Jeju Semiconductor — Revenue ₩180.5bn, OP ₩67.1bn, OPM 37.2%, +28% in One Day. Not an 'AI Chip Stock' — a Beneficiary of the 'Legacy Memory Squeezed by AI'
Pearl Abyss 1Q26 Comprehensive — OP ₩212.1bn (+48% Above Consensus), 64.6% Margin. Company's First-Ever Guidance Sets FY26 OP at ₩487.6-572.6bn
Pamicell (005690) Part 3 — 1Q26 Earnings Confirmation: Revenue ₩36.7bn, OP ₩13.1bn, OPM 35.7%. Above Consensus on All Lines
Next Week's Korean Earnings Preview (May 11–15) — Largest Surprise Candidate Is Pearl Abyss. Consensus ₩143.5bn vs. Likely ₩250bn+ Actual