Yest Up 9-Fold While L&F Halves...Diverging Expectations Ahead of Q3 Earnings Season
Predicted impact: Low
Market commentary on Q3 expectations; prior items already flagged likely Q3 loss, no new figures given.
Yest예스티
122640 · KOSDAQ · ₩122640 · 예스티
₩27,850▲ ₩2,150 (8.37%)End-of-day · Oct 27, 2026 · End-of-day prices.
Price · 1Y +45.28%
- Market cap
- ₩603B
- Enterprise value
- ₩646B
- P/E
- 96.2×
- P/B
- 4.2×
- Dividend yield
- 0.0%
- ROE
- 4.4%
- Net margin
- 5.8%
Trailing 12 months from filed financial statements, as of H1 2026. Dividend yield: the 2025 dividend per share from the annual report ÷ today's price.
52-week range−36.7% from the high
₩15,200Today: ₩26,600 – ₩28,150₩44,000
Returns
- 1W−1.4%
- 1M−13.0%
- 3M+44.2%
- 6M−1.9%
- YTD+56.5%
- 1Y+45.3%
- Volume today
- 334,753
- 0.9× the 20-day average
- Traded today
- ₩9.2B
- Listed shares
- 21,651,325
- EPS (12 months)
- ₩290
- Earnings yield 1.0%
AI research · InitiationYest: Revenue Recovering but Profits Thin as Valuation Multiples Stay HighThe filings show a company moving from several loss-making years to positive trailing profit, with revenue at its highest level in the period shown.Read the full report →
Upcoming dates
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Why is it moving?
+8.4% on Oct 27, 2026.
Yest shares have risen about nine-fold while L&F has halved, according to a Korea Economic Daily piece on diverging expectations ahead of the Q3 earnings season. The article frames the two battery-materials names as moving in opposite directions.
AI summary of the news and filings linked. It can be wrong; check them.
- • Foreign investors bought a net ₩39M that day
Possible reasons, not certainties. Not financial advice.
Signals
Quiet- BuzzQuietBuzz 41 of 100 (50 is a normal day for this stock).
- SentimentMixedNews: Headline contrasts a large gain for Yest with a halving for L&F, with no clear positive or negative verdict. Community: 0 bullish, 0 bearish posts this week.
- MomentumWeak-11.3% over the last month; the price is below its 20-day average.
- News impactSome3 news items and filings in two weeks; 0 rated high impact, 1 medium.
Signals describe activity, not recommendations. Not financial advice.
Knock-on effects
Knock-on from news elsewhere
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SK hynix · Using AI-fueled coffers to reward shareholders…Behind SK hynix's ₩100T return plan
Contract with HYNIX, ~14% of revenue (FY24 report); moved with HYNIX on 15 of its 20 biggest days
SK hynix · HBM4 and General-Purpose DRAM Drive Growth: SK hynix Aims for ₩400T Operating Profit Next Year [Semiconductor Supercycle 2.0]
Contract with HYNIX, ~14% of revenue (FY24 report); moved with HYNIX on 15 of its 20 biggest days
SK hynix · Earn ₩83T, Return ₩100T: SK hynix Balances Investment and Shareholder Returns [Semiconductor Supercycle 2.0]
Contract with HYNIX, ~14% of revenue (FY24 report); moved with HYNIX on 15 of its 20 biggest days
SK hynix · "Thank you SK hynix" KOSPI reclaims 6,000, next hurdle is US FOMC
Contract with HYNIX, ~14% of revenue (FY24 report); moved with HYNIX on 15 of its 20 biggest days
News about other companies that has, in the past, moved this stock too. Evidence-based, not a prediction.
Leveraged ETF flows
Estimated leveraged-ETF rebalance on Oct 27: buy ₩188M at the close (1.7% of 20-day average trading value)
On its 38 biggest days of the last 60 (moves of 3%+), the estimated pressure averaged 2.9% of trading value and pointed the same way 23 of 38 times.
- 2× KODEX KOSDAQ150 Leverage ₩153M
- 2× TIGER KOSDAQ150 Leverage ₩18M
- -1× KODEX KOSDAQ150 Futures Inverse ₩11M
- 2× RISE KOSDAQ150 Futures Leverage ₩3.2M
Mostly via futures: index funds hedge with KOSPI 200 / KOSDAQ 150 futures, spread here over the index's largest members by market value.
Final after the close. An intraday "if the close were now" estimate needs real-time prices, which we don't have yet.
Estimate based on ETF size and daily moves; actual trades may differ.
ETFs holding this
All ETFs →Held by 11 funds.
- KODEX KOSDAQ1500.2%
- KODEX KOSDAQ150 Leverage2×0.2%
- TIGER KOSDAQ1500.2%
- RISE KOSDAQ1500.2%
- TIGER KOSDAQ150 Leverage2×0.2%
- ACE KOSDAQ 1500.2%
- KIWOOM KOSDAQ1500.2%
- SOL KOSDAQ1500.2%
Estimated from the funds' index or underlying stock.
Yest stock overview
Yest (예스티, KRX: 122640) is listed on KOSDAQ, in the Machinery sector. YesT designs, manufactures, and sells heat and pressure process equipment used in semiconductor and display manufacturing, including high-pressure annealing, furnaces, pressure curing, chillers, autoclaves, and lamination systems. Its shares closed at ₩27,850 on Oct 27, 2026, up 8.37% on the day, giving it a market value of ₩603B.
Key facts
- Market cap
- ₩603B
- Sector
- Machinery
- Latest price change
- +8.37%
- As of
- Oct 27, 2026
- Main business
- YesT designs, manufactures, and sells heat and pressure process equipment used in semiconductor and display manufacturing, including high-pressure annealing, furnaces, pressure curing, chillers, autoclaves, and lamination systems.
Quick answers about Yest
- What does Yest do?
- YesT designs, manufactures, and sells heat and pressure process equipment used in semiconductor and display manufacturing, including high-pressure annealing, furnaces, pressure curing, chillers, autoclaves, and lamination systems. Through its subsidiaries, it also supplies semiconductor process infrastructure parts and diamond-based industrial blades. The company serves major domestic and overseas chip and display makers and is expanding exports to Taiwan, Japan, and China.
- What is the market cap of Yest?
- The market capitalisation of Yest was ₩603B at the close on Oct 27, 2026.
- Who are the largest shareholders of Yest?
- According to the latest official filings, the largest reported holders are Jang Dong-bok (26.22%, as of Jun 10, 2026); Yes (3.69%, as of Feb 3, 2025); National Pension Service (0.13%, as of Dec 31, 2025).
- When is the next earnings report from Yest?
- Korean companies rarely announce results dates in advance. Based on when Yest filed the same report in past years, its next preliminary results is expected between Apr 29, 2026 and Nov 5, 2026.
- Does the National Pension Service own Yest?
- Yes. The National Pension Service held 0.13% of Yest shares as of Dec 31, 2025.
Company profile
YesT designs, manufactures, and sells heat and pressure process equipment used in semiconductor and display manufacturing, including high-pressure annealing, furnaces, pressure curing, chillers, autoclaves, and lamination systems. Through its subsidiaries, it also supplies semiconductor process infrastructure parts and diamond-based industrial blades. The company serves major domestic and overseas chip and display makers and is expanding exports to Taiwan, Japan, and China.
Written by AI from the company's latest annual report.
- Korean name
- 예스티
- Sector
- Machinery
- CEO
- 장동복, 강임수 각자대표이사
- Founded
- Mar 2000
- Listed
- Dec 2015
- Listed shares
- 21,651,325
- Fiscal year ends
- Month 12
- Website
- www.yest.co.kr
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Recent news
YES Tech, uncertainty over patent lawsuit lifting, growth signals too [Volatile Listings Notes]
Predicted impact: Medium· Actual: +22.4% vs sector, volume 1.6× normal (5 trading days)
Patent lawsuit uncertainty may ease; outcome could matter but size is unspecified.
Recent filings
See all- Amended: Major sales or supply contractOct 22, 2026
- Amended: Major sales or supply contractOct 20, 2026
- Insider shareholding reportOct 6, 2026
- Major sales or supply contractAug 25, 2026
- Added attachment: Half-year report (Jun 2026)Aug 14, 2026
Titles in Korean until English translations are added.
Also known as: Yest / 예스티 / 122640 / KRX:122640
Source: KRX statistical information