Korea Watchlist Pilot — sample weekly decision sheet
Updated October 8, 2026 · Demonstration from public sources; not a client delivery.
Research question: Which Korean equipment orders have disclosed payment milestones, and what remains unknown before they become collected cash?
| Watch item / source date | Evidence | Implication and boundary | Next check |
|---|---|---|---|
| ISTE / October 7, 2026 | DART filing: ₩1.619bn SK hynix FOUP Cleaner order, 5.02% of 2025 consolidated sales. No advance; 90% after delivery, 10% after acceptance. | The payment stages are disclosed, but actual delivery, acceptance and collection dates are not established. No fab, node or HBM application is named. | Final delivery is scheduled for December 2026. Review amendments and execution evidence by December 31, 2026; the May 31, 2027 contract end includes expected payment timing. |
| NEXTIN / October 6, 2026 | DART filing: ₩25.44bn SK hynix order, 38.02% of 2025 consolidated sales; no advance. | Order visibility is documented. Detailed payment stages are not. Assigning this order to a specific fab or this quarter's revenue would add an assumption. | Review amendments, delivery evidence and subsequent financial statements. November 25, 2027 is the stated delivery/payment deadline, not a confirmed collection date. |
| JSR / historical context, September 30, 2026 | Original Korea production decision; completion report. | Facility completion does not establish customer qualification, utilisation or repeat orders. This is dated context, not today's news. | Monitor company/customer qualification and commercial shipment evidence; review by June 30, 2027. |
Pilot: 30 days, up to ten agreed companies/topics, important source-linked English alerts, one weekly decision sheet and an end-of-pilot signal ledger. First five clients: $99 once; no automatic renewal. Scope, start date and channel are agreed before invoice.
Evaluation: Did the alert change a research task or save time? Record the answer and next-month purchase interest. No exclusivity or investment-return claim. Review dates are our monitoring checkpoints, not company commitments.