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

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.

Quantitative Analysis

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Jan 23rd. The aggregated holding was USD1,058.6bn.</li>
<li>We estimate that foreign flows to be outflows of USD312mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in Hyundai Motor, Samsung Electronics, Mobis, Samsung SDI, Hyundai Glovis.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Jan 23rd. The aggregated holding was USD1,058.6bn.
We estimate that foreign flows to be outflows of USD312mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in Hyundai Motor, Samsung Electronics, Mobis, Samsung SDI, Hyundai Glovis.


KRX Foreign Holding Weekly (Jan 23rd): Hyundai Motor, Samsung Electronics, Mobis, Samsung SDI

<ul>
<li>We analyzed the changes in short interest of KRX stocks as of Jan 16th. The aggregated short interest was USD12.3bn.</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 Hyundai Motor, TaihanElecWire, KEPCO E&amp;C, Hanwha Ocean, Samsung Electronics.</li>
</ul>


We analyzed the changes in short interest of KRX stocks as of Jan 16th. The aggregated short interest was USD12.3bn.
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 Hyundai Motor, TaihanElecWire, KEPCO E&amp;C, Hanwha Ocean, Samsung Electronics.


KRX Short Interest Weekly (Jan 16th): Hyundai Motor, TaihanElecWire, KEPCO E&C, Hanwha Ocean

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Jan 16th. The aggregated holding was USD1,025.2bn.</li>
<li>We estimate that foreign flows to be outflows of USD1,519mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in Samsung Electronics, SK Hynix, Hyundai Motor, Hanwha Ocean, kakaopay.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Jan 16th. The aggregated holding was USD1,025.2bn.
We estimate that foreign flows to be outflows of USD1,519mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in Samsung Electronics, SK Hynix, Hyundai Motor, Hanwha Ocean, kakaopay.


KRX Foreign Holding Weekly (Jan 16th): Samsung Electronics, SK Hynix, Hyundai Motor, Hanwha Ocean

<ul>
<li>We analyzed the changes in short interest of KRX stocks as of Jan 9th. The aggregated short interest was USD11.7bn.</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 Hyundai Motor, KorZinc, Samsung Electronics, HyundaiAutoever, SAMSUNG C&amp;T.</li>
</ul>


We analyzed the changes in short interest of KRX stocks as of Jan 9th. The aggregated short interest was USD11.7bn.
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 Hyundai Motor, KorZinc, Samsung Electronics, HyundaiAutoever, SAMSUNG C&amp;T.


KRX Short Interest Weekly (Jan 9th): Hyundai Motor, KorZinc, Samsung Electronics, HyundaiAutoever

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>KOSPI 200 is the famous Korean blue-chip index that tracks the 200 largest and most-liquid names listed in the KOSPI section of the Korea Exchange (KRX).</li>
<li>In this insight, we have presented our expectations for ADDs and DELs for the upcoming semiannual review in June 2026.</li>
<li>We expect up to 4 ADDs and 4 DELs in the June 2026 index rebal event based on the latest available data. Only one is high conviction now.</li>
</ul>


KOSPI 200 is the famous Korean blue-chip index that tracks the 200 largest and most-liquid names listed in the KOSPI section of the Korea Exchange (KRX).
In this insight, we have presented our expectations for ADDs and DELs for the upcoming semiannual review in June 2026.
We expect up to 4 ADDs and 4 DELs in the June 2026 index rebal event based on the latest available data. Only one is high conviction now.


[Quiddity Index] KOSPI 200 Leaderboard for Jun26 Rebal: 4 ADDs (One High Conviction), 4 DELs

South Korea

HD Hyundai Heavy Industries Co., Ltd. operates as a shipbuilding company. The Company provides naval shipbuilding, industrial shipbuilding, crude oil tanker, bulk carrier, container carrier, and other related services. HD Hyundai Heavy Industries also offers offshore and engineering, engine and machinery, offshore, industrial, and marine plant services.

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HD Hyundai Heavy Industries (329180 KS)

KRX Foreign Holding Weekly (Jan 23rd): Hyundai Motor, Samsung Electronics, Mobis, Samsung SDI

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Hyundai Motor, Samsung Electronics, Mobis,...

Ke Yan, CFA, FRM

KRX Short Interest Weekly (Jan 16th): Hyundai Motor, TaihanElecWire, KEPCO E&C, Hanwha Ocean

We analyzed KRX short interest report for the past week and highlighted short interest changes in Hyundai Motor, TaihanElecWire, KEPCO E&C, Hanwha...

Ke Yan, CFA, FRM

KRX Foreign Holding Weekly (Jan 16th): Samsung Electronics, SK Hynix, Hyundai Motor, Hanwha Ocean

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, Hyundai Motor,...

Ke Yan, CFA, FRM

KRX Short Interest Weekly (Jan 9th): Hyundai Motor, KorZinc, Samsung Electronics, HyundaiAutoever

We analyzed KRX short interest report for the past week and highlighted short interest changes in Hyundai Motor, KorZinc, Samsung Electronics,...

Ke Yan, CFA, FRM

[Quiddity Index] KOSPI 200 Leaderboard for Jun26 Rebal: 4 ADDs (One High Conviction), 4 DELs

The KOSPI Rebal for June 2026 has 4 ADDs and 4 DELs likely at this time but there are months to go in the data observation period. One high...

Travis Lundy

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