In this insight, we provide five major factors that may have caused higher share price movements (up 7.6%) of 10 major Korean holdcos/quasi holdcos today.
What is covered in the Full Insight:
Introduction to Korean Holdcos Performance
Major Factors Driving Share Prices
Detailed Share Price Performances
Analysis of Foreign Ownership Changes
Potential Impact of the Korea Value-Up Index
Boomeranged on Wed, 4 Jun 2025 01:23
Lee Jae-Myung has become the new President of S. Korea. In the near term, the Korean holdcos have a strong chance of continued outperformance. We would focus on the large cap/mid cap holdcos/quasi holdcos including SK Square, HD Hyundai, SK Inc, Samsung C&T, and Hanwha Corp. Also, remember that Lee Jae-Myung has excellent relationship with SK Group (Chey Tae-Won). SK companies could also benefit.