Derivatives and Quantitative Strategist

Gaudenz Schneider

Equity Derivatives

<ul>
<li>Following extraordinary price swings in <a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a> last week, combined AUM in KRX-listed 2x long ETFs retreated from its June peak but remains 47% above launch levels.</li>
<li>Medium-Term returns expose significant performance drag: since launch, Samsung Electronics has fallen 21.0%, while the leveraged index declined 51.8%; net flows also shifted towards outflows in late July.</li>
<li>This Insight examines AUM, flows and return multiples across the long and inverse products, showing how daily rebalancing can undermine performance even when the directional call appears correct.</li>
</ul>


Following extraordinary price swings in Samsung Electronics (005930 KS) last week, combined AUM in KRX-listed 2x long ETFs retreated from its June peak but remains 47% above launch levels.
Medium-Term returns expose significant performance drag: since launch, Samsung Electronics has fallen 21.0%, while the leveraged index declined 51.8%; net flows also shifted towards outflows in late July.
This Insight examines AUM, flows and return multiples across the long and inverse products, showing how daily rebalancing can undermine performance even when the directional call appears correct.


Samsung Electronics (005930 KS): 2x Leveraged ETF AUM Retreats as Performance Drag Mounts

Pan-Asia Tactical Market Calls (Quant-Driven), MRM Research

Nico Rosti

Pan-Asia Tactical Market Calls (Quant-Driven)

MRM Research

Quantitative Research

<ul>
<li>
<a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a> jumped +26.8% on Friday, July 31, 2026, primarily driven by a sharp broader market rebound and aggressive short-covering across South Korean chipmakers following a three-day selloff.</li>
<li>Many are trying to assess if Samsung Eelectronics is done with the sell-off/downtrend that started in June. The long-term bottom cannot be forecasted (we will only know in retrospective).</li>
<li>This short-term analysis aims at detecting trend patterns that statistically precede certain move sizes, and use that knowledge to identify price targets, to anticipate trend reversals.</li>
</ul>



Samsung Electronics (005930 KS) jumped +26.8% on Friday, July 31, 2026, primarily driven by a sharp broader market rebound and aggressive short-covering across South Korean chipmakers following a three-day selloff.
Many are trying to assess if Samsung Eelectronics is done with the sell-off/downtrend that started in June. The long-term bottom cannot be forecasted (we will only know in retrospective).
This short-term analysis aims at detecting trend patterns that statistically precede certain move sizes, and use that knowledge to identify price targets, to anticipate trend reversals.


Samsung Electronics (005930 KS) Tactical Outlook: Position for Next Leg Up

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Thematic (Sector/Industry)

<ul>
<li>KKR has received a substantial $1 billion investment from Samsung to enhance its Helix AI infrastructure strategy.</li>
<li>Goodman has decided to cancel a $560 million data center project in Sydney after gaining approval for a nearby development.</li>
<li>Rava's Dash Living has successfully acquired a Shinjuku apartment tower for $241 million amid various market changes.</li>
</ul>


KKR has received a substantial $1 billion investment from Samsung to enhance its Helix AI infrastructure strategy.
Goodman has decided to cancel a $560 million data center project in Sydney after gaining approval for a nearby development.
Rava's Dash Living has successfully acquired a Shinjuku apartment tower for $241 million amid various market changes.


Asia Real Estate Tracker (30-Sep-2026): KKR secures $1B for Helix AI infrastructure.

Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Cross Asset Strategy

<ul>
<li>Chips &amp; Memory is now the largest theme in active Global funds, at 9.70% of the average portfolio versus 8.96% for Hyperscalers.</li>
<li>AI Build-out accounts for 24.4% of the average fund, well ahead of AI Adoption at 14.7%.</li>
<li>Ownership is spreading into memory stocks, but both leading themes remain underweight the benchmark. Rising exposure does not represent a uniform buying wave</li>
</ul>


Chips &amp; Memory is now the largest theme in active Global funds, at 9.70% of the average portfolio versus 8.96% for Hyperscalers.
AI Build-out accounts for 24.4% of the average fund, well ahead of AI Adoption at 14.7%.
Ownership is spreading into memory stocks, but both leading themes remain underweight the benchmark. Rising exposure does not represent a uniform buying wave


Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

<ul>
<li>This is our first inaugural issue of Korea Sector ETFs Weekly. There are two main purposes of this weekly insight. </li>
<li>This weekly report tracks share price performance for Korea’s 23 major sector ETFs. It helps investors identify market trends by revealing exactly which sectors are outperforming or underperforming.</li>
<li>Second, tracking sector ETF performance reveals early clues about specific catalysts driving higher stock prices for the companies within those ETFs.</li>
</ul>


This is our first inaugural issue of Korea Sector ETFs Weekly. There are two main purposes of this weekly insight. 
This weekly report tracks share price performance for Korea’s 23 major sector ETFs. It helps investors identify market trends by revealing exactly which sectors are outperforming or underperforming.
Second, tracking sector ETF performance reveals early clues about specific catalysts driving higher stock prices for the companies within those ETFs.


Korea Sector ETFs Weekly #1 [Week Ending 14 August 2026]

South Korea

Samsung Electronics Co., Ltd. manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.

Samsung Electronics Pref Shares (005935 KS)

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

Samsung Electronics Pref Shares (005935 KS)

Samsung Electronics (005930 KS): 2x Leveraged ETF AUM Retreats as Performance Drag Mounts

KRX-listed 2x ETFs on Samsung Electronics saw AUM retreat from the June peak, while daily rebalancing exposed performance drag in both long and...

Gaudenz Schneider

Samsung Electronics (005930 KS) Tactical Outlook: Position for Next Leg Up

Samsung Electronics (005930 KS) is at a key juncture: after a +26.8% rally on July 31, it could fall again towards 240k, then rally higher. Or it...

Nico Rosti

Asia Real Estate Tracker (30-Sep-2026): KKR secures $1B for Helix AI infrastructure.

KKR received a $1B commitment from Samsung for Helix AI, Goodman canceled a $560M Sydney project, CDL targets $7.8B in fund management, and Rava's...

Asia Real Estate Tracker

The AI Build-Out Reshapes Global Funds

Chips & Memory has overtaken Hyperscalers as the largest theme in active Global funds. We examine the shift towards AI Build-out, growing memory...

Steven Holden

Korea Sector ETFs Weekly #1 [Week Ending 14 August 2026]

This is our first inaugural issue of Korea Sector ETFs Weekly. There are two main purposes of this weekly insight. This weekly report tracks share...

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Samsung Electronics (005930 KS): 2x Leveraged ETF AUM Retreats as Performance Drag Mounts

KRX-listed 2x ETFs on Samsung Electronics saw AUM retreat from the June peak, while daily rebalancing exposed performance drag in both long and...

Gaudenz Schneider

Samsung Electronics (005930 KS) Tactical Outlook: Position for Next Leg Up

​Samsung Electronics (005930 KS) is at a key juncture: after a +26.8% rally on July 31, it could fall again towards 240k, then rally higher. Or it...

Nico Rosti

Asia Real Estate Tracker (30-Sep-2026): KKR secures $1B for Helix AI infrastructure.

KKR received a $1B commitment from Samsung for Helix AI, Goodman canceled a $560M Sydney project, CDL targets $7.8B in fund management, and Rava's...

Asia Real Estate Tracker

The AI Build-Out Reshapes Global Funds

Chips & Memory has overtaken Hyperscalers as the largest theme in active Global funds. We examine the shift towards AI Build-out, growing memory...

Steven Holden

Korea Sector ETFs Weekly #1 [Week Ending 14 August 2026]

This is our first inaugural issue of Korea Sector ETFs Weekly. There are two main purposes of this weekly insight. This weekly report tracks share...

Douglas Kim

Samsung Electronics (005930 KS) is at a key juncture: after a +26.8% rally on July 31, it could fall again towards 240k, then rally higher. Or it...