Mitsui O.S.K. Lines Watchlist
MSCI Feb 2022 Index Rebalance Preview: Potential Changes as Review Period Starts
810 Views, 16 Jan 2022 12:03
- With a day to go to the start of the review period, we see 14 inclusions and 6 deletions for Asia. Most of the adds are in China and Korea.
- There are quite a few adds that will require passive trackers to buy more than 5 days of ADV. Some of the stocks have rallied strongly year to date.
- We expect large buying on SK Square (402340 KS), JD Health (6618 HK) and Sea Ltd (SE US) at the February QIR due to an increase in the FIF.