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    Korea equity data, traceable to the filing

    DART-derived datasets for Korean listed companies. Every figure links to the original disclosure — sort it, check it, download it.

    183 companies · Base date 2026-08-14 · Dataset v1.3 · Next update: Q3 filings (Nov 2026)

    14 companies tracked · last updated 2026-08-21 (SK Hynix Filed a KRW 40tn Buyback and a Cancellation on the Same Day. That Pairing Is the Whole Point. · Bought Back, and Then What? Treasury Stock and Cancellation at 183 Korean Companies) → Stock Tracking

    Live

    Adjusted Valuation Table

    Price-to-book measured twice for every company — against total equity, and against the equity that belongs to its own shareholders.

    • 70 → 66 companies read below 1.0× once non-controlling interests are removed
    • Holding companies: median gap +28.90% · everything else +1.56%

    Open the table →

    Rules

    Methodology

    Universe, the financial-sector exclusion, the two identity rules, how total borrowings are summed, preliminary versus filed figures, and the update policy — written out in full.

    Read the rules →

    Download

    Full CSV

    All 25 columns, including both DART receipt-number columns, so every row can be checked against its filing.

    Reading the table needs no email. The file download asks for one.

    Get the CSV →

    In preparation

    Shareholder-returns dataset

    Dividends, treasury holdings and cancellation history across the same universe, built from the same filings. Not published yet.

    Latest research

  • P/B on total equity vs P/B on the owners share — the 15 widest gaps
    Company Analysis - Market Data

    The Owner’s Share: P/B for 183 Korean Companies, Recalculated from the Filings

    2026-08-142026-08-21

    The P/B a screener shows you divides by total equity, non-controlling interests included. We rebuilt it for 183 Korean listed companies from their DART filings, measuring each one twice. The below-1.0x population shrinks from 69 to 65, and four companies cross the line.

    Read More The Owner’s Share: P/B for 183 Korean Companies, Recalculated from the FilingsContinue

  • Timeline of SK Hynix treasury share filings in 2026, split into cancel, acquire and dispose
    Company Analysis - Semiconductors

    SK Hynix Filed a KRW 40tn Buyback and a Cancellation on the Same Day. That Pairing Is the Whole Point.

    2026-08-21

    Two filings on 19 August: one to buy 24,070,000 SK Hynix shares for KRW 40tn, one to cancel them. Read alongside the January cancellation and five disposals, 2026 shows all four things a treasury share can undergo.

    Read More SK Hynix Filed a KRW 40tn Buyback and a Cancellation on the Same Day. That Pairing Is the Whole Point.Continue

  • Sixteen Korean listed companies holding 10% or more of their own issued shares, split by whether they have ever cancelled shares
    Company Analysis - Market Data

    Bought Back, and Then What? Treasury Stock and Cancellation at 183 Korean Companies

    2026-08-212026-08-21

    138 Korean listed companies hold their own shares; 70 have ever cancelled any. The filings record those as two separate events — and the denominator you divide by decides the number.

    Read More Bought Back, and Then What? Treasury Stock and Cancellation at 183 Korean CompaniesContinue

  • Nine Korean listed companies with net cash worth 30% or more of market capitalisation, base date 14 August 2026
    Company Analysis - Market Data

    When the Cash Is Heavier Than the Company: Nine Korean Companies at 30%+ Net Cash

    2026-08-152026-08-21

    Nine of 183 Korean listed companies hold net cash worth 30% or more of their market capitalisation. Getting to nine meant deleting 85 rows we had already published — and the rule we added instead.

    Read More When the Cash Is Heavier Than the Company: Nine Korean Companies at 30%+ Net CashContinue

  • Hyundai Motor and Kia, H1 2026: revenue up, but KRW 2.8tn less operating profit
    Consumer Discretionary - Market Data

    Hyundai Motor and Kia, H1 2026: revenue up, but KRW 2.8tn less operating profit

    2026-08-142026-08-21

    The two companies earned a combined KRW 10.199tn in first-half operating profit, KRW 2.809tn less than a year earlier, while revenue rose at both. The less noticed fact: Kia earned 90.1% of Hyundai’s operating profit on 65.7% of its revenue — a gap that has held for five straight years.

    Read More Hyundai Motor and Kia, H1 2026: revenue up, but KRW 2.8tn less operating profitContinue

  • LG Energy Solution H1 2026: Revenue up 10.5%, but a KRW 94.0bn operating loss
    Company Analysis - Market Data

    LG Energy Solution H1 2026: Revenue up 10.5%, but a KRW 94.0bn operating loss

    2026-08-132026-08-21

    LG Energy Solution’s H1 2026 revenue rose 10.5% to KRW 14.115tn, yet operating profit swung to a KRW 94.0bn loss and liabilities grew KRW 9.765tn. Q1 was a loss, Q2 a profit — what to check next quarter.

    Read More LG Energy Solution H1 2026: Revenue up 10.5%, but a KRW 94.0bn operating lossContinue

  • Samsung Electronics and SK Hynix H1 2026: KRW 244.9tn in operating profit, and the quarter the margins flipped
    Market Data - Semiconductors

    Samsung Electronics and SK Hynix H1 2026: KRW 244.9tn in operating profit, and the quarter the margins flipped

    2026-08-132026-08-21

    Samsung Electronics and SK Hynix earned a combined KRW 244.88tn in operating profit in H1 2026, 8.7 times a year earlier. The less noticed fact: Q2 operating margins split 76.3% to 52.2% in Hynix’s favour.

    Read More Samsung Electronics and SK Hynix H1 2026: KRW 244.9tn in operating profit, and the quarter the margins flippedContinue

  • Sewon Precision (021820) analysis: KRW 105.9bn market cap, KRW 376.8bn of current assets left after every debt
    Auto Parts - Company Analysis

    Sewon Precision (021820) analysis: KRW 105.9bn market cap, KRW 376.8bn of current assets left after every debt

    2026-08-092026-08-21

    Sewon Precision trades at KRW 105.9bn while holding KRW 376.8bn in net current assets — a 0.16x PBR net-net. The question is not whether it is cheap, but whether those assets ever reach shareholders.

    Read More Sewon Precision (021820) analysis: KRW 105.9bn market cap, KRW 376.8bn of current assets left after every debtContinue

  • KG Eco Solution (151860): The 0.09x P/B Is an Illusion — Of KRW 3tn in Equity, Only KRW 1,458.9bn Belongs to Shareholders
    Company Analysis - Materials & Components

    KG Eco Solution (151860): The 0.09x P/B Is an Illusion — Of KRW 3tn in Equity, Only KRW 1,458.9bn Belongs to Shareholders

    2026-08-082026-08-21

    More than half of KG Eco Solution’s consolidated equity is non-controlling interests. On the shareholders’ share, the P/B is 0.19x and the P/E 3.4x — and the past two weeks of group funding disclosures point away from an unwinding discount.

    Read More KG Eco Solution (151860): The 0.09x P/B Is an Illusion — Of KRW 3tn in Equity, Only KRW 1,458.9bn Belongs to ShareholdersContinue

  • THN (019180): A 63-Fold Jump in Operating Profit — So Why Does the Market Pay Only 1.4x?
    Auto Parts - Company Analysis

    THN (019180): A 63-Fold Jump in Operating Profit — So Why Does the Market Pay Only 1.4x?

    2026-07-202026-08-21

    A single-product wire harness maker grew revenue 52% and operating profit 126% in 2025, yet trades at 0.4x equity and 1.4x operating profit. The August half-year report decides whether the jump was structural or a one-off.

    Read More THN (019180): A 63-Fold Jump in Operating Profit — So Why Does the Market Pay Only 1.4x?Continue

  • First Month of the Higher Delisting Market-Cap Threshold — 174 Below the Line, 465 Next Year
    Learn Investing - Market Data

    First Month of the Higher Delisting Market-Cap Threshold — 174 Below the Line, 465 Next Year

    2026-07-202026-08-21

    Korea’s delisting market-cap requirement rose in July 2026 and rises again in January 2027. An actual count puts 174 listed companies below the current line today and 465 below next year’s — 18% of all common shares.

    Read More First Month of the Higher Delisting Market-Cap Threshold — 174 Below the Line, 465 Next YearContinue

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