Korea: Short Selling Is Back in March; Trade Ideas

Описание: Short selling in Korea resumes on 31 March. Shorts have plummeted and will increase. Foreign investors have been sellers for the last 8 months. There will be trade opportunities across strategies.
by Brian Freitas on Korea Stock Exchange KOSPI 200 in Event-Driven

Key points:
1. Since short selling was banned in November 2023, short interest has plunged in Korea as shorts were covered. Markets have not done much over the last 16 months though. 
2. Foreign investor holdings have dropped from 32.05% in July to 28.57%. The top 25 stocks bought by foreign investors outperformed the top 25 stocks sold by 128% in 16 months.
3. There will be trade opportunities across indices, pref/ords, index migrations and deletions, potential market upgrades and overvalued stocks being sold.

Before it's here it's on Smartkarma: https://skr.ma/ZbwTz
More from Brian Freitas: https://skr.ma/fhHG5
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