Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>In this insight, we provide the top 10 stock picks and key catalysts in the Korean stock market for the two weeks (1 to 15 August 2025).</li>
<li>Hanwha Ocean (042660 KS) is up 46% in the past two weeks. It is the top performing stock in KOSPI in this period, as one of the top Korean shipbuilders. </li>
<li>Top 10 picks in this bi-weekly include Kangwon Land, Hanil Cement, LG Uplus, Hyundai Elevator, Samsung Electronics, Hyundai Rotem, KT&amp;G, HD Hyundai Heavy Industries, SM Entertainment, and LG Energy Solution. </li>
</ul>


In this insight, we provide the top 10 stock picks and key catalysts in the Korean stock market for the two weeks (1 to 15 August 2025).
Hanwha Ocean (042660 KS) is up 46% in the past two weeks. It is the top performing stock in KOSPI in this period, as one of the top Korean shipbuilders. 
Top 10 picks in this bi-weekly include Kangwon Land, Hanil Cement, LG Uplus, Hyundai Elevator, Samsung Electronics, Hyundai Rotem, KT&amp;G, HD Hyundai Heavy Industries, SM Entertainment, and LG Energy Solution. 


Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (1 to 15 August 2025)

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 Sep 18th. The aggregated short interest was USD18.1bn.</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, DB HiTek, SIMMTECH, JEL, Samsung Elec (PREF).</li>
</ul>


We analyzed the changes in short interest of KRX stocks as of Sep 18th. The aggregated short interest was USD18.1bn.
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, DB HiTek, SIMMTECH, JEL, Samsung Elec (PREF).


KRX Short Interest Weekly (Sep 18th): SK Hynix, DB HiTek, SIMMTECH, JEL, Samsung Elec (PREF)

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>AI / Cover Story: Alibaba fights Tencent for dominance over AI in China</li><li>Flights /Iranian carrier resumes flights to China</li><li>Batteries /Korean, Japanese battery-makers launch legal offensive against Chinese rivals’ global ambitions</li></ul>

AI / Cover Story: Alibaba fights Tencent for dominance over AI in ChinaFlights /Iranian carrier resumes flights to ChinaBatteries /Korean, Japanese battery-makers launch legal offensive against Chinese rivals’ global ambitions

CX Daily: Alibaba Fights Tencent for Dominance Over AI in China 

<ul>
<li>In our view, the sharp increase in the lending balance is one of the signs of many investors preparing for a pull-back in the Korean stock market.</li>
<li>The lending balance of the Korean stock market surged from 47.3 trillion won on 2 January 2025 to 90.4 trillion won as of 20 June 2025.</li>
<li>The rising lending balance in the Korean stock market could be construed as a bearish sign. </li>
</ul>


In our view, the sharp increase in the lending balance is one of the signs of many investors preparing for a pull-back in the Korean stock market.
The lending balance of the Korean stock market surged from 47.3 trillion won on 2 January 2025 to 90.4 trillion won as of 20 June 2025.
The rising lending balance in the Korean stock market could be construed as a bearish sign. 


A Sharp Increase in the Lending Balance of Korean Stock Market Suggests A Pull-Back

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Sep 18th. The aggregated holding was USD1,670.3bn.</li>
<li>We estimate that foreign flows to be outflows of USD8,838mln. 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, Samsung Elec (PREF), DOOSAN, Doosan Enerbility.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Sep 18th. The aggregated holding was USD1,670.3bn.
We estimate that foreign flows to be outflows of USD8,838mln. 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, Samsung Elec (PREF), DOOSAN, Doosan Enerbility.


KRX Foreign Holding Weekly (Sep 18th): SK Hynix, Samsung Electronics, Samsung Elec (PREF), DOOSAN

South Korea

LG Energy Solution produces and sells batteries. The Company manufactures and sells automobile batteries, small batteries, energy storage system batteries, and other products. LG Energy Solution markets its products worldwide.

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LG Energy Solution (373220 KS)

Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (1 to 15 August 2025)

Top 10 picks in this bi-weekly include Kangwon Land, Hanil Cement, LG Uplus, Hyundai Elevator, Samsung Electronics, Hyundai Rotem, KT&G, HD HHI, SM...

Douglas Kim

KRX Short Interest Weekly (Sep 18th): SK Hynix, DB HiTek, SIMMTECH, JEL, Samsung Elec (PREF)

We analyzed KRX short interest report for the past week and highlighted short interest changes in SK Hynix, DB HiTek, SIMMTECH, JEL, Samsung Elec...

Ke Yan, CFA, FRM

CX Daily: Alibaba Fights Tencent for Dominance Over AI in China

AI / Cover Story: Alibaba fights Tencent for dominance over AI in China Flights /Iranian carrier resumes flights to China Batteries /Korean,...

Caixin Global

A Sharp Increase in the Lending Balance of Korean Stock Market Suggests A Pull-Back

In our view, the sharp increase in the lending balance is one of the signs of many investors preparing for a pull-back in the Korean stock market.

Douglas Kim

KRX Foreign Holding Weekly (Sep 18th): SK Hynix, Samsung Electronics, Samsung Elec (PREF), DOOSAN

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

Ke Yan, CFA, FRM

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