Professional
Added to YB: 2025-10-17
Pitch date: 2025-10-14
KDEF [bullish]
Exchange Listed Funds Trust - PLUS Korea Defense Industry Index ETF
-2.8%
current return
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Company Info
Exchange Listed Funds Trust - PLUS Korea Defense Industry Index ETF is an exchange traded fund launched and managed by Exchange Traded Concepts, LLC.
Show full summary:
Upslope Capital New Position: Korea Defense Industry Index ETF
KDEF (new position): Korea defense ETF offering concentrated exposure to Hanwha Aerospace (17%), Hyundai Rotem (13%), HJ Shipbuilding (9%). Korean defense maintains cost advantages vs US/EU peers while meeting NATO standards. Rising geopolitical tensions should drive sustained investment. Reasonable valuations vs global peers. Risks: US-China détente, FX, political uncertainty.
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