Strategic Contract2026-05-19

OptiCore secures 2.4B KRW AI data center contract

OPT

옵티코어

380540

+0.65

Signal Score

51CNeutral
Score51 / 100

Historical Avg Return (5d)

+0.15%

Data Coverage

100%n=723

Risk-adjusted indicator based on 723 historical DART filings. For informational purposes only — not investment advice.

Financial Impact

POSITIVE

Key Numbers

  • • Contract Amount: 2,418,708,600 KRW
  • • % of Recent Revenue: 10.38%
  • • Contract Start Date: 2026-05-18
  • • Contract End Date: 2026-07-07
  • • Recent Annual Revenue (2024): 23,301,941,369 KRW

AI Analysis Summary

OptiCore Inc. has secured a supply contract for AI data center optical transceivers (400G, 800G) valued at 2.42 billion KRW. This contract represents 10.38% of the company's recent annual revenue (23.30 billion KRW in 2024). The contract period is short, from May 18, 2026, to July 7, 2026, indicating a quick revenue recognition cycle. The deal is positive, demonstrating demand for OptiCore's specialized products in the growing AI infrastructure market.

How This Event Is Evaluated

Strategic Contract Evaluation

Contract events are evaluated by measuring business scale, revenue relevance, counterparty quality, and execution visibility.

AI is used to interpret disclosures and extract structured data.

Signal scores are generated using event-specific methodologies and quantitative models.

  • Contract size relative to company revenue
  • Expected revenue impact
  • Counterparty quality
  • Contract duration and execution period
Read our full scoring methodology →

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This content is for informational purposes only and does not constitute investment advice. Past signal patterns do not guarantee future results. All data is sourced from public DART filings.

AI-processed analysis. Based on: 단일판매ㆍ공급계약체결 . Source: Financial Supervisory Service (금융감독원 전자공시시스템). Raw government data is not redistributed. Not investment advice.