Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>KOSPI 200 is a Korean blue-chip index that tracks the 200 largest and most-liquid names listed in the KOSPI section of the Korea Exchange (KRX). </li>
<li>In this insight, we have presented our expectations for ADDs and DELs for the upcoming semiannual review in June 2026.</li>
<li>We expect up to 4 ADDs and 4 DELs in the June 2026 index rebal event based on the latest available data. One name in the ADDs list has changed.</li>
</ul>


KOSPI 200 is a Korean blue-chip index that tracks the 200 largest and most-liquid names listed in the KOSPI section of the Korea Exchange (KRX). 
In this insight, we have presented our expectations for ADDs and DELs for the upcoming semiannual review in June 2026.
We expect up to 4 ADDs and 4 DELs in the June 2026 index rebal event based on the latest available data. One name in the ADDs list has changed.


[Quiddity Index] KOSPI 200 Leaderboard for Jun26: Up to 4 Changes Possible

<ul>
<li>KOSPI 200 is a Korean blue-chip index that tracks the 200 largest and most-liquid names listed in the KOSPI section of the Korea Exchange (KRX). </li>
<li>In this insight, we have presented our expectations for ADDs and DELs for the upcoming semiannual review in June 2026.</li>
<li>We expect up to 4 ADDs and 4 DELs in the June 2026 index rebal event based on the latest available data, but one name from each side has changed.</li>
</ul>


KOSPI 200 is a Korean blue-chip index that tracks the 200 largest and most-liquid names listed in the KOSPI section of the Korea Exchange (KRX). 
In this insight, we have presented our expectations for ADDs and DELs for the upcoming semiannual review in June 2026.
We expect up to 4 ADDs and 4 DELs in the June 2026 index rebal event based on the latest available data, but one name from each side has changed.


[Quiddity Index] KOSPI 200 Leaderboard for Jun26: 4 ADDs/DELs Possible Still But Some Name Changes

<ul>
<li>KOSPI 200 is the famous Korean blue-chip index that tracks the 200 largest and most-liquid names listed in the KOSPI section of the Korea Exchange (KRX).</li>
<li>In this insight, we have presented our expectations for ADDs and DELs for the upcoming semiannual review in June 2026.</li>
<li>We expect up to 4 ADDs and 4 DELs in the June 2026 index rebal event based on the latest available data. Only one is high conviction now.</li>
</ul>


KOSPI 200 is the famous Korean blue-chip index that tracks the 200 largest and most-liquid names listed in the KOSPI section of the Korea Exchange (KRX).
In this insight, we have presented our expectations for ADDs and DELs for the upcoming semiannual review in June 2026.
We expect up to 4 ADDs and 4 DELs in the June 2026 index rebal event based on the latest available data. Only one is high conviction now.


[Quiddity Index] KOSPI 200 Leaderboard for Jun26 Rebal: 4 ADDs (One High Conviction), 4 DELs

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Event-Driven

<ul>
<li>There is an end of a lock-up period for 1.3 million shares (10% of outstanding shares) for d'Alba Global starting 22 November 2025.</li>
<li>This could potentially result in additional selling by insiders which could negatively impact its share price in the coming weeks. We remain Bearish on d'Alba Global.</li>
<li>The overall proportion of freely tradable shares, which was only 32.7% right after listing, will increase to 83.9% one year later. </li>
</ul>


There is an end of a lock-up period for 1.3 million shares (10% of outstanding shares) for d'Alba Global starting 22 November 2025.
This could potentially result in additional selling by insiders which could negatively impact its share price in the coming weeks. We remain Bearish on d'Alba Global.
The overall proportion of freely tradable shares, which was only 32.7% right after listing, will increase to 83.9% one year later. 


D'Alba Global - End of Lockup Period For 10% of Outstanding Shares

<ul>
<li>D'Alba Global has been one of the best performing IPOs in Korea this year. Its share price has risen to 172,5000 won, an increase of 160% from it IPO price.</li>
<li>A total of 19% of outstanding shares of D'Alba Global could start to be sold starting 22 June. That is a lot of shares!</li>
<li>These are likely to put negative pressure on the shares of D'Alba Global. Therefore, we change our view on this company to Negative over the next 6-12 months.</li>
</ul>


D'Alba Global has been one of the best performing IPOs in Korea this year. Its share price has risen to 172,5000 won, an increase of 160% from it IPO price.
A total of 19% of outstanding shares of D'Alba Global could start to be sold starting 22 June. That is a lot of shares!
These are likely to put negative pressure on the shares of D'Alba Global. Therefore, we change our view on this company to Negative over the next 6-12 months.


D'Alba Global: Financial Investors Could Unload 19% of Shares Once Lockup Ends on 22 June

South Korea

d'Alba Global Co., Ltd. manufactures cosmetics. The Company produces and sells sprays, essences, toners, ampoules, sunscreens, facial masks, and other products. Dalba Global conducts businesses in South Korea.

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d'Alba Global (483650 KS)

[Quiddity Index] KOSPI 200 Leaderboard for Jun26: Up to 4 Changes Possible

The KOSPI 200 ADDs and DELs for June are slightly changed since out last insight. The list is a bit weird because 3/4 ADDs are not on the pro-forma...

Travis Lundy

[Quiddity Index] KOSPI 200 Leaderboard for Jun26: 4 ADDs/DELs Possible Still But Some Name Changes

The KOSPI Jun26 rebal is now halfway through its data observation period. We still see 4 ADDs and 4 DELs. The names are slightly different but a...

Travis Lundy

[Quiddity Index] KOSPI 200 Leaderboard for Jun26 Rebal: 4 ADDs (One High Conviction), 4 DELs

The KOSPI Rebal for June 2026 has 4 ADDs and 4 DELs likely at this time but there are months to go in the data observation period. One high...

Travis Lundy

D'Alba Global - End of Lockup Period For 10% of Outstanding Shares

There is an end of a lock-up period for 1.3 million shares (10% of outstanding shares) for d'Alba Global starting 22 November 2025.

Douglas Kim

D'Alba Global: Financial Investors Could Unload 19% of Shares Once Lockup Ends on 22 June

A total of 19% of outstanding shares of D'Alba Global could start to be sold starting 22 June. That is a lot of shares! Valuations have also become...

Douglas Kim

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