Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

Event-Driven

<ul>
<li>Korea FSC will accept financial institutions' LOC and LPs' investment performance agreements as certifying documents for securing funds. This revision will be effective right from April 1 this year.</li>
<li>The impact from a preemptive trading perspective is likely to be significant. Additional stake purchases through tender offers will increase more aggressively, particularly when purchasing shares from the majority shareholder.</li>
<li>We should first pay attention to companies where private equity (PE) is the largest shareholder whose stake is relatively low (less than 50%): Hugel, Hana Tour Service, &amp; Hanssem</li>
</ul>


Korea FSC will accept financial institutions' LOC and LPs' investment performance agreements as certifying documents for securing funds. This revision will be effective right from April 1 this year.
The impact from a preemptive trading perspective is likely to be significant. Additional stake purchases through tender offers will increase more aggressively, particularly when purchasing shares from the majority shareholder.
We should first pay attention to companies where private equity (PE) is the largest shareholder whose stake is relatively low (less than 50%): Hugel, Hana Tour Service, &amp; Hanssem


Korea FSC Officially Eases a Major Hurdle for a Tender Offer: Names to Watch

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

This report is about the impact of the new real estate regulations announced on August 2nd (8.2) on the Korean housing real estate and the construction sector. The new 8.2 real estate regulations includes comprehensive measures to control speculative real estate investments. The combined set of real estate cooling measures is probably the most stringent in more than a decade.The last time that the Korean government announced such tough measures on real estate was probably in 2005 during the Roh…

This report is about the impact of the new real estate regulations announced on August 2nd (8.2) on the Korean housing real estate and the construction sector. The new 8.2 real estate regulations includes comprehensive measures to control speculative real estate investments. The combined set of real estate cooling measures is probably the most stringent in more than a decade.The last time that the Korean government announced such tough measures on real estate was probably in 2005 during the Roh…

Impact of the New 8.2 Real Estate Regulations in Korea - Watch Out for the Grey Rhino!

South Korea

Dongbu Corporation constructs office buildings, hospitals, sports facilities, educational buildings, and apartment complexes.  The Company also contracts civil engineering projects, such as dams, tunnels, subways, harbors, and water supply facilities.  In addition, Dongbu provides bus transportation and freight services.

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Dongbu Corporation (005960 KS)

Korea FSC Officially Eases a Major Hurdle for a Tender Offer: Names to Watch

This post summarizes Korea FSC's official statement about easing the funding capacity requirement for a tender offer and provides the names which...

Sanghyun Park

Impact of the New 8.2 Real Estate Regulations in Korea - Watch Out for the Grey Rhino!

This report is about the impact of the new real estate regulations announced on August 2nd (8.2) on the Korean housing real estate and the...

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)