02 0220B0.KS DS KOSDAQ Active ETF Loading... : Bullish and Bearish Analyst Opinions

SK Hynix's 35 trillion won new investment announcement is triggering a capex cycle that will benefit semiconductor materials, parts and equipment companies. Facility investment news from suppliers is already emerging and being rewarded by the market. DS KOSDAQ Active ETF and AI core equipment ETFs holding these names are in early uptrends and offer exposure.

DS Asset Management, a highly respected institutional house, just launched its first public ETF—a KOSDAQ Active ETF—and filled it with ~80% Korean semiconductor equipment names (TES, PSK, PSK Holdings, etc.). This reveals where smart institutional money sees the next KOSDAQ leadership and indicates semiconductor equipment will be the first leg of a KOSDAQ recovery.

When the KOSDAQ market eventually stabilizes and sentiment improves, semiconductor equipment stocks are likely to lead the recovery. Newly launched KOSDAQ active ETFs, especially the first public fund from DS Asset Management, are heavily concentrated in beaten-down equipment names like TES, PSK, and VM. These ETFs provide a practical watchlist of candidates that will attract flows once a rebound takes hold, even though trends are broken now and entry is premature.