Korea: What Are Foreign Investors Buying & Selling?
Foreign investors have been buying stock in Korea and hold 32% of the KOSPI market cap and 8.5% of the KOSDAQ market cap. There is a big dispersion...
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KRX New Deal Index Rebalance Preview: Potential & Close Changes in September
There were big moves on stocks that were changes at the March rebalance. We take a look at expected and close changes at the September rebalance....
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Nationalization of Lithium Industry in Chile - Impact on Korean Rechargeable Batteries Value Chain
The nationalization of the lithium industry in Chile will likely have a long-term negative impact on the rechargeable batteries related companies...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 2Q 2023. We highlight 38 pair trades that...
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Clarifying Market's Inaccurate Constituent Change Forecast in K200 Rebalancing with GICS Revision
This post clarifies the market's inaccurate constituent change forecast on the upcoming KOSPI 200 rebalancing in June with the GICS revision,...
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