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 analyzed the changes in short interest of KRX stocks as of Jul 31st. The aggregated short interest was USD14.9bn.</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, Samsung Electronics, WONIK IPS, SAMSUNG BIOLOGICS, JEL.</li>
</ul>


We analyzed the changes in short interest of KRX stocks as of Jul 31st. The aggregated short interest was USD14.9bn.
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, Samsung Electronics, WONIK IPS, SAMSUNG BIOLOGICS, JEL.


KRX Short Interest Weekly (Jul 31st): SK Hynix, Samsung Electronics, WONIK IPS, SAMSUNG BIOLOGICS

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Jul 31st. The aggregated holding was USD1,567.2bn.</li>
<li>We estimate that foreign flows to be outflows of USD5,792mln. 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 SK Hynix, Samsung Electronics, SamsungElecMech, SKSQUARE, SKTelecom.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Jul 31st. The aggregated holding was USD1,567.2bn.
We estimate that foreign flows to be outflows of USD5,792mln. 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 SK Hynix, Samsung Electronics, SamsungElecMech, SKSQUARE, SKTelecom.


KRX Foreign Holding Weekly (Jul 31st): SK Hynix, Samsung Electronics, SamsungElecMech, SKSQUARE

<ul>
<li>We analyzed the changes in short interest of KRX stocks as of Jul 24th. The aggregated short interest was USD15.9bn.</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 Samsung Elec (PREF), Samsung Electronics, OCI, SK Hynix, Rainbow Robotics.</li>
</ul>


We analyzed the changes in short interest of KRX stocks as of Jul 24th. The aggregated short interest was USD15.9bn.
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 Samsung Elec (PREF), Samsung Electronics, OCI, SK Hynix, Rainbow Robotics.


KRX Short Interest Weekly (Jul 24th): Samsung Elec (PREF), Samsung Electronics, OCI, SK Hynix

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Jul 24th. The aggregated holding was USD1,525.1bn.</li>
<li>We estimate that foreign flows to be inflows of USD3,927mln. 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, SKSQUARE, SamsungElecMech, SKTelecom.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Jul 24th. The aggregated holding was USD1,525.1bn.
We estimate that foreign flows to be inflows of USD3,927mln. 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, SKSQUARE, SamsungElecMech, SKTelecom.


KRX Foreign Holding Weekly (Jul 24th): Samsung Electronics, SK Hynix, SKSQUARE, SamsungElecMech

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Cross Asset Strategy

<ul>
<li>In this insight, we discuss the end of the mandatory lock-up periods for 43 stocks in Korea in March 2022. </li>
<li>Among these 43 stocks, 5 stocks are in KOSPI and 38 stocks are in KOSDAQ.</li>
<li>These 43 stocks could be subject to further selling pressures in March and could on average underperform relative to the market. </li>
</ul>


In this insight, we discuss the end of the mandatory lock-up periods for 43 stocks in Korea in March 2022. 
Among these 43 stocks, 5 stocks are in KOSPI and 38 stocks are in KOSDAQ.
These 43 stocks could be subject to further selling pressures in March and could on average underperform relative to the market. 


End of Mandatory Lock-Up Periods for 43 Stocks in Korea in March 2022

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 Short Interest Weekly (Jul 31st): SK Hynix, Samsung Electronics, WONIK IPS, SAMSUNG BIOLOGICS

We analyzed KRX short interest report for the past week and highlighted short interest changes in SK Hynix, Samsung Electronics, WONIK IPS, SAMSUNG...

Ke Yan, CFA, FRM

KRX Foreign Holding Weekly (Jul 31st): SK Hynix, Samsung Electronics, SamsungElecMech, SKSQUARE

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

Ke Yan, CFA, FRM

KRX Short Interest Weekly (Jul 24th): Samsung Elec (PREF), Samsung Electronics, OCI, SK Hynix

We analyzed KRX short interest report for the past week and highlighted short interest changes in Samsung Elec (PREF), Samsung Electronics, OCI, SK...

Ke Yan, CFA, FRM

KRX Foreign Holding Weekly (Jul 24th): Samsung Electronics, SK Hynix, SKSQUARE, SamsungElecMech

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

Ke Yan, CFA, FRM

End of Mandatory Lock-Up Periods for 43 Stocks in Korea in March 2022

In this insight, we discuss the end of the mandatory lock-up periods for 43 stocks in Korea in March 2022. These 43 stocks could be subject to...

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)