▷'호재는 즉시, 악재는 나중에'…못믿을 상장사 공시
- In the past year, there have been 131 instances of companies being designated as non-compliant with disclosure regulations, including 14 cases related to supply contracts. These include delays in announcing contract terminations, reversals of previous announcements, and failure to disclose changes in contract amounts.
- KOSDAQ-listed Daehwa Pharmaceutical received a response in October 2023 stating that a supply contract worth approximately 11.9 billion won, signed in 2016, would not be inherited. However, the company only disclosed the termination on September 14 of this year, leading to ongoing procedures for designation as a non-compliant company by the exchange.
- On September 9, Il Yang Pharmaceutical, listed on the KOSDAQ, disclosed the termination of a supply contract that occurred in March, 174 days later. The company faced penalties of 7 points and a fine of 70 million won for multiple violations, including delays in correcting past contracts and omissions of important information.
- KOSDAQ-listed UDM Tech was designated as a non-compliant company after it terminated a supply contract in July that had been announced in June, receiving 3 penalty points. This case is distinct from the delay in announcing the contract termination.
- The securities industry emphasizes that large supply contracts significantly impact a company's revenue outlook and stock prices. Delayed disclosures of terminations or changes can lead investors to misjudge order performance and corporate value, prompting calls for quicker disclosures and strengthened internal controls.
◆주요 리포트
▷증시 거래대금, 바닥권 근접 [키움증권]
- As of the fourth week of October, the average daily trading volume in the domestic stock market was 38.7 trillion won, a 3% decrease from September's 40.1 trillion won, and down 64% from the record high of 106.2 trillion won in May.
- Trading volume has decreased for five consecutive months since May, but remains higher than last year's average of 26.3 trillion won.
- Excluding market capitalization effects, the trading volume turnover rate slightly rebounded to 162% in September and 190% in October, but is now at levels comparable to the first quarter of 2025, prior to a significant market upturn.
- Over the past decade, the average turnover rate for domestic stock trading has been around 200%. Given that the current turnover rate has fallen to typical market levels, further declines are considered unlikely.
- Analysts believe that the securities sector is nearing a bottom in stock prices, considering valuation, shareholder return rates, and trading volume turnover. They anticipate a rebound if the stock market and trading volume turnover rise again.
◆장 마감 후(26일) 주요공시
▷플레이위드코리아 공매도 과열종목 지정(공매도 거래 금지 적용)
▷한일단조공업 공매도 과열종목 지정(공매도 거래 금지 적용)
▷예선테크 공매도 과열종목 연장(공매도 거래 금지 연장)
▷제이엔케이글로벌 소송등의판결ㆍ결정
◆펀드 동향(23일 기준, ETF 제외)
▷국내 주식형: +108억원
▷해외 주식형: +629억원
◆오늘(27일) 주요일정
▷시게이트(STX) 실적
* This article has been translated by AI.
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