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 final expectations for ADDs and DELs for the upcoming semiannual review in December 2025.</li>
<li>We expect up to 5 ADDs and 6 DELs for the KOSPI 200 index during this index rebal event based on the latest available data.</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 final expectations for ADDs and DELs for the upcoming semiannual review in December 2025.
We expect up to 5 ADDs and 6 DELs for the KOSPI 200 index during this index rebal event based on the latest available data.


[Quiddity Index] KOSPI 200 Leaderboard for Dec25 Rebal: Final Predictions; 5 ADDs, 6 DELs, 1 IR Chg

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>In this insight, we provide the top 10 stock picks and key catalysts in the Korean stock market for the next two weeks (24 October to 7 November 2025).</li>
<li>Top 10 picks in this bi-weekly include Samsung Life Insurance, Samsung C&amp;T, KT&amp;G, LG CNS, Samchully, Hyundai Elevator, Korea Zinc, LG Chem (Pref), SK Inc, and LS Corp. </li>
<li>Rechargeable battery was the best performing sector in KOSPI in the past two weeks including L&amp;F (+87.1%) Posco Future M (+65.4%) CosmoAM&amp;T (+51.9%) and EcoPro Materials (+46.8%).</li>
</ul>


In this insight, we provide the top 10 stock picks and key catalysts in the Korean stock market for the next two weeks (24 October to 7 November 2025).
Top 10 picks in this bi-weekly include Samsung Life Insurance, Samsung C&amp;T, KT&amp;G, LG CNS, Samchully, Hyundai Elevator, Korea Zinc, LG Chem (Pref), SK Inc, and LS Corp. 
Rechargeable battery was the best performing sector in KOSPI in the past two weeks including L&amp;F (+87.1%) Posco Future M (+65.4%) CosmoAM&amp;T (+51.9%) and EcoPro Materials (+46.8%).


Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (24 October to 7 November 2025)

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Oct 17th. The aggregated holding was USD789.9bn.</li>
<li>We estimate that foreign flows to be inflows of USD1,504mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in Samsung Electronics, SK Hynix, Doosan Enerbility, HANWHA AEROSPACE, Samsung Elec (PREF).</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Oct 17th. The aggregated holding was USD789.9bn.
We estimate that foreign flows to be inflows of USD1,504mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in Samsung Electronics, SK Hynix, Doosan Enerbility, HANWHA AEROSPACE, Samsung Elec (PREF).


KRX Foreign Holding Weekly (Oct 17th): Samsung Electronics, SK Hynix, Doosan Enerbility

HD Hyundai Marine Solution  / Index Rebalance

<ul>
<li>In this insight, we highlight stocks that have been highlighted by locals as potential inclusion/exclusion candidates in KOSPI200 and major global index rebalance in 4Q25.</li>
<li>The five potential inclusion candidates include Paradise, Asia Holdings, LG CNS, APR, and HD Hyundai Marine Solution. </li>
<li>The five potential exclusion candidates include TCC Steel, KG Mobility, Dentium, Orion Corp, and LG H&amp;H. </li>
</ul>


In this insight, we highlight stocks that have been highlighted by locals as potential inclusion/exclusion candidates in KOSPI200 and major global index rebalance in 4Q25.
The five potential inclusion candidates include Paradise, Asia Holdings, LG CNS, APR, and HD Hyundai Marine Solution. 
The five potential exclusion candidates include TCC Steel, KG Mobility, Dentium, Orion Corp, and LG H&amp;H. 


KOSPI200 and Major Global Index Rebalance in 4Q25 Highlighted by Locals

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Oct 10th. The aggregated holding was USD759.2bn.</li>
<li>We estimate that foreign flows to be inflows of USD2,535mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in Samsung Electronics, SK Hynix, Samsung Elec (PREF), Hyundai Motor, KIA.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Oct 10th. The aggregated holding was USD759.2bn.
We estimate that foreign flows to be inflows of USD2,535mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in Samsung Electronics, SK Hynix, Samsung Elec (PREF), Hyundai Motor, KIA.


KRX Foreign Holding Weekly (Oct 10th): Samsung Electronics, SK Hynix, Samsung Elec (PREF)

South Korea

LG CNS Co., Ltd. provides information technology services and solutions. The Company offers consulting, system integration, outsourcing, convergence, video solutions, conditional access systems, and interactive digital television solutions. LG CNS serves customers worldwide.

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LG CNS (064400 KS)

[Quiddity Index] KOSPI 200 Leaderboard for Dec25 Rebal: Final Predictions; 5 ADDs, 6 DELs, 1 IR Chg

Our final predictions for the KOSPI Dec25 rebalance are within. There is a spinoff to come which will mean 5 ADDs 6 DELs and an intra-review change...

Travis Lundy

Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (24 October to 7 November 2025)

Top 10 picks in this bi-weekly include Samsung Life Insurance, Samsung C&T, KT&G, LG CNS, Samchully, Hyundai Elevator, Korea Zinc, LG Chem (Pref),...

Douglas Kim

KRX Foreign Holding Weekly (Oct 17th): Samsung Electronics, SK Hynix, Doosan Enerbility

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, Doosan Enerbility,...

Ke Yan, CFA, FRM

KOSPI200 and Major Global Index Rebalance in 4Q25 Highlighted by Locals

In this insight, we highlight stocks that have been highlighted by locals as potential inclusion/exclusion candidates in KOSPI200 and major global...

Douglas Kim

KRX Foreign Holding Weekly (Oct 10th): Samsung Electronics, SK Hynix, Samsung Elec (PREF)

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, Samsung Elec...

Ke Yan, CFA, FRM

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