In today’s briefing:
- Hunting Trades in Korea Semis Materials & Equip ETF Ahead of the Dec Rebalance
- Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (10 to 24 October 2025)
Hunting Trades in Korea Semis Materials & Equip ETF Ahead of the Dec Rebalance
- Next rebalance is Dec 12; Simmtech (222800 KS) looks set to replace Philoptics, with a KRW 0.8T market cap gap making it a high-conviction front-runner.
- Dongjin Semicam and Daeduck clear market cap but face keyword-score risk; PSK Holdings vs S&S Tech is tight — final screening will decide, so front-running carries caution.
- December rebalance AUM doubled; Simmtech and Philoptics could see ~1x DTV passive flows, likely triggering an even stronger passive price impact than last cycle.
Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (10 to 24 October 2025)
- In this insight, we provide the top 10 stock picks and key catalysts in the Korean stock market for the next two weeks (10 to 24 October 2025).
- Top 10 picks in this bi-weekly include Samsung Electronics, Samsung Life Insurance, LG CNS, SK Hynix, KT&G, Naver, Samsung C&T, LG Uplus, Hyundai Elevator, and SK Inc.
- The semiconductor sector was a big winner in the past two weeks. Some of the best performing stocks in this period include SK Hynix, Samsung Electronics, and Hanmi Semiconductor.
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