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Clepsydra Capital

Clepsydra Capital
Korea / Special Sits, Pairs, Index Rebalancing

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South Korea Event-Driven Equity Bottom-Up
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bullishHyundai Motor
24 Dec 2024 14:56

Korea FSC Official: New Rule to Block "Treasury Stock Magic" Takes Effect on 31st

The new enforcement decree in Korea's Capital Markets Act to stop "treasury stock magic" kicks in on the 31st of this month: This post breaks down...

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23 Dec 2024 21:33

Behind the Scenes of KRX Value-Up Index Special Rebalancing: What It Means for Flow Dynamics

This post provides the inside scoop on the KRX Value-Up Index special rebalancing and its implications for flow dynamics.

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23 Dec 2024 02:42

Korea’s Dem Leader: PBR Under 0.3x Should Be Hostile M&A Targets – Names That Could Feel the Heat

The Democratic Party leader’s bold move: “A PBR under 0.3x is prime for a hostile M&A target.” Here are the stocks that could feel the heat.

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bullishSamyang Foods
19 Dec 2024 17:02

LS Electric, Then Hyundai Rotem, Now Samyang Foods and Hyundai Mipo: Same Proactive Flow?

LS Electric, then Hyundai Rotem, and now Samyang Foods and HD Hyundai Mipo—are they all driving the same proactive flow ahead of the Global Index's...

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19 Dec 2024 12:04

Korea FSC's Stabilization Fund: Breaking Down the Buzz and Flow Impact

This post breaks down the buzz around the Korean FSC potentially triggering the stabilization fund and digging into the flow impact from a market...

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