KOSDAQ 150 Rebalancing Results: Changes, Passive Flow, & Trade Approach
The KRX has just announced the results of the KOSPI 200 semi-annual rebalancing. This post examines the passive flow of the adds and deletes as...
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KOSDAQ150 Index Rebalance Preview: 15 Potential Changes; Big Impact on Deletions
We see 15 potential changes to the KOSDAQ150 Index at the June review. With short selling resuming on 3 May, the inclusions could outperform the...
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Tokai Carbon Korea (TCK) - Priced for A "Near-Perfection"
In our view, Tokai Carbon Korea (064760 KS)'s valuation premium versus its peers appears reasonable but priced to "near-perfection." A key risk...
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The Week That Was in NorthAsia@Smartkarma: Trucks, Pachinko, and Life Insurance
JapanStrong pick-up truck sales in USNick Tanner suggested paying attention to the continued recovery of US pick-up truck sales for Toyo Tire &...
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Hana Materials IPO Summary - Strong Captive Market (Tokyo Electron) & Promising New Market (Samsung)
Hana Materials is a silicon manufacturing company. The company’s silicon products are mainly used in semiconductor production equipment. In fact,...
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