Rising Trend of AI and Semiconductor-Related ETFs in the Korean Market
AI and semiconductor-related products are gaining attention in the Korean exchange-traded fund (ETF) market. The significant price surge in Samsung Electronics and SK Hynix have lifted the KOSPI index, attracting momentum to ETFs focusing on the expanding demand for AI semiconductors. Conversely, ETFs related to carbon emission rights faced a decline due to falling prices in Europe, showing contrasting market diverging trends.
Notably, Korea Investment Management has announced a name change for its 'ACE AI Semiconductor Focus' ETF to 'ACE AI Semiconductor TOP3+'. This ETF invests over 80% in Hanmi Semiconductor, Samsung Electronics, and SK Hynix and has marked a return of 49.82% since the beginning of the year. The company's CEO highlighted that this product offers an opportunity to invest in domestically competitive semiconductor firms with long-term growth potential.
The success of the Korea Value-Up Index also stands out, with an asset total of 2.7 trillion won, an increase of 446.3% compared to November 2024. It includes 181 listed companies that have announced plans to enhance corporate value, representing 44.8% of the total market capitalization. Companies increasing their share buybacks and cancellations continue to rise while amendments in government tax laws have further spurred this trend.
Finally, the price rise in major stocks like Samsung, SK Hynix, and Hyundai has mitigated volatility in the ETF market, and the continuous growth in semiconductor-driven corporate profits is likely to sustain upward momentum in the mid-to-long term. Analysts highlight historical rebounds in the Korean market during past geopolitical tensions in the Middle East, fostering an optimistic outlook this time as well.
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