Added to YB: 2026-03-11
Pitch date: 2026-01-05
KDEF [bullish]
Exchange Listed Funds Trust - PLUS Korea Defense Industry Index ETF
+24.26%
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.
PLUS Korea Defense Industry Index ETF - $KDEF
KDEF: Korean defense ETF capturing global rearmament (NATO 5% spending by 2035, Poland 4.7%, Japan 2%). Korea tripled export share to 2.2% globally, targeting #4 by 2027 via cost advantage (K9 howitzer $3.5M vs German $18-20M). Hanwha (largest holding) + HJ Shipbuilding winning US contracts. Trades at discount to Western peers despite secular share gains. Catalysts: governance reforms, potential MSCI upgrade to developed market, US ADR listings expanding access.
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