In today’s briefing:
- Potential Additions and Deletions to KOSDAQ150 in December 2025
- Gap Trade Opportunities in Korean Prefs Vs Common Share Pairs in 4Q 2025
Potential Additions and Deletions to KOSDAQ150 in December 2025
- In this insight, we provide an early look at the potential additions and deletions to KOSDAQ150 rebalance in December 2025.
- The 7 potential additions are up on average 164% YTD. The 8 potential deletion candidates are down on average 25.1% YTD. KOSDAQ is up 26% YTD.
- The average market cap of the 7 potential additions is 1,515 billion won. The average market cap of the 8 potential deletion candidates is 275 billion won.
Gap Trade Opportunities in Korean Prefs Vs Common Share Pairs in 4Q 2025
- In this insight, we discuss numerous gap trade opportunities involving Korean preferred and common shares in 4Q 2025.
- The preferred companies’ share price discount (relative to the common shares) on the 27 pairs below was 36% at the end of September 2025.
- On a longer timeframe (3-5 years), this discount could narrow further to the 20-25% range, which provides additional opportunities for the Korean preferred shares to further make relative gains.
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