Investors are paying attention to stocks expected to be included ahead of regular changes to the MSCI and KOSPI 200 indices.  Hyundai Heavy Industries is expected to be included in MSCI, and F&F, Meritz Fire & Marine, Iljin Hisolus, SD Biosensor, and K-Car are expected to be newly added to the KOSPI 200 Index.  (provided by Hyundai Heavy Industries)
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MSCI, KOSPI 200 stock change in front… What stocks are expected to be incorporated?

Investors are paying attention to stocks expected to be included ahead of regular changes to the MSCI and KOSPI 200 indices. Hyundai Heavy Industries is expected to be included in MSCI, and F&F, Meritz Fire & Marine, Iljin Hisolus, SD Biosensor, and K-Car are expected to be newly added to the KOSPI 200 Index. (provided by Hyundai Heavy Industries)

As the time of the regular change of the Morgan Stanley Capital International (MSCI) index in May and the regular change of the KOSPI 200 index in June approaches, many investors are showing interest in newly added stocks.

Stocks that are newly included in the index are highly likely to experience an upward trend as passive funds flow in. This means that if you buy stocks that are expected to be included in advance, you can expect a good profit. Lee Jeong-yeon, an analyst at Meritz Securities, said, “Prices of stocks expected to be included in the index show a positive trend even before the regular change. The strategy to buy stocks expected to be included in the KOSPI 200 has been effective 10 times out of 14 since 2010, and has recorded a high return of 6.8 percentage points (median value) compared to the KOSPI index from three months before the regular change date to the regular change date.” .

Hyundai Heavy Industries is considered to have a high probability of being included in the MSCI index. Recently, it is continuing its order streak by signing an order for three LNGCs with a European-based shipping company. The recent stock price jumped sharply on the back of orders received and expectations for inclusion in the index. The closing price on April 22 was 140,000 won, and as of today, the one-month increase rate is 21%.

Choi Kwang-shik, an analyst at Daol Investment & Securities, evaluates, “If you invest in a rebound in the shipbuilding industry, Hyundai Heavy Industries is a must-have stock.” However, there is an opinion that investors should be careful about their investments as they can receive corrections due to the sharp rise in the stock price in a short period of time. Dong-Young Kim, an analyst at Samsung Securities, said, “The stock price continues to soar and it is expected that the MSCI incorporation will pass smoothly as it meets the floating market capitalization criteria. However, there is a possibility that stock price volatility may increase as the stock price has risen excessively due to expectations for inclusion in the index.”

F&F, Meritz Fire & Marine, Iljin Hisolus, SD Biosensor, and Kika are mentioned as candidates for incorporation into the KOSPI 200.

F&F runs fashion brands such as MLB and Discovery. It is active not only in Korea but also in China. Park Ha-kyung, an analyst at Korea Investment & Securities Co., said, “It is a company that is successfully increasing its profits through overseas expansion beyond the domestic market, where growth has slowed. The Shanghai lockdown in China caused some damage to sales in 1Q, but it was insignificant. It’s not something to be concerned about. Movements to lift the lockdown have begun to be detected, and the plan for the number of new stores per year is also valid.”

Meritz F&M is a non-life insurance company whose earnings are growing rapidly. On a separate basis last year, operating profit and net profit increased by 49.2% and 53%, respectively, compared to the previous year.

Iljin Hysolus, SD Biosensor, and Kika are new stocks that have been listed for less than a year. Iljin Hysolus, a hydrogen fuel tank manufacturer, entered the stock market on September 1, last year. Immediately after the listing, the stock price rose to the level of 90,000 won, but it has since been adjusted and is now trading at 43,000 won. SD Biosensor is a company specializing in in vitro diagnostics, and K-Car is a used car trading platform. SD Biosensor went public in July last year and K-Car went public in October last year.

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