Earnings & Filings - TheGatBull

Samsung ₩110tn Return Is a Range, Not a Number

2026-09-232026-08-27 by Mr. Gat

Number card reading 110 trillion won — the top of Samsung Electronics' 2026 shareholder-return range announced August 21, 2026; of it, 15 trillion won is an employee buyback, not a cancellation, and the rest is decided in January 2027.

Samsung’s record ₩110tn return is a range, not a fixed number — and ₩15tn of it is an employee buyback, not a cancellation. What the filing means for EWY.

SK Hynix Will Cancel 3.3% of Its Shares. Who Gains?

2026-08-272026-08-19 by Mr. Gat

Number card reading 3.3% - the share of its own stock SK Hynix will buy back and cancel under the 40 trillion won programme approved on August 19, 2026.

SK Hynix will buy back and cancel ₩40tn of stock, about 3.3% of its shares. The arithmetic lifts its parent’s stake without SK Square buying anything.

KEPCO Q2: Analysts Saw the Cut Coming — Just Not Half of It

2026-08-152026-08-13 by Mr. Gat

KEPCO’s Q2 operating profit came in 42.5% below consensus. The gap has a name: coal rose 24% while the government kept the electricity tariff frozen.

60 Korean Earnings Reports. 58 of Them Land in the Next Seven Sessions.

2026-08-272026-08-06 by Mr. Gat

Bar chart of Korean second-quarter 2026 earnings events with a disclosed investor-relations schedule, counted by trading day. Thursday August 6 has 12, Friday August 7 has 10, Monday August 10 has 4, Tuesday August 11 has 6, Wednesday August 12 has 14, Thursday August 13 has 7, and Friday August 14 has 5. A dashed line marks August 14 as the semi-annual report filing deadline, 45 days after the half-year end. Monday August 17 is shaded as a market holiday. Only one event each falls on August 19 and August 20. Figures count scheduled investor-relations events disclosed on KRX KIND, not regulatory filings.

Korean Q2 earnings season is seven trading days long. Of the 60 companies that disclosed an IR schedule to the Korea Exchange, 58 report between August 6 and August 14 – the semi-annual filing deadline, 45 days after the half-year end. Fourteen report on August 12 alone. Samsung and SK Hynix already went in July. KEPCO still has no date.

SK Hynix Earnings Date: The Investor Hub for SKHY Holders

2026-10-142026-08-03 by Mr. Gat

Grouped bar chart of SK Hynix daily percentage moves, July 27 to 31, 2026, aligned by calendar date. Seoul common shares are solid bars, the Nasdaq ADR is outlined bars. The ADR rose 17.52 percent on Thursday July 30 in New York, before Seoul rose 29.95 percent on Friday July 31 and stopped exactly at its 30 percent daily price limit. All figures are confirmed closing prices, not estimates.

SK Hynix reports Q3 2026 results Oct. 28 at 9 a.m. Seoul (Oct. 27, 8 p.m. ET), per its DART filing. Plus ADR premium math, dividend and ₩40tn buyback.

SK Hynix Posted Its Best Quarter Ever. The Stock Swung From +4% to −20% in One Session.

2026-08-152026-07-29 by Mr. Gat

SK Hynix on July 29, 2026: the stock traded from +4.45% (KRW 1,619,000) to -19.61% (KRW 1,246,000) and closed down 9.61% at KRW 1,401,000, against a prior close of KRW 1,550,000.

Record Q2 operating profit of ₩60.5tn. A 24-point intraday swing, a 7.54% close, and a two-day drop of 22.5%. The market didn’t reject the quarter — it hasn’t bought the second half.

Nvidia Just Became Naver’s No. 3 Shareholder. Read the Line That Vanished From the Filing.

2026-08-152026-07-27 by Mr. Gat

Nvidia is taking a 4.5% stake in Naver — ₩1.48tn (~$1.01B) via a third-party share issuance, Naver’s first in 22 years.

SK Hynix Q2 Earnings: The Bar, Not the Profit

2026-08-222026-07-20 by Mr. Gat

SK Hynix reports Q2 on July 29. An analyst just cut the estimate to ₩60.4tn (from a ~₩65tn consensus) — yet kept the price target.

Hanmi Semiconductor Just Posted a Record Quarter — the Filing’s Real Story Is That Its Biggest HBM Customer Switched From SK Hynix to Micron

2026-08-152026-07-15 by Mr. Gat

Hanmi Semiconductor posted a record Q2 (₩180bn revenue, 47.9% margin). We read the filing line by line — the low base after Q1’s shock, and the quiet swap…

When Does SK Hynix Report Earnings?

2026-08-272026-07-12 by Mr. Gat

SK hynix reports Q2 2026 around July 22 — its first earnings as a Nasdaq stock. How Korean earnings season actually works for new SKHY holders.