[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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KRX Foreign Holding Weekly (Sep 5th): SK Hynix, Samsung Electronics, NAVER, HYUNDAI ROTEM, Mobis
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Samsung Electronics, NAVER, HYUNDAI...
571 Views
[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...
672 Views
KOSPI Size Indices - Potential Changes in March
The review period for the March rebal of the KOSPI Size Indices ends on 28 February. We see quite a lot of potential migrations. Some stocks could...
560 Views
Doosan Heavy & Doosan E&G Merger Swap: Current Swap Spread Is Above 8%
Doosan Heavy announced a merger swap with Doosan E&G to take it private. They set the swap ratio at 1 to 0.24809 for Heavy and E&C. That...
578 Views