Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Oct 24th. The aggregated holding was USD811.6bn.</li>
<li>We estimate that foreign flows to be outflows of USD630mln. 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, Hanwha Ocean, Doosan Enerbility, Samsung Electronics, Samsung Elec (PREF).</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Oct 24th. The aggregated holding was USD811.6bn.
We estimate that foreign flows to be outflows of USD630mln. 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, Hanwha Ocean, Doosan Enerbility, Samsung Electronics, Samsung Elec (PREF).


KRX Foreign Holding Weekly (Oct 24th): SK Hynix, Hanwha Ocean, Doosan Enerbility

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>In this insight, we provide the top 10 stock picks and key catalysts in the Korean stock market for the next two weeks (24 October to 7 November 2025).</li>
<li>Top 10 picks in this bi-weekly include Samsung Life Insurance, Samsung C&amp;T, KT&amp;G, LG CNS, Samchully, Hyundai Elevator, Korea Zinc, LG Chem (Pref), SK Inc, and LS Corp. </li>
<li>Rechargeable battery was the best performing sector in KOSPI in the past two weeks including L&amp;F (+87.1%) Posco Future M (+65.4%) CosmoAM&amp;T (+51.9%) and EcoPro Materials (+46.8%).</li>
</ul>


In this insight, we provide the top 10 stock picks and key catalysts in the Korean stock market for the next two weeks (24 October to 7 November 2025).
Top 10 picks in this bi-weekly include Samsung Life Insurance, Samsung C&amp;T, KT&amp;G, LG CNS, Samchully, Hyundai Elevator, Korea Zinc, LG Chem (Pref), SK Inc, and LS Corp. 
Rechargeable battery was the best performing sector in KOSPI in the past two weeks including L&amp;F (+87.1%) Posco Future M (+65.4%) CosmoAM&amp;T (+51.9%) and EcoPro Materials (+46.8%).


Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (24 October to 7 November 2025)

Event-Driven

<ul>
<li><em><strong>SK Group plans to restructure its renewable energy businesses that could result in asset sales of more than 1 trillion won. </strong></em></li>
<li>SK Group is taking on a major restructuring of its renewable energy businesses, including  including fuel cells, energy storage systems (ESS), and solar/wind power generation facilities. </li>
<li>A consensus has been forming in the local media regarding Chairman Chey's expected divorce payment to his wife Roh So-young to be about 400 billion won to 700 billion won.</li>
</ul>


SK Group plans to restructure its renewable energy businesses that could result in asset sales of more than 1 trillion won. 
SK Group is taking on a major restructuring of its renewable energy businesses, including  including fuel cells, energy storage systems (ESS), and solar/wind power generation facilities. 
A consensus has been forming in the local media regarding Chairman Chey's expected divorce payment to his wife Roh So-young to be about 400 billion won to 700 billion won.


SK: Restructuring of Renewable Energy Business of Nearly 1 Trillion Won & Chey's Divorce Payment

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Oct 17th. The aggregated holding was USD789.9bn.</li>
<li>We estimate that foreign flows to be inflows of USD1,504mln. 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, Doosan Enerbility, HANWHA AEROSPACE, Samsung Elec (PREF).</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Oct 17th. The aggregated holding was USD789.9bn.
We estimate that foreign flows to be inflows of USD1,504mln. 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, Doosan Enerbility, HANWHA AEROSPACE, Samsung Elec (PREF).


KRX Foreign Holding Weekly (Oct 17th): Samsung Electronics, SK Hynix, Doosan Enerbility

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Oct 10th. The aggregated holding was USD759.2bn.</li>
<li>We estimate that foreign flows to be inflows of USD2,535mln. 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, Samsung Elec (PREF), Hyundai Motor, KIA.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Oct 10th. The aggregated holding was USD759.2bn.
We estimate that foreign flows to be inflows of USD2,535mln. 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, Samsung Elec (PREF), Hyundai Motor, KIA.


KRX Foreign Holding Weekly (Oct 10th): Samsung Electronics, SK Hynix, Samsung Elec (PREF)

South Korea

SK Holdings Co., Ltd. is a holdings company that is engaged in various industries including energy, chemicals, information technology, semiconductors, marketing, and services businesses in South Korea and internationally.

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SK Inc (034730 KS)

KRX Foreign Holding Weekly (Oct 24th): SK Hynix, Hanwha Ocean, Doosan Enerbility

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Hanwha Ocean, Doosan Enerbility,...

Ke Yan, CFA, FRM

Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (24 October to 7 November 2025)

Top 10 picks in this bi-weekly include Samsung Life Insurance, Samsung C&T, KT&G, LG CNS, Samchully, Hyundai Elevator, Korea Zinc, LG Chem (Pref),...

Douglas Kim

SK: Restructuring of Renewable Energy Business of Nearly 1 Trillion Won & Chey's Divorce Payment

SK Group plans to restructure its renewable energy businesses that could result in asset sales of more than 1 trillion won.

Douglas Kim

KRX Foreign Holding Weekly (Oct 17th): Samsung Electronics, SK Hynix, Doosan Enerbility

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

Ke Yan, CFA, FRM

KRX Foreign Holding Weekly (Oct 10th): Samsung Electronics, SK Hynix, Samsung Elec (PREF)

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

Ke Yan, CFA, FRM

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