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Latest Intelligence Feed
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HPSP Announces Decision to Dispose of Treasury Shares for Employee Stock Compensation
HPSP has decided to dispose of 74,000 treasury common shares valued at approximately 2.55 billion KRW (~$1.91M USD) to fulfill stock option and RSU obligations for 8 employees. The disposal will take place between November 10 and December 24, 2026, via direct account transfer.
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Hanmi Semiconductor Announces Investor Relations (IR) Session for Macquarie Korea Tech Conference 2026
Hanmi Semiconductor will hold an IR session on November 13, 2026, at the Macquarie Korea Tech Conference to discuss its expansion into the AI semiconductor packaging markets of Taiwan and the USA.
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Hanmi Semiconductor Announces Investor Relations (IR) Event at Morgan Stanley Asia Pacific Summit
Hanmi Semiconductor will participate in the Morgan Stanley Asia Pacific Summit in Singapore on November 18, 2026, to present its 2027 global growth strategy. The company will focus on expanding its HBM4/4E TC Bonder market share, increasing production capacity via new plants, and entering the U.S. aerospace and AI equipment markets.
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Leeno Industrial: Amendment to New Facility Investment Disclosure (Extension of Investment Period)
Leeno Industrial has amended its new facility investment disclosure to extend the completion date to November 30, 2026, due to delays in completion approval. The total investment of 97.18 billion KRW (~$72.77M USD) is aimed at expanding production capacity and R&D capabilities.
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HPSP: Corrected Report on Grant of Stock Options (Partial Cancellation Due to Resignation)
HPSP has corrected its stock option grant report to reflect the cancellation of unexercised options for a resigned executive, reducing the total granted shares to 308,000. The number of active grantees has been updated to 1.
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HPSP Announces Record Date for the 10th Annual General Meeting of Shareholders
HPSP’s Board of Directors has set December 31, 2026, as the record date to determine eligible shareholders for the 10th Annual General Meeting of Shareholders. No transfer agent suspension period is required due to electronic registration laws.
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Hanwha Investment & Securities: SK Hynix – Rising Profit Expectations and a Shifting Memory Cycle
Hanwha Investment & Securities maintains a Buy rating and a Target Price of 3,150,000 KRW (~$2,361 USD), citing record 3Q26 earnings and the successful ramp-up of HBM4. The analyst highlights that expanded long-term agreements (LTAs) and structural supply shortages through 2030 will lead to a valuation re-rating due to increased earnings stability.
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Korea Semiconductor Exports Hit $16.63B in November 2026 (1-10) (+331.2% YoY)
Korea’s semiconductor exports (HS 8542) totaled $16.63B in November 2026 (1-10), ▲ +331.2% YoY and ▲ +36.4% MoM. Data sourced from Korea Customs Service.
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Wonik IPS Announces Consolidated Preliminary Financial Results for Q3 2026
Wonik IPS reported a strong Q3 2026 with revenue of 337.8 billion KRW and operating profit of 66.7 billion KRW, marking significant growth both QoQ and YoY. However, preliminary net income for the quarter saw a sharp decline to 3.3 billion KRW.
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ISC Announces Investor Relations (IR) Session for KOSDAQ Listed Company Site Visit
ISC will host an in-person Investor Relations session on November 24, 2026, at its Pangyo headquarters for institutional investors and analysts. The event is part of the 3rd KOSDAQ Listed Company Site Visit IR program for 2026.
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Jusung Engineering Announces Preliminary Consolidated Financial Results for Q3 2026
Jusung Engineering reported a strong Q3 2026 with revenue of 78.08 billion KRW and a massive surge in operating profit to 17.67 billion KRW. The growth was primarily driven by the semiconductor division, despite a decline in cumulative year-to-date figures compared to 2025.
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Samsung Electronics Report on Results of Treasury Stock Disposal (4,690 Common Shares)
Samsung Electronics completed the disposal of 4,690 common shares to executives and employees on October 30, 2026, for a total of 1,055,250,000 KRW. Following this transaction, the company holds 136,722,409 treasury shares.
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Samsung Electronics: Report on Changes in Share Ownership of Largest Shareholder et al.
Samsung Electronics reported a slight increase in the total shareholdings of its largest shareholder group to 1,151,673,497 shares (17.32%). The change was primarily driven by frequent on-market trading activity by the Samsung Life Insurance Special Account during October 2026.
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iM Securities Initiates SK Hynix with Buy Rating: Market Cap Justified by HBM Value Alone
iM Securities initiates SK Hynix with a Buy rating and a Target Price of 2,300,000 KRW (~$1,696 USD), arguing that the HBM business value alone will justify the current market cap by 2027. The firm highlights aggressive shareholder returns and the shift to custom HBM as key catalysts for re-rating.
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iM Securities Initiates Samsung Electronics with Buy Rating and Target Price of 370,000 KRW
iM Securities initiates Samsung Electronics with a Buy rating and a target price of 370,000 KRW (~$272.8 USD), citing excessive market pessimism regarding the 2028 cycle. The analyst highlights the massive growth potential of HBM and the stability provided by LTAs as key drivers for a significant valuation re-rating.
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Techwing Announces New Facility Investment of 52.64 Billion KRW for Production Capacity Expansion
Techwing will invest 52.64 billion KRW (~$39.24 million USD) to expand its production facilities in Cheonan-si by July 31, 2027. The investment, representing 26.70% of equity, aims to scale capacity for new business and growing customer demand.
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Mirae Asset Global Investments Reports Change in Shareholding of EO Technics Co., Ltd.
Mirae Asset Global Investments reported a decrease in its stake in EO Technics from 7.75% to 7.48% as of October 30, 2026. The change is attributed to routine asset management activities, including ETF creations and redemptions.
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Hanmi Semiconductor Announces Investor Relations (IR) Session for Q3 2026 Earnings and Strategic Growth Outlook
Hanmi Semiconductor will hold an IR session on November 5, 2026, to review Q3 2026 earnings and discuss its 2027 outlook. The company will specifically detail its expansion plans into the U.S. and Asian AI semiconductor packaging markets.
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Hanmi Semiconductor Announces Investor Relations (IR) Session for Q3 2026 Earnings and Strategic Growth Outlook
Hanmi Semiconductor will hold an IR session on November 6, 2026, to review Q3 2026 results and discuss 2027 outlook. The company will specifically detail its expansion strategies into the U.S. and Asian AI semiconductor packaging markets.
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Techwing Announces Investor Relations (IR) Session on November 10, 2026
Techwing will hold an Investor Relations session on November 10, 2026, in Yeouido for institutional investors and analysts. The session will focus on the growth prospects of Cube Prober and Memory/SOC Test Handler businesses and the 2027 outlook.
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Wonik IPS: Notice of Preliminary Financial Results Disclosure Schedule for Q3 2026
Wonik IPS has announced that it will disclose its consolidated Q3 2026 financial results on November 9, 2026. The results will be based on K-IFRS and are provided as provisional figures subject to external audit review.
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HPSP Report on the Results of Treasury Stock Disposal (RSU Settlement)
HPSP completed the disposal of 5,360 treasury shares on October 29, 2026, valued at approximately 244.68 million KRW, to settle RSU grants for two employees.
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Samsung Electronics: Acquisition of Shares in TCL China Star Optoelectronics Technology Co., Ltd. from Related Party
Samsung Electronics will acquire a 10.16% stake in TCL China Star Optoelectronics Technology Co., Ltd. from its affiliate, Samsung Display, for approximately 1.27 trillion KRW (~$960.37 million USD). The transaction is intended to strengthen strategic collaboration and is expected to close in December 2026.
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Samsung C&T Corporation Reports Change in Large-Scale Shareholding of Samsung Electronics
Samsung C&T Corporation reported a marginal increase of 495 shares in its total holding of Samsung Electronics, bringing the aggregate stake of the reporting entity and its related parties to 1,151,143,514 shares (19.69%). The change was driven by on-market trading within Samsung Life Insurance’s special customer accounts.
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Hanmi Semiconductor Announces Preliminary Consolidated Financial Results for Q3 2026
Hanmi Semiconductor reported preliminary Q3 2026 consolidated revenue of 181,014 million KRW and operating profit of 90,803 million KRW. While results declined compared to the previous quarter, they showed growth on a year-over-year basis.
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Samsung Electronics: Investment in Related Party (Samsung Biologics) totaling 66.62 billion KRW
Samsung Electronics will invest 66.62 billion KRW (~$49.94 million USD) to acquire 567,503 shares of Samsung Biologics Common Stock. This investment is part of a paid-in capital increase participation approved by the board on October 29, 2026.
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Samsung Electronics: Disclosure of Insurance Transaction with Related Party (Samsung Life Insurance)
Samsung Electronics has entered into a contract with affiliate Samsung Life Insurance for a savings-type insurance product totaling 50 billion KRW. The transaction was approved by the board on October 29, 2026, for the purpose of stable fund management.
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Samsung Electronics Announces Decision to Dispose of Treasury Shares for Employee Incentives (4,690 Common Shares)
Samsung Electronics will dispose of 4,690 treasury shares valued at approximately 1.13 billion KRW (~$851,559 USD) on October 30, 2026. The shares are being granted as performance incentives to 29 executives and employees who achieved development project goals.
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Samsung Electronics: Disclosure of Gift to Related Party (Samsung Life Public Welfare Foundation)
Samsung Electronics announced a monetary gift of 24,430 million KRW (~$18.32 million USD) to the Samsung Life Public Welfare Foundation. The transaction was approved by the board on October 29, 2026, and is scheduled for payment within the same year.
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Samsung Electronics: Disclosure of Gift to Related Party (Sungkyunkwan University Foundation)
Samsung Electronics announced a monetary gift of 38,690 million KRW (~$29.01 million USD) to the Sungkyunkwan University Foundation. The transaction was approved by the Board of Directors on October 29, 2026, and is scheduled for payment within the same year.