In today’s briefing:
- Fresh Intel: Kosdaq Stimulus Drop Date & Key Targets
- 2026 (“Year of the Horse”) Major IPOs Pipeline in Korea

Fresh Intel: Kosdaq Stimulus Drop Date & Key Targets
- Fresh intel hit at lunch. Official rollout is penciled for the 11th or 12th, sourced straight from a key gov’t operator and pushed to Hankyung.
- The package basically boils down to two levers: juiced tax perks for retail in Kosdaq venture funds and a structural bump-up in pension-fund allocation.
- Street sees this as constructive: tax tweaks to pull retail, pension weight-ups to juice flows, and focus on 300bn+ Kosdaq names that beat Q3 consensus 10%+.
2026 (“Year of the Horse”) Major IPOs Pipeline in Korea
- This is our 11th “Annual Edition of the Major Korean IPOs Pipeline Preview” at Smartkarma.
- This insight features 40 of the biggest potential IPOs in Korea in 2026.
- Some of the largest potential IPOs in Korea in 2026 include CJ Olive Young, DN Solutions, Dunamu, Goodai Global, K Bank, Kurly, Musinsa, SK On, SK Ecoplant, and Sono International.
