In today’s briefing:
- Korea Value-Up Index: Detailed Methodology, Weights, Float Rates, & Passive Impacts Obtained
Korea Value-Up Index: Detailed Methodology, Weights, Float Rates, & Passive Impacts Obtained
- This post dives into the official details of the Korea Value-Up Index methodology that I obtained from KRX. Plus, it has the official weights and free-float rates for each constituent.
- The 3rd and 4th Phases led to surprising stocks entering the index, causing drops for KB and Hana, while SK Hynix benefited from the Exception Application rule.
- The index’s straightforward methodology suggests low rebalancing uncertainty, but flexible Special Entry rules and upcoming December changes may add unpredictability, targeting bank stocks like KB, Hana, and JB.
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