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KR Stocks

KOSPI, KOSDAQ, and major corporate filings through a smart money lens.

Samsung Electronics Strike D-3: 40,000 Workers Set to Walk Out, Up to $20 Billion at Stake

Samsung Electronics' largest union has scheduled an 18-day strike starting May 21 with 40,000+ workers signed up. One day of semiconductor downtime could cost 1 trillion won. The South Korean government is weighing emergency arbitration and a court injunction.

005930
삼성전자 파업 D-3: 4만 명 참여 예고, 하루 1조 원·18일이면 30조 원 손실

Samsung-Union Talks Resume — A Strike Could Disrupt Global Memory Supply Chains

Samsung Electronics and its union have resumed negotiations. If a strike materializes at peak AI demand, it could disrupt supply of HBM and other memory chips — with SK Hynix and Micron potentially standing to benefit.

NVDAMU
삼성전자-노조 협상 재개 — 파업 땐 글로벌 메모리 공급망 타격 불가피

Samsung Memory Bonus 600% vs. Foundry 100% — The Gap Is Fueling a Strike

Samsung proposed bonuses of ~600% of annual salary for its memory division and just 50–100% for foundry. The union has announced a general strike on the 21st; JPMorgan estimates operating income could fall up to ₩31T (~$22B) if it materializes.

005930TSM000660
삼성전자 메모리 성과급 600% vs 파운드리 100% — 격차가 파업을 키운다

Dunamu Q1 2026 Operating Income Plunges 78% — Upbit Trading Volume Slump Takes Direct Hit

Dunamu Q1 revenue fell 55% to ₩234.6B (~$167M), operating income dropped 78% to ₩88B (~$63M). Its 97% fee-dependent model took a direct hit as crypto trading volumes contracted. Customer deposits fell 11% to ₩5.2T.

COIN
두나무 1분기 영업이익 78% 급감 — 업비트 거래량 위축 직격탄

Hantavirus Sent Moderna Up 22% — Should You Buy the Korean Plays?

A cruise ship Hantavirus outbreak sent Moderna up 22%. GC Greencross and Kwangdong Pharmaceutical emerged as Korean proxies, but Korea's KDCA says domestic risk is low and Evercore warns the market is too small for real revenue upside.

MRNA
모더나 22% 급등시킨 한타바이러스, 국내 관련주는 사야 하나

Mirae Industry to Split Stock 5-for-1, Expanding Share Count from 5.09M to 25.45M

Mirae Industry (025560) will split its shares 5-for-1, reducing par value from KRW 500 to KRW 100 and expanding total shares outstanding from 5.09 million to 25.45 million. An extraordinary general meeting is scheduled for June 24, with new shares set to list on July 27.

025560
미래산업, 주식 1주를 5주로 쪼갠다…유통주식수 25만→25.4만주로 5배 확대

IS Dongseo Wins $43M Construction Contract from SK Ecoplant for Cheongju Factory — 5.2% of Annual Revenue

IS Dongseo (010780) has been awarded a $43M contract by SK Ecoplant to build the 'P&T7' facility in Cheongju, North Chungcheong Province. The contract runs from May 2026 to June 2028 and represents 5.15% of the company's consolidated annual revenue.

010780
아이에스동서, SK에코플랜트로부터 청주 공장 신축 635억 수주… 연매출의 5.2%