In today’s briefing:
- KOSDAQ150 Index Rebalance Preview: 15 Changes Possible as Review Period Ends
- KOSPI200 Index Rebalance Preview: 5-6 Changes Possible from Now to June
KOSDAQ150 Index Rebalance Preview: 15 Changes Possible as Review Period Ends
- With the review period complete, there could be up to 15 changes for the KOSDAQ 150 Index (KOSDQ150 INDEX) at the June rebalance.
- Even with 15 changes, there is some sector balance among the potential adds and deletes with big churn in the Information Technology sector.
- The potential adds have outperformed the potential deletes and the KOSDAQ 150 Index (KOSDQ150 INDEX) since the start of the review period but performance has flattened over the last month.
KOSPI200 Index Rebalance Preview: 5-6 Changes Possible from Now to June
- With the review period complete, there could be up to 5 changes for the Korea Stock Exchange KOSPI 200 (KOSPI2 INDEX) at the June rebalance.
- Hahn&Co now own over 96% of the shares in Ssangyong Cement Industrial (003410 KS) and there could be another change at or before the June rebalance.
- Passive trackers will need to trade between 0.5-15x ADV on the index changes. There are big shorts in L&F (066970 KS) and Lotte Tour Development Co, Ltd. (032350 KS).
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