KB Securities Introduces Two New Thematic Presets Featuring Second Half Investment Strategies

KB Securities announced on the 25th that it has newly opened two preset portfolios through its 'KB Securities Direct Indexing' service: the 'Expected Turnaround Strategy for Escaping Deficits' and the 'KOSDAQ Earnings Growth Stocks' themes, which are deemed effective for performance improvement in the second half of the year.

The Expected Turnaround Strategy for Escaping Deficits (Active) preset portfolio is composed mainly of stocks that have recently recorded deficits or shown somewhat sluggish performance but are expected to turn profitable or see an increase in operating profit in the future. It consists of stocks with a market capitalization of over 700 billion KRW and within the top 20% in average trading volume over the past 60 days in the KOSPI and KOSDAQ markets, which currently have operating losses or declining earnings, but are forecasted to turn profitable or improve quarterly operating profit starting from the second half of this year.

The KOSDAQ Earnings Growth Stocks (Active) preset portfolio is carefully selected from KOSDAQ stocks expected to experience structural growth compared to the past five years, with anticipated revenue increases over the next 18 months. Focusing on revenue growth rather than profits, it includes companies with high potential for structural growth that are not affected by temporary cost fluctuations, and among these, stocks whose earnings improvement expectations have not yet been reflected in their stock prices are secondarily selected and included.

In addition, KB Securities offers various presets through the thematic strategies of Direct Indexing. Among them, the 'Prime Club Second Half Strategy Theme (Active)' preset, which includes the Prime Center's stocks of interest for the second half of the year, has been steadily gaining attention from investors as a basic strategy since its launch in June and is performing well.

Since the launch of the KB Securities Direct Indexing service, the number of strategies created and saved by investors themselves in the strategy repository has exceeded 50,000 in just over two and a half months. Among these, investors who selected thematic strategies that actively and swiftly compose promising market themes accounted for more than 80% of all strategies. This indicates that investors preferred easily selecting and utilizing thematic strategies proposed by investment experts rather than composing strategies entirely on their own from start to finish.

Shin Dong-jun, Head of WM Investment Strategy at KB Securities, said, "We plan not only to provide timely presets as new themes of interest for the second half of the year but also to offer Direct Indexing services for U.S. stocks and offline channels in the future." He added, "KB Securities will continuously expand the functions of the Direct Indexing service in line with institutional changes such as the introduction of financial investment income tax." He further stated, "We plan to select thematic strategies that match market trends through regular monthly meetings of KB Securities expert groups, provide presets to customers, and manage them continuously."

The KB Securities Direct Indexing service is available on KB Securities' Mobile Trading System (MTS) 'KB M-able' and offers exemption from advisory fees and trading commission benefits for advisory accounts until the end of September. However, related institutional fees are borne by the customers.

This content was produced with the assistance of AI translation services.