The stock market of neighboring countries, big news suddenly!

Mondo Finance Updated on 2024-03-01

South Korea may resume short trading.

According to the latest reports from Korean media, the South Korean National Assembly, the Financial Commission, the Financial Supervisory Service and other institutions are considering lifting the ban on short sales as early as June this year. South Korean regulators are also considering expanding the range of short selling**. South Korean regulators previously decided to ban short selling from November last year to the end of June this year.

It is worth noting that just as Japan is setting off a big bull market, South Korea is ready to move. On February 26 this year, South Korea's regulator, the Financial Services Commission, unveiled a series of plans to replicate Japan's experience and boost South Korea**. South Korea's Financial Services Commission said that in a number of areas, South Korea will follow Japan's example and launch a "corporate value enhancement plan" to eliminate the phenomenon of undervaluation in South Korea**.

Analysts believe that South Korea's regulators are considering lifting the ban on short sales perhaps in order to attract more foreign capital into South Korea to eliminate the undervalued status quo of South Korea.

The resumption of short trading is imminent.

On February 29, according to Korean media edaily, the South Korean National Assembly, the Financial Commission, the Financial Supervisory Service and other institutions are considering lifting the ban on short sales as early as June this year. This means that South Korea may resume short trading.

According to the report, South Korean regulators are also considering expanding the range of ** available for short selling. Prior to the short selling ban, South Korea's short selling was restricted to the constituents of the KOSPI 200 Index and the KOSDAQ 150 Index. The Financial Commission of Korea said that the authorities will decide whether to resume short selling transactions after assessing various scenarios.

Previously, the Financial Commission and the Financial Supervisory Service decided to prohibit short selling from November last year to the end of June this year, and the components of the KOSPI 200 index and the KOSDAQ 150 index were prohibited from borrowing for trading.

According to the report, South Korean regulators are discussing ways to improve the short selling trading system.

"If possible, we will do our best to resume short selling, with the goal of June this year," said one ***, adding that the number of short sales that can be sold could expand when short selling resumes.

In response, South Korean regulators responded that the timing of lifting the ban on short trading has not yet been decided.

According to the report, the resumption of short selling is a judgment that foreign capital inflows are needed to solve the discount problem in South Korea and formulate a corporate value support plan. If the number of short sellers increases, it may be effective in attracting foreign capital to South Korea.

At present, the ** circles and the ruling party have reached a consensus. Chun Jin-kyu, a professor at Dongguk University Business School who was elected as the next president of the Korea ** Association, said: "One of the ways to strengthen the value appreciation effect and resolve the discount of Korea's ** is to include it in the relevant index of Morgan Stanley Capital International. He added that the short selling system must be quickly perfected, and the number of short sales that can be expanded must be expanded.

eDaily reported that Chun even revealed that he was considering a full resumption of short selling.

Yoon Chang-hyun, a member of the People's Power Party of the National Assembly's Political Committee, said that expanding the number of short sales** will have a positive impact on strengthening market trust and improving fairness.

However, the opposition parties have been critical of expanding short selling**. Lee Yong-woo, a member of the Political Committee of the National Assembly, said that it is necessary to start with the establishment and inspection of computerized short selling, and to strengthen the punishment for illegal short selling.

The president of the Financial Supervisory Service, Lee Bok-hsien, is scheduled to meet with individual investors on March 13 and hold a meeting on the issue of improving the short-selling system, where various opinions may be presented and the position of the authorities will be made clear at that time.

Why is short selling prohibited?

On February 29, Yonhap News Agency reported that on February 27, local time, at an IR event held by Goldman Sachs in Singapore for major institutional investors in Asia, South Korea's financial regulator answered hedging** questions about when and to whom to resume short selling.

According to the report, South Korea's financial regulatory authorities have indicated to overseas institutional investors that the ban on short selling may be fully lifted as early as June, and the scope of short selling targets will be further expanded than before.

On November 5 last year, South Korea announced the ban on short selling against the background that South Korea continued to fall sharply, and in October last year, the South Korean Composite Index once refreshed the lowest level since January this year, with a cumulative decline of 76%, the largest monthly decline since December 2022.

At the time, there was growing demand from domestic investors for a crackdown on illegal shorting, which investors said would give foreign and institutional investors an unfair advantage.

According to a 2022 report, South Korea's ** active accounts have exceeded 60 million, which is about 116 times, about 80% of shareholders are **. In November last year, some ruling party lawmakers urged regulators to temporarily halt short selling in response to investors.

South Korean analysts believe that taking history as a mirror, whenever South Korea's ** begins to fall, South Korean regulators will take action to stabilize the market by prohibiting short selling, which can be described as a repeated trial. In March 2020, the monetary authorities imposed a total ban on short selling for a period of six months in response to the **drastic** caused by the pandemic.

After the short selling ban was introduced on November 5 last year, South Korea continued to rise for 2 consecutive months, and the cumulative increases in November and December last year were respectively. 7%, this round of rally continued until February this year, during which the largest increase reached 185%。

Han Te's estimation is coming.

On February 26, South Korea's regulator, the Financial Services Commission (FSC), unveiled a series of plans to replicate Japan's experience and boost South Korea**.

In South Korea, the prevailing view is that South Korea** is undervalued compared to other Asian markets.

Over the past 10 years, the Korea Composite Index (KOSPI), South Korea's main stock index, has been in a prolonged period between 2,000 and 3,000 points, with about two-thirds of listed companies trading below 1 P/B ratio. In contrast, Japan** has soared, and the Nikkei 225 index has broken through 39,000 points, updating the highest point in 34 years.

In response, Kim Joo-hyun, chairman of the Financial Services Commission of Korea, said, "We will propose guidelines for listed companies to work to improve their corporate value." South Korea** will offer decisive incentives to encourage companies to participate spontaneously. ”

South Korea's Financial Services Commission said that in a number of areas, South Korea will follow Japan's example and launch a "corporate value enhancement plan" to eliminate the phenomenon of undervaluation in South Korea**.

Specifically, in the Enterprise Value Enhancement Program, companies whose management practices prioritize shareholder returns will receive "bold incentives" and tax incentives. First of all, in September this year, the committee will compile the "Korea Appreciation Index" with a sample of excellent enterprises for the reference of institutions and foreign companies. Second, an ETF tracking the index is expected to be launched in December, providing the opportunity to invest in good companies.

According to the committee's statement, about 1,600 listed companies will develop their own plans to enhance corporate value and publish them on an annual basis. The guidelines for the Corporate Value Enhancement Program will be finalized in June.

This "corporate value enhancement plan" is seen as an important step for the Korean regulator to learn from the Japanese market, and attempts to implement the "Korean special valuation" in the Korean market.

On January 2 this year, South Korea's ** Yoon Suk-yeol publicly said that South Korea has many internationally competitive enterprises, but it is underestimated, and he will reform the capital market regulation during his tenure to return the value of South Korea.

According to the Korea Exchange on February 12, KOSPI's price-to-book ratio (PBR) is only 09。According to South Korea's "** analysis, a price-to-book ratio of less than 1 means that the ** transaction ** of South Korean listed companies is lower than the net asset value held by the company.

South Korea** is ambitious, but the market doesn't seem to be buying it. On the 26th, South Korea's KOSPI index **077%, continued on the 27th**083%。As of the latest**, South Korea's KOSPI index has recorded **049%。

Editor-in-charge: Yang Yucheng.

Proofreading: Wang Chaoquan.

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