SK Hynix + Samsung’s combined stake exceeds 60%, Asia Pacific’s first pure KOSPI 200 ETF set to debut on HKEX

BlockBeats News, June 17th - According to recent product materials released by the Hong Kong Exchange, a new ETF product under the Southern Eastview will be listed on June 18th. The ETF (code: 03121) will have a board lot size of 100 units, an entry fee of HK$780, an annual management fee of 0.99%, and will be the first ETF in the Asia-Pacific region to directly track the Korean flagship index KOSPI 200 using a unleveraged passive tracking strategy.

In terms of portfolio structure, SK Hynix and Samsung Electronics will account for a combined weight of about 62%, significantly higher than the corresponding weights in US stock DRAM-related ETFs and EWY (iShares MSCI Korea ETF), showing a more concentrated exposure to the duopoly of Korean storage semiconductors. The remaining holdings will also include Korean blue-chip stocks such as Samsung SDI, Hyundai Motor, and Doosan Heavy, covering the core sectors of the Korean real economy in a comprehensive manner.

In the background, driven by the AI wave, the Korean KOSPI 200 index has accumulated a 113% gain year-to-date, with leaders like SK Hynix and Samsung Electronics seeing returns of several times over the past year. For investors who cannot directly open a Korean securities account, 03121 provides a convenient channel through a Hong Kong stock account to participate in the Korean large-cap rally at a low threshold.