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

Bosung Power Technology - Fair Valuations Despite Higher Demand for HVDC Infrastructure In Korea

A Pair Trade on Hyosung Corp (Long) And Hyosung Heavy Industries (Short)

LS Group Family Members Sold a 6.3% Stake in LS Ecoenergy - To Buy More Shares of LS Corp?

LS Electric: Increasing Supplies for Distribution Board Components to Elon Musk's XAI Data Centers

LS Corp: Treasury Share Cancellation of 171 Billion Won

Douglas Research Advisory

Index Rebalance

<ul>
<li>KODEX AI Electric Power Core Facilities ETF (487240 KS) had a market cap of 3.2 trillion won as of 11 September 2026, up 104% in the past one year. </li>
<li>In this insight, I discuss the impact of rebalance of the iSelect AI Power Core Equipment Index in December 2026 which impacts the KODEX AI Electric Power Core Facilities ETF. </li>
<li>Seojin System and GnCEnergy are two potential inclusion candidates. LS Marine Solution, LS Eco Energy, and Cheryong Electric are potential exclusion candidates. </li>
</ul>


KODEX AI Electric Power Core Facilities ETF (487240 KS) had a market cap of 3.2 trillion won as of 11 September 2026, up 104% in the past one year. 
In this insight, I discuss the impact of rebalance of the iSelect AI Power Core Equipment Index in December 2026 which impacts the KODEX AI Electric Power Core Facilities ETF. 
Seojin System and GnCEnergy are two potential inclusion candidates. LS Marine Solution, LS Eco Energy, and Cheryong Electric are potential exclusion candidates. 


Hyosung Heavy Industries Corp (298040 KS)

Samsung KODEX AI Electric Power Core Facilities ETF (487240 KS)

Samsung KODEX AI Electric Power Core Facilities ETF

KODEX AI Electric Power Core Facilities ETF Rebalance in December 2026

Seojin System Co, Ltd.

KODEX AI Electric Power Core Facilities ETF Rebalance in December 2026