Writing
Technical write-ups and analysis across Korean forensic finance, US export controls, and public-data tooling — how the work is done, what data it uses, and the decisions behind it.
Showing 6–10 of 17 articles
What Chinese Companies Should Ask Their Korean Suppliers About US Export Licenses A Chinese robotics or chip company sourcing from Korea cannot assume 'Made in Korea' means 'no U.S. license needed.' Whether a U.S. license applies depends on the component's ECCN, your own regulatory status, and whether U.S.-origin technology sits in the Korean production chain. Here is what to request from a Korean supplier — and why the AMAT case makes these questions reasonable. Read article Four Signals, One Score: How kr-anomaly-scoring Flags KOSDAQ CB/BW Manipulation The kr-anomaly-scoring library turns four CB/BW manipulation signals into a single 0–4 integer score per issuance. This post explains each signal's threshold, the rationale behind each parameter choice, and why additive composition produces a better priority queue than a probability estimate. Read article The 17-Month Cascade: A Repeating Pattern in Korean District Housing Distress A statistically consistent 17-month lag between lease-lien spikes and forced auction spikes, documented across 228 Korean districts using 16 years of public court registry data — and what it means for lenders expanding into 비수도권. Read article The Beneish M-Score, Reimplemented for Korean IFRS The Beneish M-Score is a 27-year-old fraud-screening formula calibrated on 1990s US GAAP filers. Apply it to Korean IFRS data and ~19% of KOSDAQ companies break the math. This library handles the structural differences. Read article Pricing Convertible-Bond Dilution Without SEIBRO: Black-Scholes on the DART Filing Korean convertible bonds and bonds with warrants are a known dilution vector on KOSDAQ. The natural data source for analyzing them — SEIBRO — is gated behind a separate API key that has been broken since early 2026. This library reframes the question as an option-pricing problem and answers it from DART data alone. With caveats. Read article