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

[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

[Quiddity Index] Oct25 KOSPI 200 Leaderboard for Dec25 Rebal: Still 6+6, New 1.5 Pairs to Trade

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>One of the biggest stories in the Korean stock market in the past several weeks has been the discussions about NPS potentially increasing the allocation of Korean stocks.</li>
<li>If NPS announces a meaningful increase in the allocation of Korean stocks for its AUM, then there could certainly be an acceleration to KOSPI reaching 5,000. </li>
<li>Based on what we have gathered so far, there is a higher probability (70-80%) that NPS meaningfully increases the allocation of Korean stocks in the next several months. </li>
</ul>


One of the biggest stories in the Korean stock market in the past several weeks has been the discussions about NPS potentially increasing the allocation of Korean stocks.
If NPS announces a meaningful increase in the allocation of Korean stocks for its AUM, then there could certainly be an acceleration to KOSPI reaching 5,000. 
Based on what we have gathered so far, there is a higher probability (70-80%) that NPS meaningfully increases the allocation of Korean stocks in the next several months. 


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