Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Korea: 3 Potential Index Deletions in August; Positioning Watch

Short Selling Resuming on 31 March in Korea - Stocks With Highest Short Selling Lending Balance

Korea Short Selling: What Happened on Day 1?

KOSPI Size Indices: Overlaps Between Active & Passive Flows

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>The net short selling balance in KOSPI reached 12.6 trillion won as of 20 October. This is the largest amount ever.</li>
<li>The top 5 companies in KOSPI with highest short selling balance/market cap ratio include Kakaopay, L&amp;F, Hanmi Semiconductor, Cosmax, and LG H&amp;H. </li>
<li>Net short position In KOSDAQ as a percentage of total KOSDAQ market cap more than doubled from 0.5% as of 31 March to 1.1% as of 21 October 2025.</li>
</ul>


The net short selling balance in KOSPI reached 12.6 trillion won as of 20 October. This is the largest amount ever.
The top 5 companies in KOSPI with highest short selling balance/market cap ratio include Kakaopay, L&amp;F, Hanmi Semiconductor, Cosmax, and LG H&amp;H. 
Net short position In KOSDAQ as a percentage of total KOSDAQ market cap more than doubled from 0.5% as of 31 March to 1.1% as of 21 October 2025.


A Sharp Increase in Short Selling Balance in the Korean Stock Market Past Seven Months