Disclosures

LS ELECTRIC has announced an investor relations event to present its Q2 2026 financial results, to be held on July 24 (Friday) and July 27 (Monday) in Yeouido. The sessions will be conducted in one-on-one and small group formats targeting institutional investors and analysts, with KB Securities serving as the sponsor. IR presentation materials will be posted on the company's official website following the announcement. A related preliminary earnings disclosure (consolidated basis) was filed on the same date, July 23, 2026.

Singapore's sovereign wealth fund GIC Private Limited has filed a new large-shareholding report after accumulating 1,079,480 shares of ISC (KOSDAQ: 095340), representing a 5.093% stake. The position was built entirely through open-market purchases on July 15–16, 2026, at average prices of approximately KRW 158,500 and KRW 145,422 respectively. GIC disclosed the holding purpose as pure investment (단순투자) with no intention to influence management. As a wholly state-owned Singaporean sovereign wealth fund with over USD 100 billion in assets under management, GIC's entry above the 5% disclosure threshold is a notable institutional vote of confidence in ISC.

LS ELECTRIC reported preliminary Q2 2026 consolidated revenue of KRW 1.577 trillion, up 32.2% year-over-year and 14.6% quarter-over-quarter. Operating profit surged 64.4% YoY to KRW 178.5 billion, with the operating margin expanding meaningfully on scale. Net income attributable to the parent rose 76.8% YoY to KRW 118.6 billion, though it edged down 1.6% from Q1. On a first-half basis, revenue and operating profit grew 32.7% and 55.7% YoY respectively, signaling strong demand momentum that materially outpaces the prior-year pace.

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.

SK Hynix has issued an official clarification in response to a July 22, 2026 Joongang Ilbo article headlined 'SK Hynix's Bold Bet… to Buy Intel's Ohio Factory in the U.S.' The company states it continuously evaluates various investment and acquisition opportunities as part of normal business operations. However, SK Hynix explicitly denied that it has pursued or made any decision to acquire Intel's Ohio land and fabrication facility. The clarification removes what would have been a significant capacity-expansion catalyst, particularly for U.S.-based advanced packaging and DRAM production. Investors should treat any prior market pricing of this deal as unfounded.