Closing the Gap: Korean Holdcos Vs. Opcos
In this insight, we highlight the closing of the pricing gaps between the major Korean holdcos and opcos, especially with the upcoming end of the...
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AMZN into Korea - "We Are Not Here to Take Part, We're Here to Take Over!"
I guess the Koreans aren't scared of Amazon's entry into the ecommerce space! I'm a seller of Naver here on the news that Amazon will come into...
610 Views
KOSPI200 Index Review - A Few Surprises
The KRX announced the list of inclusions and exclusions to the Korea Stock Exchange Kospi 200 Index (KOSPI2 INDEX) today. The rebalance is...
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KOSPI 200 1H20 Rebalancing Pt. 2: Trading Approach
In this second part of the KOSPI 200 1H20 rebalancing, I further narrow down candidates having a higher probability of addition and deletion. I...
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KOSPI200 Rebalance Preview: The Final Cut
The Korea Exchange (KRX) will announce the results of the June 2020 review of the KOSPI 200 in the second half of May. The constituent changes will...
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