Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Thematic (Sector/Industry)

KOSDAQ is getting really hot. Over the past three months, KOSDAQ index climbed 22.89% by 145.31 points from 642.11 on Aug 17 to 780.22 today on Nov 16.<div class="content-caption">(KOSDAQ index 3M chart from Aug 17 - Nov 16, 2017 - Courtesy Google Finance)</div><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/038/403/original/1.png?1510843290" class="editor-image img-responsive" data-smartkarma-image-id="38403"></figure>How hot is KOSDAQ? Check this data. We are now midway through Nov, and this month's average daily trade value in KOSDAQ is the highest (actually by a substantial margin) since 2000.<table class="table table-striped"><tbody><tr><td style="width: 104px;" data-sheets-value='{"1":2,"2":"일자"}'>Rank</td><td style="text-align: right; width: 300.6114196777344px;" data-sheets-value='{"1":2,"2":"일자"}'>Month/year</td><td style="text-align: right; width: 327.3885803222656px;" data-sheets-value='{"1":2,"2":"평균거래대금 \n(백만원)"}'>Avg. daily trade value (₩ mil)</td></tr><tr><td style="width: 104px;" data-sheets-value='{"1":2,"2":"2017년 11월\n(∼10일)"}'>1</td><td style="text-align: right; width: 300.6114196777344px;" data-sheets-value='{"1":2,"2":"2017년 11월\n(∼10일)"}'>Nov 2017 (Nov 1 - 16)</td><td style="text-align: right; width: 327.3885803222656px;" data-sheets-value='{"1":3,"3":4627300}' data-sheets-numberformat='{"1":2,"2":"#,##0","3":1}'>5,654,009</td></tr><tr><td style="width: 104px;" data-sheets-value='{"1":2,"2":"2000년 2월"}'>2</td><td style="text-align: right; width: 300.6114196777344px;" data-sheets-value='{"1":2,"2":"2000년 2월"}'>Feb 2000</td><td style="text-align: right; width: 327.3885803222656px;" data-sheets-value='{"1":3,"3":4576104}' data-sheets-numberformat='{"1":2,"2":"#,##0","3":1}'>4,576,104</td></tr><tr><td style="width: 104px;" data-sheets-value='{"1":2,"2":"2015년 7월"}'>3</td><td style="text-align: right; width: 300.6114196777344px;" data-sheets-value='{"1":2,"2":"2015년 7월"}'>July 2015</td><td style="text-align: right; width: 327.3885803222656px;" data-sheets-value='{"1":3,"3":4385048}' data-sheets-numberformat='{"1":2,"2":"#,##0","3":1}'>4,385,048</td></tr><tr><td style="width: 104px;" data-sheets-value='{"1":2,"2":"2015년 4월"}'>4</td><td style="text-align: right; width: 300.6114196777344px;" data-sheets-value='{"1":2,"2":"2015년 4월"}'>Apr 2015</td><td style="text-align: right; width: 327.3885803222656px;" data-sheets-value='{"1":3,"3":4286193}' data-sheets-numberformat='{"1":2,"2":"#,##0","3":1}'>4,286,193</td></tr><tr><td style="width: 104px;" data-sheets-value='{"1":2,"2":"2015년 6월"}'>5</td><td style="text-align: right; width: 300.6114196777344px;" data-sheets-value='{"1":2,"2":"2015년 6월"}'>June 2015</td><td style="text-align: right; width: 327.3885803222656px;" data-sheets-value='{"1":3,"3":4186373}' data-sheets-numberformat='{"1":2,"2":"#,##0","3":1}'>4,186,373</td></tr><tr><td style="width: 104px;" data-sheets-value='{"1":2,"2":"2000년 3월"}'>6</td><td style="text-align: right; width: 300.6114196777344px;" data-sheets-value='{"1":2,"2":"2000년 3월"}'>Mar 2000</td><td style="text-align: right; width: 327.3885803222656px;" data-sheets-value='{"1":3,"3":4114670}' data-sheets-numberformat='{"1":2,"2":"#,##0","3":1}'>4,114,670</td></tr><tr><td style="width: 104px;" data-sheets-value='{"1":2,"2":"2016년 7월"}'>7</td><td style="text-align: right; width: 300.6114196777344px;" data-sheets-value='{"1":2,"2":"2016년 7월"}'>July 2016</td><td style="text-align: right; width: 327.3885803222656px;" data-sheets-value='{"1":3,"3":4079761}' data-sheets-numberformat='{"1":2,"2":"#,##0","3":1}'>4,079,761</td></tr><tr><td style="width: 104px;" data-sheets-value='{"1":2,"2":"2015년 5월"}'>8</td><td style="text-align: right; width: 300.6114196777344px;" data-sheets-value='{"1":2,"2":"2015년 5월"}'>May 2015</td><td style="text-align: right; width: 327.3885803222656px;" data-sheets-value='{"1":3,"3":3949165}' data-sheets-numberformat='{"1":2,"2":"#,##0","3":1}'>3,949,165</td></tr><tr><td style="width: 104px;" data-sheets-value='{"1":2,"2":"2016년 6월"}'>9</td><td style="text-align: right; width: 300.6114196777344px;" data-sheets-value='{"1":2,"2":"2016년 6월"}'>June 2016</td><td style="text-align: right; width: 327.3885803222656px;" data-sheets-value='{"1":3,"3":3918909}' data-sheets-numberformat='{"1":2,"2":"#,##0","3":1}'>3,918,909</td></tr><tr><td style="width: 104px;" data-sheets-value='{"1":2,"2":"2017년 10월"}'>10</td><td style="text-align: right; width: 300.6114196777344px;" data-sheets-value='{"1":2,"2":"2017년 10월"}'>Oct 2017</td><td style="text-align: right; width: 327.3885803222656px;" data-sheets-value='{"1":3,"3":3849596}' data-sheets-numberformat='{"1":2,"2":"#,##0","3":1}'>3,849,596</td></tr><tr><td colspan="3" style="width: 732px;" data-sheets-value='{"1":2,"2":"2017년 10월"}'>Source: KRX</td></tr></tbody></table>KOSDAQ index now stands at 780.22, which is something we haven't seen in a long time. In fact, this is the highest in a decade since 2007. Over the past four trading days, its total trade value has literally soared. On Nov 15, KOSDAQ's total trade value peaked to nearly ₩10tril which is of course a record high.  <table class="table table-striped"><tbody><tr><td>Date</td><td style="text-align: right;">KOSDAQ index</td><td style="text-align: right;">Daily Δ (%)</td><td style="text-align: right;">Daily trade value (₩ mil)</td></tr><tr><td>2017/11/16</td><td style="text-align: right;">780.22</td><td style="text-align: right;">1.59</td><td style="text-align: right;">7,973,647</td></tr><tr><td>2017/11/15</td><td style="text-align: right;">768.03</td><td style="text-align: right;">1.53</td><td style="text-align: right;">9,884,172</td></tr><tr><td>2017/11/14</td><td style="text-align: right;">756.46</td><td style="text-align: right;">2.03</td><td style="text-align: right;">7,162,260</td></tr><tr><td>2017/11/13</td><td style="text-align: right;">741.38</td><td style="text-align: right;">2.86</td><td style="text-align: right;">5,809,626</td></tr><tr><td>2017/11/10</td><td style="text-align: right;">720.79</td><td style="text-align: right;">1.53</td><td style="text-align: right;">4,451,822</td></tr><tr><td>2017/11/09</td><td style="text-align: right;">709.94</td><td style="text-align: right;">0.12</td><td style="text-align: right;">4,446,661</td></tr><tr><td>2017/11/08</td><td style="text-align: right;">709.11</td><td style="text-align: right;">1.14</td><td style="text-align: right;">5,787,154</td></tr><tr><td>2017/11/07</td><td style="text-align: right;">701.14</td><td style="text-align: right;">-0.38</td><td style="text-align: right;">5,474,412</td></tr><tr><td>2017/11/06</td><td style="text-align: right;">703.79</td><td style="text-align: right;">0.38</td><td style="text-align: right;">4,591,080</td></tr><tr><td>2017/11/03</td><td style="text-align: right;">701.13</td><td style="text-align: right;">0.89</td><td style="text-align: right;">4,389,084</td></tr><tr><td>2017/11/02</td><td style="text-align: right;">694.96</td><td style="text-align: right;">-0.12</td><td style="text-align: right;">4,293,674</td></tr><tr><td>2017/11/01</td><td style="text-align: right;">695.77</td><td style="text-align: right;">0.23</td><td style="text-align: right;">3,584,513</td></tr><tr><td>2017/10/31</td><td style="text-align: right;">694.20</td><td style="text-align: right;">0.66</td><td style="text-align: right;">3,785,938</td></tr><tr><td>2017/10/30</td><td style="text-align: right;">689.68</td><td style="text-align: right;">-0.04</td><td style="text-align: right;">3,631,802</td></tr><tr><td>2017/10/27</td><td style="text-align: right;">689.97</td><td style="text-align: right;">1.38</td><td style="text-align: right;">3,655,074</td></tr><tr><td>2017/10/26</td><td style="text-align: right;">680.61</td><td style="text-align: right;">-1.24</td><td style="text-align: right;">4,187,147</td></tr><tr><td>2017/10/25</td><td style="text-align: right;">689.14</td><td style="text-align: right;">0.28</td><td style="text-align: right;">3,972,428</td></tr><tr><td>2017/10/24</td><td style="text-align: right;">687.21</td><td style="text-align: right;">1.68</td><td style="text-align: right;">4,196,342</td></tr><tr><td>2017/10/23</td><td style="text-align: right;">675.86</td><td style="text-align: right;">0.43</td><td style="text-align: right;">3,377,208</td></tr><tr><td>2017/10/20</td><td style="text-align: right;">672.95</td><td style="text-align: right;">0.88</td><td style="text-align: right;">3,600,220</td></tr><tr><td>2017/10/19</td><td style="text-align: right;">667.10</td><td style="text-align: right;">-0.2</td><td style="text-align: right;">4,316,356</td></tr><tr><td>2017/10/18</td><td style="text-align: right;">668.42</td><td style="text-align: right;">-0.31</td><td style="text-align: right;">4,563,545</td></tr><tr><td>2017/10/17</td><td style="text-align: right;">670.51</td><td style="text-align: right;">1.68</td><td style="text-align: right;">4,217,863</td></tr><tr><td>2017/10/16</td><td style="text-align: right;">659.41</td><td style="text-align: right;">-0.55</td><td style="text-align: right;">3,893,771</td></tr><tr><td colspan="4">Source: KRX</td></tr></tbody></table><div class="content-caption">(KOSDAQ index 10yr chart - Courtesy Google Finance)</div><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/038/404/original/2.png?1510843308" class="editor-image img-responsive" data-smartkarma-image-id="38404"></figure>

KOSDAQ is getting really hot. Over the past three months, KOSDAQ index climbed 22.89% by 145.31 points from 642.11 on Aug 17 to 780.22 today on Nov 16.(KOSDAQ index 3M chart from Aug 17 - Nov 16, 2017 - Courtesy Google Finance)How hot is KOSDAQ? Check this data. We are now midway through Nov, and this month's average daily trade value in KOSDAQ is the highest (actually by a substantial margin) since 2000.RankMonth/yearAvg. daily trade value (₩ mil)1Nov 2017 (Nov 1 - 16)5,654,0092Feb 20004,576,1043July 20154,385,0484Apr 20154,286,1935June 20154,186,3736Mar 20004,114,6707July 20164,079,7618May 20153,949,1659June 20163,918,90910Oct 20173,849,596Source: KRXKOSDAQ index now stands at 780.22, which is something we haven't seen in a long time. In fact, this is the highest in a decade since 2007. Over the past four trading days, its total trade value has literally soared. On Nov 15, KOSDAQ's total trade value peaked to nearly ₩10tril which is of course a record high.  DateKOSDAQ indexDaily Δ (%)Daily trade value (₩ mil)2017/11/16780.221.597,973,6472017/11/15768.031.539,884,1722017/11/14756.462.037,162,2602017/11/13741.382.865,809,6262017/11/10720.791.534,451,8222017/11/09709.940.124,446,6612017/11/08709.111.145,787,1542017/11/07701.14-0.385,474,4122017/11/06703.790.384,591,0802017/11/03701.130.894,389,0842017/11/02694.96-0.124,293,6742017/11/01695.770.233,584,5132017/10/31694.200.663,785,9382017/10/30689.68-0.043,631,8022017/10/27689.971.383,655,0742017/10/26680.61-1.244,187,1472017/10/25689.140.283,972,4282017/10/24687.211.684,196,3422017/10/23675.860.433,377,2082017/10/20672.950.883,600,2202017/10/19667.10-0.24,316,3562017/10/18668.42-0.314,563,5452017/10/17670.511.684,217,8632017/10/16659.41-0.553,893,771Source: KRX(KOSDAQ index 10yr chart - Courtesy Google Finance)

KOSDAQ's Bullish Run - Main Drivers & Stocks to Pick

South Korea

BH Co., Ltd. manufactures and distributes various flexible printed circuits boards (FPCB), such as multi-layer and build-up FPCBs mainly for mobile phones and rigid FPCBs for aerospace sphere.

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Bh Co Ltd (090460 KS)

KOSDAQ's Bullish Run - Main Drivers & Stocks to Pick

KOSDAQ is getting really hot. Over the past three months, KOSDAQ index climbed 22.89% by 145.31 points from 642.11 on Aug 17 to 780.22 today on Nov...

Sanghyun Park

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