Early Targetable Names in KOSPI 200 December Rebalancing
This post highlights the names that may be targeted for potential constituent changes in the upcoming December review of KOSPI 200.
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Potential Inclusions & Exclusions for KOSPI 200 and KOSDAQ 150 in May 2023 Highlighted by Locals
In this insight, we discuss the potential inclusions and exclusions that the locals are highlighting for the KOSPI 200 and KOSDAQ 150 rebalance in...
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Aggressive Shorting on Dongwon Industries, Which Has Not Been Noticed as a K200 Deletion
This post presents the shorting opportunity on Dongwon Industries, which will likely be deleted in the KOSPI 200 June review, as its free-float...
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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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Korea Loan Guarantees: A Pair Trade Between Shinsegae & Hyundai Dept Store
Four major reasons why we prefer Shinsegae vs Hyundai Dept Store include negative impact from equity spin-off, increasing leverage (including loan...
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