DART · material KR
Last-updated 2026-10-02 15:55 KST (Asia/Seoul)
Last scan 2026-10-02 15:55 KST · age-window keep ≥2026-10-01 15:40 KST · 16 cards · tip 20260814002452 @2026-10-02 15:54 KST · last_material 20261002900770 @2026-10-02 15:50 KST · 1 keep this scan
Duoback — KRX listing-eligibility substantive review target (Art.56(1)); committee ≤20 BD; already halted
down 8%+Duoback 073190 · KOSDAQ · 2026-10-02 15:50 KST · p≈38%
2026-10-02 15:50 KST: Duoback (듀오백, 073190, KOSDAQ) filed other market guidance (기타시장안내) — KRX listing-eligibility substantive review target determination (상장적격성 실질심사 대상 결정). Exchange reviewed Duoback under KOSDAQ Listing Regulation Art.56(1) for possible delisting and designated the company as a substantive-review target. KRX will notify schedule/process; within 20 business days of that notice (deadline 2026-11-03) the Enterprise Examination Committee will decide delisting or an improvement period. If the company files a management-improvement plan within 15 BD of notice (deadline 2026-10-27), the committee decides within 20 BD of that filing. Outcomes: (a) eligibility recognized → trading-halt lift etc.; (b) improvement period → later re-decision after period; (c) delisting → 15 BD objection window then delist process; objection → KOSDAQ Market Committee within 20 BD. rcpNo 20261002900770 / dcmNo 11602231 confirmed on DART HTML viewer (듀오백 matches). Live at enrich (Naver 073190 @2026-10-02 15:55 KST OPEN/halt): last ₩1,622 (0.00% vs prev); open/high/low 0; vol 0; OS 11,968,040 → mcap ≈ ₩19.4bn (194억). Trading halted.
Why: What: Duoback (073190) designated KOSDAQ listing-eligibility substantive review target (Art.56(1)); committee delist/improve decision ≤20 BD (by 2026-11-03) or ≤20 BD after optional improvement plan (by 2026-10-27); already halted. Why DOWN: Official review-target stamp crystallizes delisting risk (not a stay/petition). Why 8%+: Micro ~₩19.4bn binary delist/improve path = vol band. Why p≈38%: Halted/vol 0 — same-session ≈0; leftover is committee/resume into next week; haircut for possible improvement period.
DART 20261002900770
Sangsangin — Open-market buyback ₩1.0bn (~0.96% mcap / ~0.97% OS); hold-after blank; buys from Oct 6
up 1-3%Sangsangin 038540 · KOSDAQ · 2026-10-02 15:42 KST · p≈15%
2026-10-02 15:42 KST: Sangsangin (상상인, 038540, KOSDAQ) filed major-report treasury buyback decision (주요사항보고서(자기주식취득결정)). Planned shares 534,188 common; planned amount ₩1,000,000,000 (₩1.0bn / 10억) using board-day prior close 2026-10-01 ₩1,872 (actual count/amount may vary). Period 2026-10-06→2027-01-02. Hold-after period blank ("-"). Purpose: share-price stability and shareholder-value enhancement (주가안정 및 주주가치 제고). Method: direct open-market buy on KOSDAQ. Broker: NH Investment & Securities. Pre-buyback treasury: 3,486,284 common (6.30%) already held via prior direct buy; other 4,037 (0.01%). Board 2026-10-02 (independent directors present: 2 / absent: 0). Daily buy-order limit 53,419. rcpNo 20261002000442 / dcmNo 11602182 confirmed on DART HTML viewer (상상인 matches). Live at enrich (Naver 038540 @2026-10-02 15:50 KST OPEN/AH): last ₩1,890 (+0.96%); high ₩1,931 (+3.15%); open ₩1,887; prev ₩1,872; low ₩1,863; vol 5,860; OS 55,328,313 → mcap ≈ ₩104.6bn (1,046억); face/mcap ≈ 0.96%; planned shares ≈ 0.97% OS.
Why: What: Sangsangin (038540) OM buyback ₩1.0bn (~0.96% of ~₩104.6bn mcap / ~0.97% OS) via NH; 2026-10-06→2027-01-02; hold-after blank; purpose price stability (not ESOP). Why UP: Fresh cash bid on KOSDAQ even with hold-after. Why 1-3%: Face <1% mcap + hold-after/no-cancel + buys start Oct 6 → refuse 3-8%. Why p≈15%: Stamp 15:42 after cash close; high already +3.15% into 1-3% — same-session spent; leftover Mon open.
DART 20261002000442
SG — 22nd private CB ₩33.5bn (~19.8% mcap / 19.5% OS); convert ₩1,140 (~ATM); 70% refix; pay-in Oct 12
mixed 8%+SG 255220 · KOSDAQ · 2026-10-02 15:22 KST · p≈22%
2026-10-02 15:22 KST: SG (에스지이, 255220, KOSDAQ) filed major-report convertible-bond issuance decision (주요사항보고서(전환사채권발행결정)). Series 22 unnamed interest-bearing unguaranteed private CB. Face ₩33,500,000,000 (₩33.5bn / 335억). Purpose: operating funds ₩33.5bn (인건비/원부자재 등). Coupon 0% / maturity yield 1%; maturity 2029-10-12 (repay 103.0415% of face). Method: private. Convert ratio 100%; convert price ₩1,140/share; shares issuable 29,385,964 (=19.52% of OS 150,563,302). Convert window 2027-10-12→2029-09-12. Refix every 7 months to market with floor ₩798 (70% of initial). Call option (issuer/designee) up to 30% of each holder from 2027-10-12→2028-06-12; put from 2028-06-12 every 3 months. Subscribe/pay-in 2026-10-12 cash. Board 2026-10-02. Allottees: brokers/AMs (Samsung/KB/Mirae/Shinhan/NH/Korea Investment Securities + asset managers e.g. Suseong/Consus/CSquare/Orion/GVA/Seoul Asset/A1). Prior unredeemed 19th CB ₩3.965bn still out (convert ₩2,089). Combined CB-capable shares 31,284,001 = 20.78% of OS. rcpNo 20261002000372 / dcmNo 11602059 confirmed on DART HTML viewer (에스지이 matches). Live at enrich (Naver 255220 @2026-10-02 15:29 KST OPEN): last ₩1,123 (−2.18%); high ₩1,180 (+2.79%); open ₩1,151; prev ₩1,148; low ₩1,117; vol 1,267,598; OS 150,563,302 → mcap ≈ ₩169.1bn (1691억); face/mcap ≈ 19.8%; convert ≈ +1.5% vs spot (near ATM).
Why: What: SG (255220) 22nd private CB ₩33.5bn (~19.8% mcap), convert ₩1,140 (~ATM vs ₩1,123), 29.4m sh / 19.5% OS, 0%/1% cpn/YTM, pay-in 12 Oct, 70% refix floor ₩798, ops cash. Why MIXED: Near-term ops cash vs large dilutive refixable overhang (Fine D&C / Satoshi). Why 8%+: ~20% OS CB + 70% refix on KOSDAQ is vol band (gap both ways), not expected drift. Why p≈22%: Stamp 15:22 near Fri close — same-session ≈0; leftover Mon open; live already −2.2%.
DART 20261002000372
RFTech — Major sub Hanjoo Hitech rehab commencement application (15.4% of consol assets); court decision pending
down 3-8%RFTech 061040 · KOSDAQ · 2026-10-02 15:05 KST · p≈25%
2026-10-02 15:05 KST: RFTech (알에프텍, 061040, KOSDAQ) filed rehab-procedure commencement application (subsidiary major matter) (회생절차개시신청(종속회사의주요경영사항)). Applicant: Hanjoo Hitech Co., Ltd. (한주하이텍), a subsidiary of RFTech. Court: Suwon Rehab Court. Reason: management normalization and going-concern value preservation. Application date: 2026-10-02. On 2026-10-02 Hanjoo Hitech applied for rehab commencement plus company-property preservation order and comprehensive injunction (사건번호: 2026회합230 회생). Only receipt of the application is confirmed; court decision on commencement pending; further changes to be re-disclosed. Sub financials (YE2025 audited consol basis): Hanjoo Hitech assets ₩61,702,206,565; parent consol assets ₩407,430,424,081; sub/parent consol assets = 15.41%. Major subsidiary: yes. Business: semiconductor and display equipment manufacturing. rcpNo 20261002900639 / dcmNo 11601923 confirmed on DART HTML viewer (알에프텍 matches). Live at enrich (Naver 061040 @2026-10-02 15:15 KST OPEN): last ₩7,290 (+0.69%); high ₩7,300 (+0.83%); open ₩7,240; prev ₩7,240; low ₩7,120; vol 4,485; mcap ≈ ₩66.0bn (660억).
Why: What: RFTech (061040) major sub Hanjoo Hitech (한주하이텍) applied for rehab commencement + property preservation + blanket injunction at Suwon Rehab Court (2026회합230); sub assets ₩61.7bn = 15.4% of consol ₩407bn. Why DOWN: Active distress filing on major semi/display-equipment sub crystallizes credit/ops risk for the parent. Why 3-8%: Material 15% of consol assets but application ≠ court commencement decision; parent not filing — refuse 8%+. Why p≈25%: Live +0.7% / thin vol near close — leftover into close/overnight; haircut for already-weak loss/PBR tape.
DART 20261002900639
Jooyeon Tech — Court stay of KRX Sep 28 delisting until main judgment; cleanup trading banned
mixed 8%+Jooyeon Tech 044380 · KOSPI · 2026-10-02 14:58 KST · p≈40%
2026-10-02 14:58 KST: Jooyeon Tech (주연테크, 044380, KOSPI) filed other management matters / voluntary disclosure (기타경영사항(자율공시)). Title: court grant of stay on delisting decision (상장폐지결정 등 효력정지 가처분 인용 결정). Case 2026카합1541, Seoul Southern District Court; creditor Jooyeon Tech; debtor Korea Exchange. Decision (confirmed 2026-10-02): (1) stay the effect of KRX’s 2026-09-28 delisting decision on the company’s shares until the main-case judgment is final; (2) KRX shall not proceed with cleanup (정리매매) trading on those shares; (3) remaining application dismissed; (4) each party bears own costs. Impact stated: Sep 28 delisting effect stayed until main judgment final; cleanup trading will not proceed. Caveats: provisional injunction, not final merits judgment; subject to main case and KRX appeal/objection. Related prior: 2026-09-29 voluntary (stay petition / application-purpose change). rcpNo 20261002800600 / dcmNo 11601863 confirmed on DART HTML viewer (주연테크 matches). Live at enrich (Naver 044380 @2026-10-02 15:08 KST OPEN): last ₩436 (0.00%); high/low blank on day tape; prev ₩436; vol 0; OS 13,896,316 → mcap ≈ ₩6.06bn (60.6억). Delist reason (KRX Sep 28): market-cap shortfall.
Why: What: Jooyeon Tech (044380) court granted stay of KRX 2026-09-28 delisting until main judgment; cleanup trading banned; admin-designation stay dismissed. Why MIXED: Temporary listing survival vs not final (본안 + KRX appeal + mcap-cure still open) — Medicox/Pintel. Why 8%+: Micro ~₩6bn binary delist/survive vol band, not expected drift. Why p≈40%: Live flat / vol 0 — same-session cash ≈0; leftover into resume when trading resumes.
DART 20261002800600
Wonpoong — Open-market ESOP buyback ₩1.0bn (~1.58% mcap / ~1.64% OS); hold-after blank; buys from Oct 6
up 1-3%Wonpoong 008370 · KOSDAQ · 2026-10-02 14:33 KST · p≈10%
2026-10-02 14:33 KST: Wonpoong (원풍, 008370, KOSDAQ) filed major-report treasury buyback decision (주요사항보고서(자기주식취득결정)). Planned shares 196,464 common; planned amount ₩1,000,001,760 (₩1.0bn / 10억) using board-day prior close 2026-10-01 ₩5,090 (actual count/amount may vary). Period 2026-10-06→2026-12-30. Hold-after period blank ("-"). Purpose: employee stock compensation (임직원 주식보상 / performance incentive). Method: direct open-market buy on KOSDAQ. Broker: Yuanta Securities (유안타증권). Pre-buyback treasury: 1,508,800 common (12.57%) already held via prior direct buy. Board 2026-10-02 (independent director absent: 1). Daily buy-order limit 19,646. Dividend-available buyback limit ₩67,470,406,072. rcpNo 20261002000326 / dcmNo 11601715 confirmed on DART HTML viewer (원풍 matches). Live at enrich (Naver 008370 @2026-10-02 14:38 KST OPEN): last ₩5,260 (+3.34%); high ₩5,520 (+8.45%); open ₩5,060; prev ₩5,090; vol 25,147; OS 12,000,000 → mcap ≈ ₩63.1bn (631억); face/mcap ≈ 1.58%; planned shares ≈ 1.64% OS.
Why: What: Wonpoong (008370) open-market ESOP buyback ₩1.0bn (~1.58% of ~₩63bn mcap / ~1.64% OS) via Yuanta; 2026-10-06→2026-12-30; hold-after blank; purpose employee stock compensation. Why UP: Fresh cash bid on thin KOSDAQ even with ESOP use. Why 1-3%: Face ~1.6% mcap + ESOP/hold-after blank + delayed start → ESOP class; refuse 3-8%. Why p≈10%: Mid-session live already +3.3% / high +8.5% — 1-3% band spent/overshot; don’t-chase.
DART 20261002000326
Jahwa Electronics — Cancel-bound buyback trust ₩5.0bn (~0.83% mcap / ~0.84% OS); full cancel after trust
up 1-3%Jahwa Electronics 033240 · KOSPI · 2026-10-02 14:18 KST · p≈15%
2026-10-02 14:18 KST: Jahwa Electronics (자화전자, 033240, KOSPI) filed major-report treasury buyback trust (주요사항보고서(자기주식취득신탁계약체결결정)). Contract amount ₩5,000,000,000 (₩5.0bn / 50억). Period 2026-10-02→2027-04-02. Purpose: share-price stability and shareholder-value enhancement (주가안정 및 주주가치 제고). Trustee/broker: Korea Investment Securities (한국투자증권). Contract signing scheduled 2026-10-02. Board resolution 2026-10-02 (independent director attended: 1). Planned shares 181,818 common @ ₩27,500 (board-day prior close 2026-10-01; actual count/price may vary). Hold-after: until cancel after trust ends (신탁계약 종료 후 소각 전까지). Notes: new trust (no other open trust); acquired shares to be fully canceled after completion via later board (전량 소각 예정; size/timing TBD). Pre-trust treasury: 359,530 common (1.66%) from prior exchange-bond escrow residual. Dividend-available buyback limit ₩273,208,319,427. rcpNo 20261002000288 / dcmNo 11601593 confirmed on DART HTML viewer (자화전자 matches). Live at enrich (Naver 033240 @2026-10-02 14:25 KST OPEN): last ₩28,000 (+1.82%); high ₩28,300 (+2.91%); open ₩27,750; prev ₩27,500; low ₩27,100; vol 65,116; OS 21,605,502 → mcap ≈ ₩605.0bn (6050억); face/mcap ≈ 0.83%; planned shares ≈ 0.84% OS.
Why: What: Jahwa Electronics (033240) new cancel-bound buyback trust ₩5.0bn (~0.83% of ~₩605bn mcap / ~0.84% OS) via Korea Investment Securities; 2026-10-02→2027-04-02; planned ~181,818 @ ₩27,500 prior close; board intends full cancel after trust ends (timing TBD). Why UP: Fresh cancel-intent trust cash bid (not ESOP/hold-after). Why 1-3%: Face <1% mid-cap + soft cancel (future board for size/timing) → refuse 3-8%/8%+. Why p≈15%: Mid-session high already +2.9% / live +1.8% into 1-3% — band mostly used; don’t-chase.
DART 20261002000288
Openedges Technology — AI-semi IP license ₩6.7bn (~2.4% mcap / 41.7% sales); unnamed CP; no advance
up 1-3%Openedges Technology 394280 · KOSDAQ · 2026-10-02 13:54 KST · p≈12%
2026-10-02 13:54 KST: Openedges Technology (오픈엣지테크놀로지, 394280, KOSDAQ) filed single sales/supply contract (단일판매ㆍ공급계약체결). Content: semiconductor design-asset (IP) license contract (반도체 설계자산(IP) 라이선스 계약). Confirmed amount ₩6,700,000,000 (₩6.7bn / 67억); conditional amount blank; total ₩6.7bn. Recent consol. sales ₩16,058,809,323 → 41.7% of sales (YE2025 consol). Conditional: no. CP: AI semiconductor company (AI 반도체 기업; relationship "-"; main business semiconductor product planning/design; recent sales blank; no same-type contract in last 3y). Region: domestic Korea. Period 2026-10-01→2029-09-30. Advance/deposit: none (무); payment within 30 days of invoice after conditions met. Mode: in-house (자체생산). Contract date 2026-10-02 (both parties signed). Secrecy hold: CP identity withheld until 2029-09-30 for business secrecy; revenue recognized when IP assets delivered to CP during term; change/termination risk noted. rcpNo 20261002900436 / dcmNo 11601421 confirmed on DART HTML viewer (오픈엣지테크놀로지 matches). Live at enrich (Naver 394280 @2026-10-02 14:07 KST OPEN): last ₩10,490 (+0.67%); high ₩10,980 (+5.37%); open ₩10,490; prev ₩10,420; low ₩10,230; vol 178,080; OS 26,346,530 → mcap ≈ ₩2763.8bn (2764억); face/mcap ≈ 2.42%.
Why: What: Openedges Technology (394280) AI-semi design-IP license ₩6.7bn (41.7% YE2025 sales / ~2.4% of ~₩276bn mcap); unnamed domestic CP; no advance; pay ≤30d invoice; recognize on IP delivery through 2029-09-30. Why UP: Real non-affiliate AI-IP award vs run-rate sales. Why 1-3%: Face/mcap ~2.4% + zero advance + secrecy CP → sales-bar humility; refuse 3-8%/8%+. Why p≈12%: Mid-session high already +5.4% / live +0.7% — 1-3% band spent/overshot; don’t-chase.
DART 20261002900436
Edge Foundry — Series-16 private CB early buy-in face ₩3.5bn / pay ₩3.67bn (~14.5% mcap); cancel; deep OTM
mixed 3-8%Edge Foundry 105550 · KOSDAQ · 2026-10-02 13:24 KST · p≈25%
2026-10-02 13:24 KST: Edge Foundry (엣지파운드리, 105550, KOSDAQ) filed convertible-bond early acquisition before maturity (전환사채(해외전환사채포함)발행후만기전사채취득). Series 16 unnamed interest-bearing unguaranteed private CB. Issue date 2024-12-17; domestic private; convert ₩7,910/share (post 2026-07-23 5:1 reverse-split adjust); maturity 2027-12-17. Acquisition amount (transfer price) ₩3,665,666,667 (₩3.67bn / 36.7억); face acquired ₩3,500,000,000 (₩3.5bn / 35억); FX n/a; acquisition date 2026-10-02 (pay date). Remaining face after (ex issuer-held) ₩7,500,000,000 (₩7.5bn). Reason: mutual agreement with bondholder; method: OTC buy; funding: borrow + own cash; post-deal: cancel planned. rcpNo 20261002900398 / dcmNo 11601329 confirmed on DART HTML viewer (엣지파운드리 matches). Live at enrich (Naver 105550 @2026-10-02 13:30 KST OPEN): last ₩1,615 (+0.56%); high ₩1,620 (+0.87%); open ₩1,606; prev ₩1,606; low ₩1,585; vol 9,839; OS 15,661,410 → mcap ≈ ₩25.3bn (253억); pay/mcap ≈ 14.5%; face/mcap ≈ 13.8%; implied shares removed ≈ 442k (~2.8% OS); convert ≈ 4.9× spot (deep OTM).
Why: What: Edge Foundry (105550) early buy-in of series-16 private CB face ₩3.5bn for ₩3.67bn (~14.5% of ~₩25.3bn mcap); cancel planned; convert ₩7,910 (~4.9× spot); remaining CB face ₩7.5bn. Why MIXED: Deep-OTM overhang cut vs scarce cash/borrow out (Telcon/QuantaMatrix). Why 3-8%: Cash ~14% mcap on micro; refuse 8%+ dump and refuse clean UP. Why p≈25%: Mid-session live +0.6%/high +0.9% — band unused; haircut for admin cleanup.
DART 20261002900398
mixed 1-3%GS E&C 006360 · KOSPI · 2026-10-02 13:21 KST · p≈20%
Mokdong Complex 12 rebuild preferred negotiator ₩1,788.8bn (~63% mcap); unsigned
2026-10-02 13:21 KST: GS E&C (GS건설, 006360, KOSPI) filed other management matters / voluntary disclosure (기타경영사항(자율공시)). Title: selected as preferred negotiator for Mokdong Complex 12 apartment reconstruction project (목동12단지아파트 재건축정비사업 우선협상대상자 선정). Client: Mokdong Complex 12 Apartment Reconstruction Association (목동12단지아파트 재건축정비사업조합). Announced amount: about ₩1,788,800,000,000 (₩1,788.8bn / 1조 7,888억; company share 100%; VAT excluded). Decision/confirm date: 2026-10-01 (date letter received). Notes: path is private negotiation after ≥2 failed auctions under Urban and Residential Environment Improvement Act Enforcement Decree Art.24; preferred-negotiator designation does NOT secure contractor status — union general meeting for contractor selection still required; amount/terms may change and will re-disclose on contractor selection and main-contract signing. rcpNo 20261002800351 / dcmNo 11601206 confirmed on DART HTML viewer (GS건설 matches). Live at enrich (Naver 006360 @2026-10-02 13:26 KST OPEN): last ₩32,950 (0.00%); high ₩33,300 (+1.06%); open ₩33,000; prev ₩32,950; low ₩31,750; vol 911,829; OS 85,581,490 → mcap ≈ ₩2.82tn (28,199억); face/mcap ≈ 63%; vs YE2025 consol sales ₩12.45tn ≈ 14.4% of sales.
Why: What: GS E&C (006360) preferred negotiator for Mokdong Complex 12 apartment rebuild — announced ₩1,788.8bn (~63% of ~₩2.82tn mcap / ~14% YE2025 sales); 100% company share; VAT excl.; letter 2026-10-01. Why MIXED: Preferred negotiator after ≥2 failed auctions ≠ secured contractor; union AGM still required; amount may change until main contract. Why 1-3%: Huge face/mcap is classic unsigned rebuild trap (Kyeryong/Dongbu); liquid mega → refuse 3-8%/8%+. Why p≈20%: Mid-session live flat / high +1.1% — band mostly unused, but soft form + liquid name haircut.
DART 20261002800351
up 1-3%Youngpoong 000670 · KOSPI · 2026-10-02 11:55 KST · p≈28%
Court cancel of Seokpo 10-day ops-stop (amend); smelter already normal; 36.22% sales
2026-10-02 11:55 KST: Youngpoong (영풍, 000670, KOSPI) filed amendment of production-halt disclosure ([기재정정]생산중단). Amends prior filing dated 2025-11-28. Reason: first-instance judgment in 조업정지처분취소 lawsuit. BEFORE: Seoul Admin Court stay of enforcement until 30 days from judgment; legal remedies ongoing; will re-disclose major changes. AFTER: Court canceled the 10-day Seokpo smelter ops-stop order against the company ("원고(당사)에게 한 10일의 조업정지 처분을 취소한다"); will re-disclose major changes; decision date = date counsel delivered judgment (2026-10-02). Halt field: Seokpo smelter (석포제련소). Field sales ₩1,009,604,903,616 (₩1,009.6bn / 10,096억) vs consol sales ₩2,787,414,358,375 → 36.22%; large-corp: yes. Content: 10-day ops stop. Reason: env-pollution-facility-law administrative disposition. Influence: production decrease. Halt/resume dates: blank. Note: currently Seokpo smelter is operating normally (현재 석포제련소는 정상 조업 중임). Related: 2025-09-19 / 2025-11-07 / 2025-11-28 생산중단. rcpNo 20261002800300 / dcmNo 11601058 confirmed on DART HTML viewer (영풍 matches). Live at enrich (Naver 000670 @2026-10-02 11:59 KST OPEN): last ₩40,350 (−0.62%); high ₩40,500 (−0.25%); open ₩40,300; prev ₩40,600; low ₩39,900; vol 10,956; OS 18,410,683 → mcap ≈ ₩742.9bn (7,429억).
Why: What: Youngpoong (000670) amend of Seokpo smelter production-halt: Seoul Admin Court canceled the 10-day ops-stop order (env-law disposition); smelter already operating normally; Seokpo YE2024 sales ₩1,009.6bn = 36.22% of consol. Why UP: Court cancel removes the known 10-day halt overhang on the core smelter. Why 1-3%: 10-day halt ≈1% of annual sales; already running; amend of known saga → refuse 3-8%. Why p≈28%: Mid-session live −0.6%/high −0.3% — band unused; haircut for known multi-stamp saga.
DART 20261002800300
up 1-3%Korea Pharma 032300 · KOSDAQ · 2026-10-02 11:41 KST · p≈10%
Buyback trust ₩1.0bn (~1.0% mcap / ~1.22% OS); ESOP+soft cancel; buys from 2026-10-06
2026-10-02 11:41 KST: Korea Pharma (한국파마, 032300, KOSDAQ) filed major-report treasury buyback trust (주요사항보고서 자기주식취득신탁계약체결결정). Contract ₩1,000,000,000 (₩1.0bn / 10억). Period 2026-10-06→2027-04-06. Purpose: shareholder-value enhancement + employee stock-option delivery (주주가치 제고 및 임직원 스톡옵션 지급). Trustee/broker: NH Investment & Securities. Contract signing scheduled 2026-10-06. Board resolution 2026-10-02. Planned shares 133,333 common @ ₩7,500 (board-day prior close; actual count/price may vary). Hold-after period: blank ("-"). Notes: first buyback trust (no prior); hold-after/use TBD via board or AGM under law. Dividend-available buyback limit ₩16,655,580,174. rcpNo 20261002000123 / dcmNo 11601036 confirmed on DART HTML viewer (한국파마 matches). Live at enrich (Naver 032300 @2026-10-02 11:48 KST OPEN): last ₩9,240 (+23.20%); high ₩9,280 (+23.73%); open ₩7,500; prev ₩7,500; low ₩7,460; vol 363,933; OS 10,906,701 → mcap ≈ ₩100.8bn (1,008억); face/mcap ≈ 1.0%; planned shares ≈ 1.22% OS.
Why: What: Korea Pharma (032300) new buyback trust ₩1.0bn (~1.0% of ~₩100.8bn mcap / ~1.22% OS) via NH; 2026-10-06→2027-04-06; purpose shareholder value + ESOP; hold-after blank; use TBD board/AGM; buys start Oct 6. Why UP: Fresh trust cash bid on thin KOSDAQ. Why 1-3%: Face ~1% mcap + ESOP purpose + soft cancel-or-AGM + delayed start → ESOP/hold-after class; refuse 3-8%. Why p≈10%: Mid-session live already +23.2% / high +23.7% — band long spent; don’t-chase.
DART 20261002000123
up 1-3%Samsung Heavy Industries 010140 · KOSPI · 2026-10-02 10:59 KST · p≈18%
LNG carriers ×2 공사수주 ₩672.2bn (~3.8% mcap / 6.3% sales); advance yes; deliver 2029-05
2026-10-02 10:59 KST: Samsung Heavy Industries (삼성중공업, 010140, KOSPI) filed single sales/supply contract (단일판매ㆍ공급계약체결). Type: construction order (공사수주). Name: LNG carriers ×2 (LNG운반선 2척). Firm ₩672,200,000,000 (₩672.2bn / 6,722억; FX @1,359.6/$ on contract day; rounded below 억원). Recent consol. sales ₩10,650,000,000,000 → 6.3% of sales. Large-corp: yes. CP: Asian regional shipowner (아시아 지역 선주; relationship "-"). Region: Asia. Period 2026-10-02→2029-05-31 (delivery end may change with progress). Advance/deposit: yes (유); payment by construction progress (공사진척에 따른 수금). Contract date 2026-10-02. rcpNo 20261002800245 / dcmNo 11600948 confirmed on DART HTML viewer (삼성중공업 matches). Live at enrich (Naver 010140 @2026-10-02 11:07 KST OPEN): last ₩19,940 (+1.12%); high ₩19,980 (+1.32%); open ₩19,780; prev ₩19,720; vol 1,566,743; OS 880,000,000 → mcap ≈ ₩17.55tn (175,472억); face/mcap ≈ 3.8%.
Why: What: Samsung Heavy (010140) LNG carriers ×2 construction order ₩672.2bn (6.3% YE2025 consol sales / ~3.8% of ~₩17.6tn mcap); advance yes; progress-bill; deliver by 2029-05; unnamed Asian owner. Why UP: Named LNG newbuild with advance = real order-book fuel on a liquid KOSPI shipyard. Why 1-3%: Face ~3.8% of ₩17tn liquid mega; unnamed owner + multi-year progress-bill → Samsung Heavy class headline blip; refuse 3-8%. Why p≈18%: Mid-session live already +~1.2% / high +~1.3% — most of a 1-3% band printed; don’t-chase.
DART 20261002800245
mixed 3-8%Shinwon Construction 017000 · KOSDAQ · 2026-10-02 10:26 KST · p≈18%
TKG Solmics Pyeongtaek remodel 도급 ₩37.5bn (~140% mcap / 17.8% sales); advance yes; ~6mo
2026-10-02 10:26 KST: Shinwon Construction (신원종합개발, 017000, KOSDAQ) filed single sales/supply contract (단일판매ㆍ공급계약체결). Content: TKG Solmics expansion project (TKG솔믹스 증설 프로젝트) — remodel existing plant + reinforce production infra for semiconductor equipment-parts capacity. Firm ₩37,500,000,000 (₩37.5bn / 375억; VAT excl.). Recent individual sales ₩211,310,547,626 → 17.75% of sales. Conditional: no. CP: TKG Solmics Co., Ltd. (주식회사티케이지솔믹스; relationship "-"; semi equipment-parts maker; CP sales ₩189,985,791,761). Region: Pyeongtaek, Gyeonggi. Period 2026-10-01→2027-03-31. Advance/deposit: yes (유); payment by progress rate (공정률). Mode: 도급 contract (not in-house/outsource production). Contract date 2026-10-01. Notes: amount/term may change per subcontract; VAT excl.; sales YE2025 individual. rcpNo 20261002900197 / dcmNo 11600832 confirmed on DART HTML viewer (신원종합개발 matches). Live at enrich (Naver 017000 @2026-10-02 10:27 KST OPEN): last ₩2,290 (−0.43%); high ₩2,440 (+6.09%); open ₩2,275; prev ₩2,300; vol 29,699; OS 11,668,027 → mcap ≈ ₩26.7bn (267억); face/mcap ≈ 140%.
Why: What: Shinwon Construction (017000) signed TKG Solmics Pyeongtaek factory remodel/infra 도급 ₩37.5bn (17.75% YE2025 sales / ~140% of ~₩26.7bn mcap); advance yes; pay by progress; 2026-10-01→2027-03-31; amount/term may change. Why MIXED: Construction remodel backlog with progress-bill + flex — not a cash-upfront product PO; live already faded from high. Why 3-8%: Face ≫ mcap on thin KOSDAQ + named semi CP + short 6mo + advance clears mid band (CK Solution); refuse 8%+ for progress-bill/flex; refuse Seohan 1-3% floor. Why p≈18%: High already +6.1%; live −0.4% — don’t-chase mid-session.
DART 20261002900197
up 3-8%Iljin Electric 103590 · KOSPI · 2026-10-02 07:36 KST · p≈15%
UK 400kV grid cable supply+install ₩187.2bn (~4.7% mcap / 9.15% sales); no advance; end TBD
2026-10-02 07:36 KST: Iljin Electric (일진전기, 103590, KOSPI) filed single sales/supply contract (단일판매ㆍ공급계약체결). Content: product supply — 400kV transmission-grid cable supply and installation (400kV 송전망 케이블 공급 및 설치). Firm ₩187,172,249,990 (₩187.2bn / 1872억; GBP 104,088,672.00 @ GBP/KRW 1,798.20 on 2026-10-01 Hana Bank). Recent consol. sales ₩2,044,552,052,338 → 9.15% of sales. Large-corp: no. CP: J. MURPHY & SONS LIMITED (relationship "-"). Region: UK. Period start 2026-10-01; end blank. Advance/prepay: none (무); payment per supply-contract claims. Contract date 2026-10-01. Notes: full end date TBD pending owner NTP then PMI; amount/term may change; will amend when end date fixed. rcpNo 20261002800002 / dcmNo 11600599 confirmed on DART HTML viewer (일진전기 matches). Live at enrich (Naver 103590 @2026-10-02 08:09 KST PREOPEN/AH): last ₩82,900 (0.00% cash); AH/over ₩88,600 (+6.88%); OS 47,685,390 → mcap ≈ ₩3.95tn (39,531억); face/mcap ≈ 4.7%.
Why: What: Iljin Electric (103590) UK 400kV grid cable supply+install for J. Murphy & Sons — ₩187.2bn (GBP 104.1m; 9.15% YE2025 consol sales / ~4.7% of ~₩3.95tn mcap); no advance; end date TBD (NTP/PMI). Why UP: Named non-affiliate UK HV-cable award = real export demand on a grid-theme name. Why 3-8%: ~5% mcap clears mid band on ₩4tn KOSPI; refuse 8%+ for zero advance, blank end-date, amount/term flex. Why p≈15%: Pre-market already +6.9% (₩88,600) — top of 3-8% mostly printed; don’t-chase into 09:00.
DART 20261002800002
up 8%+Shaperon 378800 · KOSDAQ · 2026-10-01 15:54 KST · p≈32%
Q3 sales ₩4.77bn vs Q2 ₩41m / LY ₩168m; OP/NP blank in FD
2026-10-01 15:54 KST: Shaperon (샤페론, 378800, KOSDAQ) filed consolidated preliminary operating results FD (연결재무제표기준영업(잠정)실적). Period Q3 2026-07-01~2026-09-30. Sales ₩4,771m (₩4.771bn) vs Q2 ₩41m (+11,536.6% QoQ) and vs Q3’25 ₩168m (+2,739.9% YoY). 9M sales ₩4,878m vs ₩179m YoY (+2,625.1%). Operating profit, pretax and net income lines all blank (“-”) in the FD. rcpNo 20261001900342 / dcmNo 11599854 confirmed on DART HTML viewer (샤페론 matches). Live at enrich (Naver 378800 @2026-10-01 16:05 KST): last ₩2,535 (1.81% vs prev); mcap ≈ 234억; AH open.
Why: What: Shaperon (378800) Q3 sales ₩4.771bn vs Q2 ₩41m / LY ₩168m on ~₩23bn micro biotech; OP/NP not disclosed. Why UP: Step-change revenue vs near-zero run-rate is an earnings positive print after yesterday’s Phase-2 fail. Why 8%+: Quarterly sales ≈20% of mcap on thin KOSDAQ biotech = shock/vol class. Why p≈32%: After-close→next open leftover, but haircut for blank OP (one-time license risk) and live already +~2% AH.
DART 20261001900342
X · priority
2026-10-02 21:55 HKT / 2026-10-02 22:55 KST · Home unavailable. Sentiment mixed, medium. Evening/US NEW since 2026-10-02 13:50 HKT: n_new=3 (fxtwitter OK). Afternoon NEW demoted PRIOR (aft).
mixed@alojoh · 2026-10-02 21:46 HKT · NEW
AJ: TSLA +4% on deliveries beat Street by ~5.3% (~24.6k vehicles) but missed battery-storage deployments by ~13.8% (~2.2 GWh). HC estimates also beat Street; deliveries miss vs HC was ~3.0% low / deployments ~9.9% high.
Implication: Mixed TSLA print — auto deliveries constructive, Energy storage miss offsets. Standing Caution sleeve color into US session; not a KR cash print. Soft mixed vs EV/storage tape.
x.com/alojoh/status/2106018087933722951
down@jukan05 · 2026-10-02 19:28 HKT · NEW
Jukan: Seagate −10% after Nikkei Toshiba ¥60bn AI-HDD PH capacity-double FY27. Follow-up: ‘two-player oligopoly in HDDs ended today’ — argues crowd ignored Toshiba supply-add risk vs STX/WDC duopoly thesis.
Implication: Bearish near-term STX/WDC oligopoly premium; constructive for competitive AI nearline HDD supply path (Toshiba). Soft temper on HDD secular-up narrative vs memory; not a KR cash print.
x.com/jukan05/status/2105983361525428342
up@jukan05 · 2026-10-02 14:25 HKT · NEW
Jukan / Korean local media (MK): Samsung quoting mid-to-high ~$4/Gb in ongoing HBM4 price talks with major customers — >3× current mainstream HBM3E ~$1.50/Gb. Zephyr QT: ‘Things you can do when you have the best base die.’
Implication: Core constructive Samsung / 000660 / SKHY HBM ASP tape into US hours — HBM4 pricing power extends MU 2028-LTA / TrendForce PRIOR. Soft bullish memory multiples if quotes stick; watch negotiation vs final ASP.
x.com/jukan05/status/2105907093291299105
up@jukan05 · 2026-10-02 10:05 HKT · PRIOR
PRIOR (aft): Jukan / Nikkei: Toshiba to invest ~¥60bn to expand Philippines plant and double AI data-center HDD capacity in FY2027 (Apr 2027–Mar 2028); aims mid-term share lift vs WD/Seagate oligopoly.
Implication: Constructive AI-infra storage / nearline HDD demand (Toshiba + STX/WDC oligopoly). Evening NEW: STX −10% reaction + ‘oligopoly ended’ follow-through.
x.com/jukan05/status/2105841682466136469
mixed@citrini · 2026-10-02 04:29 HKT · PRIOR
PRIOR (aft): Citrini: best framework for when bonds bottom is when crowd fear shifts from continued selloff in a hot economy to concern bonds won’t rally in a slowdown — ‘if people start saying that, it’s time to buy.’
Implication: Rates/duration timing color for desk FX/rates sleeve — not a near-term lean flip; frames eventual bond bid once narrative pivots. Soft mixed vs standing rates backdrop.
x.com/citrini/status/2105757136387182885
up@zephyr_z9 · 2026-10-01 18:35 HKT · PRIOR
PRIOR (eve): Zephyr: ‘Very interesting — Anthropic will buy around 5GW of compute from Broadcom.’
Implication: Constructive AVGO (Y-list) AI-ASIC / custom-silicon demand + Anthropic capex path. Stacks on PRIOR Anthropic SpaceX compute and afternoon ORCL–Tencent lease. Soft for Google-TPU / Broadcom HBM pull-through into memory tape.
x.com/zephyr_z9/status/2105607529372004492
up@jukan05 · 2026-10-01 14:24 HKT · PRIOR
PRIOR (eve): Jukan on Micron call: most valuable comment is 2028 supply expected even tighter than 2026 — substantial 2028 volume already contracted via LTAs; rejects Street oversupply-2028 claims; argues memory P/E should re-rate if demand locked through 2028.
Implication: Core constructive MU / 000660 / SKHY / Samsung memory multiple narrative — extends afternoon beat/guide confirmation into multi-year tightness. Soft bullish HBM ASP durability vs short-cycle fade thesis.
x.com/jukan05/status/2105544291800297587
mixed@jukan05 · 2026-10-01 16:52 HKT · PRIOR
PRIOR (eve): Jukan (w/ HBM pricing Q&A screenshot): Broadcom HBM procurement now roughly on par with NVIDIA — same price level, reversing prior NVDA-favored terms; TW sources say TPU volumes may exceed NVIDIA’s in 2027. Companion 2027 memory outlook Substack absorbed.
Implication: Constructive AVGO / GOOGL-TPU HBM pull + seller pricing power for Samsung/Hynix; soft mixed for NVDA share-of-accelerator framing into 2027. Reinforces HBM ASP / buyer-volume concentration narrative.
x.com/jukan05/status/2105581560632312312
up@zephyr_z9 · 2026-10-01 16:57 HKT · PRIOR
PRIOR (eve): Zephyr ‘I wonder who the customer is 🤔😏’ + GlobeNewswire clip: Coherent (COHR) sampling 300mm high-thermal-conductivity SiC substrates to leading AI semiconductor partners (thermal management for AI/HPC).
Implication: Soft constructive COHR / advanced substrate thermal path — pairs with PRIOR Vital Optics InP / optical-CPO stack. Materials winner color, not a near KR cash print.
x.com/zephyr_z9/status/2105582895440306527
up@jukan05 · 2026-10-01 11:20 HKT · PRIOR
PRIOR (aft): Jukan flags FT: Oracle signs ~$7bn deal to lease compute capacity to Tencent — largest Tencent overseas cloud lease; ~100k advanced AI chips across Oracle SEA DCs (5yr); ~30% upfront; weighed on Tencent 2Q FCF.
Implication: Constructive ORCL (Wait sleeve) AI-cloud / GPU-lease demand + China AI compute off-shore path via SEA. Soft for NVDA-supply stack into Oracle; Tencent AI catch-up color.
x.com/jukan05/status/2105498127189107048
up@jukan05 · 2026-10-01 08:02 HKT · PRIOR
PRIOR (aft): Jukan: Japan’s PCB export unit prices are skyrocketing — METI/Meritz chart shows monthly avg PCB ¥/m² accelerating through 2025 into mid-2026 peak above ~¥100k/m².
Implication: Constructive AI-infra PCB/CCL ASP tape (pairs with PRIOR Ming-Chi HC CCL / Shengyi NVL576). Soft for KR/JP PCB suppliers into AI server boards.
x.com/jukan05/status/2105448244973392222
up@alojoh · 2026-10-01 04:37 HKT · PRIOR
PRIOR (aft): AJ on Micron print: HC earnings estimate beat Street, and Q1’27 estimate is very close to MU guidance — Street must raise substantially to catch up.
Implication: Constructive MU (Y-list) / memory process confirmation — stacks on FQ4 beat+guide; read-through constructive for 000660 / SKHY / Samsung.
x.com/alojoh/status/2105396666551398587
up@zephyr_z9 · 2026-10-01 04:05 HKT · PRIOR
PRIOR (aft): Zephyr ‘LFG!!!’ QT Micron FQ4’26: rev $54.23B / EPS $33.42 beat; Q1’27 guide rev $61.5B±1.5 / EPS $38.15±1; GM ~87%; Cloud Memory $16.3B — record FY26, stronger FY27 commentary.
Implication: Priority-handle confirmation of MU beat/guide — constructive memory/HBM demand into KR names.
x.com/zephyr_z9/status/2105388693167255631
up@zephyr_z9 · 2026-10-01 04:07 HKT · PRIOR
PRIOR (aft): Zephyr: ‘Google back at Number 3’ — DeepMind Gemini 4 Argon eval table leads many benches vs GPT-6 Astra / Claude Opus 5.5.
Implication: Soft constructive GOOGL / Gemini model-race color — AI-lab competitive tape; not a near KR cash print.
x.com/zephyr_z9/status/2105388983329104051
mixed@zephyr_z9 · 2026-09-30 22:32 HKT · PRIOR
PRIOR (aft): Zephyr QT AMD MI455/MI400 $28k/$20k ‘very competitive’ claim: ‘Not possible — just 432GB of HBM costs $12k–$14k.’
Implication: Tempers AMD cheap-pricing narrative vs NVDA — HBM BOM alone challenges those ASPs. Soft mixed for AMD; constructive for HBM ASP.
x.com/zephyr_z9/status/2105304786728051173
up@jukan05 · 2026-09-30 21:25 HKT · PRIOR
PRIOR (eve): Jukan + TrendForce chart: DRAM/NAND contract prices — HBM blended 4Q26F +15–20% (vs 3Q26E +8–13%); conventional DRAM 4Q +10–15%; NAND 4Q +15–20%.
Implication: Constructive for 000660 / SKHY / Samsung memory — HBM ASP acceleration is core desk tape; pairs with evening HBM4 ~$4/Gb NEW.
x.com/jukan05/status/2105287840284438882