Asia Filing Notes

Korea (DART K-IFRS) & Asia Semiconductor Primary-Filing Notes | #SKHynix $HXSCL #Samsung $SSNLF $TSM $NVDA $MU | Substack:

[Asia Filing Notes @AsiaFilingNotes]

Full DART filing notes: https://t.co/PKQchpyjjp

[Asia Filing Notes @AsiaFilingNotes]

Q3 prelim. results, Korea's DART, Nov. 12, 2026:

• #NAVER Q3 2026 prelim. op. profit, separate (parent-only): KRW 322.6B (-40.2% YoY)
• #Pearlabyss Q3 2026 prelim. op. profit KRW 20.7B (-9.0% YoY) $EWY

This post is personal analysis, not investment advice or a solicitation.

[Asia Filing Notes @AsiaFilingNotes]

Full DART filing notes: https://t.co/7heFe4u5al

[Asia Filing Notes @AsiaFilingNotes]

Prelim. results on Korea's DART, November 12, 2026:

• #KoreaElectricPower Q3 2026 op. profit (prelim.) KRW 1.64T (-70.9% YoY)
• #Lg Q3 2026 op. profit (prelim.) KRW 327.7B (-21.8% YoY) $EWY

This post is personal analysis, not investment advice or a solicitation.

[Asia Filing Notes @AsiaFilingNotes]

Full DART filing notes: https://t.co/VsIHOYAm2X

[Asia Filing Notes @AsiaFilingNotes]

Nov. 12, 2026 on Korea's DART, Q3 2026 preliminary results:

• #NAVER: operating profit (prelim.) at KRW 451.3B, -20.9% YoY
• #DbHitek: operating profit (prelim.) at KRW 90.0B, +6.6% YoY

This post is personal analysis, not investment advice or a solicitation.

[Asia Filing Notes @AsiaFilingNotes]

Full DART filing notes: https://t.co/HPOJly4Vd4

[Asia Filing Notes @AsiaFilingNotes]

Korea preliminary DART filings, November 11, 2026:

• #EMart Q3 2026 prelim. op. profit KRW 46.1B (-69.6% YoY)
• #Cosmax Q3 2026 prelim. op. profit KRW 83.3B (+94.9% YoY)

This post is personal analysis, not investment advice or a solicitation.

[Asia Filing Notes @AsiaFilingNotes]

Full DART filing notes: https://t.co/ccT7vAHi5m

[Asia Filing Notes @AsiaFilingNotes]

Korea DART prelim. filings, November 10, 2026:

• #Nhn Q3 2026 prelim. separate (parent-only) op. profit KRW 22.2B (+28.7% YoY)
• #SamyangPackaging Q3 2026 prelim. op. profit KRW 12.9B (-18.7% YoY) $EWY

This post is personal analysis, not investment advice or a solicitation.

[Asia Filing Notes @AsiaFilingNotes]

Full DART filing notes: https://t.co/i2Xl8BGjvo

[Asia Filing Notes @AsiaFilingNotes]

Nov. 10, 2026: Q3 preliminary results filed on Korea's DART:

• #GrandKoreaLeisure Q3 2026 op. profit (prelim.) KRW 9.6B (-44.4% YoY)
• #ShinsegaeInternational Q3 2026 op. profit (prelim.) KRW 5.1B $EWY

This post is personal analysis, not investment advice or a solicitation.

[Asia Filing Notes @AsiaFilingNotes]

Full DART filing notes: https://t.co/0g6SpT2TkX

[Asia Filing Notes @AsiaFilingNotes]

Korea preliminary DART filings, November 10, 2026:

• #Nhn prelim. op. profit for Q3 2026: KRW 58.8B (+112.6% YoY)
• #CjLogistics prelim. op. profit for Q3 2026: KRW 110.5B (-25.3% YoY)

This post is personal analysis, not investment advice or a solicitation.

[Asia Filing Notes @AsiaFilingNotes]

Full DART filing notes: https://t.co/lfWVpwdhjP

[Asia Filing Notes @AsiaFilingNotes]

Korea preliminary DART filings, November 9, 2026:

• #Hct Q3 2026 prelim. op. profit KRW 2.5B (-43.4% YoY)
• #JeongmoonInformation Q3 2026 prelim. op. profit KRW 3.0B (+117.2% YoY)

This post is personal analysis, not investment advice or a solicitation.

[Asia Filing Notes @AsiaFilingNotes]

Full DART filing notes: https://t.co/36oNeHo6uK

[Asia Filing Notes @AsiaFilingNotes]

Korea preliminary DART filings, November 6, 2026:

• #HanwhaEngine Q3 2026 prelim. op. profit KRW 40.9B (+53.7% YoY)
• #Coway Q3 2026 prelim. op. profit KRW 260.8B (+7.3% YoY) $EWY

This post is personal analysis, not investment advice or a solicitation.

[Asia Filing Notes @AsiaFilingNotes]

S&P 500 flat, chips hit. Then Nov 5, 2026: index broke.

• $SMH -10.7% (Oct 14-Nov 4 closes) #Chips
• S&P 500 -0.4% (Oct 14-Nov 4 closes) #SP500
• S&P 500 -4.4% on Nov 5 #Selloff

An AI-trade selloff.

This post is personal analysis, not investment advice or a solicitation.

[Asia Filing Notes @AsiaFilingNotes]

#CSWind posted +45% YoY 3Q26 OP growth—yet look at the multiples:

• #CSWind (112610.KS): OP 86.0B (+45% YoY) · 6.1x P/OP
• #Kakao (035720.KS): OP 240B (+16% YoY) · 14.8x P/OP

Which 3Q26 breakout has the best 2027 runway? $GEV $NEE $GOOGL