KOREA ALPHA

Technology

LG Display Q3 2026 earnings infographic featuring OLED panels, a record 67% OLED revenue share and a 42% year-over-year decline in operating profit.

LG Display OLED revenue mix infographic showing a 67% share alongside component cost increases and panel pricing pressure.

LG Display quarterly operating profit chart comparing a KRW 107.7 billion loss in Q2 2026 with KRW 250.6 billion profit in Q3 2026.

LG Display Q4 2026 OLED shipment outlook showing approximately 10% sequential growth guidance, with investor watchpoints for margins, demand and debt.

Technology

LG Display Q3 2026: Record OLED Mix Masks a 42% Profit Decline

October 23, 2026 · 6 min read

SK hynix stock rebounds 4.42% on October 23, 2026, with a rising share-price chart, HBM chips and the Solidigm IPO review announcement.

SK hynix and Solidigm ownership diagram illustrating the halted IPO review, semiconductor manufacturing operations and strategic capital allocation priorities.

SK hynix HBM semiconductor chip in an AI data center, alongside an infographic showing projected global high-bandwidth memory market growth through 2028.

SK hynix Q3 2026 earnings calendar highlighting October 28, with HBM semiconductor imagery and three investor watchpoints: profitability, next-generation supply and capital allocation.

Technology

SK hynix Rebounds 4.4% After Solidigm IPO Halt as Q3 Earnings Approach

October 23, 2026 · 5 min read

Korea Alpha infographic showing Bukwang Pharmaceutical's Q3 2026 operating profit growth of 120.7%, with a pharmaceutical manufacturing facility in the background.

Korea Alpha financial infographic contrasting Bukwang Pharmaceutical's 17.8% revenue growth with a 22.2% decline in operating profit during the first nine months of 2026.

Korea Alpha neuroscience pharmaceutical infographic highlighting 20% growth in Bukwang's CNS strategic-product prescriptions, Latuda commercialization and CP-012 Phase 2 development.

Korea Alpha valuation chart comparing Bukwang Pharmaceutical's KRW 3,865 reference share price with its KRW 3,700 estimated fair value, indicating 4.3% downside.

Technology

Bukwang Pharmaceutical Q3 2026: Profit Jumps 121% as R&D Costs Rise

October 23, 2026 · 6 min

Flitto stock infographic showing a 29.99% surge to KRW 10,750 on October 20, 2026, following record Q3 earnings, alongside an AI translation interface.

Flitto AI translation infographic highlighting 217.1% year-over-year operating profit growth and the progression from language data to AI translation and enterprise solutions.

Flitto operating margin chart showing negative 1.2% in Q1 2026, 17.2% in Q2 and a preliminary 50.4% in Q3, illustrating a sharp improvement in profitability.

Korea Alpha infographic showing Flitto's investment outlook through enterprise contracts, operating margins and cash flow, with an estimated fair value of KRW 11,300.

Technology

Flitto Surges 30% on Record AI Earnings: Can a 50% Margin Last?

October 20, 2026 · 8 min

Korea Circuit SoCAMM investment infographic showing a 12.4% stock rally on October 20, 2026, and Meritz Securities raising its target price to KRW 100,000.

AI server memory infographic illustrating SoCAMM modules and the PCB substrates supplied by Korea Circuit, distinguishing substrate manufacturing from DRAM chip production.

Korea Circuit operating margin chart comparing 3.6% for full-year 2025 with 5.5% in the first half of 2026, alongside revenue of KRW 827.1 billion and operating profit of KRW 45.7 billion.

Korea Circuit investment outlook infographic showing three factors to monitor: SoCAMM shipment growth, operating margin sustainability and consolidated earnings improvement.

Technology

Korea Circuit's SoCAMM Growth: Can AI Memory Demand Justify the Rally?

October 20, 2026 · 6 min

Elice Group IPO infographic showing a 27.8% share price decline from the KRW 90,500 offering price to a KRW 65,300 intraday price on October 20, 2026.

Elice Group AI cloud earnings infographic showing first-half 2026 revenue of KRW 34.4 billion, operating profit of KRW 10.3 billion and a 30.1% operating margin.

Elice Group cash flow infographic comparing KRW 6.6 billion in operating cash flow with KRW 41.3 billion in property, plant and equipment purchases during the first half of 2026.

Elice Group investment outlook infographic showing a three-stage path from GPU utilization to recurring AI cloud revenue and improved cash returns.

Technology

Elice Group IPO: Can AI Cloud Profits Justify Its Valuation?

October 20, 2026 · 7 min

VINATech supercapacitors in an AI data center with a chart comparing its KRW 123 billion ACBEL order against KRW 82.2 billion in 2025 revenue.

Infographic illustrating how VINATech supercapacitors provide short-duration power buffering to help manage sudden electricity demand fluctuations in AI data centers.

VINATech financial infographic showing first-half 2026 revenue of KRW 60.8 billion, up 66.8% year over year, alongside a KRW 1.0 billion operating loss.

VINATech investment outlook infographic showing a three-stage roadmap from data-center order deliveries to improved manufacturing margins and positive operating cash flow.

Technology

VINATech's KRW 123bn Data Center Order: Can Earnings Catch Up?

October 19, 2026 · 7 min

JT Corporation's $4.24 million Micron India semiconductor sorter contract, illustrated with automated semiconductor testing equipment and microchips.

Micron India semiconductor assembly and testing infographic showing planned chip processing growth from tens of millions in 2026 to hundreds of millions in 2027.

JT Corporation operating profit turnaround chart comparing a KRW 2.27 billion loss in H1 2025 with KRW 4.03 billion in operating profit in H1 2026.

JT Corporation semiconductor investment outlook infographic highlighting repeat equipment orders, sustainable operating margins and continued positive cash flow.

Technology

JT's $4.24M Micron India Order: Can Earnings Recovery Last?

October 19, 2026 · 7 min

Wooriro optical semiconductor chips and wafer illustrating its $17 million AI data center supply contract.

Diagram showing AI computing infrastructure connected to Wooriro optical semiconductor components and high-speed networking equipment.

Bar chart showing Wooriro optical communications revenue rising 68.9% from KRW 5.17 billion in H1 2025 to KRW 8.74 billion in H1 2026.

Three-stage infographic showing shipments, manufacturing margins and cash flow as key indicators of Wooriro's optical semiconductor growth.

Technology

Wooriro's $17M Optical Chip Deal: Can AI Orders Reshape Earnings?

October 16, 2026 · 8 min

FADU announces a $16.9 million enterprise SSD controller order, illustrated with a semiconductor chip and high-performance storage hardware.

FADU enterprise SSD technology roadmap illustrating the progression from PCIe Gen5 controllers to Gen6 and next-generation FS-SSD storage.

FADU H1 2026 financial infographic comparing KRW 23.9 billion in operating profit with a KRW 49.9 billion net loss.

FADU investment outlook infographic showing shipments, earnings and cash flow as key indicators of sustainable profitability.

Technology

FADU's $16.9M SSD Order: Can Its Turnaround Last?

October 16, 2026 · 7 min