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 Mar 6th. The aggregated holding was USD1,186.0bn.</li>
<li>We estimate that foreign flows to be outflows of USD6,087mln. 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, Hyundai Motor, LIG Nex1, S-Oil.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Mar 6th. The aggregated holding was USD1,186.0bn.
We estimate that foreign flows to be outflows of USD6,087mln. 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, Hyundai Motor, LIG Nex1, S-Oil.


KRX Foreign Holding Weekly (Mar 6th): Samsung Electronics, SK Hynix, Hyundai Motor, LIG Nex1, S-Oil

<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 SK Hynix, KEPCO, MIRAE ASSET SEC, Samsung SDI, Hyundai Motor, Samsung Electronics, KB Financial, LG Energy Solution.</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 SK Hynix, KEPCO, MIRAE ASSET SEC, Samsung SDI, Hyundai Motor, Samsung Electronics, KB Financial, LG Energy Solution.


MS-South Korea Index Earning Revision (Feb): SK Hynix, KEPCO, MIRAE ASSET SEC, Samsung SDI

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Feb 27th. The aggregated holding was USD1,368.0bn.</li>
<li>We estimate that foreign flows to be outflows of USD4,289mln. 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, Samsung Elec (PREF), SK Hynix, Hanmi Semi, SAMSUNG LIFE.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Feb 27th. The aggregated holding was USD1,368.0bn.
We estimate that foreign flows to be outflows of USD4,289mln. 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, Samsung Elec (PREF), SK Hynix, Hanmi Semi, SAMSUNG LIFE.


KRX Foreign Holding Weekly (Feb 27th): Samsung Electronics, Samsung Elec (PREF), SK Hynix

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Event-Driven

<ul>
<li>In the past week, Palliser Capital provided an updated corporate governance improvement recommendations to LG Chem.</li>
<li>LG Chem has a market cap of 22.9 trillion won. LG Chem's 79.38% stake in LG Energy Solution is worth 73.3 trillion won which is 3.2x LG Chem's market cap. </li>
<li>BOD of LG Chem does not want to LOSE FACE, as it would rather partially sell its stake in LGES when its share price is higher, not lower. </li>
</ul>


In the past week, Palliser Capital provided an updated corporate governance improvement recommendations to LG Chem.
LG Chem has a market cap of 22.9 trillion won. LG Chem's 79.38% stake in LG Energy Solution is worth 73.3 trillion won which is 3.2x LG Chem's market cap. 
BOD of LG Chem does not want to LOSE FACE, as it would rather partially sell its stake in LGES when its share price is higher, not lower. 


Will LG Chem's Mgmt Listen to Palliser Capital This Time for Higher Shareholder Returns?

<ul>
<li>It was reported in Seoul Economic Daily today that EQT Partners is close to acquiring a controlling stake (31.4%) in Douzone Bizon (012510 KS).</li>
<li>A 31.4% stake of Douzone is now worth  0.91 trillion won (with no premium or discount). </li>
<li>Douzone's chairman Kim has demanded up to twice the market cap of the company for the management rights premium. </li>
</ul>


It was reported in Seoul Economic Daily today that EQT Partners is close to acquiring a controlling stake (31.4%) in Douzone Bizon (012510 KS).
A 31.4% stake of Douzone is now worth  0.91 trillion won (with no premium or discount). 
Douzone's chairman Kim has demanded up to twice the market cap of the company for the management rights premium. 


EQT Partners - To Acquire a Controlling Stake In Douzone Bizon & A Tender Offer of Minority Shares?

South Korea

SK Square Co., Ltd. operates as an investment company. The Company invests in semiconductors, information and communications technologies, and other industries. SK Square conducts businesses in South Korea.

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SK Square (402340 KS)

KRX Foreign Holding Weekly (Mar 6th): Samsung Electronics, SK Hynix, Hyundai Motor, LIG Nex1, S-Oil

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

Ke Yan, CFA, FRM

MS-South Korea Index Earning Revision (Feb): SK Hynix, KEPCO, MIRAE ASSET SEC, Samsung SDI

We analyzed MS-South Korea's consensus for Feb 2026 and highlighted changes of EPS in SK Hynix (000660 KS), KEPCO (015760 KS), MIRAE ASSET SEC...

Ke Yan, CFA, FRM

KRX Foreign Holding Weekly (Feb 27th): Samsung Electronics, Samsung Elec (PREF), SK Hynix

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

Ke Yan, CFA, FRM

Will LG Chem's Mgmt Listen to Palliser Capital This Time for Higher Shareholder Returns?

In a surprising move, LG Chem has decided to abide by many of the recent demands of the activist fund Palliser Capital. The LG Chem BOD has...

Douglas Kim

EQT Partners - To Acquire a Controlling Stake In Douzone Bizon & A Tender Offer of Minority Shares?

On 23 February, EQT Partners announced a tender offer of all remaining shares of Douzone Bizon (012510 KS) at 120,000 won per share. Following this...

Douglas Kim

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