Asia news tape
Wednesday age cut: Tue 27 + Wed 28 · n=7 (a 3 / b 4 / c 0) · refreshed 2026-10-28 07:55 HKT / 2026-10-28 08:55 KST. Rank a = China AI / HK; b = SK hynix/Samsung/KOSPI/HSI; c = other macro.
Session context: Wed 28 Oct pre-open (~07:55 HKT / 08:55 KST): KRX cash opens 09:00 KST = SK hynix Q3 IR. Tue 27 cash: KOSPI 5,638.34 (+3.09%), Samsung ₩222,000 (+4.23%), 000660 ₩1,341,000 (+5.18%); Yonhap FX 15:30 1,323.7. SKHY Tue RTH $145.36. HK Tue: HSI 23,041.32 (−0.73%); HSTECH 3,800.43 (−1.48%); Zhipu 550.50 (~+8.9%); MiniMax 172.20 (~−1.1%). Do not invent Wed gap from Yahoo prev-close.
rank aYahoo 2513.HK · HK AI tape · 2026-10-27 close
Zhipu 2513.HK +8.90% to HK$550.50 — China AI name rebounds on HK
Yahoo official Tue close: Zhipu (2513.HK) HK$550.50 (vs Mon 505.50 ≈ +8.9%; Yahoo chartPreviousClose 484.80 on some pulls). Strong HK China-AI bounce while HSTECH soft.
Implication: a-rank China AI / HK: Zhipu leads China-AI rebound into Wed — idiosyncratic vs Seoul memory IR day.
finance.yahoo.com/quote/2513.HK/
rank aYahoo 0100.HK · HK wires · 2026-10-27 close
MiniMax-W 0100.HK −1.09% to HK$172.20 — soft after Mon −7.2%
Yahoo official Tue close: MiniMax-W (0100.HK) HK$172.20 (vs Mon 174.10 ≈ −1.1%). Continues post-IPO fade while Zhipu rebounds — split China-AI tape.
Implication: a-rank China AI / HK: MiniMax still soft vs Zhipu bounce — split a-rank optics into Wed.
finance.yahoo.com/quote/0100.HK/
rank aSCMP / US court colour (Tue wire pull) · 2026-10-27
Alibaba wins preliminary injunction colour vs US Pentagon contracting block — SCMP page reachable
SCMP Tue-window page reachable on fetch (title parse thin; not full paywall body). Wire colour: Alibaba secured preliminary injunction relief against a US DoD contracting restriction — China Big-Tech legal/policy optics, not a Seoul cash print.
Implication: a-rank China AI/tech adjacency: soft constructive Alibaba legal relief colour; idiosyncratic vs KRX memory IR.
www.scmp.com/news/us/article/3372356/alibaba-wins-preliminary-injunction
rank bYonhap EN · 2026-10-27 close
KOSPI +3.09% to 5,638.34 — chip rebound ahead of Hynix Wed IR
Yonhap EN / Yahoo: KOSPI Tue 5,638.34 (+3.09% vs Mon 5,469.47). Won 1,323.7 /USD at 15:30. Chip-led bounce into SK hynix Wed / Samsung Thu earnings week.
Implication: Core b-rank: Tue risk-on Seoul into TODAY Hynix Q3 IR 09:00 KST. Paper only.
en.yna.co.kr/view/AEN20261027007651320
rank bYonhap EN · Yahoo/Naver · 2026-10-27 close
Samsung ₩222,000 (+4.23%) / SK hynix ₩1,341,000 (+5.18%) — cash rebound into IR
Yonhap/Yahoo Tue official: Samsung ₩222,000 (+4.23% vs Mon 213,000); SK hynix ₩1,341,000 (+66,000 / +5.18% vs Mon 1,275,000; range 1,336,000–1,381,000). Do NOT invent Wed gap from Yahoo prev-close — Tue ₩1,341,000 is last cash.
Implication: Chip beta hard UP Tue into TODAY Hynix IR. Hynix desk: Tue ₩1,341,000 last cash. Paper only.
en.yna.co.kr/view/AEN20261027007651320
rank bXinhua / Yahoo HSTECH.HK · 2026-10-27 close
HSI −0.73% to 23,041.32; HSTECH −1.48% to 3,800.43
Xinhua / Yahoo: Hang Seng Tue 23,041.32 (−0.73%). Hang Seng TECH 3,800.43 (−1.48% vs Mon 3,857.53). Soft HK while Seoul chip-bounced.
Implication: b-rank: HK soft vs Seoul UP — Asia tone split into Wed KR IR open.
english.news.cn/20261027/3c98af56429643789debf42d889c5eb2/c.html
rank bYahoo NVDA · US Tue RTH · 2026-10-27 close
NVDA Tue RTH $217.94 (+0.68%) — US AI beta firm overnight into Wed Asia
Yahoo Tue RTH: NVDA $217.94 (vs Mon ~$216; Yahoo chartPreviousClose 216.47). Soft constructive US AI beta into Wed Hynix IR.
Implication: b-rank NVDA-China/AI adjacency: firm US chip overnight vs TODAY Seoul IR. Paper only.
finance.yahoo.com/quote/NVDA/
Gaps: HKET EN / KED Global deep not used this pass. SenseTime / Moonshot / DeepSeek no fresh Tue–Wed EN single-name wire beyond Zhipu/MiniMax closes + Alibaba injunction colour. Finance MCP needsAuth — Korea attractive EMPTY. @alojohhardcore unread_protected (no computerUse; no portal; no invent). Home/Following unavailable. Yonhap EN WAF on some paths — used reachable AEN20261027007651320 + Yahoo meta. SCMP Alibaba body thin (title parse weak) — marked colour only.
X · priority
2026-10-28 21:53 HKT / 2026-10-28 22:53 KST · priority authors (@alojoh @citrini @zephyr_z9 @jukan05 @BowTiedBull) · NEW since afternoon ~13:47 HKT: n_new=27 (X MCP + home + hardcore). Aft NEW → PRIOR. Sentiment mixed / medium. Home available. Hardcore readable.
up@alojohhardcore · 2026-10-28 19:41 HKT · NEW
HC: We added SK Hynix #alert. Buy in Korea 000660.KS or US ADR SKHY. (no limit price on post)
Implication: ALERT — UP HC colour. Soft; no portal.
x.com/alojohhardcore/status/2115408675150115071
mixed@zephyr_z9 · 2026-10-28 21:28 HKT · NEW
Zephyr: CXMT HBM3 cost ~$2/Gb vs big-3 ~$0.6; selling $5–7/Gb → GM 60–71% even at ~20% yield (DRAM GM 85%). First HBM MP — low start yields natural; expects 50–70% by Q2 via Hanmi/Disco/ACMR bonders/TSV (not litho bottleneck). Ideal MP was Q2'27 but Chinese XPU launches Q4'26/Q1'27 force supply now. QT kyleichan 20% yield economics doubt.
Implication: MIXED China HBM economics — GM-positive reframes afternoon yield/perf-lag bear; soft constructive CXMT path, soft pressure on 000660 quality-lead monopoly narrative. Paper only.
x.com/zephyr_z9/status/2115435615965839642
mixed@BowTiedBull · 2026-10-28 21:21 HKT · NEW
BowTiedBull: Sudden loss of status/identity coming for many — second income critical; dangerous to assume careers don't change. QT blueprintsmb22 on Ivy→IB/consulting→MBA→HF/PE cohort stuck 3–4y jobless with high burn; AI likely pulls this earlier.
Implication: MIXED/caution labor + AI displacement colour for high-burn professional class. Soft macro/AI; not a ticker call.
x.com/BowTiedBull/status/2115433892262113662
up@alojoh · 2026-10-28 20:46 HKT · NEW
AJ: Deep dive into SK hynix for HC members (@SKhynix) — paywalled post-IR coverage after epic 3Q print / LTA / buyback tape.
Implication: UP 000660 continued HC coverage post-IR — soft constructive memory colour; public X is teaser only (no portal).
x.com/alojoh/status/2115424985338765622
mixed@alojoh · 2026-10-28 20:23 HKT · NEW
AJ: Saylor's 'no reason to own BTC because AI can hack a crypto app ≈ no reason to speak English because AI can hack messaging' is a bad analogy — English doesn't depend on messaging-app security; Bitcoin's thesis depends heavily on secure ownership/transfer.
Implication: MIXED/caution BTC — security-dependency rebuttal to Saylor AI-hack dismissiveness. Soft crypto; paper only.
x.com/alojoh/status/2115419280040751113
mixed@zephyr_z9 · 2026-10-28 16:58 HKT · NEW
Zephyr QT DrFrederickChen: Capacitor thickness now DRAM scaling limiter; Nagare Labs capacitorless DRAM via 3D-NAND-like foundry BEOL without EUV — DRAM makers have a chance if periphery doesn't fit with logic.
Implication: MIXED DRAM scaling / foundry-BEOL tech colour — long-dated process optionality; soft memory/foundry sleeve, not near-term print.
x.com/zephyr_z9/status/2115367545805144223
up@wallstengine · 2026-10-28 21:36 HKT · NEW
Home: SK hynix +11% after Q3 OP +632% YoY, record ~80% OPM; higher HBM prices in 2027, pricing/volumes set with majors.
Implication: UP — home tape colour. Soft single-name.
x.com/wallstengine/status/2115437657224630777
caution@KobeissiLetter · 2026-10-28 20:44 HKT · NEW
Home: Fed day: expects hawkish pause (hold) and groundwork for a December hike; +50bp total hikes in 2026.
Implication: CAUTION — home tape colour. Soft single-name.
x.com/KobeissiLetter/status/2115424565086093615
up@Reuters · 2026-10-28 19:12 HKT · NEW
Home: SK hynix to return ~$75bn to shareholders this year after >7× quarterly profit jump.
Implication: UP — home tape colour. Soft single-name.
x.com/Reuters/status/2115401345926857214
up@zerohedge · 2026-10-28 20:13 HKT · NEW
Home: Futures up as hynix-fueled memory mania revives the AI trade ahead of the Fed; oil jumps.
Implication: UP — home tape colour. Soft single-name.
x.com/zerohedge/status/2115416576438518030
mixed@zerohedge · 2026-10-28 20:07 HKT · NEW
Home: Alphabet leading Mag7 premarket on report OpenAI intends to buy AI chips from Google; NVDA +0.8%.
Implication: MIXED — home tape colour. Soft single-name.
x.com/zerohedge/status/2115415265957560615
up@wallstengine · 2026-10-28 20:02 HKT · NEW
Home: Jensen Huang: software optimization can 2–3× model speed on existing GPUs and doubles the revenues.
Implication: UP — home tape colour. Soft single-name.
x.com/wallstengine/status/2115413873348280709
up@Reuters · 2026-10-28 20:45 HKT · NEW
Home: Oil higher on reports of possible US strikes on Iran after midterms.
Implication: UP — home tape colour. Soft single-name.
x.com/Reuters/status/2115424622577345007
caution@FT · 2026-10-28 21:42 HKT · NEW
Home: UK Budget: extra tax on property and savings income; additional rate to 49p.
Implication: CAUTION — home tape colour. Soft single-name.
x.com/FT/status/2115439063549317202
up@FT · 2026-10-28 21:25 HKT · NEW
Home: Lloyds +4.2%, Barclays +3.7%, NatWest +2.4% as UK bank tax less than feared.
Implication: UP — home tape colour. Soft single-name.
x.com/FT/status/2115434689934569894
caution@WatcherGuru · 2026-10-28 20:42 HKT · NEW
Home: 33 US companies object to OKX/ICE tokenized stocks (IBM, Dell, Intel, AMD, Oracle, Alphabet, MSFT, JPM, AVGO…).
Implication: CAUTION — home tape colour. Soft single-name.
x.com/WatcherGuru/status/2115424078438035909
up@FirstSquawk · 2026-10-28 20:02 HKT · NEW
Home: Amphenol Q3 sales $10.2bn vs $9.5bn est, organic +37%, new 3-year $4bn buyback.
Implication: UP — home tape colour. Soft single-name.
x.com/FirstSquawk/status/2115414002654384152
up@TrendSpider · 2026-10-28 19:48 HKT · NEW
Home: Vertiv VRT Q3 adj EPS $2.21 vs $1.83, sales $4.313bn vs $3.760bn; FY guide raised.
Implication: UP — home tape colour. Soft single-name.
x.com/TrendSpider/status/2115410497323348091
caution@FT · 2026-10-28 15:03 HKT · NEW
Home: The AI bubble already popped — in China.
Implication: CAUTION — home tape colour. Soft single-name.
x.com/FT/status/2115338773953183874
mixed@zephyr_z9 · 2026-10-28 13:10 HKT · PRIOR
PRIOR (Wed aft): Zephyr: CXMT's "HBM3E" (more like better HBM3) runs at 8 Gbps vs standard HBM3 6.4 / HBM3E 9.2 — quoting Jukan CXMT RTRS.
Implication: MIXED CXMT HBM naming/perf gap — confirms Jukan lag colour vs Hynix HBM3E. Soft 000660 quality lead; soft China HBM sleeve.
x.com/zephyr_z9/status/2115310161330163932
mixed@jukan05 · 2026-10-28 12:59 HKT · PRIOR
PRIOR (Wed aft): Jukan RTRS: CXMT plans small-scale HBM3E production within ~2 months; current yield ~20%; test performance closer to SK hynix prior-gen HBM3, short of Hynix HBM3E.
Implication: MIXED China HBM catch-up optics — production near-term but yield/perf lag vs 000660 HBM3E. Soft constructive Hynix quality lead; paper only.
x.com/jukan05/status/2115307540494098601
up@alojoh · 2026-10-28 12:49 HKT · PRIOR
PRIOR (Wed aft): AJ: In July correctly predicted SK Hynix would massively beat; estimates were 15% above consensus (claims 1,100+ investor-channel confirm).
Implication: UP AJ track-record / 000660 beat confirmation colour post-IR — reinforces morning beat tape. Soft single-name; paper only.
x.com/alojoh/status/2115304865144397961
up@alojoh · 2026-10-28 12:34 HKT · PRIOR
PRIOR (Wed aft): AJ: "Epic numbers, as we predicted" — quote-RT SK hynix official 3Q26 record Rev >₩100T (server DDR5 + DC SSD + HBM4; LTAs >50% of 2027–28 capacity).
Implication: UP 000660 post-print confirmation — aligns morning DART/IR beat + LTA colour. Soft constructive memory. Paper only.
x.com/alojoh/status/2115301237109227697
up@jukan05 · 2026-10-28 11:00 HKT · PRIOR
PRIOR (Wed aft): Jukan: SEMCO (009150) prelim — Rev ₩3.7633T (−1% vs cons); OP ₩691.0bn (+8% vs cons ₩642bn); NI ₩468.7bn (−11% vs cons). Mcap ~₩98.3T.
Implication: UP 009150 OP beat vs cons (Rev/NI soft) — matches DART KEEP colour; live already chased AM. Soft don't-chase if extended. Paper only.
x.com/jukan05/status/2115277408781897729
mixed@zephyr_z9 · 2026-10-28 09:54 HKT · PRIOR
PRIOR (Wed aft): Zephyr: One main reason Nvidia pushes NVHBM is Jensen doesn't want Hynix/Micron base-die mess to repeat — wants to derisk the base die.
Implication: MIXED NVDA NVHBM / HBM supply-chain derisk — soft HBM vendor concentration colour vs 000660. Paper only.
x.com/zephyr_z9/status/2115260986634682496
mixed@zephyr_z9 · 2026-10-28 09:29 HKT · PRIOR
PRIOR (Wed aft): Zephyr: Minimax and Kimi depend a lot on Western-market revenue to survive; Qwen, ByteDance, DeepSeek, Zhipu don't.
Implication: MIXED China OSS / lab funding divergence — soft a-rank AI adjacency; not Korea cash. Paper only.
x.com/zephyr_z9/status/2115254647955054768
up@jukan05 · 2026-10-28 09:03 HKT · PRIOR
PRIOR (Wed aft): Jukan IR colour: SK hynix — despite HBM spec downgrade, demand remains strong; customer-requested volumes currently exceed 2× what they can supply.
Implication: UP 000660 scarcity — demand>2× supply into IR day. Reinforces morning demand>supply through 2030. Soft constructive. Paper only.
x.com/jukan05/status/2115248034619818027
DART material
Age cut ≥ 2026-10-27 15:40 KST (+ anything stamped Wed). n_items=28. Last scan 2026-10-28 15:56 KST (Asia/Seoul) — KEEP×4 (LG Chem 051910 MIXED 1-3%; Agos 175140 MIXED 8%+; Samsung C&T 028260 MIXED 1-3%; Purit 445180 MIXED 1-3%). ENGLISH only. Paper only — no live trade recs. DROP this fire: Miwon Commercial 002840 soft OM buyback ₩2.00bn (~0.35% mcap, no cancel); SK Innovation 096770 merger 기재정정 (small-scale opposition <20% + Vietnam approval — known SKIET absorption process); Lithium Force 073570 3P pay-in pulled earlier (schedule only); Davolink 340360 reverse-split schedule slip; LG Corp 003550 echo of LG Chem LGES disposal; Samsung Epis Holdings 0126Z0 Bioepis sub Q3 (OP +53% QoQ / +2.8% YoY — mega parent, not shock); Pyunghwa Holdings sub ST debt; KINX inquiry; IR/earnings-notice/trust/ELS/기타/KONEX.
mixed 1-3%LG Chem 051910 · KOSPI · 2026-10-28 15:33 KST · p≈40%
Dispose 6.54m LGES sh (~2.79% OS) / ₩2.50tn via planned 2y PRS · post stake 76.59%
Wed 28 Oct 15:33 KST (after cash close): LG Chem (051910) will dispose 6.54m LGES shares (~2.79% of LGES) for ₩2.50tn and wrap the transfer in a 2-year PRS with the buyer. MIXED: ₩2.50tn monetization / balance-sheet fuel is real, but PRS keeps economic exposure to LGES and optics are selling a crown-jewel stake — not a clean cash exit. 1-3%: liquid mega-cap + PRS (not outright sale) compresses the band; refuse 3-8%/8%+ off the ₩2.5tn / ~15% mcap headline alone (sales%/face≠band). p≈40%: stamp is after 15:30 cash close — leftover is overnight→Thu open only; same-session tape (+3.3%) is pre-print and not this catalyst’s unused band.
Why direction: ₩2.50tn LGES stake monetization vs PRS residual exposure + crown-jewel optics → MIXED, not clean UP. · Why magnitude: Liquid mega + PRS structure → MIXED 1-3%; refuse 3-8% off ₩2.5tn face / ~15% mcap headline. · Why probability: After-close stamp → ~40% overnight leftover into Thu open (same-session +3.3% is pre-print).
DART 20261028800407 · desk markets-desk
mixed 8%+Agos 175140 · KOSDAQ · 2026-10-28 15:46 KST · p≈45%
Halt e-commerce unit (~₩7.82bn / 14.1% of 2025 sales) · KRX halt to close for important biz stop
Wed 28 Oct 15:46 KST: Agos (175140) shuts its e-commerce sleeve (~14% of 2025 sales) and KRX halts the stock into the close for an important business stop. MIXED: exiting a loss-making unit to concentrate on telecom/anti-drone is restructuring logic, but the '영업정지' + halt headline on a ~₩54bn name is a two-way shock into the next open. 8%+: thin KOSDAQ + halt/resume gap class (Davolink-style shock band), not housekeeping. p≈0 same-session (halted into close); leftover ≈45% is overnight→Thu open gap only.
Why direction: Loss-making unit exit / refocus vs halt + business-stop scare on thin name → MIXED two-way, not clean UP or DOWN. · Why magnitude: Thin ~₩54bn KOSDAQ + important-biz-stop halt → MIXED 8%+ shock band into resume. · Why probability: Halted into close → same-session p≈0; ~45% leftover is Thu open gap only.
DART 20261028000288 · desk markets-desk
mixed 1-3%Samsung C&T 028260 · KOSPI · 2026-10-28 15:28 KST · p≈28%
Q3’26 consol prelim: OP ₩1.143tn +10.8% QoQ / +15.0% YoY; NI −12.5% QoQ / −9.5% YoY
Wed 28 Oct 15:28 KST: Samsung C&T (028260) prints Q3 OP still firm (+11% QoQ / +15% YoY) while NI falls (−12.5% QoQ / −9.5% YoY). MIXED: operating beat vs bottom-line fade on a liquid mega — classic two-way prelim, not a clean UP. 1-3%: mega diversified compresses band; refuse 3-8% off OP %. p≈28%: cash already +7.8% into the near-close stamp (pre-print tape), so this FD’s leftover is overnight→Thu open digestion of the MIXED print, not unused same-session band.
Why direction: OP +11% QoQ / +15% YoY vs NI −12.5% QoQ / −9.5% YoY → MIXED two-way, not UP. · Why magnitude: Liquid mega diversified → MIXED 1-3%; OP % ≠ higher band. · Why probability: Cash already +7.8% pre-print; after-close leftover ~28% into Thu open only.
DART 20261028800394 · desk markets-desk
mixed 1-3%Purit 445180 · KOSDAQ · 2026-10-28 15:33 KST · p≈35%
New distillation/capex ₩17.5bn (~16.3% equity / ~12.4% mcap) for recycle & industrial products · through Dec’27
Wed 28 Oct 15:33 KST (after cash close): Purit (445180) commits ₩17.5bn (~12% mcap / ~16% equity) to new distillation capacity for recycle/industrial products through end-2027. MIXED: capacity adds a growth option but cash leaves now and earnings drip only after build — not near-term EPS fuel. 1-3%: size clears a material bar vs mcap, but multi-quarter construction + no named offtake refuse 3-8%/8%+. p≈35%: after-close stamp with live only +2.5% → overnight→Thu open leftover, not a same-session chase.
Why direction: Sizable capacity add vs multi-quarter cash drain / no near-term offtake → MIXED, not clean UP. · Why magnitude: ~12% mcap / ~16% equity but build through Dec’27 → MIXED 1-3%; refuse 3-8%. · Why probability: After-close + live only +2.5% → ~35% overnight leftover into Thu open.
DART 20261028900379 · desk markets-desk
up 1-3%Shinwon 009270 · KOSPI · 2026-10-28 14:54 KST · p≈12%
OM buyback 2.59m sh (~2.3% OS) / ₩2.50bn · cancel or employee bonus · through Jan’27
Wed 28 Oct 14:54 KST: Shinwon (009270) adds a ₩2.50bn open-market buyback (~2.3% OS / ~2.3% mcap) with dual purpose cancel-or-employee-bonus — soft, not dated cancel-bound. UP: still a cash bid / price-support sleeve on a name that already warehouses 26.8% treasury. 1-3%: soft dual-purpose + modest face/mcap (hold-after/ESOP haircut) — refuse 3-8% without hard cancel. p≈12%: live already +3.1% / high +6.3% printed through the top of 1-3% with ~10–15 min of cash left — leftover is don’t-chase / overnight residual, not unused same-session band.
Why direction: OM cash bid (even soft cancel/ESOP dual purpose) → UP support, not MIXED dilution. · Why magnitude: ~2.3% OS / ~2.3% mcap soft dual-purpose OM → UP 1-3%; refuse 3-8% without hard cancel. · Why probability: Live already +3.1% / high +6.3% through 1-3% near close → ~12% leftover (don’t-chase / overnight).
DART 20261028000248 · desk markets-desk
up 1-3%Korea Alcohol Industrial 017890 · KOSDAQ · 2026-10-28 14:48 KST · p≈8%
OM buyback 300k sh (~1.5% OS) / ₩4.25bn · cancel planned after buy · through Jan’27
Wed 28 Oct 14:48 KST: Korea Alcohol Industrial (017890) launches a ₩4.25bn open-market buyback (~1.5% OS / ~1.5% mcap) with cancel planned after completion. UP: cash bid plus permanent float-shrink intent is shareholder-return fuel, not dilution. 1-3%: size is Inhwa/Mediance-class (~1–2% mcap) — refuse 3-8%/8%+ off the cancel label alone; thin KOSDAQ can still overshoot. p≈8%: live already +14.5% / high +14.5% cleared even an 8%+ clip within ~30 min of the stamp — leftover is don’t-chase / overnight residual only into the close.
Why direction: OM buyback with cancel planned after completion → UP float-shrink + cash bid, not MIXED. · Why magnitude: ~1.5% OS / ~1.5% mcap cancel-intent OM → UP 1-3%; refuse 3-8% on size alone. · Why probability: Live already +14.5% / high +14.5% through 1-3% (and 8%+) → ~8% leftover (don’t-chase).
DART 20261028000226 · desk markets-desk
mixed 1-3%OCI 456040 · KOSPI · 2026-10-28 14:40 KST · p≈32%
Q3’26 consol prelim: OP ₩30.3bn black-turn YoY / −30% QoQ; NI back to −₩6.5bn loss
Wed 28 Oct 14:40 KST: OCI (opco 456040) Q3 OP turns black YoY at ₩30.3bn but −30% QoQ, and NI flips back to a −₩6.5bn loss after Q2’s profit. MIXED: YoY OP turnaround vs sequential OP fade + bottom-line relapse — two-way, not a clean beat. 1-3%: mid-cap chemical; sales/OP % ≠ band; refuse 3-8% off the YoY black-turn headline alone. p≈32%: live only +0.9% / high +3.6% — most of the small MIXED band still unused into the close (~40 min).
Why direction: OP black-turn YoY vs −30% QoQ and NI back to loss → MIXED two-way, not UP. · Why magnitude: Mid-cap; YoY OP turn ≠ band → MIXED 1-3%; refuse 3-8%. · Why probability: Live +0.9% near flat → ~32% leftover of 1-3% into close.
DART 20261028800321 · desk markets-desk
mixed 1-3%HD Hyundai 267250 · KOSPI · 2026-10-28 14:39 KST · p≈12%
Q3’26 consol prelim: OP +71.5% YoY / −29.2% QoQ; NI +40% YoY / −56.5% QoQ · IR 16:00
Wed 28 Oct 14:39 KST: HD Hyundai consol Q3 OP still +71.5% YoY but −29% QoQ, with NI +40% YoY / −56% QoQ after a softer sequential quarter (subs HD HHI/KSOE already on the desk). MIXED: YoY OP/NI beat vs sharp QoQ fade — two-way holding-company prelim, not a clean beat. 1-3%: liquid mega holding compresses band; refuse 3-8% off YoY OP %. p≈12%: live already +6.8% mid-afternoon (above 1-3%) after the sub cascade — leftover don’t-chase into 15:30; 16:00 IR is after cash close.
Why direction: OP +71.5% YoY vs −29% QoQ and NI −56% QoQ → MIXED two-way, not UP. · Why magnitude: Liquid mega holding → MIXED 1-3%; YoY OP % ≠ band. · Why probability: Live already +6.8% above 1-3% → ~12% leftover (don’t-chase); IR post-close.
DART 20261028800319 · desk markets-desk
up 3-8%HVM 295310 · KOSDAQ · 2026-10-28 14:38 KST · p≈10%
Super Alloy supply ₩23.30bn (~35% sales / ~2.9% mcap) to overseas aero-metals distributor · no advance · through Jun’27
Wed 28 Oct 14:24/14:38 KST: HVM books a ₩23.30bn Super Alloy export PO (~35% of 2025 sales / ~2.9% of a ~₩796bn mcap) to an unnamed overseas aero-metals distributor, no advance, deliveries into Jun’27 (corr only fixes CP wording). UP: signed thematic specialty-alloy order with prior same-type history is real backlog, not a restatement. 3-8%: sales%≠band — size off ~3% mcap + theme + zero advance + ~8-mo drip (Eco&Dream/named-export class); refuse 8%+ without cash down. p≈10%: live already +10.5% / high +13% cleared the top of 3-8% within ~25 min — leftover is don’t-chase / fade into the close.
Why direction: Firm Super Alloy export PO with prior same-type CP history → UP backlog, not MIXED. · Why magnitude: ~35% sales is headline only; ~2.9% mcap + no advance + multi-month delivery → UP 3-8%; refuse 8%+. · Why probability: Live already +10.5% / high +13% through 3-8% → ~10% leftover (don’t-chase).
DART 20261028900329 · desk markets-desk
mixed 1-3%Hotel Shilla 008770 · KOSPI · 2026-10-28 14:07 KST · p≈12%
Q3’26 consol prelim: OP +382% YoY / −10% QoQ; NI black vs −₩149bn
Wed 28 Oct 14:07 KST: Hotel Shilla Q3 OP jumps +382% YoY and NI flips black from a −₩149bn hole, but sales still −6.5% YoY and OP slips −10% QoQ. MIXED: YoY earnings turnaround vs soft sales and sequential OP fade — not a clean one-way beat on a liquid duty-free name. 1-3%: liquid large-cap compresses band; refuse 3-8%/8%+ off the YoY OP/NI shock alone. p≈12%: live already +3.3% at enrich → 1-3% band largely printed mid-afternoon; leftover is don’t-chase / fade-into-close only.
Why direction: OP +382% YoY and NI black-turn vs sales −6.5% YoY and OP −10% QoQ → MIXED two-way. · Why magnitude: Liquid large-cap duty-free → MIXED 1-3%; YoY OP shock ≠ higher band. · Why probability: Live already +3.3% through the 1-3% band → ~12% don’t-chase leftover.
DART 20261028800277 · desk markets-desk
mixed 1-3%Yuhan 000100 · KOSPI · 2026-10-28 14:00 KST · p≈25%
Q3’26 separate prelim: OP +44% YoY / −43% QoQ; NI −21% YoY
Wed 28 Oct 14:00 KST: Yuhan Q3 separate OP still +44% YoY but collapses −43% QoQ, and NI falls −21% YoY / −70% QoQ as pretax halves vs last year. MIXED: YoY OP beat offsets a sharp sequential OP miss and still-weaker bottom line — classic two-way prelim, not a clean beat. 1-3%: liquid large-cap pharma compresses band; refuse 3-8% off YoY OP % alone. p≈25%: live already −1.7% mid-afternoon → partial tape vote on the QoQ fade; leftover modest into close (~70 min), not unused full band.
Why direction: OP +44% YoY vs OP −43% QoQ and NI −21% YoY → MIXED two-way, not UP. · Why magnitude: Liquid large-cap pharma → MIXED 1-3%; YoY OP % ≠ band. · Why probability: Live already −1.7% mid-afternoon → ~25% leftover into close.
DART 20261028800270 · desk markets-desk
up 8%+Finetek 131760 · KOSDAQ · 2026-10-28 13:39 KST · p≈38%
OLED manufacturing equipment supply to Samsung Display Vietnam ₩10.02bn (~21.6% sales / ~11% mcap)
Wed 28 Oct 13:39 KST: Finetek books a named Samsung Display Vietnam OLED equipment PO for ₩10.02bn — ~22% of sales and ~11% of a ~₩93bn microcap — with 90% cash after load inside a one-year window. UP: named mega-CP equipment order with near-term cash on a thin distressed KOSDAQ name is a real backlog/cash event, not affiliate restatement. 8%+: face ≫ typical mid-cap noise on a ₩~bn mcap (CK Solution / thin named-fab class) — refuse 1-3% under-size; 3-8% would understate micro ADV shock risk. p≈38%: enrich with live still ~flat (−0.8%) mid-afternoon → unused same-session leftover into close is real; thin names can print the band in minutes once the wire hits.
Why direction: Named Samsung Display Vietnam OLED equipment PO with 90% post-load cash → UP backlog/cash, not MIXED affiliate. · Why magnitude: ~11% of ~₩93bn mcap / ~22% of sales on thin KOSDAQ → UP 8%+ shock class; refuse 1-3%. · Why probability: Live still ~flat at enrich mid-afternoon → ~38% unused same-session leftover.
DART 20261028900226 · desk markets-desk
mixed 1-3%SKC 011790 · KOSPI · 2026-10-28 13:37 KST · p≈22%
Q3’26 consol prelim: sales +26% YoY but OP −₩49.6bn (worse QoQ); IR 14:00
Wed 28 Oct 13:37 KST: SKC Q3 sales still grow +26% YoY but operating loss deepens sharply vs Q2 (−₩49.6bn vs −₩14.4bn) and controlling NI stays deeply red. MIXED: top-line recovery offsets a sequential OP miss and still-negative earnings into the 14:00 IR — not a clean beat. 1-3%: liquid multi-trillion chemicals name compresses band (mega/liquid framework); refuse 3-8% off sales % alone. p≈22%: live already +2.6% into IR → partial tape vote; leftover modest into IR/close, not a fresh unused band.
Why direction: Sales +26% YoY vs OP loss widened QoQ and still-deep NI red → MIXED two-way, not UP. · Why magnitude: Liquid multi-tn chemicals → MIXED 1-3%; sales% ≠ band. · Why probability: Live already +2.6% before 14:00 IR → ~22% leftover into IR/close.
DART 20261028800215 · desk markets-desk
up 8%+Gabia 079940 · KOSDAQ · 2026-10-28 13:32 KST · p≈8%
Control-change SPA: Kim Hong-guk +2 sell/contribute 24.37% OS @ ₩53,000 to Korea Internet Infrastructure Holdings (MAIF 4)
Wed 28 Oct 13:32 KST: founder/controller Kim Hong-guk and two special related persons lock a 24.37% OS block into Korea Internet Infrastructure Holdings (MAIF 4 Korea 2 vehicle) at ₩53,000 via cash+in-kind, with a tender offer as a close condition. UP: signed control-change SPA at a large premium to the pre-rip close puts a strategic PE buyer on the register and tees a TO magnet — not a failed/withdrawn bid. 8%+: 24% OS control block @ ~+32% to prior close / ~25% of mcap is shock-vol class on thin KOSDAQ (iFamilySC/i-Scream tender family). p≈8%: enrich with live already +26.2% near the KOSDAQ ~30% limit and only ~5% left to deal → same-session band spent; leftover is don’t-chase / TO-schedule residual (Tomato leftover-p-is-tape). Companion same-day Align petition withdrawal (rcp 20261028900214) already ripped the tape.
Why direction: Signed 24.37% OS control SPA into MAIF vehicle at ₩53,000 with tender-offer close path → UP control-premium magnet, not MIXED failed tender. · Why magnitude: Control block ~25% of mcap / ~+32% to prior close on thin KOSDAQ → UP 8%+ shock class; live +26% already confirms the band. · Why probability: Mid-afternoon with live +26.2% and deal only ~5% above spot → ~8% don’t-chase leftover (TO timing residual).
DART 20261028900198 · desk markets-desk
mixed 1-3%HD Korea Shipbuilding & Offshore Engineering 009540 · KOSPI · 2026-10-28 13:26 KST · p≈30%
Q3’26 consol prelim: OP ₩1,447.2bn (+37.3% YoY / −12.0% QoQ); NI soft; IR 14:00
Wed 28 Oct 13:26 KST: HD KSOE consol Q3 shows strong YoY OP (+37%) but sequential fade (sales −7% / OP −12% QoQ) and a sharp pretax/NI drop (−50% QoQ). MIXED: YoY shipyard earnings still expand while QoQ deceleration plus NI soft is two-way into the 14:00 IR (same pattern as same-day HD HHI 329180). 1-3%: liquid ~₩17tn holding-co mega-cap compresses band (HMM/mega framework); refuse 3-8% off YoY OP alone. p≈30%: live still ~flat into IR → modest unused same-session leftover, not a chase of the subsidiaries’ earlier prints.
Why direction: YoY OP +37% vs QoQ OP −12% and NI −11% YoY → MIXED two-way earnings, not clean UP. · Why magnitude: ~₩17tn liquid mega holding co → MIXED 1-3% band compression; refuse 3-8%. · Why probability: Live ~flat ~20–30 min before 14:00 IR → ~30% leftover into IR/close.
DART 20261028800208 · desk markets-desk
up 8%+Gabia 079940 · KOSDAQ · 2026-10-28 13:17 KST · p≈5%
Align Partners withdraws voting-rights injunction + inspector petitions (control-dispute pair; companion rcp 20261028900210)
Wed 28 Oct 13:16–13:17 KST (mid-afternoon): Align Partners withdraws both of its Oct-6 control-dispute court petitions against Gabia — the voting-rights injunction and the inspector appointment. UP: activist court overhang lifts when the applicant itself pulls both filings (pressure/halt-risk de-escalation on a thin KOSDAQ control name), not a fresh injunction grant. 8%+: control-dispute resolution on a name that can gap teens–limit is shock-vol class (Gabia/failed-tender volatility family); refuse 1-3% under-size. p≈5%: enrich with live already +25.9% / high +27.7% near the KOSDAQ ~30% limit → first clip fully spent; leftover is don’t-chase / overnight residual only (Tomato leftover-p-is-tape).
Why direction: Applicant Align Partners withdraws both voting-rights injunction and inspector petitions → UP overhang/court-pressure relief, not MIXED fresh injunction grant. · Why magnitude: Thin KOSDAQ control-dispute de-escalation → UP 8%+ shock-vol class; live already +26% near daily limit confirms; refuse 1-3% under-size. · Why probability: Mid-afternoon 13:16 with live already +25.9% / high +27.7% → ~5% don’t-chase leftover only; same-session band spent.
DART 20261028900214 · desk markets-desk
mixed 1-3%HD Hyundai Heavy Industries 329180 · KOSPI · 2026-10-28 13:15 KST · p≈32%
Q3 consol sales ₩5.754tn (−9.1% QoQ / +30.2% YoY) · OP ₩899.2bn (−13.5% QoQ / +61.3% YoY) · NI ₩354.3bn (−56.9% QoQ / −17.8% YoY) · IR 14:00
Wed 28 Oct 13:15 KST (mid-afternoon into 14:00 IR): HD Hyundai Heavy Industries prints Q3 consol OP ₩899bn (+61% YoY) on sales ₩5.75tn (+30% YoY) but OP −13.5% QoQ and NI −57% QoQ / −18% YoY. MIXED: strong YoY OP vs sequential OP fade and a much softer NI print (LG Display / two-way earnings class) — refuse clean UP. 1-3%: liquid mega shipyard band compression (HMM/Samsung Heavy class); refuse 3-8%/8% off YoY OP % alone. p≈32%: live still near flat (−0.9% / high only +1.5%) ~5 min after stamp with IR at 14:00 ahead → usable same-session leftover into the briefing, not a spent first clip.
Why direction: YoY OP +61% / sales +30% vs QoQ OP −14% and NI −57% QoQ / −18% YoY → MIXED two-way, not clean UP. · Why magnitude: Liquid mega KOSPI shipyard → MIXED 1-3% band compression; refuse higher bands off YoY OP % (sales%≠band). · Why probability: Mid-afternoon 13:15 with live ~−0.9% / high +1.5% and IR 14:00 ahead → ~32% unused leftover into IR/close.
DART 20261028800199 · desk markets-desk
up 3-8%HD Hyundai Marine Engine 071970 · KOSPI · 2026-10-28 13:15 KST · p≈28%
Q3 consol sales ₩211.4bn (+65% QoQ / +93.7% YoY) · OP ₩60.29bn (+92.7% QoQ / +197% YoY) · NI ₩46.52bn (+45.9% QoQ / +106% YoY)
Wed 28 Oct 13:15 KST (mid-afternoon): HD Hyundai Marine Engine prints Q3 consol OP ₩60.3bn (+93% QoQ / +197% YoY) on sales ₩211bn (+65% QoQ / +94% YoY) with NI also green both ways. UP: both sequential and YoY legs green on OP/sales/NI — clean earnings shock, not YoY-up/QoQ-fade MIXED. 3-8%: mid-cap engine name with ~3× YoY OP clears the mid band; refuse 8%+ must-print on a liquid-enough KOSPI and refuse 1-3% under-size. p≈28%: enrich ~5 min after stamp with live already +3.1% / high +4.4% — lower half of the 3-8% band printed; leftover is residual into close, not unused full band.
Why direction: Q3 OP +93% QoQ / +197% YoY with sales and NI also up both ways → UP clean earnings shock, not MIXED. · Why magnitude: Mid-cap KOSPI + multi-x YoY OP with green QoQ → UP 3-8%; refuse 8%+ must-print and 1-3% under-size. · Why probability: Mid-afternoon 13:15 with live already +3.1% / high +4.4% → ~28% unused leftover into close; lower band already voted.
DART 20261028800200 · desk markets-desk
up 3-8%Samsung Electro-Mechanics 009150 · KOSPI · 2026-10-28 11:58 KST · p≈10%
Q3 consol sales ₩3.763tn (+8.9% QoQ / +30.3% YoY) · OP ₩691.0bn (+56.9% QoQ / +165.5% YoY) · NI ₩485.0bn
Wed 28 Oct 11:58 KST (mid-session): Samsung Electro-Mechanics prints Q3 consol prelim with OP ₩691bn (+57% QoQ / +166% YoY) on sales ₩3.76tn (+9% QoQ / +30% YoY) — both legs green, not a YoY-up/QoQ-fade MIXED. UP: sequential and YoY OP shock on a components mega-cap clears a clean bullish earnings read (SK hynix-class blowout, not LG Display MIXED). 3-8%: ~₩98tn liquid KOSPI compresses expected drift (refuse 8%+ as must-print band even with multi-x YoY OP); sales%≠band. p≈10%: enrich ~23 min after stamp with live already +9.6% / high +10.7% through the called band → don’t-chase / overnight residual only (Tomato leftover-p-is-tape).
Why direction: Q3 OP +57% QoQ and +166% YoY with sales also up both ways → UP clean earnings shock, not MIXED two-way. · Why magnitude: ~₩98tn liquid KOSPI mega → UP 3-8% band compression (SK hynix class); refuse 8%+ expected drift and 1-3% under-size on a multi-x YoY OP print. · Why probability: Mid-session 11:58 with live already +9.6% / high +10.7% ~23 min later → ~10% don’t-chase leftover only; first clip spent.
DART 20261028800169 · desk markets-desk
up 3-8%Dongkoo Bio&Pharma 006620 · KOSDAQ · 2026-10-28 11:41 KST · p≈12%
Already-held treasury cancel 822,134 sh (2.89% OS) · book ₩3.00bn · cancel 10 Nov · NH trust early-exit companion
Wed 28 Oct 11:41 KST (mid-session): Dongkoo Bio&Pharma cancels already-held treasury 822k sh (2.89% OS / book ₩3.00bn) on 10 Nov after early-exiting the finished ₩3bn NH trust. UP: permanent float shrink on a ~₩90bn KOSDAQ (Shinsegae I&C / Handsome ~3% OS cancel class), not hold-after/ESOP. 3-8%: ~3% OS permanent cancel on a mid/small-cap clears the mid band; refuse 8%+ (no new cash bid / no premium tender) and refuse 1-3% under-size. p≈12%: live already −0.6% / high only +0.5% ~7 min after stamp so same-session leftover collapses to overnight residual (opposite-tape rule); product is next open, not chase.
Why direction: Already-held treasury cancel (~2.89% OS) after finished trust → UP permanent float shrink, not MIXED process noise. · Why magnitude: ~2.89% OS / ~₩3.0bn book on ~₩90bn KOSDAQ → UP 3-8% (Shinsegae I&C / Handsome class); refuse 8%+ (no new bid) and 1-3% under-size. · Why probability: Mid-session 11:41 with live already −0.6% opposite the call → ~12% overnight residual only; don’t fight the tape.
DART 20261028900158 · desk markets-desk
mixed 8%+JC Chemical 137950 · KOSDAQ · 2026-10-28 11:32 KST · p≈12%
Q3 consol sales ₩186.2bn (+68% YoY / +30.4% QoQ) · OP ₩9.88bn (+437% YoY / −13.7% QoQ) · NI black-turn YoY / −64.5% QoQ
Wed 28 Oct 11:32 KST (mid-session): JC Chemical prints Q3 consol sales ₩186.2bn (+68% YoY / +30% QoQ) and OP ₩9.88bn (+437% YoY) but OP −13.7% QoQ and NI −64.5% QoQ after a YoY black-turn. MIXED: YoY OP shock vs sequential OP/NI fade on rising sales (LS Eco / two-way earnings class) — refuse clean UP. 8%+: thin ~₩70bn KOSDAQ with a multi-x YoY OP print is shock-vol class (high already +8.1%); refuse 1-3% under-size. p≈12%: ~18 min after stamp live faded to −2% after the +8.1% high so the 8%+ band is autopsy / don’t-chase; leftover is fade-or-overnight residual only.
Why direction: YoY OP +437% / NI black-turn vs QoQ OP −14% and NI −65% on rising sales → MIXED two-way, not clean UP. · Why magnitude: Thin ~₩70bn KOSDAQ + multi-x YoY OP → MIXED 8%+ shock-vol; high already +8.1% confirms; refuse 1-3% under-size. · Why probability: Mid-session 11:32 with live −2% after high +8.1% → ~12% unused leftover (don’t-chase / overnight residual).
DART 20261028900155 · desk markets-desk
up 3-8%Sewoon Medical 100700 · KOSDAQ · 2026-10-28 11:19 KST · p≈20%
Already-held treasury cancel 1,623,000 sh (3.71% OS) · book ₩4.03bn · cancel 11 Nov · SH-value purpose
Wed 28 Oct 11:19 KST (mid-session): Sewoon Medical cancels already-held treasury 1.623m sh (3.71% OS / book ₩4.03bn) on 11 Nov for shareholder value. UP: permanent float shrink on a ~₩103bn KOSDAQ (Shinsegae I&C / Handsome ~3% OS cancel class). 3-8%: ~3.7% OS permanent cancel clears the mid band; refuse 8%+ (no new cash bid) and 1-3% under-size. p≈20%: ~30 min after stamp live +2.0% / high already +6.5% so most of the 3-8% band is voted — leftover is fade-or-hold into close / overnight residual, not unused shock.
Why direction: Already-held treasury cancel (~3.71% OS) for SH value → UP permanent float shrink, not MIXED process noise. · Why magnitude: ~3.71% OS / ~₩4.0bn book on ~₩103bn KOSDAQ → UP 3-8%; refuse 8%+ (no new bid) and 1-3% under-size. · Why probability: Mid-session 11:19 with live +2.0% / high +6.5% → ~20% unused leftover into close; first clip largely printed.
DART 20261028900137 · desk markets-desk
up 1-3%d'Alba Global 483650 · KOSPI · 2026-10-28 11:00 KST · p≈15%
Cancel-bound treasury trust ₩10.0bn (~0.54% mcap / ~69k sh @ ₩144,800) · NH · buys 29 Oct→28 Apr · cancel after trust
Wed 28 Oct 11:00 KST (mid-session): d'Alba Global sets a NEW cancel-bound treasury trust at ₩10.0bn (~0.54% of ~₩1.85tn mcap / ~0.55% OS) via NH, buys 29 Oct→28 Apr, with cancel after the trust ends (later board). UP: cancel language + fresh cash bid on a liquid cosmetics KOSPI, not hold-after/ESOP. 1-3%: absolute size is sub-1% mcap on an ₩~tn name (Emart/DYC-smaller class) — refuse 3-8%/8% even with cancel path. p≈15%: live already +1.1% / high +3.5% ~20 min after stamp so the 1-3% band is largely voted; YTD ₩35bn already spent further cuts surprise.
Why direction: Cancel-bound open-market treasury trust (not hold-after/ESOP) → UP float-shrink bid, not MIXED process noise. · Why magnitude: ~0.54% of ~₩1.85tn mcap / ~0.55% OS → UP 1-3%; refuse 3-8%/8% on size despite cancel language. · Why probability: Mid-session 11:00 with live +1.1% / high +3.5% → ~15% unused leftover into close; prior ₩35bn YTD buys temper chase.
DART 20261028000114 · desk markets-desk
up 1-3%Woojin I&S 010400 · KOSPI · 2026-10-28 10:47 KST · p≈18%
Yongin Cluster Ph-4 HVAC&fire works ₩25.65bn · 15.6% FY25 sales · ~91% mcap · zero advance · progress-bill to Dec 2028 · SK ecoplant
Wed 28 Oct 10:47 KST (mid-session): Woojin I&S books a Yongin Cluster Ph-4 HVAC&fire construction award at ₩25.65bn — 15.6% of FY25 sales and ~91% of a tiny ~₩28bn mcap — with zero advance and progress-bill cash through Dec 2028 vs SK ecoplant. UP: signed named fab-cluster works (not preferred-bidder / affiliate restatement). 1-3%: classic construction face/mcap trap — refuse 3-8%/8% off ~91% mcap when cash dribbles ~2y with no down payment (IPARK/Seohan/HS Hwaseong class); sales%≠band. p≈18%: ~33 min after stamp live is −0.3% after a +3.4% high, so the first clip already printed/faded; leftover is fade-or-hold into close, not unused 8%+.
Why direction: Signed named Yongin Cluster HVAC&fire award vs SK ecoplant → UP backlog, not MIXED unsigned/preferred-bidder noise. · Why magnitude: ~91% of mcap but zero advance + progress-bill to Dec 2028 → UP 1-3%; refuse face/mcap 8%+ (construction trap); sales%≠band. · Why probability: Mid-session 10:47 with live already faded to −0.3% after +3.4% high → ~18% unused leftover; flat enrich ≠ Seohan-class unused alpha.
DART 20261028800112 · desk markets-desk
up 1-3%GigaVis 420770 · KOSDAQ · 2026-10-28 10:45 KST · p≈20%
China substrate AOI/repair gear PO ₩30.59bn (USD 23.13m) · 58.3% of FY25 sales · ~2.1% mcap · pay after ship
Wed 28 Oct 10:45 KST (mid-session): GigaVis books a Chinese substrate-maker PO for AOI/repair gear at ₩30.59bn (USD 23.13m) — 58.3% of FY25 sales but only ~2.1% of ~₩1.44tn mcap, with cash only after shipment through Oct 2027. UP: named non-affiliate China substrate equipment order on a core AOI/repair franchise with prior same-class work. 1-3%: sales%≠band — size vs mcap is ~2% and pay starts post-ship (refuse 3-8%/8%). p≈20%: live already ~+1.9% ~4 min after stamp so same-session leftover is thin; Tue already +16.5% on backlog narrative further cuts chase.
Why direction: Named China substrate AOI/repair equipment PO, non-affiliate, prior same-class work → UP order book, not MIXED process noise. · Why magnitude: ~2.1% of mcap + deferred post-ship cash through Oct 2027 → UP 1-3%; 58% of sales is disclosure materiality only (sales%≠band); refuse 3-8%. · Why probability: Mid-session 10:45 with live already ~+1.9% → ~20% unused leftover into close; prior-day backlog rip spends chase.
DART 20261028900110 · desk markets-desk
up 3-8%SK hynix 000660 · KOSPI · 2026-10-28 08:28 KST · p≈42%
Q3 prelim Rev ₩104.62T (+32% QoQ / +328% YoY; +7% vs cons) · OP ₩83.33T (+38% QoQ / +632% YoY; OPM 80%) · FY26 SH returns ~₩100T · Q3 DPS ₩20,000 · board buyback 14.92m sh / ₩20.008tn (~2% mcap) · 14 CSP LTAs 5y
Material UP 000660 keep — Q3 blowout + capital return + formal ₩20.008tn board buyback + LTA demand colour into TODAY IR.
Why direction: Blowout Q3 OP/OPM + Rev beat vs cons + concrete ~₩100T FY26 SH-return / DPS ₩20k / CSP LTA stack → UP into IR open, not MIXED print noise. · Why magnitude: Mega-cap KOSPI (~₩980T mcap) after Tue already +5.18% → UP 3-8% open-auction leftover band (refuse 8%+); IR simultaneous with 09:00 open. · Why probability: Prelim/div/FD ~08:28 + formal buyback board stamp ~08:47 into 09:00 open (~12–32 min) → ~42% same-session leftover; Tue already +5.18% and IR simultaneous with open temper chase.
DART 20261028800036 · desk markets-desk
up 3-8%Woojin Ntec 457550 · KOSDAQ · 2026-10-28 07:46 KST · p≈35%
Amend: Daegu court stays 3-mo public-sector bid ban until 17 Nov · ban hit ~93.9% of 2025 sales
Wed 28 Oct 07:46 KST (pre-open): Woojin Ntec amends its 8 Oct public-sector bid-ban filing after Daegu court provisionally stays the 3-month ban through 17 Nov — the banned customer class was ₩42.1bn / 93.9% of 2025 sales (3-mo simple ₩10.5bn = 23.5% sales). UP: interim stay restores new-bid access into mid-Nov and softens an existential new-work overhang on a thin ~₩77bn nuclear/thermal O&M name (existing contracts were never cut). 3-8%: relief is real on a sold-down micro/small-cap, but stay is provisional not a final cancel (refuse 8%+ win-frame and 1-3% under-size). p≈35%: ~73 min into 09:00 auction is a real pre-open leftover clock; Oct 8 ban already crushed the tape so open gap is residual stay-credit, not first print of the ban.
Why direction: Court provisional stay of a 3-mo public-sector bid ban that covered ~94% of sales → UP relief vs ban overhang, not MIXED process noise. · Why magnitude: Existential new-bid overhang on ~₩77bn KOSDAQ softens, but stay expires/is provisional → UP 3-8%; refuse 8%+ final-win and 1-3% under-size. · Why probability: Pre-open ~07:46 into 09:00 auction (~73 min) → ~35% unused leftover; ban pain already in the tape since 8 Oct.
DART 20261028900004 · desk markets-desk
mixed 1-3%PI Advanced Materials 178920 · KOSPI · 2026-10-28 07:35 KST · p≈30%
3Q26 sales ₩55.5bn (−28.3% QoQ / −18.8% YoY) · OP ₩12.5bn (−45.5% QoQ / +7.9% YoY) · 9M OP +36.1%
Wed 28 Oct 07:35 KST (pre-open fair disclosure): PI Advanced Materials prints 3Q sales ₩55.5bn (−28.3% QoQ / −18.8% YoY) and OP ₩12.5bn (−45.5% QoQ) while YoY OP still +7.9% and 9M OP ₩49.6bn (+36.1% YoY) — two-way earnings on a ~₩491bn PI-film KOSPI name. MIXED: sequential sales/OP cliff is real; YoY OP and 9M still-green book refuse a clean DOWN dump (LG Innotek / Hanwha Systems two-way class). 1-3%: mid-cap band compression; sales%≠band and refuse 3-8%/8%+ off the QoQ OP % alone. p≈30%: ~85 min into 09:00 auction is a usable pre-open leftover clock on a liquid-enough name; Tue already +5.9% so open may gap on the QoQ fade rather than chase Tuesday’s bounce.
Why direction: QoQ sales/OP cliff vs still-green YoY OP and +36% 9M OP → MIXED two-way, not clean UP or DOWN. · Why magnitude: ~₩491bn KOSPI mid-cap → MIXED 1-3% band compression; refuse higher bands off QoQ OP % (sales%≠band). · Why probability: Pre-open ~07:35 into 09:00 (~85 min) → ~30% unused leftover; Tue already +5.9% is a partial tape vote into the print.
DART 20261028800002 · desk markets-desk