Decline in K Battery Market and Growth of Shipbuilding ETF
Recently, ETFs related to K batteries have recorded significant losses due to declines in secondary battery stocks. Particularly, 'KODEX Secondary Battery Industry Leverage' saw a severe drop of 15.7%. Individual investors concentrated substantial investments in these leverage products, but were unable to avoid significant losses, leading to disappointment. In contrast, shipbuilding and defense sector ETFs have been on the rise due to increased shipbuilding orders and deepening geopolitical risks, enhancing expectations for defense exports.
Chinese electric vehicle and secondary battery ETFs have shown robust performance, with the stock price of Chinese battery company CATL surging recently. Despite this short-term volatility, the securities industry evaluates the long-term growth potential of the K battery sector positively.
Shinhan Asset Management recorded an impressive result of a 208% increase in net assets since the start of the year, driven by the strong performance of its shipbuilding ETF 'SOL Shipbuilding TOP3 Plus'. This has contributed to an expansion in market share across the board, indicating a firm establishment in the current market landscape. However, compared to Korea Investment Management and KB Asset Management, its market share remains relatively low, leading to a less significant shift in overall market share.
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ETF Market Shifts from Secondary Batteries to Shipbuilding and Defense... K-Battery Investors See 'Expanded Losses' - Energy Economy NewsThe stock price of K-battery, which was showing a rebound, has been quickly declining since mid-last month. While individual investors betting on the recovery of corporate value in the secondary battery sector are facing increased losses, traditional sectors like shipbuilding and defense...
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대한금융신문2025 9月 03
Shinhan Investments, Benefited from Shipbuilding Industry... Still High Barriers of Hanwha Investment & KB - Korea Financial NewsShinhan Asset Management significantly increased its net asset size this year, buoyed by the popularity of its shipbuilding industry ETF, but failed to change its ETF market share ranking. The lack of relatively popular products compared to competing companies in the ranking battle has been identified as the reason. According to the Korea Securities Depository on the 4th, Shinhan Asset Management recorded 9.5082 trillion won in net assets as of the 1st of this month. In the overall ETF market of over 200 trillion won, its market share is 4.13%, ranking 5th among all management companies. With 4.0878 trillion won in net assets flowing in this year alone, its market share increased by 1.00% point over nine months. Meanwhile, Korea Investment Trust Management, which ranks 3rd to 4th in the same period,
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