Korean Holdcos Vs Opcos Gap Spreads Opportunities Amid Market Carnage
In this insight, we highlight the pricing gap divergence of the major Korean holdcos and opcos amid market carnage. We highlight 26 pair trades...
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BGF Retail & GS Retail: Korean CVS Plays Likely to Better Withstand Higher Inflation
BGF Retail and GS Retail are strong turnaround plays amid the end of the social distancing policies in Korea. These CVS plays are well positioned...
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Combined Rebalancing Flow Estimations of Three Indexes in Korea on March 10
This post estimates the combined rebalancing flows of Korea's three local indexes, which should be seen on March 10, supposedly at the close.
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KOSPI Size Index Series Rebalancing: Official Results & Passive Impacts
KRX officially announced the rebalancing results of the KOSPI Size Index Series. This post specifically estimates the passive impacts of those new...
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KOSPI 200: LG Energy Solution Inclusion and Dongwon F&B Exclusion
On 22 February, the KRX announced that LG Energy Solution (373220 KS) will be included in numerous local indices including KOSPI 200, KOSPI 100,...
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