last refresh 2026-10-30 13:50 HKT / 2026-10-30 14:50 KST · DART KEEP×2 Mgame+MS Autotech · age cut ≥ 2026-10-29 15:40 KST
Research/paper only. No live orders or recommendations. Automation interrupted after research; desk rewritten from /workspace/am1030/ artifacts (no fresh market re-pull). Age cut: news Thu 29 + Fri 30; DART ≥ Thu 29 Oct 15:40 KST. KRX Fri PREOPEN at pack snapshot (cash open 09:00 KST / 08:00 HKT).
today SK hynix Thu official close ₩1,526,000 (+2.62% / +₩39,000) vs Wed ₩1,487,000. SKHY Thu RTH $162.09 (−1.58%); AH ~$154.10 (−4.93%). Yonhap FX 15:30 1,336.8; same-session prem +41.99%. Paper Seoul rule NO (Leg A +2.62% fails ≤−8%). Fri PREOPEN Naver overPrice ~₩1,444,000 (−5.37%) — indication only. KIND NEW Thu: rumor/media clarification 20261029800130 (unconfirmed). Standing Wed Q3 pack unchanged (Rev ₩104.62T / OP ₩83.33T / OPM 80%).
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. Outlook connected; Alphabet + Aixtron Post Q3 = members-locked teasers (portal not accessed). HC browser-readable: SNDK add @$1,333 → KEEP N; off-board GOOG @$288 / LITE @$966 / AIXA exit €34.2. Korea attractive: EMPTY.
asia news Rebuilt from morning artifacts for Thu 29 + Fri 30 age cut (Wed closes dropped). Core: Hynix Thu +2.62% / soft ADR AH / foreign +₩453bn; Samsung IR Thu HBM sold-out colour (PRIOR aft); GOOGL −13% record dump idiosyncratic; Fri PREOPEN soft indication.
X Morning AJ/HC colour: SNDK EPS $49.51 vs AJ $49.76 (0.5%) + HC add @$1,333 (KEEP N); GOOG/AIXA/MSFT scorecards. Eve PRIOR risk-on/high memory tape (KLA 60% process-control H2'27; Samsung HBM sold-out) with GOOGL DOWN pocket. Hardcore readable via browser this run.
DART KEEP×2 new @ 2026-10-30 14:31 KST: Mgame 058630 UP 3-8% don’t-chase · MS Autotech 123040 MIXED 3-8% don’t-chase (plus prior board). Age cut ≥ Thu 29 15:40 KST.
DART KEEP×4 new @ 2026-10-30 13:59–14:13 KST: Bangrim 003610 UP 3-8% don’t-chase · Chong Kun Dang Bio 063160 DOWN 3-8% · PNTMS 257370 UP 3-8% don’t-chase · Myungshin Industrial 009900 MIXED 3-8% don’t-chase (plus prior board). KEEP×3 new @ 2026-10-30 13:26–13:41 KST: Sungdo ENG 037350 UP 3-8% don’t-chase · Kbank 279570 UP 1-3% · Withtech 348350 UP 3-8% don’t-chase (plus prior board). Age cut ≥ Thu 29 15:40 KST.KEEP×2 new @ 2026-10-30 13:14 KST: JVM 054950 UP 3-8% · Dongkuk CM 460850 DOWN 3-8% (plus prior board). Age cut ≥ Thu 29 15:40 KST.
funding BN vs HL (~07:44 HKT; next BN was 08:00 HKT): BTC +3.20 / ETH +14.13 / SOL +14.92; SKHY +17.10 bp, SKHYNIX/SKHX +35.34 bp (both wider BN-rich vs Thu AM). Paper only. Shell BN/HL API blocked — BN WebFetch; HL aggregators.
HYROX Warsaw HYROX: OPEN since Wed 14 Oct (PL saleStatus=onSale; last_pinged_id pl-page-onsale-2026-10-14). Morning check ~08:05 HKT: no new OPEN/sold-out wave. ping_needed=false — no re-ping.
Standing board, NEW rows 0. Outlook connected (kruusamae@live.com); Alphabet + Aixtron Post Q3 members-locked teasers (portal not accessed). Hardcore readable via browser this run. SNDK HC add @$1,333 + EPS print → colour on N only (KEEP N). Off-board HC: GOOG @$288 · LITE @$966 · AIXA exit €34.2.
| Ticker | Follow | Note |
|---|---|---|
| AVGO | Y | Standing Y. AIXA call read-across colour only. Unchanged. |
| MU | Y | Standing Y. Prior HC trim still #2 — sleeve stays Y. Paper only. |
| NVDA | Y (HC) | Standing HC. AIXA optical read-across colour only. No sleeve change. |
| MRVL | Y | Standing Y. LITE M&A-rumor read-across (AJ est takeout ~$1,070–$1,150). Prior HC exit $252 already narrated — stays Y. |
| XPEV | Y | Standing Y. Unchanged. |
| META | Y | Standing Y. Unchanged. |
| AMD | Y | Standing Y. AIXA/PLP colour only. Unchanged. |
| ORCL | Wait | Wait sleeve. Prior HC exit $143 already narrated — Wait unchanged. |
| TSLA | Caution | Caution standing. No Avoid upgrade overnight. |
| NIO | Caution | Unchanged. |
| SPCX | Watch | Watch standing — SpaceX bailout-vehicle colour. Paper only. |
| EOSE | Avoid | Avoid (standing with EOS). |
| EOS | Avoid | Avoid standing. |
| PLTR | N | N. |
| AAPL | N | N. |
| RIVN | N | N. Prior HC add $11.5 already narrated — stays N. |
| SNDK | N | N. HC #alert added more @$1,333 + public EPS $49.51 vs AJ $49.76 (0.5%); Street ~6%+ too low. KEEP N — no auto-promote. |
Paper only. AJ portal not accessed. Five Trade alert mails app-teaser only (no ticker). GOOG/LITE/AIXA/MSFT not invented onto board.
KRX Fri 30 Oct PREOPEN at morning snapshot (~07:30–07:45 HKT). Attractive list: EMPTY (no Markets-sourced KRX/KIND/DART promotion; 000660 on Hynix desk only; DART keeps stay on DART board).
Thu 29 official: SK hynix ₩1,526,000 (+2.62%) vs Wed ₩1,487,000; foreign +295,478 / inst −167,108 / indiv −371,519; KSF For +₩453.0bn; FO ~48.7%. Yonhap FX 15:30 1,336.8.
Fri PREOPEN Naver overPrice ~₩1,444,000 (−5.37%) — indication only. DART KEEP×5 live on desk (Hanmi LAGLA + Q3 prints); no new 000660 gap. Cash open 09:00 KST / 08:00 HKT.
Friday age cut: Thu 29 + Fri 30 · n=7 (a 0 / b 6 / c 1) · refreshed 2026-10-30 09:13 HKT / 2026-10-30 10:13 KST. Rank a = China AI / HK; b = SK hynix/Samsung/KOSPI/HSI/NVDA; c = other macro. Wed closes dropped by age cut.
Session context: Fri 30 Oct morning recover (~07:45 HKT pack). Thu 29 cash: 000660 ₩1,526,000 (+2.62%); SKHY $162.09 RTH / AH $154.10; FX 1,336.8; prem +41.99%. Samsung IR was Thu (HBM sold-out / shortage-to-2028 colour already on X PRIOR). KRX Fri PREOPEN at snapshot.
Official Thu O/H/L/C ₩1,511,000 / 1,587,000 / 1,479,000 / 1,526,000 (+₩39,000 / +2.62% vs Wed ₩1,487,000). Vol 4.55M. Naver price C ₩1,516,000 not used. Fri PREOPEN overPrice ~₩1,444,000 (−5.37%) indication only.
Implication: b-rank: cash still green after Wed +10.9%, but Fri soft PREOPEN indication + soft ADR AH argue digest, not chase.
Yahoo: SKHY Thu RTH close $162.09 (O/H/L 163.51 / 164.75 / 159.04). Extended ~$154.10 (−7.99 / −4.93%). Same-session prem vs Thu cash + FX 1,336.8 = +41.99%.
Implication: b-rank ADR: RTH soft vs Seoul green; AH prints the risk-off pocket into Fri PREOPEN.
Naver trend: For +295,478 / Inst −167,108 / Ind −371,519; FO 48.72%. KSF KRW (KRX+NXT): For +₩453.0bn / Inst −₩192.2bn / Retail −₩624.2bn; FO 48.66%. Foreign sign conflict: none.
Implication: b-rank flow: foreign still net buyer on the digest day; retail/inst supplied.
PRIOR aft X: Samsung IR — next-year HBM supply already sold out; pricing at target; LTAs with 10 majors (+10 negotiating); tight memory supply expected to persist into 2028. Korean media had HBM4 mid-to-high $4/Gb colour.
Implication: b-rank: structural shortage/ASP support for KR memory sleeve into Fri — adjacency for 000660 / 005930, not a fresh Fri print.
Thu NEW: Clarification of rumor or media report (unconfirmed). Standing Wed Q3 prelim pack unchanged: Rev ₩104.62T / OP ₩83.33T (OPM 80%); DPS ₩20,000; FY26 SH returns ~₩100T. Do not attribute englishdart 20261029000607 (SK Inc) to 000660.
Implication: b-rank housekeeping on Hynix desk — not a gap-class NEW vs Wed IR set.
Home tape Thu eve: GOOGL down >13% after weaker earnings (~$520B mcap erased); biggest post-earnings drop on record colour. AJ had predicted miss + slowing Search; later HC #alert bought GOOG @$288 (not on US board).
Implication: b-rank adjacency: US mega-cap risk-off pocket inside still risk-on memory narrative — not a Seoul beta shift.
Yonhap: USD/KRW 15:30 Thu 1,336.8 (vs Wed 1,337.7). Live Fri morning Hana/Naver ~1,340.5 is not the 15:30 fix.
Implication: c-rank macro: mild won firming into premium math for Thu same-session ADR.
Gaps: Finance MCP / Markets promotion absent → Korea attractive EMPTY. AJ Alphabet + Aixtron Post Q3 members-locked (portal not accessed). Five Trade alerts app-teaser only. KIND shorts/program/block UNKNOWN (data.krx wall). No fresh Thu Zhipu/MiniMax/HSI closes in morning artifacts (Wed prints age-cut). Shell BN/HL API blocked.
Priority: @alojoh, @citrini, @zephyr_z9, @jukan05, @BowTiedBull. Skip culture-war / pure lifestyle. Refreshed 2026-10-30 13:49 HKT. Sources: X MCP priority since Thu eve; morning AJ/HC cards retained where still live; Home signed-in (@levturtle); public INTC/SNDK colour folded in.
2026-10-30 13:49 HKT / 2026-10-30 14:49 KST · Fri aft NEW + morning/eve PRIOR. Sentiment risk-on / high (memory) with INTC/PC and GOOGL idiosyncratic DOWN pockets.
👀 Kyber Is Back—but Not the Original: NVIDIA scales NVL144 back to NVL72.
Why: Rack-scale walk-back MIXED for NVDA systems narrative — not a memory-beta break.
DAMN — CrowdStrike: China-linked hackers used AI tool ARTEX with a DeepSeek LLM to target 200+ orgs in 11 days (≥9 compromised).
Why: Extends Thu DeepSeek/KR-JP clamp into confirmed enterprise-breach colour.
Intel CFO Zinsner: memory hits PC TAM −10% units next year — Zephyr says too optimistic; PC units −20%; no 2027 improve expected.
Why: High memory prices → PC demand destruction = risk-off PC/INTC, risk-on memory ASP scarcity.
Intel underestimated how fast higher memory prices would hit PC demand / inventory. Lip-Bu: supply-constrained through 2027 into 2028; server CPU units >30% in 2026–27.
Why: Memory scarcity UP + INTC client DOWN in one print — core aft tape.
Wow… Intel’s earnings are absolute dogshit. (INTC >20% after-hours crash colour on tape.)
Why: Priority reaction to INTC print — idiosyncratic semi DOWN inside memory risk-on.
KYEC Texas fab plans backed by a $1.1B NVIDIA prepayment. Could TSMC head to Texas too?
Why: NVDA-backed test/OSAT US build — constructive packaging/test tape.
Sandisk EPS $49.51 vs AJ $49.76 (off 0.5%); Street 6.2% too low.
Why: Estimate quality + Street too low on SNDK; N-sleeve colour.
#alert: added more SNDK at $1,333 — risk budget from recent portfolio moves.
Why: On-board N sleeve colour — explicit KEEP N (no auto-promote).
What is deeply cyclical when people realize the cyclical semi trade topped in June? (on INTC −20% colour)
Why: Counter-voice vs structural HBM shortage — broad-semi risk-off, not an LTA rebuttal.
PRIOR: KLA — memory 60% of process-control revenue in H2 2027 (27% Q3 → 40% Q4 guide).
Why: Still the WFE/process-control mix ramp anchor for memory risk-on.
PRIOR: Samsung IR — next-year HBM sold out; pricing at target; more volume requests.
Why: Structural HBM shortage colour still the Seoul beta.
PRIOR: $GOOGL −13% post-earnings record dump; ~$520B mcap erased.
Why: Idiosyncratic mega-cap DOWN pocket inside memory risk-on.
@citrini quiet on equity beta (crypto/viral). Hardcore unread_protected this aft. Politics/promo skipped.
last scan 2026-10-30 14:50 KST · KEEP×2 · tip 20261030000321@14:43 · Mgame 058630 UP 3-8% don’t-chase · MS Autotech 123040 MIXED 3-8% don’t-chase · board n=25
Cancel-bound open-market buyback of ~3.1% of OS / ~₩2.0bn (~3.1% of ~₩65bn mcap at prior) — cash bid plus permanent float shrink once cancelled, not a soft hold-after/ESOP trust. UP on mechanics. Band 3–8% (Handsome/Inter-M cancel class at ~3% OS); refuse 8%+ on size and mid-KOSDAQ liquidity. Live already ~+6.3% (session high ~+9.4%) sits inside/through the band → leftover p≈15% don’t-chase into the close.
Subsidiary US listing path killed weeks after the Oct 12 telegraph — removes a dual-listing / primary-raise overhang on the auto-parts group but also cuts an independent US funding path for the EV-structure parts sub (Solidigm/Myungshin-class two-way). MIXED. Band 3–8%: ~₩100bn KOSDAQ mid-small can gap on a clean strategic-path kill; refuse 8%+ because this is a sub (not parent) listing and no cash leaves the parent today. Live already ~−6.4% has chewed most of a mid band → leftover p≈12% don’t-chase.
Cancel-bound open-market buyback of ~5.6% of OS / ~₩10bn (~5.4% of ~₩187bn mcap) — cash bid plus permanent float shrink once cancelled, not a soft hold-after/ESOP trust. UP on mechanics. Band 3–8% (Daelim/Handsome cancel class scaled to ~5–6% OS); refuse 8%+ on mid-small KOSPI textile liquidity. Live already ~+5.1% (session high ~+7.6%) sits inside/near the top of the band → leftover p≈18% don’t-chase into the close.
Deepening red print: Q3 OP loss nearly 4× the year-ago loss and worse than an already-lossy 2Q, with sales −14% YoY and 9M OP loss-turn — earnings quality is clearly deteriorating on a ~₩66.5bn name. DOWN. Band 3–8%: NI hole ~₩10.5bn is ~16% of mcap, enough for a mid-band reprice on thin KOSPI bio; refuse 8%+ because the base was already loss-making (not a first black-to-red shock) and volume is tiny. Live ~−1.8% leaves most of the band free → p≈40% into the close.
Named near-term equipment PO with a real 10% advance and face ~10.4% of ~₩22.9bn mcap (₩2.39bn) — cash + backlog on a thin KOSDAQ name, not a sales%-to-band map. UP. Band 3–8%: ~10% mcap + advance is mid thin-name supply class; refuse 8%+ because CP is mid-tier film/equipment (not a mega fab) and delivery runs into mid-2027. Session high already ~+11% cleared the top of the band and live sits ~+3.3% → leftover p≈14% don’t-chase.
Subsidiary US IPO path killed weeks before the stated Nov 25 target — removes a dual-listing / primary-raise overhang on the auto-parts group but also cuts an independent US funding path for EV-parts expansion (Solidigm-class two-way). MIXED. Band 3–8%: ~₩408bn mid-cap can gap on a clean strategic-path kill; refuse 8%+ because this is a sub (not parent) listing and no cash leaves the parent today. Live already ~−6.9% has chewed most of a mid band → leftover p≈12% don’t-chase.
Named PCB-plant expansion for Daeduck with a real 10% advance and a face that is ~115% of Sungdo’s ~₩96bn mcap (₩110.5bn / ~₩96bn) — construction/progress-bill class with thin-KOSDAQ leverage, not a sales%-to-band map. UP on the advance + named counterparty + size step-up from ₩24.7bn → ₩110.5bn. Band 3–8% (Hanyang ENG thin-builder class): refuse 8%+ because multi-year progress-bill + joint 65% share + spike-and-fade risk on face≫mcap builders. Live already ~−3.7% fights the call → leftover p≈10% overnight/residual only; don’t-chase same session.
Clean digital-bank beat: Q3 OP more than doubles YoY and jumps ~63% QoQ, with NI +119% YoY on ₩360bn revenue — sequential acceleration after a soft 9M (−2.5% YoY OP). UP on earnings quality. Band 1–3% only: ~₩2.08tn liquid KOSPI mega/large-cap compresses the print (refuse 3–8%/8%+ off the YoY % alone). Live ~+0.4% with high ~+1.2% leaves most of the 1–3% band unused into the afternoon → p≈38%.
Named Samsung TMS maintenance book of ₩13.04bn (~15% of ~₩87bn mcap; 22.6% of sales) with monthly cash inside 60 days — backlog visibility on a thin KOSDAQ name, not a one-shot equipment PO. UP on named mega CP + near-term cash conversion. Band 3–8%: refuse 8%+ because it is maintenance (not new capex gear), zero advance, and sales% ≠ price band. Session high already ~+11.5% cleared the top of the band and live faded to ~+0.7% → leftover p≈14% don’t-chase.
Permanent float shrink of ~3.2% of OS (book ₩15.9bn; ~₩9.0bn / ~3.2% of ~₩280bn mcap at ₩23,150) from already-held treasury — cancel-bound UP mechanics, not a new open-market bid. Same-day Q3 print adds YoY OP/NI strength (+30%/+50%) against a soft sequential fade, so the cancel is the near-term float event and earnings are supportive colour rather than a second shock. Band 3–8% Handsome/Inter-M mid-cap cancel class; refuse 8%+ on ~3% OS size. Live already ~+2.7% (high ~+4.2%) sits inside the band → leftover p≈28% into the close, not a fresh chase.
Top-line still grows (+19.5% YoY) but the quarter flips to an operating loss and a deep pretax/NI hole (−₩46.6bn / −₩36.7bn) — much wider than last year’s soft Q3. DOWN on earnings quality: revenue did not drop through to profit, and the pretax gap vs OP points to a large non-operating hit on top of the OP loss-turn. Band 3–8% because the pretax hole is ~₩47bn on a ~₩144bn mcap name (~33% of mcap) — refuse 8%+ on liquid KOSPI steel/CM beta and because the YoY base was already a small loss (not a first-time black-to-red shock). Live ~−1.1% leaves most of the band unused → p≈42% into the close.
Permanent float shrink of ~6.0% of OS (~₩14.5bn / ~7.5% of ~₩193bn mcap at ₩3,070) after the Oct tender already bought the stock in. UP on mechanics (cancel-bound already-held treasury). Band 3–8% on size — Handsome/Inter-M mid-cap cancel class, refuse 8%+ because the tender path was public from 7–29 Oct and this is the second shoe not a fresh bid. Live already ~−5.3% fights the call → leftover p≈12% overnight/residual only; don’t-chase.
Sales guide cut ~20% while OP guide raised ~26% after pulling a transferred Hecton Project sleeve out of the consol perimeter — bookkeeping/perimeter, not a demand shock. MIXED. Band 1–3% on a ~₩146bn KOSDAQ EMR name; refuse mid bands off the sales % cut alone. Live already ~−1.9% sits inside the band; leftover p≈18% is residual grind, not a chase.
Strong YoY (+30.6% sales / +29.3% OP) with a sharp sequential cliff (OP −58% QoQ off a hot 2Q) — classic two-way fashion/retail print, not a clean beat or miss. MIXED. Band 3–8%: ~₩247bn KOSDAQ book can whip on a −58% QoQ OP fade of this size. Live already ~−3.5% has chewed the bottom of the band; leftover p≈28% for a same-session grind deeper in-band or a YoY-driven bounce. Not a chase after the first clip.
Clear earnings miss: sales soft (−6% YoY / −10.5% QoQ) and consol OP flipped to a −₩0.53bn loss after a ₩7.8–9.5bn profitable base — not a mixed QoQ fade. DOWN. Band 3–8%: ~₩157bn mid-small steel book can reprice hard on a clean red-turn (not mega-cap 1–3%). Live ~−2.3% has only chewed the bottom of the band; leftover p≈32% into a same-session grind deeper in 3–8%.
Solid mega-logistics quarter: sales +23% YoY, OP +8% YoY / +14% QoQ, and NI +46% YoY — constructive, not a blowout stack. UP. Band 1–3%: ~₩14tn liquid name gets mega-cap compression (sales%≠band). Live ~−2.2% soft vs the call into the 11:00 IR → leftover p≈22% for a same-session grind back into the 1–3% band / IR reaction; not a chase.
Thin-KOSDAQ semiconductor-robot name just printed a genuine OP shock: sales doubled YoY and OP ripped +259% YoY / +596% QoQ off a soft 2Q base — Flitto-class re-rating fuel. UP. Band 8%+: mid-₩140bn book with a clean earnings cliff-up usually clears teens in minutes. Live already ~+13.8% → don’t-chase; leftover p≈8% is fade/overnight residual only.
Strategic AI optionality vs multi-year cash drain: AutoEver seeds a Hyundai Motor Group GPUaaS JV at 26%, but ₩114.6bn leaves over six years and is only ~1.3% of an ~₩8.7tn book — not near-term earnings fuel. MIXED. Band 1–3%: narrative AI/GPU sleeve can juice a headline blip, size and drip cut anything larger. Live already ~−5.1% through the band on the soft side → don’t-chase; leftover p≈12% is fade/overnight residual only.
Sales still green YoY (+4%) and ripped QoQ (+38%), but consol OP cratered −73% YoY / −14% QoQ and NI −78% YoY — classic two-way construction-developer print, not a clean miss or beat. MIXED. Band 3–8%: mid-₩267bn book can whip hard on an OP collapse of this size (live already −7.9%). Don’t-chase; leftover p≈10% is fade/overnight residual only.
Named VLCC duo with a real down payment into a liquid mega shipyard book — constructive backlog, not a transformative cash event. UP. Band 1–3%: ~2.8% of sales / ~2.3% of ~₩15tn mcap with multi-year progress-bill (Samsung Heavy / HD KSOE class); refuse mid bands off face alone. Live ~−0.6%; p≈36% for a same-session grind in-band.
Beauty-device growth print still prints huge YoY (+100% sales / +69% OP) but QoQ OP −16% with flat sequential sales — two-way, not a clean shock. MIXED. Band 1–3%: growth already in the narrative on a liquid KOSPI name; refuse mid/high bands on sequential fade. Live ~flat (−0.7%); p≈38% for a same-session grind in-band.
Clear soft construction quarter: sales −15% YoY and OP −36% YoY, only partly offset by a tiny QoQ OP uptick and controlling NI still green YoY. DOWN. Band 1–3% on liquid large-cap construction (mega-cap compression). Live already ~−4.9% → don’t-chase; p≈14% residual only.
Classic two-way TC-bonder print: OP +34% YoY on only +9% sales (margin expansion), but QoQ sales/OP both −28/−30% off a hot 2Q. MIXED, not clean UP. Band 1–3% on a liquid HBM-equipment name. Live already ~−5.6% → don’t fight the tape; p≈12% overnight residual only.
Pre-open BD print: BioMarin takes ex-Korea rights on Hanmi/GC’s Ph1/2 long-acting Fabry ERT for US$35m cash upfront plus up to US$202.5m milestones and royalties — real non-dilutive validation and near-term cash. UP. Band 3–8%: upfront alone is modest vs a multi-trillion-won pharma book, but named US rare-disease buyer + full stack supports a mid band, not 1–3%. Live already ~+7% into the session → don’t-chase; leftover p≈14% is fade/overnight residual only (pre-open window spent).
GC files the twin co-developer disclosure of the BioMarin Fabry license with identical headline economics and shared Korea rights. UP on validation/cash path, but cut vs Hanmi: affiliate/co-dev supply of the same deal, and Hanmi is the clearer primary earner in the tape. Band 1–3% (co-dev haircut from mid band). Live ~flat (−0.5%) while Hanmi already +7% → leftover still partly unused on GC; p≈42%.
000660 / SKHYNIX / xyz:SKHX
Thu 29 Oct official close ₩1,526,000 (+39,000 / +2.62%) vs Wed ₩1,487,000. O/H/L ₩1,511,000 / 1,587,000 / 1,479,000; vol 4.55M. Naver C ₩1,516,000 not used. Fri PREOPEN lastClose carry ₩1,526,000; overPrice ~₩1,444,000 (−5.37%) indication only. Flows Thu: For +295,478 / Inst −167,108 / Ind −371,519; KSF For +₩453.0bn; FO ~48.7%. KIND NEW: 20261029800130 rumor clarification (unconfirmed). Standing Wed Q3: Rev ₩104.62T / OP ₩83.33T (OPM 80%).
SKHY / xyz:SKHY
SKHY Thu RTH $162.09 (−1.58%); AH ~$154.10 (−4.93%). Yonhap FX Thu 15:30 1,336.8. Same-session premium Thu +41.99% (162.09 × 10 × 1,336.8 / 1,526,000 − 1). Wed prem was ~+48.2%.
Perps vs cash (~07:44 HKT): BN SKHYUSDT ~$154.15 (tracks soft AH); SKHYNIX ~$1,082 vs Thu KRX-USD ~$1,142 (~−5.1%). BN−HL funding spreads +17.1 / +35.3 bp. HL SKHX mark−oracle −17.6 bp.
Paper Seoul rule: NO. Leg A Thu +2.62% fails (needs ≤ −8%); Leg B prem +41.99% passes (needs ≥ +40%). Research flag only — paper only; no SKHY short / no xyz perps / no live.
Context: Digest day after Wed IR melt-up; Fri PREOPEN soft; no new Hynix HC post; no new 000660 gap DART this morning. Related perps: BN SKHYUSDT / SKHYNIXUSDT; HL xyz:SKHY / xyz:SKHX only. KIND shorts/program/block UNKNOWN (data.krx wall). Paper only.