Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 25 years of experience in analyzing hundreds of companies, especially in Asia. Deep expertise in the following sectors:
- Technology (E-commerce, SaaS, Internet)
- Consumer 
- Special Situations/Deep Value Plays
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

A List of Metaverse Related Stocks Which Could Be Included in the Next Metaverse ETFs Rebalance

Roundhill Ball Metaverse ETF: Largest Metaverse ETF Worldwide & Its Impact on Asian Metaverse Stocks

Launch of Global Metaverse ETFs by Local Asset Mgmt Companies & Update of Korean Metaverse ETFs

Why Billions of People Will Bypass Internet to Use Metaverse & Surge in Metaverse ETFs AUM in Korea

How Is Metaverse Revolutionizing Businesses in Korea? Virtual Humans Rozy & Lucy Are Just a Start

Using Metaverse ETFs as Leading Indicators in the Korean Stock Market

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Quantitative Analysis

<ul>
<li>The four major Korean metaverse ETFs' market caps surged by 934% from 76.2 billion won in 13 October to 788 billion won in 23 November.</li>
<li>Since 18 to 23 November, there has been a big sector rotation from the metaverse related stocks to Samsung Electronics and SK Hynix.</li>
<li>There will likely be high volatility among the metaverse related stocks with less than 1 trillion won in market cap in the upcoming metaverse ETFs rebalancing in December.</li>
</ul>


The four major Korean metaverse ETFs' market caps surged by 934% from 76.2 billion won in 13 October to 788 billion won in 23 November.
Since 18 to 23 November, there has been a big sector rotation from the metaverse related stocks to Samsung Electronics and SK Hynix.
There will likely be high volatility among the metaverse related stocks with less than 1 trillion won in market cap in the upcoming metaverse ETFs rebalancing in December.


Korean Metaverse ETFs Rebalancing & A Sector Rotation into Semis?