KOSDAQ150 Index Rebalance Preview: 15 Potential Changes and Large Turnover
At the end of the review period, we see 15 potential changes for the KOSDAQ150 index. Most of the changes are high probability. The adds could...
581 Views
KOSPI200 Index Rebalance Preview: Review Period Complete & Trades Performing Well
The review period for the KOSPI200 Dec rebalance is complete and we see 6 potential adds and 8 potential deletes. Most are high probability changes...
368 Views
Unloved Korea to Bottom on a Short Squeeze
Korea is now so unloved as we reach oversold levels that we are layering out of our short and probing for a long level on weakness in mid October.
199 Views
SK Square & SK Telecom - Valuation Analysis Post Split
In this insight, we provide our valuation assessment of SK Square and SK Telecom post split. Our base case valuations of SK Square and SK Telecom...
406 Views
Korea Preferred Shares - Trade Ideas
With dividend ex-date coming up in just over 2 months, we highlight preferred shares that trade at a big discount to the common shares and at a...
413 Views