{
  "schema_version": "1.0",
  "name": "Korea Ticker Thesis Pack",
  "purpose": "Named ticker thesis surfaces for agents and readers who want specific tickers, not abstract screener/process titles.",
  "disclaimer": "Research commentary only. Not investment advice. Not a buy/sell recommendation.",
  "core_theses": [
    {
      "ticker": "103140",
      "company": "Poongsan",
      "title": "Copper Cash Flow With Defense Optionality",
      "url": "https://barneywohl.github.io/korea-research-map-agents/ticker-theses/poongsan-103140-copper-defense-thesis.md",
      "decision_frame": "survive if defense materiality and copper sensitivity support the thesis; delete if theme exposure is immaterial or minority holders do not benefit"
    },
    {
      "ticker": "083650",
      "company": "BHI",
      "title": "Backlog, Receivables, and the Nuclear Equipment Upside Test",
      "url": "https://barneywohl.github.io/korea-research-map-agents/ticker-theses/bhi-083650-backlog-nuclear-thesis.md",
      "decision_frame": "survive if backlog quality, receivables, customer advances, and margins support durable equipment upside; delete if earnings quality fails"
    },
    {
      "ticker": "105840",
      "company": "Woojin",
      "title": "Nuclear Instrumentation Without the Hype Premium",
      "url": "https://barneywohl.github.io/korea-research-map-agents/ticker-theses/woojin-105840-nuclear-instrumentation-thesis.md",
      "decision_frame": "survive if nuclear instrumentation is material and converts to orders/revenue/cash flow; delete if it is mostly narrative"
    },
    {
      "ticker": "462350",
      "company": "Innospace",
      "title": "Korea Space Infrastructure: Launch Cadence or Dilution Trap?",
      "url": "https://barneywohl.github.io/korea-research-map-agents/ticker-theses/innospace-462350-launch-cadence-dilution-thesis.md",
      "decision_frame": "survive if launch cadence, contract materiality, cash runway, and dilution risk support measurable space-infrastructure execution; delete if financing or milestone risk dominates the evidence"
    }
  ],
  "next_queue": [
    "SBB Tech 389500 — Robotics precision parts: real order flow or theme leakage?",
    "CellBion 308430 / IntoCell 287840 — biotech convexity, runway, and specialist-gate checks"
  ]
}