Douglas Research Insights

Douglas Research Insights

Korea Value Up Index Rebalance Announcement Next Week

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Douglas Kim
May 21, 2025
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  • Korea Exchange plans to announce the first rebalance of the "Korea Value Up Index" next week on 27 May. The actual rebalance is expected to take place on 13 June.

  • Korea Exchange plans to reduce the constituents to 100 (from 105 currently) and change 30% of the included stocks in this index to better reflect the Value Up program incentives.

  • In this insight, we provide a list of 20 potential exclusion candidates and 20 inclusion candidates in the Value Up index rebalance.

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