In today’s briefing:
- March KOSPI Size Rebalance: Sanity-Check for Front-Run Angles
- An Early Look at Potential Additions and Deletions to KOSDAQ150 in June 2026
- Korea Small Cap Gem #51: Hanssem (Cancellation of 29.5% of Outstanding Shares)
March KOSPI Size Rebalance: Sanity-Check for Front-Run Angles
- LARGE stands at 99 post-HD Hyundai Mipo merger; March sees 5 into LARGE (including Samsung Epis), 4 to MID, with top movers comfortably above cutoff and MID gaps watchable.
- Two points: any names riding carryover rally momentum and mid-cap flows rising on sector rotation; LARGE candidates are hitting a pause phase, while top MID movers show clear rebound.
- Distortion risks should ease by T-1M; if sector rotation ramps, price action could occur earlier than usual—worth monitoring.
An Early Look at Potential Additions and Deletions to KOSDAQ150 in June 2026
- In this insight, we provide an early look at the potential additions and deletions to KOSDAQ150 rebalance in June 2026.
- We provide 8 potential deletion candidates including Seoul Semiconductor (046890 KS), Kolmar BNH (200130 KS), GOLFZON (215000 KS), and Devsisters (194480 KS).
- Of the eight potential additions in KOSDAQ150 in June 2026, six of them are IPOs in 2025.
Korea Small Cap Gem #51: Hanssem (Cancellation of 29.5% of Outstanding Shares)
- After the market close on 22 December, Hanssem Co Ltd (009240 KS) announced that it will cancel all of its 6.933 million treasury shares (29.5% of outstanding shares).
- The fact that this share cancellation is a whopping 29.5% of outstanding shares is likely to result in a sharply higher share price for Hanssem in the next several days.
- We believe that this massive treasury shares cancellation is likely to have a significantly positive impact on Hanssem’s share price in the next several days/weeks.
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