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 short interest of KRX stocks as of Apr 11th which has an aggregated short interest worth USD5.0bn.</li>
<li>We tabulate league table 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 Lg Energy Solution, Sk Innovation, Hanmi Semi, Hd Hyundai Heavy Industries, Alteogen, Samsung Electronics, SK Hynix, Posco, Naver, Hana Financial.</li>
</ul>


We analyzed the changes in short interest of KRX stocks as of Apr 11th which has an aggregated short interest worth USD5.0bn.
We tabulate league table 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 Lg Energy Solution, Sk Innovation, Hanmi Semi, Hd Hyundai Heavy Industries, Alteogen, Samsung Electronics, SK Hynix, Posco, Naver, Hana Financial.


KRX Short Interest Weekly (Apr 11th): Lg Energy Solution, Sk Innovation, Hanmi Semi

<ul>
<li>We analyzed the changes in short interest of KRX stocks as of Apr 4th which has an aggregated short interest worth USD4.9bn.</li>
<li>We tabulate league table 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 Lg Energy Solution, Samsung H.I., Hd Hyundai Heavy Industries, Hd Hyundai Electric, Sk Innovation.</li>
</ul>


We analyzed the changes in short interest of KRX stocks as of Apr 4th which has an aggregated short interest worth USD4.9bn.
We tabulate league table 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 Lg Energy Solution, Samsung H.I., Hd Hyundai Heavy Industries, Hd Hyundai Electric, Sk Innovation.


KRX Short Interest Weekly (Apr 4th): Lg Energy Solution, Samsung H.I., Hd Hyundai Heavy Industries

External broker reports(aggregated public sources), Daishin Securities

Daishin Securities

External broker reports(aggregated public sources)

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Equity Bottom-Up

<ul><li>SL set to look increasingly appealing in 1H25 despite lukewarm 4Q24 performance, aligning with the strong-1H weak-2H trend</li><li>P/E remains low at 3.8x, despite solid profit fundamentals, Palisade momentum, expansion in North America and India, and expectations for new business</li><li>Set aside past earnings misses and focus on long-term growth potential; SL remains our top pick among auto parts makers</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

SL set to look increasingly appealing in 1H25 despite lukewarm 4Q24 performance, aligning with the strong-1H weak-2H trendP/E remains low at 3.8x, despite solid profit fundamentals, Palisade momentum, expansion in North America and India, and expectations for new businessSet aside past earnings misses and focus on long-term growth potential; SL remains our top pick among auto parts makersContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SL (005850 KS Mar 19, 2025) - Shock Is the Past, SL Is the Future

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Kepco Plant Service & Engineering / Equity Bottom-Up

Kepco Plant Service & Engineering (051600 KS)

<ul>
<li>In this insight, we provide the top 10 stocks picks and key catalysts in the Korean stock market for the two weeks starting 17 March. </li>
<li>Some of the top 10 Korean stock picks in the bi-weekly (starting 17 March) include Kepco Plant Service &amp; Engineering, Hyundai Wia, Poongsan, and Doosan Enerbility. </li>
<li>The biggest near-term negative catalyst on the Korean stock market remains tariffs.  The final legal outcome on President Yoon Seok-Yeol is expected to be made by the end of March.</li>
</ul>


In this insight, we provide the top 10 stocks picks and key catalysts in the Korean stock market for the two weeks starting 17 March. 
Some of the top 10 Korean stock picks in the bi-weekly (starting 17 March) include Kepco Plant Service &amp; Engineering, Hyundai Wia, Poongsan, and Doosan Enerbility. 
The biggest near-term negative catalyst on the Korean stock market remains tariffs.  The final legal outcome on President Yoon Seok-Yeol is expected to be made by the end of March.


Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (17 March 2025)

<ul>
<li>In this insight, we provide the top 10 stocks picks and key catalysts in the Korean stock market for the two weeks starting 3 March.</li>
<li>Our top 10 Korean stock picks from 14 to 28 January are down on average 1.8%, slightly outperforming KOSPI which is down 2.2% in the same period.</li>
<li>The top 10 Korean stock picks (bi-weekly) include SL Corp, Korea Electric Terminal, BNK Financial, S1, LX International, Doubleugames, Samsung C&amp;T, Amorepacific Corp (pref), SK Telecom, and POSCO International. </li>
</ul>


In this insight, we provide the top 10 stocks picks and key catalysts in the Korean stock market for the two weeks starting 3 March.
Our top 10 Korean stock picks from 14 to 28 January are down on average 1.8%, slightly outperforming KOSPI which is down 2.2% in the same period.
The top 10 Korean stock picks (bi-weekly) include SL Corp, Korea Electric Terminal, BNK Financial, S1, LX International, Doubleugames, Samsung C&amp;T, Amorepacific Corp (pref), SK Telecom, and POSCO International. 


Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (3 March 2025)

South Korea

SL Corp. designs and manufactures head lamps, chassis, and power trains for autos and motorcycles.  The Company exports its products to overseas market such as North America and Australia.

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SL Corp (005850 KS)

KRX Short Interest Weekly (Apr 11th): Lg Energy Solution, Sk Innovation, Hanmi Semi

We analyzed KRX short interest report for the past week and highlighted short interest changes in Lg Energy Solution, Sk Innovation, Hanmi Semi, Hd...

Ke Yan, CFA, FRM

KRX Short Interest Weekly (Apr 4th): Lg Energy Solution, Samsung H.I., Hd Hyundai Heavy Industries

We analyzed KRX short interest report for the past week and highlighted short interest changes in Lg Energy Solution, Samsung H.I., Hd Hyundai...

Ke Yan, CFA, FRM

SL (005850 KS Mar 19, 2025) - Shock Is the Past, SL Is the Future

SL set to look increasingly appealing in 1H25 despite lukewarm 4Q24 performance, aligning with the strong-1H weak-2H trend

Daishin Securities

Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (17 March 2025)

In this insight, we provide the top 10 stocks picks and key catalysts in the Korean stock market for the two weeks starting 17 March.

Douglas Kim

Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (3 March 2025)

In this insight, we provide the top 10 stocks picks and key catalysts in the Korean stock market for the two weeks starting 3 March.

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)