bullish

[Quiddity Index 8月25日] KOSPI 200 リーダーボード(12月25日 Rebal):6銘柄追加、6銘柄削除、推奨トレード2件

676 Views11 Aug 2025 20:00
12月25日KOSPIリバランスデータセットは55%完了しました。銘柄追加は6銘柄、銘柄削除は6銘柄ですが、12銘柄中5銘柄は先週から変更されています。いくつかはまだ境界線付近です。しかし、新しいチャートタイプと2つの取引が追加されました。
What is covered in the Full Insight:
  • KOSPI 200リバランス入門
  • 指数選択基準と方法論
  • Quiddityリーダーボード分析
  • 予想されるADDとDEL
  • 取引の推奨事項と結論
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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