Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analysed the earning revision of component stocks of MS-South Korea in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on KEPCO, LG Display, SK Hynix, LG Energy Solution, SKSQUARE, POSCO INTERNATIONAL, Samsung Electronics, ECOPROBM.</li>
</ul>


We analysed the earning revision of component stocks of MS-South Korea in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on KEPCO, LG Display, SK Hynix, LG Energy Solution, SKSQUARE, POSCO INTERNATIONAL, Samsung Electronics, ECOPROBM.


MS-South Korea Index Earning Revision (Aug): KEPCO, LG Display, SK Hynix, LG Energy Solution

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

<ul>
<li>We analyzed the changes in short interest of KRX stocks as of Jul 3rd. The aggregated short interest was USD17.0bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in SK Hynix, SKSQUARE, LS ELECTRIC, DB HiTek, JEL.</li>
</ul>


We analyzed the changes in short interest of KRX stocks as of Jul 3rd. The aggregated short interest was USD17.0bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in SK Hynix, SKSQUARE, LS ELECTRIC, DB HiTek, JEL.


KRX Short Interest Weekly (Jul 3rd): SK Hynix, SKSQUARE, LS ELECTRIC, DB HiTek, JEL

<ul>
<li>We analysed the earning revision of component stocks of MS-South Korea in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on Samsung Electronics, HANKOOK TIRE &amp; TECHNOLOGY, DB INSURANCE, LG Display, SK Hynix, KAL, SKSQUARE, LG Chem.</li>
</ul>


We analysed the earning revision of component stocks of MS-South Korea in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on Samsung Electronics, HANKOOK TIRE &amp; TECHNOLOGY, DB INSURANCE, LG Display, SK Hynix, KAL, SKSQUARE, LG Chem.


MS-South Korea Index Earning Revision (Jun): Samsung Electronics, HANKOOK TIRE & TECHNOLOGY, KAL

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Cross Asset Strategy

<blockquote>
“Those who vote decide nothing. Those who count the vote decide everything.” (Joseph Stalin)
</blockquote>
This insight is titled "Strange Cases of Similarities Between the US Presidential &amp; The South Korean Parliamentary Elections." More than a month has passed since the U.S. Presidential election. Trump has yet to concede this election. Biden has yet to be officially inaugurated as the next U.S. President. This insight is not meant to be a prediction. I do not make an attempt to forecast who will be officially inaugurated as the next U.S. President. Such political predictions is not my expertise.
Nonetheless, the main reason why i am writing this insight is to highlight the numerous cases of similarities of what happened in the US Presidential election in November 2020 and the South Korean Parliamentary election in April 2020. Many of our readers will likely be more familiar with what is happening in the U.S. Presidential election rather than the South Korean Parliamentary election which occurred more than 8 month ago.


“Those who vote decide nothing. Those who count the vote decide everything.” (Joseph Stalin)

This insight is titled "Strange Cases of Similarities Between the US Presidential &amp; The South Korean Parliamentary Elections." More than a month has passed since the U.S. Presidential election. Trump has yet to concede this election. Biden has yet to be officially inaugurated as the next U.S. President. This insight is not meant to be a prediction. I do not make an attempt to forecast who will be officially inaugurated as the next U.S. President. Such political predictions is not my expertise.
Nonetheless, the main reason why i am writing this insight is to highlight the numerous cases of similarities of what happened in the US Presidential election in November 2020 and the South Korean Parliamentary election in April 2020. Many of our readers will likely be more familiar with what is happening in the U.S. Presidential election rather than the South Korean Parliamentary election which occurred more than 8 month ago.

Strange Cases of Similarities Between the US Presidential & The South Korean Parliamentary Elections

<ul>
<li>We analyzed the changes in short interest of KRX stocks as of Jun 26th. The aggregated short interest was USD15.7bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in HyundaiAutoever, JEL, Hyundai Motor, MIRAE ASSET SEC, HD HYUNDAI HEAVY INDUSTRIES.</li>
</ul>


We analyzed the changes in short interest of KRX stocks as of Jun 26th. The aggregated short interest was USD15.7bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in HyundaiAutoever, JEL, Hyundai Motor, MIRAE ASSET SEC, HD HYUNDAI HEAVY INDUSTRIES.


KRX Short Interest Weekly (Jun 26th): HyundaiAutoever, JEL, Hyundai Motor, MIRAE ASSET SEC

South Korea

Ecopro BM Co.,Ltd develops and manufactures advanced materials. The Company produces and sells high-nickel cathode materials and other products. Ecopro BM markets its products throughout Korea.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Ecopro BM (247540 KS)

MS-South Korea Index Earning Revision (Aug): KEPCO, LG Display, SK Hynix, LG Energy Solution

We analyzed MS-South Korea's consensus for Aug 2026 and highlighted changes of EPS in KEPCO, LG Display, SK Hynix, LG Energy Solution, SKSQUARE,...

Ke Yan, CFA, FRM

KRX Short Interest Weekly (Jul 3rd): SK Hynix, SKSQUARE, LS ELECTRIC, DB HiTek, JEL

We analyzed KRX short interest report for the past week and highlighted short interest changes in SK Hynix, SKSQUARE, LS ELECTRIC, DB HiTek, JEL.

Ke Yan, CFA, FRM

MS-South Korea Index Earning Revision (Jun): Samsung Electronics, HANKOOK TIRE & TECHNOLOGY, KAL

We analyzed MS-South Korea's consensus for Jun 2026 and highlighted changes of EPS in Samsung Electronics, HANKOOK TIRE & TECHNOLOGY, DB INSURANCE,...

Ke Yan, CFA, FRM

Strange Cases of Similarities Between the US Presidential & The South Korean Parliamentary Elections

In this insight, I discuss the strange cases of similarities of the US Presidential election in November 2020 and the South Korean Parliamentary...

Douglas Kim

KRX Short Interest Weekly (Jun 26th): HyundaiAutoever, JEL, Hyundai Motor, MIRAE ASSET SEC

We analyzed KRX short interest report for the past week and highlighted short interest changes in HyundaiAutoever, JEL, Hyundai Motor, MIRAE ASSET...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)