Disclosures

Entegris filed an 8-K under Item 5.02 reporting a change among its officers or directors, typically covering an appointment, departure, or compensation arrangement. Full filing body not analyzed; description inferred from form + item codes. Generally low impact for PMs unless the change involves the CEO or CFO, in which case it could affect strategy or execution risk.

Wonik IPS reported preliminary Q1 2026 consolidated revenue of KRW 164.9 billion, up 32.8% year-over-year but down 40.0% quarter-over-quarter from a strong Q4 2025. Operating profit came in at KRW 10.7 billion, a swing to profit from a KRW 7.4 billion operating loss in Q1 2025, though down 37.6% sequentially. Net income reached KRW 22.1 billion, also a turnaround from a KRW 4.7 billion loss a year earlier. The strong YoY recovery signals improving demand in the semiconductor equipment cycle, while the sequential decline reflects normal seasonality after a peak Q4. Figures are preliminary K-IFRS consolidated results and unaudited.

SK Hynix non-registered executive Yang Myung-hoon (IR division) filed a change-of-ownership report covering specified securities. His holdings increased by 42 common shares, from 126 to 168 shares, with the change effective May 6, 2026. The increase resulted from a transfer of shares out of the Employee Stock Ownership Association (ESOP) account into his personal account, not an open-market purchase. The reported stake remains effectively 0.00% of the 712,702,365 total shares outstanding, making this a routine administrative filing with no material implications for the broader shareholder base.

DUKSAN Tehera filed its Q1 2026 quarterly report (21st fiscal year) covering January-March 2026, with no changes to paid-in capital (KRW 10.24 billion, 20,476,584 common shares outstanding) and treasury shares unchanged at 49,775 shares (0.2% of issued shares). The company disclosed historical treasury share trust contracts, all of which were fully executed at near-100% completion and have since been terminated, with no current plan to dispose of or utilize existing treasury holdings. Material amendments to the Articles of Incorporation were approved at the 20th annual general meeting on March 31, 2026, including: (i) restricting shareholder meetings to in-person attendance only (per amended Commercial Act Article 364), (ii) allowing voting proxies to be submitted via electronic document (per amended Commercial Act Article 368(2)), and (iii) replacing the prior outside director requirement (1/4 of total directors) with a new independent director threshold of at least 1/3 of total directors. These changes are largely procedural compliance updates and do not signal a material change in operations or capital allocation strategy.

Samsung Electronics filed a routine report on changes in shares held by its largest shareholder group, covering trading activity between April 14 and April 30, 2026. The aggregate holdings of the largest shareholder group decreased by only 40,923 shares (31,738 common and 9,185 preferred), with the overall ownership ratio unchanged at 17.33%. All trading activity was conducted by Samsung Life Insurance's special account (separate account) through routine on-market buy/sell transactions, which is typical portfolio rebalancing for the policyholder account rather than a strategic move by the controlling family. The Lee family and core affiliate holdings (Samsung Life 7.49%, Samsung C&T 4.49%, Samsung Fire & Marine 1.31%, Lee Jae-yong 1.47%, Hong Ra-hee 1.10%) remain unchanged. This is a non-material administrative filing with negligible expected impact on the share price.

Samsung Electronics filed a mandatory ownership disclosure for newly appointed Vice President Dongkun Lee, who joined the Planning Team as a non-registered executive on May 1, 2026. Lee reports ownership of just 45 common shares (0.00% of the 6.65 billion total shares outstanding), reflecting an initial new-appointment filing rather than a material transaction. The filing is a routine regulatory disclosure triggered by Lee's appointment, not by any market purchase or sale. No prior holdings were reported, and the position represents a de minimis stake. Investors should view this as procedural housekeeping with no signaling value about insider conviction or company outlook.