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 FSS has provided guidelines to assign different weights to IPO orders from Day 1 to Day 5. Bookrunners should give higher weights to institutions that place their orders early.</li>
<li>The question of whether this will deter the rush to place bulk orders close to the deadline and lead to a higher weighting of essential pricing is generating significant interest.</li>
<li>The volume of orders and allocation by price range could serve as practical clues for assessing post-IPO pricing, making it a crucial factor in formulating post-IPO trading strategies.</li>
</ul>


Korea FSS has provided guidelines to assign different weights to IPO orders from Day 1 to Day 5. Bookrunners should give higher weights to institutions that place their orders early.
The question of whether this will deter the rush to place bulk orders close to the deadline and lead to a higher weighting of essential pricing is generating significant interest.
The volume of orders and allocation by price range could serve as practical clues for assessing post-IPO pricing, making it a crucial factor in formulating post-IPO trading strategies.


Korea's Latest IPO Rule Change: Daily Differential Allocation

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?


Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Equity Capital Markets

EcoPro Materials / Equity Capital Markets

<ul>
<li>Ecopro Materials, an affiliate of Ecopro, is getting ready to complete its IPO in 2H 2023. Ecopro Co has a 52.8% stake in Ecopro Materials. </li>
<li>Ecopro Materials' core products are lithium cell core materials called precursors, which are used as part of the rechargeable batteries. </li>
<li>The expected market value of Ecopro Materials is about 3 trillion won to 4 trillion won (US$2.3 billion to US$3.0 billion).</li>
</ul>


Ecopro Materials, an affiliate of Ecopro, is getting ready to complete its IPO in 2H 2023. Ecopro Co has a 52.8% stake in Ecopro Materials. 
Ecopro Materials' core products are lithium cell core materials called precursors, which are used as part of the rechargeable batteries. 
The expected market value of Ecopro Materials is about 3 trillion won to 4 trillion won (US$2.3 billion to US$3.0 billion).


Initial Thoughts on the Ecopro Materials IPO

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EcoPro Materials (450080 KS)

Korea's Latest IPO Rule Change: Daily Differential Allocation

This post details the latest IPO allocation guideline by the Korea FSS and discusses the potential impacts on the last-minute bidding war practice...

Sanghyun Park

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

Initial Thoughts on the Ecopro Materials IPO

Ecopro Materials, an affiliate of Ecopro, is getting ready to complete its IPO in 2H 2023. The expected market value of Ecopro Materials is about 3...

Douglas Kim

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