{
  "channel": "tradingview_ideas",
  "slug": "en-krx-20261104_1607-live-dart-audit",
  "tv_symbol": "KRX:002900",
  "company_en": "TYM Corp",
  "direction_tag": "Long",
  "timeframe": "1D",
  "title": "KRX:002900 — TYM Corp: 3Q26 K-IFRS Operating Margin (7.10%) & Valuation Anchors",
  "body_markdown": "1. PRIMARY FILING CATALYST (FSS OpenDART K-IFRS)\n• Company & Symbol: TYM Corp (KRX:002900)\n• Filing Receipt No.: 20261104800289 (연결재무제표기준영업(잠정)실적(공정공시))\n• 3Q26 Revenue: 229.0B KRW\n• 3Q26 Operating Profit: 16.3B KRW (+771.7% YoY) | Operating Margin: 7.10%\n• Implied Operating Earnings Multiple: 3.8x Annualized Run-Rate OP\n\n2. MACRO, FX & POLICY REGIME TRANSMISSION\n• Macro Context: KOSPI 5,683.80 | USD/KRW 1,340.73 | US 10Y Treasury Yield 4.90%\n• Policy Vector (Fed–BOK Monetary Policy Divergence & US Trade/Tariff (IEEPA) Transmission): With the Federal Reserve maintaining real-rate discipline and the Bank of Korea constrained by FX stability and domestic debt ratios, equity dispersion favors a barbell between dollar-invoicing AI/grid exporters and deeply discounted KRX balance-sheet compounders.\n\n3. FUNDAMENTAL VALUATION ANCHORS & IMPLIED PRICE LEVELS\n• Spot Price Reference: ₩5,690 (Current P/B: 0.56x)\n• Implied 0.80x P/B Support Zone: ₩8,129\n• Implied 1.00x P/B Book-Value Parity Level: ₩10,161\n• Implied 1.20x P/B Re-Rating Band: ₩12,193\n\n4. GLOBAL PEER BENCHMARK & RISK PARAMETERS\n• Global Supply-Chain / Sector Peers: $DE $CAT\n• Key Invalidation / Risk Factor: Margin compression below sector baseline or adverse USD/KRW shift.\n• Note: Compiled by AsiaFilingNotes from primary K-IFRS regulatory disclosures. Personal analysis record, not investment advice.",
  "tv_chart_url": "https://www.tradingview.com/chart/?symbol=KRX%3A002900",
  "external_url_count": 0
}