Domestic Semiconductor ETFs Lead by Samsung and SK Hynix Achieve High Yields
The domestic semiconductor ETF market has drawn attention recently due to the outstanding performance of ETFs predominantly composed of Samsung Electronics and SK Hynix. Notably, Mirae Asset's 'TIGER SemiconductorTOP10' ETF recorded an impressive 98.09% return over three months, topping the list of performers. In contrast, global semiconductor ETFs showed a relatively modest growth rate of 16.68%, according to the Philadelphia Semiconductor Index.
The rise in Samsung and SK Hynix's stock prices has attracted individual investors' funds into Korean semiconductor-related ETFs. For instance, the 'TIGER KoreaTOP10' ETF sees these two stocks comprising around 70% of its portfolio. This trend highlights a concentrated focus on semiconductor investments, although experts warn of potential volatility due to excessive concentration in specific stocks. Several new semiconductor ETF products are launching, which might deepen market concentration concerns.
Furthermore, Shinyoung Asset's 'SOL Semiconductor Post-Process' ETF emerged as the top weekly performer, with Hanmi Semiconductor's stock soaring by 671.34%. New ETF products include KB Asset's 'RISE Samsung Electronics SK Hynix Bond Mix50' and new offerings from Samsung Asset Management. These are capitalizing on the strong thematic market trajectory, drawing investor interest.
Lastly, on the 27th, the ETF market saw a robust showing from semiconductor and Hyundai Group themes, while the finance theme weakened due to profit-taking. KODEX AI Semiconductor Core Equipment climbed by 6.58%, registering top returns, with Hyundai Group-related ETFs also showing gains. This data underscores the continued growth of the semiconductor industry, providing various thematic investment opportunities in the market.
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