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

NPS: Net Seller of Korean Stocks in the Past Month (What Is It Buying and Selling?)

NPS Could Raise Allocation of Korean Stocks = KOSPI to 5,000 Soon

Korea National Pension Fund & Voting Rights of Outsourced Korean Equity Investments

What Is Korea National Pension Fund Buying & Selling?

[Quiddity Index] KOSPI 200 Leaderboard for Dec25 Rebal: Final Predictions; 5 ADDs, 6 DELs, 1 IR Chg

NPS Announces New Local SMID Fund Managers: Could Impact March KOSPI Size Index Migration Event

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>On 15 May, the NPS (the big whale) announced that it plans to finalize the mid-term asset allocation plan on 28 May.</li>
<li>All in all, the NPS is likely to raise the 5% limit for strategic and tactical asset allocation.</li>
<li>The exact amount that it raises by remains uncertain. If NPS does not raise this limit enough, that could result in a major BEARISH pressure on the Korean stock market. </li>
</ul>


On 15 May, the NPS (the big whale) announced that it plans to finalize the mid-term asset allocation plan on 28 May.
All in all, the NPS is likely to raise the 5% limit for strategic and tactical asset allocation.
The exact amount that it raises by remains uncertain. If NPS does not raise this limit enough, that could result in a major BEARISH pressure on the Korean stock market. 


Lower Korean Stock Market on 15 May = NPS's Plan on 28 May + Profit Taking on AI/Tech Stocks?