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>The severity of yesterday's ruling has caught the market's attention as it may provide insight into an ongoing investigation into insider trading based on undisclosed internal information.</li>
<li>This matter is not limited to the operational risk caused by the imprisonment of Lee Dong-chae. There is a possibility that it could lead to delisting, depending on the circumstances.</li>
<li>The substantial legal risk that could lead to delisting will further amplify price volatility. Adopting a more segmented approach appears crucial, like specific setups in each tighter interval.</li>
</ul>


The severity of yesterday's ruling has caught the market's attention as it may provide insight into an ongoing investigation into insider trading based on undisclosed internal information.
This matter is not limited to the operational risk caused by the imprisonment of Lee Dong-chae. There is a possibility that it could lead to delisting, depending on the circumstances.
The substantial legal risk that could lead to delisting will further amplify price volatility. Adopting a more segmented approach appears crucial, like specific setups in each tighter interval.


Delving into the Nature of the Legal Risks that Ecopro Is Facing After Yesterday's Court Verdict

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

<ul>
<li>It was recently reported that Choi Mun-Ho (CEO of Ecopro BM) sold 2,000 shares of Ecopro BM Co Ltd (247540 KS) at 254,000 won per share.</li>
<li>It was also recently announced that Eroom T&amp;C, the family company of Lee Dong-Chae, the chairman of Ecopro Group, also sold shares of Ecopro BM.</li>
<li>Recent selling of Ecopro BM shares by CEO Choi Mun-Ho and Ecopro affiliate Eroom T&amp;C are negative signs on the Ecopro BM. Lofty valuations are also negative on Ecopro BM. </li>
</ul>


It was recently reported that Choi Mun-Ho (CEO of Ecopro BM) sold 2,000 shares of Ecopro BM Co Ltd (247540 KS) at 254,000 won per share.
It was also recently announced that Eroom T&amp;C, the family company of Lee Dong-Chae, the chairman of Ecopro Group, also sold shares of Ecopro BM.
Recent selling of Ecopro BM shares by CEO Choi Mun-Ho and Ecopro affiliate Eroom T&amp;C are negative signs on the Ecopro BM. Lofty valuations are also negative on Ecopro BM. 


Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

Founder/CEO of ROK Advisory

ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

Equity Bottom-Up

<ul>
<li>A SELL note from a broker on <a href="https://www.smartkarma.com/entities/ecopro-bm-co-ltd" target="_blank" data-smartkarma-citation="entities:27873:1" rel="noopener">Ecopro BM Co Ltd (247540 KS)</a> was a key reason for the 7% and 8+% fall for <a href="https://www.smartkarma.com/entities/ecopro-co-ltd" target="_blank" data-smartkarma-citation="entities:19029:1" rel="noopener">Ecopro Co Ltd (086520 KS)</a> .  </li>
<li>Is this finally start of the end of the rally for the poster boy for Korean EV </li>
<li>When will earnings matter and what are the catalysts that could start the downfall?</li>
</ul>


A SELL note from a broker on Ecopro BM Co Ltd (247540 KS) was a key reason for the 7% and 8+% fall for Ecopro Co Ltd (086520 KS) .  
Is this finally start of the end of the rally for the poster boy for Korean EV 
When will earnings matter and what are the catalysts that could start the downfall?


<ul>
<li>According to Chosun, KRX plans to list the single-stock futures of all constituents of KOSPI 200 and KOSDAQ 150 within 2-3 years.</li>
<li>This information comes from a KRX official, who directly confirmed it. As Chosun is the most well-established news outlet in Korea, the credibility of this article is quite high.</li>
<li>We should consider screening those with a high proportion of short-selling positions and devising a positioning strategy in conjunction with the new listing event of single stock futures in July.</li>
</ul>


According to Chosun, KRX plans to list the single-stock futures of all constituents of KOSPI 200 and KOSDAQ 150 within 2-3 years.
This information comes from a KRX official, who directly confirmed it. As Chosun is the most well-established news outlet in Korea, the credibility of this article is quite high.
We should consider screening those with a high proportion of short-selling positions and devising a positioning strategy in conjunction with the new listing event of single stock futures in July.


KRX Plans to List Single-Stock Futures of All KS200 & KQ150 Constituents

<ul>
<li>On 20 April, Chile's government announced that it will be nationalizing the country's lithium industry. Chile is the second largest producer of lithium in the world. </li>
<li>The nationalization of the lithium industry in Chile will likely have a long-term negative impact on the rechargeable batteries related companies in Korea.</li>
<li>This is mainly due to greater challenges of getting access to lithium at more affordable prices. </li>
</ul>


On 20 April, Chile's government announced that it will be nationalizing the country's lithium industry. Chile is the second largest producer of lithium in the world. 
The nationalization of the lithium industry in Chile will likely have a long-term negative impact on the rechargeable batteries related companies in Korea.
This is mainly due to greater challenges of getting access to lithium at more affordable prices. 


Nationalization of Lithium Industry in Chile - Impact on Korean Rechargeable Batteries Value Chain

South Korea

Ecopro Co., Ltd. specializes in developing chemical absorbent and NDC (Nano Carbon Ball) in the field of environmental materials for the prevention of air pollution.  The Company's products include environment-related chemical filters, second battery materials, and CO catalyst.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Ecopro Co Ltd (086520 KS)

Delving into the Nature of the Legal Risks that Ecopro Is Facing After Yesterday's Court Verdict

This post delves into the nature of the legal risks that Ecopro is really facing after the latest court verdict came out.

Sanghyun Park

Insiders Sell at Ecopro BM

Recent selling of Ecopro BM shares by CEO Choi Mun-Ho and Ecopro affiliate Eroom T&C are negative signs on the Ecopro BM. Lofty valuations are also...

Douglas Kim

Ecopro - Is This the Start of the End?

When will KR EV plays, if ever, correct? Are we seeing the signs of the correction or that the sector has peaked? It seems we are one more news...

Ken S. Kim

KRX Plans to List Single-Stock Futures of All KS200 & KQ150 Constituents

Chosun exclusively reports that KRX will list the single-stock futures of all KOSPI 200 and KOSDAQ 150 constituents. This post examines the trading...

Sanghyun Park

Nationalization of Lithium Industry in Chile - Impact on Korean Rechargeable Batteries Value Chain

The nationalization of the lithium industry in Chile will likely have a long-term negative impact on the rechargeable batteries related companies...

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Delving into the Nature of the Legal Risks that Ecopro Is Facing After Yesterday's Court Verdict

This post delves into the nature of the legal risks that Ecopro is really facing after the latest court verdict came out.

Sanghyun Park

Insiders Sell at Ecopro BM

Recent selling of Ecopro BM shares by CEO Choi Mun-Ho and Ecopro affiliate Eroom T&C are negative signs on the Ecopro BM. Lofty valuations are also...

Douglas Kim

Ecopro - Is This the Start of the End?

When will KR EV plays, if ever, correct? Are we seeing the signs of the correction or that the sector has peaked? It seems we are one more news...

Ken S. Kim

KRX Plans to List Single-Stock Futures of All KS200 & KQ150 Constituents

Chosun exclusively reports that KRX will list the single-stock futures of all KOSPI 200 and KOSDAQ 150 constituents. This post examines the trading...

Sanghyun Park

Nationalization of Lithium Industry in Chile - Impact on Korean Rechargeable Batteries Value Chain

The nationalization of the lithium industry in Chile will likely have a long-term negative impact on the rechargeable batteries related companies...

Douglas Kim

This post delves into the nature of the legal risks that Ecopro is really facing after the latest court verdict came out.