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

Douglas Research Advisory

Thematic (Sector/Industry)

South korea Industrials / Thematic (Sector/Industry)

<ul>
<li>The 30 key sector ETFs in Korea were down on average 0.5% in the past two weeks, underperforming KOSPI which was up 1.6% in the same period.</li>
<li>There were 10 sector ETFs (out of 30) that outperformed KOSPI in the past two weeks including Plus Solar &amp; ESS ETF, Tiger Semiconductor Top10 ETF, and KODEX Bio ETF. </li>
<li>Semiconductor exports surged 262.8% YoY to a massive $60.3 billion in September.</li>
</ul>


The 30 key sector ETFs in Korea were down on average 0.5% in the past two weeks, underperforming KOSPI which was up 1.6% in the same period.
There were 10 sector ETFs (out of 30) that outperformed KOSPI in the past two weeks including Plus Solar &amp; ESS ETF, Tiger Semiconductor Top10 ETF, and KODEX Bio ETF. 
Semiconductor exports surged 262.8% YoY to a massive $60.3 billion in September.


Korea Sector ETFs Bi-Weekly #5: [18 Sept - 2 Oct 2026] Plus Solar & Ess ETF (Top Performer)