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
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
Korean Quality-Compounder Screen — Only 4 Names Pass 9 Filters: VM, Pamicell, Silicon2, Samyang Foods (And Why Pamicell Survives Both Screens)
Korean Earnings-Explosion Screen May 2026 — 67 Names Found, Most Already Moved: Where the Residual Alpha Sits (QRT, BCnC, Wirenet)
Korean Semiconductors Rally May 6, 2026 — Samsung +14.4%, SK Hynix +10.6%, ₩3.1T Foreign Buying: Reading the Two-Stage Spread to Substrate and Equipment