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

A Pair Trade Between KODEX Korea Value Up ETF (Long) And KODEX KOSPI ETF (Short)

Highlights of the Korea Value-Up Index Rebalance on 12 June

SK Inc: Cancellation of 20.3% of Outstanding Shares

Samsung Electronics - Pays Out Special Dividend & Consensus Likely to Raise DPS by 30%+ for 2026

Korea Value-Up Index: Rebalancing in 2026 and Outperformance Vs KOSPI

Block Deal Sale of 3.1 Trillion Won of Samsung Electronics by Hong Ra-Hee

Samsung Electronics: Better Than Expected Preliminary Results in 1Q 2026

Douglas Research Advisory

Index Rebalance

SAMSUNG KODEX KOREA Value-Up ETF / Index Rebalance

SAMSUNG KODEX KOREA Value-Up ETF (495850 KS)

<ul>
<li>There has been a sharp increase in AUM of ETFs tracking the Korea Value-Up Index in 2026. </li>
<li>Net assets of the 13 Korea Value-Up ETFs totaled 3.1 trillion won as of 17 April 2026, up 143% YTD (up from 1.26 trillion won as of 2 January 2026).</li>
<li>Korea Value-Up Index closed at 2,826.61 on 17 April 2026, up 53% from 2 January 2026, outperforming KOSPI and KOSPI200 (up 44.3% and 49.9%, respectively in the same period). </li>
</ul>


There has been a sharp increase in AUM of ETFs tracking the Korea Value-Up Index in 2026. 
Net assets of the 13 Korea Value-Up ETFs totaled 3.1 trillion won as of 17 April 2026, up 143% YTD (up from 1.26 trillion won as of 2 January 2026).
Korea Value-Up Index closed at 2,826.61 on 17 April 2026, up 53% from 2 January 2026, outperforming KOSPI and KOSPI200 (up 44.3% and 49.9%, respectively in the same period). 


A Sharp Increase in the AUM of ETFs Tracking the Korea Value-Up Index in 2026