Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

KOSPI 200 December Rebelancing: Names Currently Close To & Out of Buffer Zone

A Thorough Guide to KOSPI 200 & KOSDAQ 150 Rebalancing Calculations

Merged Lotte Confectionery: Nearly Guaranteed Early Bird for KOSPI 200 Inclusion

Additions & Deletions to KOSPI 200 and Trading Strategies Post Announcement

Potential Inclusions and Exclusions of KOSPI200 Rebalance in June As Highlighted by Locals

Optimal KOSPI200 P/B Value Screen: Growth (Ali) Vs. Value (Foreman) - Latter Is Winning in Korea

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Event-Driven

<ul>
<li>In this insight, we provide an early look at the potential deletions and additions to KOSPI200 rebalance. </li>
<li>We provide the top 10 potential deletions including Cosmax Inc (192820 KS), Hyundai Home Shopping Network (057050 KS), and Samyang Holdings (000070 KS) to KOSPI200 (announcement in November 2022).</li>
<li>Our trading strategy for the KOSPI200 index would be to go short on a basket of the potential deletions and to go long on a basket of the potential additions.</li>
</ul>


In this insight, we provide an early look at the potential deletions and additions to KOSPI200 rebalance. 
We provide the top 10 potential deletions including Cosmax Inc (192820 KS), Hyundai Home Shopping Network (057050 KS), and Samyang Holdings (000070 KS) to KOSPI200 (announcement in November 2022).
Our trading strategy for the KOSPI200 index would be to go short on a basket of the potential deletions and to go long on a basket of the potential additions.


Hyundai Home Shopping Network (057050 KS)

An Early Look at Potential Deletions and Additions to KOSPI200

Cuckoo Homesys

An Early Look at Potential Deletions and Additions to KOSPI200