KOSPI May 12 Selloff and Rebound: AI Citizen Dividend, Tax Windfall, and the Samsung-SK Hynix Profit Debate
Pamicell (005690) Part 3 — 1Q26 Earnings Confirmation: Revenue ₩36.7bn, OP ₩13.1bn, OPM 35.7%. Above Consensus on All Lines
Samsung Electronics Citi TP ₩460,000 — The Real Claim Is Not 'Samsung Goes Higher.' It's 'The Memory Cycle Frame Itself Is Wrong This Time.'
Next Week's Korean Earnings Preview (May 11–15) — Largest Surprise Candidate Is Pearl Abyss. Consensus ₩143.5bn vs. Likely ₩250bn+ Actual
US-China Summit (May 14-15, Beijing) — A Korean Investor's Guide to 10 Agendas and Scenario Strategy. The Real Question Is Not 'Should I Buy China' — It's 'Where Does Korea Sit'
KOSDAQ Series Part 2 — Screening for Quality with ROE: 1,820 → 105 → 35 → 6. The 0.3% That Combines High ROE, Margin, Growth, and Flow
KOSDAQ Complete Guide for Foreign Investors — 1,820 Listed Companies, About to Be Sliced Into a 3-Tier League. October 2026 Promotion / Relegation Reform Could Finally Open the Pension-Capital Tap
Easy Bio Revisited — Korean Feed Stock or Korean Anpario / Phibro? Why the 1Q26 9.4% Margin Print Will Decide the Re-classification
Korea Optical & CPO Value Chain — Only OE Solutions (138080.KQ) Is Truly Close to CPO; Six of Seven Names Are Up +300–900% YTD With Earnings That Haven't Followed
Haesung DS (195870.KS) — Korean Lead-Frame #2 Pivoting to AI Heat-Spreader Second-Source: 1Q26 Margin Shock, DDR5 Utilization, and Why the Re-rating Sits in Multiple Compression, Not Revenue