Markets desk

Morning report — Wed 30 Sep 2026 ~07:52 HKT (research/paper)

Research/paper only. No live orders or recommendations. KRX Wed cash — open 30 Sep 09:00 KST.

watchlists US AJ: overnight ORCL +8% after AJ buy flag (4th-largest again @~$132; HC). Standing Y: AVGO, MU, MRVL, NVDA (HC), XPEV, META, AMD, LITE. Wait ORCL (AJ rebuy = color, Featured not re-scraped). Caution TSLA, NIO; Watch SPCX; Avoid EOSE, EOS; N PLTR, AAPL, RIVN. Korea attractive: EMPTY (2nd day foreign dump; no new long sleeve). 000660 is Hynix desk only. Micron FQ4 tonight (US after-close).

asia news Age-cut Tue+Wed n=6. Lead: Japan Times China AI travel curbs→families; Yonhap Samsung $1bn Helix (NVDA/KKR); RTHK HSI −0.48% / MiniMax ~−4%; Yonhap/SEDaily KOSPI −0.27% foreign ₩2.90tn; Micron calendar; Yangtzeer MiniMax M3.1-Flash (29 Sep stamp). HKET/SCMP RSS thin; Mon backlog dropped.

X Morning refresh 2026-09-30 07:52 HKT · Sentiment mixed, medium · Home unavailable · n_new=3 after 21:57 HKT. NEW: AJ ORCL +8%/HC rebuy; Jukan Anthropic $84.5bn SpaceX compute; Zephyr AMD/Intel > Vera on RL sandboxes. PRIOR: Opus/Sonnet accel; TSMC Texas; CPO; SEMCO; Samsung 2nm; Anthropic $518bn; AJ NVDA buyback; TSMC 2nm.

DART Age-window ≥2026-09-29 15:40 KST: 10 keeps (no 000660) — NEW Shindo Kiyon 290520 LGD Vietnam display-eq ₩6.79bn UP 3-8%/p≈12% (don’t-chase; high +8.85%); Samyung ENC 065570 rehab MIXED 8%+/p≈22%; Yookil / Rayence / Movex / AXBIS / Cheil / Danal. Tip last_seen 20260930000327 @13:04 KST.

funding BN fapi GEO-BLOCKED. HL xyz:SKHY mark 186.76 / fund −1.93e-05; xyz:SKHX mark 1323.0 / fund +3.28e-05 (hynix30 ~07:23; live API 429). BN−HL spreads UNKNOWN. Paper only.

Hynix KR PREOPEN → 09:00. Tue cash 000660 ₩1,765,000 (−0.17%) O/H/L 1,755k/1,788k/1,736k · vol 2,939,411 · For −885.7k sh (~₩1.56tn) / Inst +42.6k / Ind +228.8k; FO 49.82%. Samsung Tue ₩272,500 (+0.93%) ex-div. KOSPI Tue 6,870.81 (−0.27%). SKHY Tue $186.68 (+2.62%); prem vs Tue KRX/FX 1,356.7 ≈ +43.5%. No NEW 000660 DART. Do not invent a Wed gap from Yahoo alone. Micron tonight.

HYROX Warsaw registration announced (not open): opens 14 Oct 2026 12:00 CET / 18:00 HKT; race 7–11 Apr 2027. Official "Sale starts soon". Outlook: no newer Warsaw OPEN mail. ping_needed=false.