KB Securities Presents Value-Up Index Investment Solution Using 'Direct Indexing'

KB Securities announced on the 27th that it has introduced two new presets for 'KB Securities Direct Indexing,' allowing investors to edit and invest in the Korea Value-Up Index (hereinafter referred to as the Value-Up Index) in their own style immediately after its release.

The Korea Exchange announced the Value-Up Index on the 24th as part of the government's corporate value-up support measures. The index was developed to support companies' voluntary efforts to enhance corporate value and to stimulate investment. Composed of 100 stocks from KOSPI and KOSDAQ, the Value-Up Index selects stocks evenly based on qualitative factors as well as external criteria such as market capitalization. Starting early November, exchange-traded funds (ETFs) and index futures based on the index will also be listed.

KB Securities quickly provided two presets (pre-set portfolios suggested by investment experts) using KB Securities Direct Indexing, enabling individuals to select and invest in desired stocks among the 100 stocks in the Value-Up Index.

First, through the '[Korea Value-Up Index] Top 10 Market Cap Compression Strategy!' preset, 10 stocks including Samsung Electronics, SK Hynix, and Hyundai Motor were selected in order of market capitalization to align with the flow of the Value-Up Index.

Additionally, anticipating increased investment demand for relatively undervalued quality stocks or mid-cap stocks within the Value-Up Index, KB Securities introduced the '[Korea Value-Up Index] Finding Undervalued Quality Stocks within the Constituent Stocks!' preset. This new preset immediately offers a selection of undervalued and quality stocks within each industry group, such as DB HiTek, PharmaResearch, and Chong Kun Dang.

Through this, interested investors can select stocks included in the Value-Up Index and invest diversely in portfolios even before related products are launched.

Yoon Man-chul, Head of Customer Solutions at KB Securities, said, "The KB Securities Direct Indexing service is a useful solution that allows investors to utilize the Korea Value-Up Index from multiple angles and invest swiftly with their own portfolios." He added, "Even before the launch of products related to the Korea Value-Up Index, we quickly opened new presets so that investors can invest with personalized portfolios tailored to their investment styles." He continued, "In line with the original purpose of the Value-Up program, we expect a virtuous cycle where investment in Value-Up companies expands through voluntary corporate value enhancement efforts, contributing to corporate value growth and asset accumulation for investors."