00:00Three numbers before the open. Hanjin-Kal jumped 16% after hours. Marvell agreed to a 154 trillion
00:08won deal for Lumentum. Posco Holdings beat consensus by 16%. It's Tuesday, November 3rd.
00:15Here's what today's story could mean for the Korean market. Hanjin-Kal closed the regular
00:20session up 8.80% at 134,801. The shares climbed further after hours, rising 16.30% to 144
00:31,101.
00:33Hanwha, Hoban Group, and the Korea Development Bank all sit in the shareholder mix. So the battle for
00:40control is now a live trading story. Investment banks now point to a possible tender offer if
00:45the stake race heats up. Here's the number that matters most. Marvell's all-stock deal values
00:50Lumentum at $1,150 billion. That's roughly 154 trillion won. It is the second-largest tech
00:59M&A deal on record, behind only SpaceX's merger with XAI. Marvell's shares slipped 0.72% in
01:07pre-market trading, while Lumentum gained 2.51%. Posco Holdings posted third-quarter revenue of
01:1419.14 trillion won, and operating profit of 945 billion won. Operating profit rose 47.9%
01:23from a year earlier. Operating profit rose 47.9% from a year earlier. Steel margins are recovering,
01:31and the group's lithium arm is starting to pay off. Analysts expect the earnings momentum to carry
01:36into next year. Here's what the numbers show. Skuck Square plans to return at least 4.03 trillion won
01:43to shareholders from its SK Hinex dividend income. Total dividend income could reach 6.2 trillion won,
01:50the largest return in the company's history. So what does this mean for stock investors heading
01:55into today's session? Earlier, we said that Hanjin Kull's stake race could push the stock through
02:00another leg higher. Here's what that actually means for you. Watch the shareholder registration cutoff in
02:05March, and any tender offer filing. Those are the signals that could move the shares again.
02:10That's today's AI Prism. Stock investors. This episode was produced with AI Assistants based on
02:17Seoul Economic Daily reporting. AI Prism is a Juan IFRA award-winning series. We'll be back tomorrow.
