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Hyundai Autoever

[Quiddity Index Aug25] KOSPI 200 Leaderboard for Dec25 Rebal: 6 ADDs, 6 DELs, Two Recommended Trades

672 Views11 Aug 2025 20:00
The Dec25 KOSPI rebal data set is now 55% done. We still see 6 ADDs and 6 DELETEs but 5 of 12 names have changed since last week. Several are still near the borders. But new chart types and 2 trades
What is covered in the Full Insight:
  • Introduction to KOSPI 200 Rebalancing
  • Index Selection Criteria and Methodology
  • Quiddity Leaderboard Analysis
  • Expected ADDs and DELs
  • Trading Recommendations and Conclusion
Boomeranged on Thu, 28 Aug 2025 21:33
When we published this 17 days ago, we recommended two trades. LONG Hyundai Autoever (307950 KS) vs SHORT Samsung SDS (018260 KS) and SHORT HDC Holdings (012630 KS) vs LONG Samsung E&A (028050 KS). Since the close of the following day, the first trade is +12.0% and the second is +20.8%. This strikes me as a relatively quick move on both and I would trim these trades now, possibly taking all off.
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Travis Lundy
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