In today’s briefing:
- KRX K-New Deal Rebalancing: Latest Weight/Flow Update & LG Chem’s Complete Deletion
KRX K-New Deal Rebalancing: Latest Weight/Flow Update & LG Chem’s Complete Deletion
- The biggest story should be LG Chem’s complete deletion from the entire indexes. It’s been said locally that KRX finally decided to remove LG Chem from the battery index.
- AfreecaTV and Douzone Bizon will have the largest passive impacts, +1.72x and -3.89x ADTVs. The Chunbo and SoulBrain combo also seems in a sweet spot for a quick long/short setup.
- LG Energy’s inflow should be at least 0.33x ADTV. Yes, LG Chem’s outflow deserves special attention. The combined impact is 0.6x ADTV, enough to make a splash on the price.
Before it’s here, it’s on Smartkarma
