Daily BriefsIndustrials

Daily Brief Industrials: Sun Kwang and more

In today’s briefing:

  • KOSDAQ150 Index Rebalance Preview (June): Changes Keep Rolling In

KOSDAQ150 Index Rebalance Preview (June): Changes Keep Rolling In

By Brian Freitas

  • One third of the way through the review period for the June rebalance, we see 9 potential changes to the KOSDAQ 150 Index (KOSDQ150 INDEX)
  • One way turnover is estimated at 3.3% and the impact on the expected deletions is a lot higher than the impact on the expected inclusions.
  • The potential adds have massively outperformed the potential deletes over the last year. We’d wait for a reversal before entering a trade here – worth monitoring.

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