Y confirmation.
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up / tape@jukan05 · 2026-09-20 15:22 HKT · NEW
Jukan: Druckenmiller first Korea visit — Samsung, SK hynix, Doosan
Hankyung: Stanley Druckenmiller planning first SK visit / meetings with megacaps.
Soft attention/flow constructive — not a print.
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up / tape@alojoh · 2026-09-17 16:42 HKT · PRIOR
AJ: LITE +7.5% since Monday buy flag into ‘slow AI’ hysteria
LITE NEW Y from 17 Sep evening — optical/AI networking public long flag. Still standing.
Standing NEW Y LITE until memo body checked.
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