In today’s briefing:
- Observations on Post-Election Flows of Value-Up Stocks, Based on Recent Local Institutional Trades
- KOSPI200 Index Rebalance Preview: Hanmi Semiconductor (042700 KS) Flying High
Observations on Post-Election Flows of Value-Up Stocks, Based on Recent Local Institutional Trades
- Opposition’s probable win in the election sparks concerns about Value-up initiative’s momentum. However, market sentiment doesn’t universally echo these worries.
- Value-Up stocks’ recent corrections likely stem from Q4 dividend arbitrage liquidation, rather than election result concerns.
- Post-Election, even if the opposition wins, the left-leaning Value-up program might continue, limiting the opposition’s influence, as seen in recent National Pension Service flows.
KOSPI200 Index Rebalance Preview: Hanmi Semiconductor (042700 KS) Flying High
- Around 85% of the way through the review period, we see four changes for the Korea Stock Exchange KOSPI 200 (KOSPI2 INDEX) at the June rebalance.
- The impact on the potential inclusions ranges from 0.4-8 days of ADV while the impact on the potential deletions varies from 1-13 days of ADV.
- Hanmi Semiconductor (042700 KS) is up 72% in the last two months following its appearance on the list of potential Korea Stock Exchange KOSPI 200 (KOSPI2 INDEX) inclusions in June.
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