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.

Thematic (Sector/Industry)

<ul>
<li>Recent trends in the most viewed local brokerage research reports by Korean institutions, compiled by FnGuide, offer insights into current investor interests.</li>
<li>Notable resurgence in local institution interest in the semiconductor sector, especially with the temporal gap until May when the Value-up momentum materializes, notably evident in the AI semiconductor rally companies.</li>
<li>Local institutions typically follow stocks of their interest with a slight lag. This suggests potential positive flows in the listed semiconductor companies until the Value-up momentum solidifies in May.</li>
</ul>


Recent trends in the most viewed local brokerage research reports by Korean institutions, compiled by FnGuide, offer insights into current investor interests.
Notable resurgence in local institution interest in the semiconductor sector, especially with the temporal gap until May when the Value-up momentum materializes, notably evident in the AI semiconductor rally companies.
Local institutions typically follow stocks of their interest with a slight lag. This suggests potential positive flows in the listed semiconductor companies until the Value-up momentum solidifies in May.


Introducing a Data Source for Korean Local Institutions' Interests

South Korea

Mico Ltd. specializes in providing semiconductor parts cleaning services. The Company's services include micro contamination control which reduces dust, oxides, and particles on various semiconductor and display parts such as etcher, thin film, sputter, and chemical vapor disposition (CVD).

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52-week Range	0.00 - 0.00
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Mico Ltd (059090 KS)

Introducing a Data Source for Korean Local Institutions' Interests

This post introduces a data source that offers precise insights into the preferences of local institutions regarding stocks.

Sanghyun Park

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)