BlockBeats report: On June 17, according to a product summary recently published by the Hong Kong Stock Exchange, Nanshan Dongying’s new ETF product (ticker: 03121) will list on June 18, with a lot size of 100 units and an entry fee of HK$780. The fund has an annual management fee of 0.99% and is the first ETF in Asia-Pacific to directly track the Korean flagship index, KOSPI 200, using a one-time, unleveraged passive tracking strategy.
In terms of portfolio composition, SK Hynix and Samsung Electronics together account for approximately 62% of the weight, significantly higher than the corresponding weights in U.S. DRAM-related ETFs and EWY (iShares MSCI Korea ETF), resulting in a more concentrated exposure to Korea’s two leading memory semiconductor companies. The remaining holdings include other Korean blue-chip stocks such as Samsung Electro-Mechanics, Hyundai Motor, and Doosan Energy, providing comprehensive coverage of Korea’s core real economy sectors.
On the background front, driven by the AI wave, South Korea’s KOSPI 200 index has risen 113% year-to-date, with leading companies such as SK Hynix and Samsung Electronics delivering returns of several times over in the past year. For investors unable to open direct South Korean securities accounts, 03121 offers a low-barrier channel to participate in the performance of major South Korean blue-chip stocks through a Hong Kong stock account.