# Korea Ticker Thesis Pack

This is the next content direction: fewer abstract screener/process titles, more **named tickers + clear theses + kill tests**.

Research commentary only. Not investment advice. Not a buy/sell recommendation.

## Verification spine

- [KRX/KIND/DART Verification Guide for Korea Ticker Theses](./krx-kind-dart-verification-guide.md)

## Core thesis pieces

1. [Poongsan 103140 — Copper Cash Flow With Defense Optionality](./poongsan-103140-copper-defense-thesis.md)
2. [BHI 083650 — Backlog, Receivables, and the Nuclear Equipment Upside Test](./bhi-083650-backlog-nuclear-thesis.md)
3. [Woojin 105840 — Nuclear Instrumentation Without the Hype Premium](./woojin-105840-nuclear-instrumentation-thesis.md)
4. [Innospace 462350 — Korea Space Infrastructure: Launch Cadence or Dilution Trap?](./innospace-462350-launch-cadence-dilution-thesis.md)

## Moonshot thesis pieces to write next

- SBB Tech 389500 — Robotics precision parts: real order flow or theme leakage?
- CellBion 308430 / IntoCell 287840 — biotech convexity, runway, and specialist-gate checks.

## Format for every ticker piece

Each piece should answer:

1. What is the thesis in one paragraph?
2. Why this ticker specifically, not the theme generally?
3. What numbers/filings must prove it?
4. What would kill it?
5. What should an agent verify before repeating it?