Also known as: KOSDQ150 Index (Bloomberg) · 2203 (KRX code)
At a glance
| Field | Value | Source text | Reading (model) |
|---|---|---|---|
| M1 Identity, objective, classification · 15 fields | |||
| Selection criteria | market representativeness, Liquidity, product investability | 이를 위해 코스닥시 장 특성을 잘 반영할 수 있도록 시장대표성, 유동성 및 상품성 등을 종합적 으로 고려하여 구성종목 선정, 지수산출 등 세부 방법론을 설계하였습니다.Open p.2 ↗ |
Constituent selection and index calculation comprehensively consider market representativeness, liquidity, and product suitability. |
| Index name | KOSDAQ 150 | 1.1 이 방법론은 KRX가 산출하는 KOSDAQ 150의 산출과 관리에 필요한 사항 을 기술합니다.Open p.2 ↗ |
The official index name used in the methodology is KOSDAQ 150. |
| Local index name | KOSDAQ 150 | 1.3 KOSDAQ 150은 코스닥시장을 대표하는 지수로서 ’15.7월 개발되었으며, 선 물, ETF 등 금융상품의 기초지수로 활용되고 있습니다.Open p.2 ↗ |
The local index name is KOSDAQ 150. |
| Vendor codes | Bloomberg: KOSDAQ150 | ㅇ 블룸버그 티커는 아래와 같습니다. 지수명 블룸버그 티커 KOSDAQ 150 Index KOSDAQ150Open p.11 ↗ |
The Bloomberg ticker for the KOSDAQ 150 Index is KOSDAQ150. |
| Administrator | KRX | 2.1 (지수관리자) KRX는 지수관리자로서 아래사항을 포함하여 KOSDAQ 150 의 산출, 운영 및 관리에 관한 사항을 담당하고 있습니다.Open p.2 ↗ |
KRX is the index administrator responsible for calculating, operating, and managing KOSDAQ 150. |
| Calculation agent | KRX | 5.2 KRX는 정규시장에서 체결된 가격과 종목별 상장주식수에 기반하여 주가지 수를 자동 산출 및 공표하고 있으므로 입력데이터와 관련하여 별도의 전문 적 판단을 내리지는 않습니다.Open p.4 ↗ |
KRX automatically calculates and publishes the index. |
| Index family | KRX Equity Indices | 1.2 이 방법론은「KRX 주가지수 기본 방법론(Basic Methodology for KRX Equity Indices)」등과 연계되어 있습니다.Open p.2 ↗ |
The index is linked to the KRX equity index methodology framework. |
| Launch date | 2015-07 | 1.3 KOSDAQ 150은 코스닥시장을 대표하는 지수로서 ’15.7월 개발되었으며, 선 물, ETF 등 금융상품의 기초지수로 활용되고 있습니다.Open p.2 ↗ |
KOSDAQ 150 was developed in July 2015. |
| Base date | 2010-01-04 | KOSDAQ 150 지수는 비교시점의 시가총액을 기준시점의 시가총액으로 나눈 후 기 준지수를 곱하여 산출하며, 기준시점은 2010년 1월 4일, 기준지수는 1,000으로 합 니다.Open p.9 ↗ |
The base date of the index is January 4, 2010. |
| Base value | 1,000 | KOSDAQ 150 지수는 비교시점의 시가총액을 기준시점의 시가총액으로 나눈 후 기 준지수를 곱하여 산출하며, 기준시점은 2010년 1월 4일, 기준지수는 1,000으로 합 니다.Open p.9 ↗ |
The base index level is 1,000. |
| Objective | KOSDAQ 150은 코스닥시장을 대표하는 지수이다. | 1.3 KOSDAQ 150은 코스닥시장을 대표하는 지수로서 ’15.7월 개발되었으며, 선 물, ETF 등 금융상품의 기초지수로 활용되고 있습니다.Open p.2 ↗ |
KOSDAQ 150 is an index representing the KOSDAQ market. |
| Intended use | futures underlying, ETF underlying, financial products underlying | 1.3 KOSDAQ 150은 코스닥시장을 대표하는 지수로서 ’15.7월 개발되었으며, 선 물, ETF 등 금융상품의 기초지수로 활용되고 있습니다.Open p.2 ↗ |
The index is used as an underlying index for futures, ETFs, and other financial products. |
| Market classification | Domestic | 1.3 KOSDAQ 150은 코스닥시장을 대표하는 지수로서 ’15.7월 개발되었으며, 선 물, ETF 등 금융상품의 기초지수로 활용되고 있습니다.Open p.2 ↗ |
The index covers the domestic Korean KOSDAQ market. |
| Size segment | Custom | 6.4.3 (3차선정) 2차선정까지 완료한 후 구성종목수가 150종목에 미달하거나 초과하는 경우 다음과 같이 변경합니다.Open p.7 ↗ |
The index targets 150 representative KOSDAQ securities selected by industry, market capitalization, and liquidity rather than a standard large-, mid-, or small-cap label. |
| Index family type | Market cap | 6.3.1 (심사기준) 구성종목 선정을 위한 심사기준은 심사대상기간의 일평균시가 총액 및 일평균거래대금으로 합니다.Open p.6 ↗ |
The index is a market-capitalization-based representative market index. |
| M2 Universe · 6 fields | |||
| Markets | KOSDAQ | 6.1.1 KOSDAQ 150 지수의 구성종목 선정을 위한 심사대상종목은 매년 정기변경 일이 속한 월의 전전월 최종 매매거래일(이하 “심사기준일”) 현재 다음의 종 목을 제외한 코스닥지수 구성종목으로 합니다.Open p.5 ↗ |
The covered market is the KOSDAQ market. |
| Exchanges | KRX KOSDAQ Market | 6.1.1 KOSDAQ 150 지수의 구성종목 선정을 위한 심사대상종목은 매년 정기변경 일이 속한 월의 전전월 최종 매매거래일(이하 “심사기준일”) 현재 다음의 종 목을 제외한 코스닥지수 구성종목으로 합니다.Open p.5 ↗ |
Securities are drawn from the KOSDAQ market operated by KRX. |
| Boards | KOSDAQ | 1.3 KOSDAQ 150은 코스닥시장을 대표하는 지수로서 ’15.7월 개발되었으며, 선 물, ETF 등 금융상품의 기초지수로 활용되고 있습니다.Open p.2 ↗ |
The listing board represented is KOSDAQ. |
| Security types | Common | 6.4.5 (소형주 제외) 심사대상종목 중 일평균시가총액 순위가 코스닥시장 전체 보통주 종목 중 상위 300위를 초과하는 종목은 구성종목에서 제외할 수 있으며Open p.8 ↗ |
The eligible universe consists primarily of common stocks included in the KOSDAQ Index, subject to stated exclusions. |
| Parent universe index | KOSDAQ Index | 6.1.1 KOSDAQ 150 지수의 구성종목 선정을 위한 심사대상종목은 매년 정기변경 일이 속한 월의 전전월 최종 매매거래일(이하 “심사기준일”) 현재 다음의 종 목을 제외한 코스닥지수 구성종목으로 합니다.Open p.5 ↗ |
The review universe consists of KOSDAQ Index constituents, excluding specified securities. |
| Exclusions | administrative issue, investment caution warning issue, security in整理 trading, real estate investment company, ship investment company, social infrastructure investment and loan company, special purpose acquisition company, free-float ratio below 10 percent, securities listed for less than six months, securities excluded from industry-group classification, securities deemed unsuitable as constituents | ㅇ 관리종목, 투자주의환기종목 및 정리매매종목 ㅇ부동산투자회사, 선박투자회사, 사회기반시설투융자회사, 기업인수목적회사 ㅇ 유동주식비율이 10% 미만인 종목Open p.5 ↗ |
The review universe excludes administrative, caution, delisting-process, certain investment-company and SPAC securities, stocks with free float below 10%, recently listed stocks, excluded industry groups, and other unsuitable stocks. |
| M3 Eligibility screens · 9 fields | |||
| Industry group market cap minimum | 1% | ㅇ 산업군의 시가총액이 심사대상종목 전체 시가총액의 1% 미만인 경우 산업 군 분류에서 제외합니다.Open p.5 ↗ |
An industry group whose market capitalization is less than 1% of the total market capitalization of review-eligible securities is excluded from industry classification. |
| Selection market capitalization cumulation | 60% | ㅇ 해당 산업군의 심사대상종목 중 일평균시가총액이 큰 순서대로 구성종목을 선정하되, 누적시가총액이 처음으로 해당 산업군 전체시가총액의 60% 이상 인 종목까지 선정합니다.Open p.6 ↗ |
Within each industry group, stocks are selected by descending average daily market capitalization until cumulative market capitalization first reaches at least 60% of that industry group's total market capitalization. |
| New nonconstituent rank threshold | 80% | ㅇ신규로 구성종목으로 선정되기 위해서는 해당 종목의 일평균시가총액 순위가 해당 종목이 속한 산업군 내 기존 구성종목수의 80% 이내이어야합니다.Open p.7 ↗ |
A new stock must rank by average daily market capitalization within 80% of the number of existing constituents in its industry group, unless the group has fewer than three existing constituents. |
| Trading history | Minimum value: 6 months; Exceptions: A newly established company resulting from a spin-off of an existing constituent and added before the regular review may be excepted., A newly listed stock specially added before the regular review and already a constituent at the regular review date may be excepted | 6.1.2 신규상장일(기업인수목적회사 합병상장일 포함)로부터 6개월이 경과하지 않은 종목은 심사대상에서 제외합니다. 단, 다음의 경우는 예외Open p.5 ↗ |
Stocks for which six months have not elapsed since listing are excluded, except for spin-off companies or specially admitted new listings that are already constituents at the regular review date. |
| Liquidity screen | Metric: Average daily value; Window: recent 6 months including the month containing the review reference date; Threshold: average daily trading value rank must be within the top 80% of all eligible securities in the industry group; Buffer for existing: Existing constituents that meet the liquidity test are retained if their average daily market-capitalization rank is within 120% of the number of existing constituents in that industry group | 6.3.2 (심사대상기간) 심사대상기간은 심사기준일이 속한 달을 포함하여 소급한 최근 6개월로 합니다.Open p.6 ↗ |
The liquidity test uses average daily trading value over the latest six months, and stocks not ranked within the top 80% of eligible securities in the industry group are excluded. |
| Minimum size | Metric: Rank; Threshold: Stocks ranked below the top 300 ordinary common stocks in the KOSDAQ market by average daily market capitalization may be excluded | 6.4.5 (소형주 제외) 심사대상종목 중 일평균시가총액 순위가 코스닥시장 전체 보통주 종목 중 상위 300위를 초과하는 종목은 구성종목에서 제외할 수 있으며Open p.8 ↗ |
Securities whose average daily market-capitalization rank is beyond the top 300 KOSDAQ common stocks may be excluded as small-cap stocks. |
| Minimum free float | 10% | ㅇ 관리종목, 투자주의환기종목 및 정리매매종목 ㅇ부동산투자회사, 선박투자회사, 사회기반시설투융자회사, 기업인수목적회사 ㅇ 유동주식비율이 10% 미만인 종목Open p.5 ↗ |
Stocks with a free-float ratio below 10% are excluded from the review universe. |
| Business or ESG exclusions | real estate investment companies, ship investment companies, social infrastructure investment and loan companies, special purpose acquisition companies | ㅇ 관리종목, 투자주의환기종목 및 정리매매종목 ㅇ부동산투자회사, 선박투자회사, 사회기반시설투융자회사, 기업인수목적회사Open p.5 ↗ |
Specific investment-company structures and special purpose acquisition companies are excluded from the review universe. |
| Suspension rule | For ad hoc changes, if trading suspension is not lifted by 15 trading days after the event date, the next trading day after that period is the ad hoc change date; long-suspended stocks resuming before the review date have their review period and averages measured from resumption. | 다만, 수시변경 사유가 발생한 다음날부터 15매매거래일이 경과한 날까지 해당 종목의 매매거래정지가 해제되지 않은 경우에는 해당기간이 경과한 날 의 다음 매매거래일을 수시변경일로 합니다.Open p.8 ↗ |
Suspended securities are handled using a 15-trading-day ad hoc replacement deadline and a shortened review period beginning at trading resumption for long-term substantive-review suspensions. |
| M8 Corporate actions, IPOs, ad-hoc changes · 1 field | |||
| Merger spinoff rules | Merger acquisition: On the merger new-share listing date, index constituent shares and comparative market capitalisation increase by the merger shares; timing may move to the suspended target's trading halt start date when required by an index methodology or ad hoc review, with the target's shares set to zero; Spin off: Spin off by distribution: The surviving company's market capitalisation is fixed at the pre-split level on the first trading day after the split; from the next day, index shares decrease by the split shares and market capitalisation changes by the post-split difference; Spin off to wholly owned subsidiary: Because the parent retains all shares of the new company, index constituent shares remain unchanged and there is no index adjustment | 합병신주상장일에 합병으로 인해 증가하는 주식수만큼 지수채용주식수가 증가 하고 비교시가총액은 증가합니다.From KRX Corporate Actions and Events Methodology ↗ |
Mergers, including comprehensive share exchanges and transfers, are normally reflected on the new-share listing date, but may be reflected at the target company's trading-halt start date in specified cases. An equitable spin-off is reflected similarly to a capital reduction without consideration, while a physical spin-off into a wholly owned subsidiary leaves the parent's index share count unchanged. |
Open points · 15Model-written, for reference
- 1No explicit short name or abbreviation separate from KOSDAQ 150 was found.
- 2No vendor index code, index ISIN, Refinitiv code, or Wind code was found.
- 3No calculation currency was explicitly stated text.
- 4No methodology version label or methodology edition date was found.
- 5No regulated-benchmark classification was stated.
- 6No explicit factor exposure list or stated limitations section was found.
- 7No company nationality assignment rule was found.
- 8No minimum foreign room, voting-rights, minimum price, or abnormal-price-increase screen was found.
- 9No separate profitability or financial-health screen was found.
- 10Not coveredM4 Selection and constituent count: not covered by this edition
- 11Not coveredM5 Weighting and capping: not covered by this edition
- 12Not coveredM6 Review and rebalance schedule: not covered by this edition
- 13Not coveredM7 Buffers and turnover control: not covered by this edition
- 14Not coveredM9 Calculation and return variants: not covered by this edition
- 15Not coveredM10 Governance, change policy, disclosure: not covered by this edition
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