Daily BriefsIndustrials

Daily Brief Industrials: SK Square and more

In today’s briefing:

  • Exploring Fresh Flow Trading Prospects for SK Square: Targeting Exclusion from KOSPI 200 IT


Exploring Fresh Flow Trading Prospects for SK Square: Targeting Exclusion from KOSPI 200 IT

By Sanghyun Park

  • KRX did not acknowledge any business relevance between SK Square and the Semicon industry, leading to its exclusion from the KRX Semicon after the GICS change.
  • We should consider the strong possibility that this same approach will be applied in the upcoming December KOSPI 200 IT rebalancing.
  • If we observe a somewhat unusual downward trend in SK Square’s price from the 15th, this could be seen as a hint foretelling the announcement of SK Square’s exclusion.

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