[Quiddity Index Sep25] KOSPI 200 Leaderboard for Dec25 Rebal: 6 ADDs + 6 DELs, 1.5 Pairs to Trade
The December 2025 KOSPI Rebal has seen 75% of its observation period pass. One name is not on the reserve list but is a likely ADD anyway. I'd put...
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[Quiddity Index Aug25] KOSPI 200 Leaderboard for Dec25 Rebal: 6 ADDs, 6 DELs, Two Recommended Trades
When we published this 17 days ago, we recommended two trades. LONG Hyundai Autoever (307950 KS) vs SHORT Samsung SDS (018260 KS) and SHORT HDC...
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[Quiddity Index Jul25] KOSPI 200 Leaderboard for Dec25 Rebal: 4 In/Out But Too Early to Bet
We see 6 ADDs and 6 DELs for the December 2025 KOSPI rebal *BUT* we note that there is a LOT of potential volatility because of the various...
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[Quiddity Index Jun25] KOSPI 200 Leaderboard for Dec25 Rebal: 4 In/Out But Too Early to Bet
The KOSPI rebal for June is done. The big short did well on the last leg, the longs just meh. Now we go to Dec25 rebal, 25% of the data is in....
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Korea Value Up (3 Winners and 7 Losers Among KOSPI 200 Companies) In March and April 2025
In this insight, we provide the details of the 10 most recent companies in KOSPI 200 that have announced their Corporate Value Up plans (April and...
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