Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 25 years of experience in analyzing hundreds of companies, especially in Asia. Deep expertise in the following sectors:
- Technology (E-commerce, SaaS, Internet)
- Consumer 
- Special Situations/Deep Value Plays
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

KOSDAQ150: Details of Osstem Implant Exclusion & Caregen Inclusion and Case Study of SillaJen

KOSPI 200: LG Energy Solution Inclusion and Dongwon F&B Exclusion

LG Energy Solution: End of the One Month Lock Up Period & More Selling Likely Ahead

Initial Thoughts on the KOSPI200 Rebalance in June 2022

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 discuss the potential additions and deletions in the upcoming June 2022 KOSDAQ150 rebalance.</li>
<li>The <strong>top 10 potential inclusions of KOSDAQ150 are on average down 2.8% YTD,</strong> outperforming KOSDAQ which is down 15.1% YTD. </li>
<li>The <strong>top 10 potential exclusions of KOSDAQ150 are down on average 21.6% YTD,</strong> underperforming KOSDAQ which is down 15.1% in the same period. </li>
</ul>


In this insight, we discuss the potential additions and deletions in the upcoming June 2022 KOSDAQ150 rebalance.
The top 10 potential inclusions of KOSDAQ150 are on average down 2.8% YTD, outperforming KOSDAQ which is down 15.1% YTD. 
The top 10 potential exclusions of KOSDAQ150 are down on average 21.6% YTD, underperforming KOSDAQ which is down 15.1% in the same period. 


Potential Additions and Deletions to KOSDAQ150 Rebalance in June 2022

Enchem

Potential Additions and Deletions to KOSDAQ150 Rebalance in June 2022