Daily BriefsSouth Korea

Daily Brief South Korea: Korea Zinc, Sanil Electric and more

In today’s briefing:

  • A Comparison of Korea Zinc’s M&A in 2024 Vs SM Entertainment’s M&A in 2023 in the 9th Inning
  • An Early Look at Potential Additions and Deletions to KOSPI200 in June 2025


A Comparison of Korea Zinc’s M&A in 2024 Vs SM Entertainment’s M&A in 2023 in the 9th Inning

By Douglas Kim

  • The EGM for Korea Zinc (010130 KS) is expected to be held on 23 January 2025. Accordingly, the shareholder registry is expected to be closed around 19 – 23 December. 
  • By better analyzing the timeline of the M&A of SM Entertainment, we may be able to get better clues to Korea Zinc’s price movement in the next several weeks. 
  • Notice the double top share price formation of SM Entertainment in 2023 versus the potential double top formation of Korea Zinc in 2024. These trading formations look eerily similar.

An Early Look at Potential Additions and Deletions to KOSPI200 in June 2025

By Douglas Kim

  • In this insight, we provide an early look at the potential additions and deletions to KOSPI200 rebalance in June 2025.
  • These seven potential inclusion candidates are up on average 8.9% from end of Sept 2024 to 2 December 2024 versus KOSPI which is down 5.4% in the same period. 
  • The potential additions include IPOs in 2024 such as HD Hyundai Marine Solution (443060 KS), Shift Up (462870 KS), and Sanil Electric (062040 KS). 

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