YG Entertainment is moving into a phase of simultaneously running five active teams, pushing the Global X K-Pop And Culture Etf (03158.HK) up over 3% at the open.

NewTimeSpace — 26 Jan open: Global X K-Pop And Culture Etf (03158.HK) surged more than 3 % in early trade, stretching its 12-month gain to above 24 %. The fund packages K-pop, K-drama and K-beauty export momentum in a single ticker; versus A-share consumer and HK internet proxies its rolling correlation is only 0.4-0.5, offering a volatility-dampening satellite for Asia portfolios.

HKEX data show the product tracks the Solactive K-Pop and Culture Index, compiled by Germany’s Solactive AG (launched 11 Dec 2023, base date 13 Jan 2017 = 1 000, KRW, net total return). Semi-annual rebalancing occurs on the second Friday of January and July. The current basket contains 30 constituents with an aggregate market cap near US$100 bn, spanning entertainment, cosmetics, food, gaming and online platforms—an end-to-end “K-culture ecosystem”.

Sector breakdown: roughly 38 % sits in the four flagship labels (SM, HYBE, YG, JYP), levered to album sales, concerts and IP spin-offs; 12 % in Korean packaged-food names (Nongshim, Samyang) and 11 % in beauty (Amorepacific, Missha) to harvest “eat-it & wear-it” spill-overs; the remainder covers fan-community apps (Weverse, DearU), game studios and idol-economy SaaS, completing a “content → fandom → consumption” loop.

Hana Investment & Securities estimates YG Entertainment posted Q4 sales of KRW 155.8 bn and operating profit of KRW 24 bn. From 2026 the house will run five concurrent acts—BIGBANG, BLACKPINK, TREASURE, BABYMONSTER and a newly unveiled IP—forcing management to prove earnings stability without leaning on legacy crown jewels.

Meanwhile Korean content has become the most-watched non-English catalogue on Netflix, with multiple titles still lodged in the global top-ten. As the U.S. free-ad-supported-streaming (FAST) market expands, Korean FAST channels are capturing outsized viewer share, extending the hallyu tail-wind beyond paid subscriptions.

NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.