Daily BriefsSouth Korea

Daily Brief South Korea: LX International and more

In today’s briefing:

  • June Rebalance Intel: Announcement Date & Key Names for KOSPI 200 & KOSDAQ 150


June Rebalance Intel: Announcement Date & Key Names for KOSPI 200 & KOSDAQ 150

By Sanghyun Park

  • Looks like the KOSPI200/KOSDAQ150 June rebal is a lock for post-close Tuesday (27th)—KRX has already signaled this to local media over the weekend.
  • Muted pre-positioning this time, likely from weak volumes and no market lead—sets up for punchier price action right after today’s rebalance drop.
  • Over ~3 weeks, KRW 40T/3.5T passive AUM tracked KOSPI200/KOSDAQ150. With shorts fully back, deletes may trade heavy—sets up well for more aggressive long-short positioning.

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars