AI, Defense, Financial, and Solar/ESS ETFs See Strong Growth
AI, Defense, Financial, and Solar/ESS ETFs See Strong Growth
Hana Securities has highlighted ETFs focused on structurally growing industries such as AI semiconductors, defense, and finance as promising investment options. Recommended domestic ETFs include KODEX AI Semiconductor, WON Mega IB·Financial Holdings, and Assetplus Korea Blacksmith, while global choices like SPHQ, XLE, SMH, and MADE have also been spotlighted. These funds are expected to benefit from strong growth drivers such as rising demand for AI servers, increased defense spending, and geopolitical tailwinds for large energy stocks. Such strategic sector ETFs are considered suitable for investors seeking relatively stable long-term returns despite market volatility. Meanwhile, Hanwha Asset Management announced that the 'PLUS Solar & ESS' ETF has surpassed KRW 100 billion in net assets. The fund invests across the solar and energy storage system (ESS) industries and has delivered robust performance on the back of the expanding Korean solar industry and heightened energy security interests. Major local corporations like Samsung SDI and LG Energy Solution are pivoting into the ESS battery segment, while new growth catalysts such as the development of space data centers are emerging. This trend signals ongoing strength in ETFs related to renewable energy and power infrastructure.
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뉴스핌2026 3月 26
[ETF Report] Promising ETFs for April... 'Expectations for AI, Defense, Financial ETFs as Structural Growth Themes' - Newspim[Seoul=Newspim] Reporter Han Ki-jin = Hana Securities has presented ETFs (Exchange Traded Funds), focused on structurally growing industries such as AI (artificial intelligence) semiconductors, defense, and finance, as promising investment items. According to a report by Hana Securities on the 26th, among domestic ETFs, KODEX AI Semiconductor, WON Super Large IB
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뉴스핌2026 3月 26
Hanwha Asset Management, 'PLUS Solar & ESS' ETF Surpasses KRW 100 Billion in Net Assets - Newspim[Seoul=Newspim] Reporter Kim Ga-hee = Hanwha Asset Management announced on the 26th that its 'PLUS Solar & ESS' Exchange Traded Fund (ETF) has surpassed KRW 100 billion in net assets. According to the Korea Exchange, the PLUS Solar & ESS ETF had a net asset value of KRW 103.7 billion as of the closing price on the 24th.
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