Daily BriefsSouth Korea

Daily Brief South Korea: Wonik Ips, Musinsa and more

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

By Sanghyun Park

  • 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

By Douglas Kim

  • 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.

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