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Kia Corp

A Plausible Explanation for Korea NPS's Unusually Large Outflow on Local Stocks in May

407 Views21 May 2024 10:38
This post delves into Korea NPS's unusual magnitude of net outflow from the local stock market in May and anticipates its implications for value-up target names in the coming months.
What is covered in the Full Insight:
  • NPS's May Net Selling
  • Possibility of Repeat of January's Net Selling
  • Analysis of Value-Up Investment Cycle
  • Introduction of Three New Outsourced Managers
  • Impact on Non-Financial Value-Up Stocks
SUMMARY
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Full Insight
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Sanghyun Park
Korea / Special Sits, Pairs, Index Rebalancing
Clepsydra Capital
South KoreaEvent-DrivenEquity Bottom-Up
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  • A Plausible Explanation for Korea NPS's Unusually Large Outflow on Local Stocks in May
    21 May 2024
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