Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

SAMSUNGACTIVE KoAct Dividend Growth ETF / Event-Driven

<ul>
<li>The Samsung KoAct Dividend Growth Active ETF (476850F.KS) raised around US$7.4m and started trading on 27 February.</li>
<li>There are 45 stocks in the ETF and the aim is to beat the <a href="https://www.smartkarma.com/entities/korea-stock-exchange-kospi-index" target="_blank" data-smartkarma-citation="entities:22911:1" rel="noopener">Korea Stock Exchange Kospi Index (KOSPI INDEX)</a> by employing an active management strategy. </li>
<li>Financials, Consumer Discretionary and Industrials stocks make up nearly two-thirds of the ETF, the dividend yield of the underlying basket is 4% and the forward dividend yield is slightly higher.</li>
</ul>


The Samsung KoAct Dividend Growth Active ETF (476850F.KS) raised around US$7.4m and started trading on 27 February.
There are 45 stocks in the ETF and the aim is to beat the Korea Stock Exchange Kospi Index (KOSPI INDEX) by employing an active management strategy. 
Financials, Consumer Discretionary and Industrials stocks make up nearly two-thirds of the ETF, the dividend yield of the underlying basket is 4% and the forward dividend yield is slightly higher.


Samsung KoAct Dividend Growth Active ETF: A Look at the First Corporate Value-Up ETF

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

<ul>
<li>Samsung Active Management launched the first Corporate Value Up ETF called KoAct Dividend Growth Active ETF on 27 February. It also revealed some of the major constituents of this ETF.</li>
<li>Samsung Active Management revealed the top 20 constituents of this ETF, which comprised 73.2% of the total ETF AUM.</li>
<li>In the coming weeks, there will be many other Corporate Value Up related ETFs that will be created that are similar to Samsung's KoAct Dividend Growth ETF. </li>
</ul>


Samsung Active Management launched the first Corporate Value Up ETF called KoAct Dividend Growth Active ETF on 27 February. It also revealed some of the major constituents of this ETF.
Samsung Active Management revealed the top 20 constituents of this ETF, which comprised 73.2% of the total ETF AUM.
In the coming weeks, there will be many other Corporate Value Up related ETFs that will be created that are similar to Samsung's KoAct Dividend Growth ETF. 


Constituents of the 1st Corporate Value Up ETF in Korea

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in foreign holdings of KRX Stocks as of Feb 23rd which has an aggregated holding worth USD519.8bn.</li>
<li>We estimate that foreign flows to be inflows of USD2,484mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign instistutions.</li>
<li>We highlight foreign changes in Hanwha Ocean, Sk Hynix, Posco Holdings, Samsung C&amp;T.</li>
</ul>


We analyzed the changes in foreign holdings of KRX Stocks as of Feb 23rd which has an aggregated holding worth USD519.8bn.
We estimate that foreign flows to be inflows of USD2,484mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign instistutions.
We highlight foreign changes in Hanwha Ocean, Sk Hynix, Posco Holdings, Samsung C&amp;T.


KRX Foreign Holding Weekly (Feb 23rd): Hanwha Ocean, Sk Hynix, Posco Holdings, Samsung C&T

<ul>
<li>We analyzed the changes in foreign holdings of KRX Stocks as of Feb 16th which has an aggregated holding worth USD510.6bn.</li>
<li>We estimate that foreign flows to be inflows of USD1,177mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign instistutions.</li>
<li>We highlight foreign changes in SK Hynix, Hyundai Motor, KB Financial Group, Samsung C&amp;T, Samsung Electronics.</li>
</ul>


We analyzed the changes in foreign holdings of KRX Stocks as of Feb 16th which has an aggregated holding worth USD510.6bn.
We estimate that foreign flows to be inflows of USD1,177mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign instistutions.
We highlight foreign changes in SK Hynix, Hyundai Motor, KB Financial Group, Samsung C&amp;T, Samsung Electronics.


KRX Foreign Holding Weekly (Feb 16th): SK Hynix, Hyundai Motor, KB Financial Group, Samsung C&T

<ul>
<li>We analyzed the changes in foreign holdings of KRX Stocks as of Feb 9th which has an aggregated holding worth USD509.9bn.</li>
<li>We estimate that foreign flows to be inflows of USD2,322mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign instistutions.</li>
<li>We highlight foreign changes in Hyundai Motor, Samsung Electronics, Kia, Sk Square, Samsung C&amp;T.</li>
</ul>


We analyzed the changes in foreign holdings of KRX Stocks as of Feb 9th which has an aggregated holding worth USD509.9bn.
We estimate that foreign flows to be inflows of USD2,322mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign instistutions.
We highlight foreign changes in Hyundai Motor, Samsung Electronics, Kia, Sk Square, Samsung C&amp;T.


KRX Foreign Holding Weekly (Feb 9th): Hyundai Motor, Samsung Electronics, Kia, Sk Square

South Korea

LG Chem Ltd. is a chemical manufacturer.  The Company's products include petrochemicals, plastic resins, and engineering plastics.  LG Chem also produces industrial and electronic materials.

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LG Chem Ltd (051910 KS)

Samsung KoAct Dividend Growth Active ETF: A Look at the First Corporate Value-Up ETF

The Samsung KoAct Dividend Growth Active ETF (476850F.KS) raised around US$7.4m and started trading on 27 February. The div yield of the underlying...

Brian Freitas

Constituents of the 1st Corporate Value Up ETF in Korea

Samsung Active Management launched the first Corporate Value Up ETF called KoAct Dividend Growth Active ETF on 27 February. The top 20 constituents...

Douglas Kim

KRX Foreign Holding Weekly (Feb 23rd): Hanwha Ocean, Sk Hynix, Posco Holdings, Samsung C&T

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Hanwha Ocean, Sk Hynix, Posco Holdings, Samsung C&T.

Ke Yan, CFA, FRM

KRX Foreign Holding Weekly (Feb 16th): SK Hynix, Hyundai Motor, KB Financial Group, Samsung C&T

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Hyundai Motor, KB Financial Group,...

Ke Yan, CFA, FRM

KRX Foreign Holding Weekly (Feb 9th): Hyundai Motor, Samsung Electronics, Kia, Sk Square

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Hyundai Motor, Samsung Electronics, Kia, Sk...

Ke Yan, CFA, FRM

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