Korea’s benchmark KOSPI breached 4,700 for the first time ever; Xtrackers MSCI Korea UCITS ETF (02848.HK) has rallied >100% over the past twelve months.

NewTimeSpace – 15 Jan 09:15 HKT
Korea’s benchmark KOSPI closed at a fresh all-time high on Wednesday (14 Jan), piercing the 4,700 ceiling for the first time. The index added 30.46 pts, eclipsing the prior record of 4,692.64. As of 10:11 today, Xtrackers MSCI Korea UCITS ETF (02848.HK)   keeps the momentum, up >2.4% and +108.79% over the past 12 months.

HKEX data show 02848.HK tracks the MSCI Korea 20/35 Custom Index – a UCITS-compliant cap-weighted gauge that preserves broad large-/mid-cap representation while hard-capping single-name risk. Top-10 holdings include SK hynix, Samsung Electronics, NAVER, Hyundai Motor and Shinhan Financial.

Counterpoint (8 Jan) notes Samsung’s preliminary 4Q25 numbers: the memory division posted ₩37.4 tn revenue, a quarterly record and +34% QoQ, accounting for 40% of total sales.

Meanwhile, SK hynix has overtaken Intel to become the world’s No. 3 semiconductor vendor (ex-foundry), driven by explosive HBM and mainstream DRAM demand. Brokerages have markedly lifted SK hynix price targets. Gartner puts the company’s 2024 revenue at US$60.64 bn (+37.2% YoY), roughly ₩89.4 tn.

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