KOSPI200 / KOSDAQ150 정기변경 전략(유안타증권)

<div class="figure-file" data-ke-type="file" data-file-src="https://t1.daumcdn.net/cafeattach/1He3x/e430a086605a340441ed34cbed06719725a042c4?download" data-file-name="유안타증권 _ 정기변경전략.pdf" data-file-size="1040430" data-mimetype="application/pdf" data-ke-align="alignCenter"><a href='javascript:fileFilterViewer("https://t1.daumcdn.net/cafeattach/1He3x/e430a086605a340441ed34cbed06719725a042c4?download", "/cafeattach/1He3x/e430a086605a340441ed34cbed06719725a042c4", "유안타증권 _ 정기변경전략.pdf", "grpid%3D1He3x%26fldid%3DLnaa%26dataid%3D3189%26fileid%3D1%26regdt%3D20211019160405&url=https%3A%2F%2Ft1.daumcdn.net%2Fcafeattach%2F1He3x%2Fe430a086605a340441ed34cbed06719725a042c4")'><div class="image"></div><div class="desc"><div class="filename">유안타증권 _ 정기변경전략.pdf</div><div class="size">1016.04KB</div></div></a></div>KOSPI200 / KOSDAQ150 정기변경 전략<ul style="list-style-type: disc;" data-ke-list-type="disc"><li>2021.10.06</li><li>고경범</li></ul>    1. KOSPI200 정기변경 - <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">SK텔레콤</a> 분할 하반기 KOSPI200/KOSDAQ150 정기변경(11월 하순 발표, 리밸런싱 12/9) 심사기준일은 10/29일 SK텔레콤 분할 2종목의 지수잔류로 편출종목이 더 증가할 것. F&F홀딩스, <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">삼양식품</a>, <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">일양약품</a>, <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">LX홀딩스</a> 외에도 <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">롯데하이마트</a>, <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">LX하우시스</a> 편출 가능성 존재  2. <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">현대중공업</a>, <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">카카오</a>페이 특례편입 / KOSPI200 수급 예상 현대중공업은 수시변경(9/17~10/13), 정기변경(10/8~10/29) 중 1개 요건만 충족해도 특례편입 가능 카카오페이도 11/3 상장. 공모가 상단 확정 경험을 보면 특례편입 가능성 존재. 양사 편입 시 10/8~10/29 평균시가총액 하위 2종목이 추가편출될 것 KOSPI200 편입종목 : <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">메리츠금융지주</a>, <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">명신산업</a>, <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">PI첨단소재</a>, <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">에스엘</a> 3. KOSDAQ150 정기변경 KOSDAQ150 정기변경은 <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">녹십자</a>랩셀과 <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">녹십자</a>셀 합병을 고려 필요. <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">유바이오로직스</a>가 수시편입된 후 정기변경이 진행될 것 SK머티리얼즈의 분할 후 <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">SK</a> 합병으로, 정기변경 편출종목도 편입종목 대비 1개 더 감소 HK이노엔, <a href="https://m.myasset.com/extern/researchPortal/RP_0001000_P1.cmd?menuid=RP_0100000_P1&res_seq=174496&v=202110060801#" target="_top" class="ke-link">에코프로</a>에이치엔 등 13종목 편입, 12종목 편출 예상 본 내용은 투자 판단의 참고 사항이며, 투자판단의 최종 책임은 본 게시물을 열람하시는 이용자에게 있습니다.