Defense Leveraged ETFs and Financial Market Trends
Both Samsung Asset Management and Mirae Asset Global Investments are focusing on defense-related ETFs with notable performance. Samsung Asset Management is preparing a leveraged ETF targeting the growth in the domestic defense sector driven by geopolitical crises. This move reflects the significant influence of the PLUS K Defense ETF, which has recorded an impressive one-year return of 188.94%, indicating high potential for investment.
Mirae Asset Global Investments' Global X Defense Tech (SHLD) has gained attention with a remarkable 57.7% return in the first half of 2023. Featuring a unique portfolio strategy emphasizing European companies, SHLD is strengthening its competitive edge in the global market through the inclusion of AI technologies and regional expansion. This introduces a new paradigm in defense stock investment, suggesting continued growth potential in the sector.
There is also consideration of Alteco's transfer to KOSPI as discussions on the long-term monetization potential of its key product, ALT-B4, gain attention. This could enhance stock prices in the KOSPI market, drawing interest from investors. Meanwhile, potential amendments to domestic labor laws and delays in infrastructure fund formation pose risks to the manufacturing-focused stock market.
Additionally, industrial cooperation discussions between South Korea and the U.S. are seen as breakthroughs for the shipbuilding industry while the introduction of AI systems accelerates digital transformation in legal services. At the same time, with South Korea's tax burden hitting an eight-year low, the government is considering adjustments to corporate taxes and securities transaction tax rates.
Related News
Mirae Asset's Defense ETF 'SHLD' Yields 57.7%... Success Overseas - Kuki NewsIn the first half of this year, while defense-themed ETFs were popular in the domestic market, related products are also receiving strong reactions in overseas markets. In particular, Mirae Asset Management's products in the US are gaining attention.
Defense Leverage ETF Debuts in Q3…Alteogen's KOSPI Transfer Met with 'Consensus', Timing is 'Concern' [AI Prism*Investor News] - Seoul Economic DailyEconomy & Finance > Economic Trend News: ▲ AI Prism* Personalized Economic Briefing * Editor's Note: 'AI PRISM' (Personalized Report & Insight Summarizing Media) is from Korean media...
'Number 1 ETF Return' Flaming K-Defense to Expand Lineup… 'Simply Raising Corporate Tax Is a Stopgap' Tax Burden Rate Lowest in 8 Years [AI Prism*University Students and Job Seekers News] - Seoul Economic DailySecurities > Domestic Stock Market News: ▲ AI Prism*Customized Economic Briefing * Editor's Note: ‘AI PRISM’ (Personalized Report & Insight Summarizing Media) is by Korean media...