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

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Equity Bottom-Up

<p>Is now time to take our handsome profits on <a href="https://www.smartkarma.com/entities/15002" target="_blank" data-smartkarma-citation="entities:15002:1">Kakao Corp (035720 KS)</a>? Kakao's KOSPI move news first broke on Apr 14, and since then, its price rose a whopping 56.0% as of Sep 22.</p><div><table class="table table-striped"><tbody>
<tr>
<td>Date</td>
<td>Kakao's KOSPI move timeline</td>
<td>Closing price (₩)</td>
<td>Yield from Apr 14</td>
</tr>
<tr>
<td><em><strong>2017/09/22</strong></em></td>
<td><em><strong>KOSPI 200 inclusion</strong></em></td>
<td><em><strong>138,500</strong></em></td>
<td><em><strong>52.6%</strong></em></td>
</tr>
<tr>
<td>2017/07/10</td>
<td>Kakao got listed on KOSPI</td>
<td>102,000</td>
<td>14.9%</td>
</tr>
<tr>
<td>2017/06/13</td>
<td>Kakao got the approval from KRX</td>
<td>106,900</td>
<td>20.4%</td>
</tr>
<tr>
<td>2017/05/25</td>
<td>Kakao submitted KOSPI move application</td>
<td>98,600</td>
<td>11.0%</td>
</tr>
<tr>
<td>2017/04/14</td>
<td>Kakao's KOSPI move news broke</td>
<td>88,800</td>
<td>-</td>
</tr>
<tr><td colspan="4"><em>Source: KRX</em></td></tr>
</tbody></table></div><div class="content-caption">…</div>

Is now time to take our handsome profits on Kakao Corp (035720 KS)? Kakao's KOSPI move news first broke on Apr 14, and since then, its price rose a whopping 56.0% as of Sep 22.

Date
Kakao's KOSPI move timeline
Closing price (₩)
Yield from Apr 14


2017/09/22
KOSPI 200 inclusion
138,500
52.6%


2017/07/10
Kakao got listed on KOSPI
102,000
14.9%


2017/06/13
Kakao got the approval from KRX
106,900
20.4%


2017/05/25
Kakao submitted KOSPI move application
98,600
11.0%


2017/04/14
Kakao's KOSPI move news broke
88,800
-

Source: KRX
…

Kakao Short Sellers Are Still Lurking - Maybe Time to Take Profits Now

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

<p><strong><a href="https://www.smartkarma.com/entities/14560" target="_blank" data-smartkarma-citation="entities:14560">Mirae Asset Securities Co., Ltd.</a>  has emerged as the third major financial consortium to be interested in potentially acquiring <a href="https://www.smartkarma.com/entities/20637" target="_blank" data-smartkarma-citation="entities:20637">Hyundai Securities Co</a>, the fifth largest securities company in Korea.</strong> There are other major companies interested in acquiring <a href="https://www.smartkarma.com/entities/20637" target="_blank" data-smartkarma-citation="entities:20637">Hyundai Securities Co</a> including <a href="https://www.smartkarma.com/entities/14839" target="_blank" data-smartkarma-citation="entities:14839">Korea Investment Holdings Co., Ltd.</a> and <a href="https://www.smartkarma.com/entities/718" target="_blank" data-smartkarma-citation="entities:718">Kb Financial Group Inc</a> . With the recent acquisition of <a href="https://www.smartkarma.com/entities/12061" target="_blank" data-smartkarma-citation="entities:12061">Daewoo Securities Co Ltd</a> , <a href="https://www.smartkarma.com/entities/14560" target="_blank" data-smartkarma-citation="entities:14560">Mirae Asset Securities Co., Ltd.</a> has become the largest securities company in Korea. </p><p><a href="https://www.smartkarma.com/entities/14560" target="_blank" data-smartkarma-citation="entities:14560">Mirae</a>…</p>

Mirae Asset Securities Co., Ltd.  has emerged as the third major financial consortium to be interested in potentially acquiring Hyundai Securities Co, the fifth largest securities company in Korea. There are other major companies interested in acquiring Hyundai Securities Co including Korea Investment Holdings Co., Ltd. and Kb Financial Group Inc . With the recent acquisition of Daewoo Securities Co Ltd , Mirae Asset Securities Co., Ltd. has become the largest securities company in Korea. Mirae…

Mirae Asset Securities + Hyundai Securities = Genghis Khan of Korea Securities Sector

South Korea

Golden Bridge Investment & Securities Co., Ltd. offers dealing, brokerage, and underwriting services.  The Company also provides trust accounts, credit loans, certificate of deposits (CD), commercial papers, index futures and options, online trading, and beneficial certificates services to the clients.

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Golden Bridge Invest & Sec (001290 KS)

Kakao Short Sellers Are Still Lurking - Maybe Time to Take Profits Now

Is now time to take our handsome profits on Kakao Corp (035720 KS)? Kakao's KOSPI move news first broke on Apr 14, and since then, its price rose a...

Sanghyun Park

Mirae Asset Securities + Hyundai Securities = Genghis Khan of Korea Securities Sector

Mirae Asset Securities Co., Ltd. has emerged as the third major financial consortium to be interested in potentially acquiring Hyundai Securities...

Douglas Kim

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