Tese

Tese has announced an in-person investor relations presentation to be held on September 10, 2026, from 10:00 to 10:55 KST at the Korea Exchange annex in Yeouido, Seoul. The event is open to domestic analysts, institutional investors, and individual shareholders, with on-site registration capped at 100 attendees. Management will present first-half 2026 financial results and discuss the company's forward outlook. A Q&A session is included, and IR materials will be posted to the KRX KIND system on the day of the event.

The company has completed the issuance of its 1st series of privately placed convertible bonds, raising ₩100 billion (approximately $72 million USD) as of the payment date of July 22, 2026. The bonds are bearer-type, non-interest bearing, and unsecured, issued via domestic private placement. The issuance was initially approved by the board of directors on July 10, 2026, and the actual amount raised matched the planned figure exactly. The bonds are not scheduled for exchange listing, meaning they will trade (if at all) in the OTC market; however, conversion into equity at a future date poses dilution risk to existing shareholders.

TSE filed its Q1 2026 quarterly report covering January 1 to March 31, 2026, the company's 32nd fiscal year. The consolidated scope includes 10 subsidiaries (3 listed, 7 unlisted), unchanged from the start of the period, with LDT Co., Ltd. newly included as a consolidated subsidiary following a third-party allocation capital increase participation in December 2025. The company's corporate credit rating was upgraded to A- in April 2025 from BBB+ a year earlier, returning to its 2023 level. TSE remains classified as a mid-sized enterprise focused on manufacturing semiconductor and display inspection equipment, with operations spanning Korea, China (Weihai, Wuhan, Hefei), the U.S. (Pleasanton, CA), and Vietnam.

CEO Kim Chul Ho filed an amended major shareholding report following an on-market sale by a related party, with the reporting group's combined stake decreasing by 706 shares to 3,219,696 shares. Despite the share count reduction, the ownership ratio remains unchanged at 29.11% of the 11,061,429 voting shares outstanding. The number of related parties declined from 10 to 9, suggesting one related party exited the reporting group entirely. The stated purpose remains influence over management control, consistent with Kim's role as CEO. The transaction is immaterial in size and unlikely to signal any meaningful shift in insider sentiment or control structure.

Hyun Chang-hoon, a newly appointed non-registered Managing Director (appointed February 1, 2026), filed an initial insider ownership report disclosing the purchase of 500 common shares on May 8, 2026. The shares were acquired via open-market purchase at 168,800 KRW per share, representing a total transaction value of approximately 84.4 million KRW. The resulting ownership stake is negligible at 0.00% of the 11,061,429 total shares outstanding. As a small, initial filing by a newly-appointed executive rather than a major shareholder, this transaction carries minimal signaling value but indicates modest insider alignment with shareholders.