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 Jul 10th. The aggregated holding was USD1,679.3bn.</li>
<li>We estimate that foreign flows to be outflows of USD3,459mln. 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, LG Innotek, KB Financial.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Jul 10th. The aggregated holding was USD1,679.3bn.
We estimate that foreign flows to be outflows of USD3,459mln. 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, LG Innotek, KB Financial.


KRX Foreign Holding Weekly (Jul 10th): SK Hynix, Samsung Electronics, SamsungElecMech, LG Innotek

<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 analyzed the changes in foreign holdings of KRX stocks as of Jul 3rd. The aggregated holding was USD1,774.5bn.</li>
<li>We estimate that foreign flows to be outflows of USD14,741mln. 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, Samsung Elec (PREF).</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Jul 3rd. The aggregated holding was USD1,774.5bn.
We estimate that foreign flows to be outflows of USD14,741mln. 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, Samsung Elec (PREF).


KRX Foreign Holding Weekly (Jul 3rd): Samsung Electronics, SK Hynix, SKSQUARE, SamsungElecMech

Global Healthcare Analyst

Tina Banerjee

Equity Capital Markets

Chaozhou Three-Circle / Equity Capital Markets

<ul>
<li>Chaozhou Three-Circle launched Hongkong IPO to raise nearly HK$7.2B. They manufacture electronic ceramic materials and components used in automobiles, smartphones, data centers and telecom base stations.</li>
<li>Company intends to use the proceeds for overseas expansion, automation, enhance supply resilience, for technology R&amp;D, materials innovation and working capital.</li>
<li>Chaozhou Three-Circle has witnessed sustained growth and margin stability. Valuation looks relatively fair and comfortable. Investors can rely on the sustained growth momentum and also incremental growth possibilities.</li>
</ul>


Chaozhou Three-Circle launched Hongkong IPO to raise nearly HK$7.2B. They manufacture electronic ceramic materials and components used in automobiles, smartphones, data centers and telecom base stations.
Company intends to use the proceeds for overseas expansion, automation, enhance supply resilience, for technology R&amp;D, materials innovation and working capital.
Chaozhou Three-Circle has witnessed sustained growth and margin stability. Valuation looks relatively fair and comfortable. Investors can rely on the sustained growth momentum and also incremental growth possibilities.


Chaozhou Three-Circle IPO: Sustained Growth, Margin Stability Makes the Issue Attractive

<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

South Korea

Samsung Electro-Mechanics Co., Ltd. manufactures a variety of electronic components used in computers, audio and video products, industrial electronics, and telecommunication equipment. The Company's products include multi-layer boards and capacitors, optical Pick Ups, deflection yokes (DY), keyboards, speakers, and light emitting diode (LED) products.

Samsung Electro Mechanics Co, Ltd. (009150 KS)

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

Samsung Electro Mechanics Co, Ltd. (009150 KS)

KRX Foreign Holding Weekly (Jul 10th): SK Hynix, Samsung Electronics, SamsungElecMech, LG Innotek

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 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

KRX Foreign Holding Weekly (Jul 3rd): 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

Chaozhou Three-Circle IPO: Sustained Growth, Margin Stability Makes the Issue Attractive

Chaozhou Three-Circle launches HK IPO to raise HK$7.2B for expansion, innovation, and growth, with strong performance and fair valuation....

Tina Banerjee

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

KRX Foreign Holding Weekly (Jul 10th): SK Hynix, Samsung Electronics, SamsungElecMech, LG Innotek

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 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

KRX Foreign Holding Weekly (Jul 3rd): 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

Chaozhou Three-Circle IPO: Sustained Growth, Margin Stability Makes the Issue Attractive

​Chaozhou Three-Circle launches HK IPO to raise HK$7.2B for expansion, innovation, and growth, with strong performance and fair valuation....

Tina Banerjee

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

Chaozhou Three-Circle launches HK IPO to raise HK$7.2B for expansion, innovation, and growth, with strong performance and fair valuation....