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>With approximately 95% of the reference period now complete, up to 4 ADDs and 4 DELs are expected in the June 2026 rebalance.</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.
With approximately 95% of the reference period now complete, up to 4 ADDs and 4 DELs are expected in the June 2026 rebalance.


[Quiddity Index] KOSPI 200 Leaderboard for Jun26: Final Predictions; 4 ADDs, 4 DELs

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Quantitative Analysis

<ul>
<li>In this insight, we discuss using Smartkarma's new feature called Smart Score Screener to screen alpha generating stocks in Korea.</li>
<li>There are five major components of the Smart Score Screener including 1) Value, 2) Dividends, 3) Growth, 4) Resilience, and 5) Momentum.</li>
<li>In addition to these five major components, the Smart Score Screener also includes Country, Sector, and Market Cap breakdowns. There is also a Score section which provides cumulative scores. </li>
</ul>


In this insight, we discuss using Smartkarma's new feature called Smart Score Screener to screen alpha generating stocks in Korea.
There are five major components of the Smart Score Screener including 1) Value, 2) Dividends, 3) Growth, 4) Resilience, and 5) Momentum.
In addition to these five major components, the Smart Score Screener also includes Country, Sector, and Market Cap breakdowns. There is also a Score section which provides cumulative scores. 


Using Smartkarma's Smart Score Screener to Screen Alpha Generating Stocks in Korea

Korea / Special Situations, Clepsydra Capital

Sanghyun Park

Korea / Special Situations

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

Event-Driven

<ul>
<li>NXT’s halt will be live tomorrow, likely shaking local flows. With 15–20% tape share, blocked tickers spill to KRX, thinning books, widening spreads, and hitting retail-heavy liquidity.</li>
<li>When NXT goes dark, books thin, fills slip, and prices swing sharply — widening spreads and creating risk (or alpha) in retail-heavy tickers for short-term or intraday trades.</li>
<li>Below is a hit list of 500B+ KRW stocks where NXT takes 40%+ volume — watch these Phase 1 tickers as trading halts shake up flow and spreads.</li>
</ul>


NXT’s halt will be live tomorrow, likely shaking local flows. With 15–20% tape share, blocked tickers spill to KRX, thinning books, widening spreads, and hitting retail-heavy liquidity.
When NXT goes dark, books thin, fills slip, and prices swing sharply — widening spreads and creating risk (or alpha) in retail-heavy tickers for short-term or intraday trades.
Below is a hit list of 500B+ KRW stocks where NXT takes 40%+ volume — watch these Phase 1 tickers as trading halts shake up flow and spreads.


Trading Halt on 79 NXT Stocks in Korea: Screening Key Names to Watch for Spread Plays

Douglas Research Advisory

<ul>
<li>This insight provides an update on the KOSPI 200 rebalance candidates in June 2026. </li>
<li>I provide 8 potential deletion candidates including Asia Holdings (002030 KS), Miwon Specialty Chemical (268280 KS), and Green Cross Holdings (005250 KS). </li>
<li>These 8 stocks are down on average 8.4% in the past six months, significantly underperforming KOSPI which is up 54.1% in the same period. </li>
</ul>


This insight provides an update on the KOSPI 200 rebalance candidates in June 2026. 
I provide 8 potential deletion candidates including Asia Holdings (002030 KS), Miwon Specialty Chemical (268280 KS), and Green Cross Holdings (005250 KS). 
These 8 stocks are down on average 8.4% in the past six months, significantly underperforming KOSPI which is up 54.1% in the same period. 


An Update on the KOSPI 200 Rebalance Candidates in June 2026

<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

South Korea

Iljin Electric Co Ltd manufactures and sells electric products.  The Company's products include electric fittings, distribution lines, electrical equipment, and automated power distribution systems.  Iljin also builds power cable systems and produces aluminum casting products used in automobiles.  Through its subsidiaries, the Company operates communications and financial businesses.

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Iljin Electric (103590 KS)

[Quiddity Index] KOSPI 200 Leaderboard for Jun26: Final Predictions; 4 ADDs, 4 DELs

We still see 4 ADDs and 4 DELs for the June 2026 KOSPI rebal but one of the ADDs has changed. The pairs trades recommended at end-March are up on...

Travis Lundy

Using Smartkarma's Smart Score Screener to Screen Alpha Generating Stocks in Korea

In this insight, we discuss using Smartkarma's new feature called Smart Score Screener to screen alpha generating stocks in Korea.

Douglas Kim

Trading Halt on 79 NXT Stocks in Korea: Screening Key Names to Watch for Spread Plays

This post covers the trading halt on 79 NXT (ATS) stocks in Korea and screens the key tickers to watch for potential spread plays.

Sanghyun Park

An Update on the KOSPI 200 Rebalance Candidates in June 2026

This insight provides an update on the KOSPI 200 rebalance candidates in June 2026. Eight potential deletions are down on average 8.4% in the past...

Douglas Kim

[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

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