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

Sanghyun Park

I investigate special situations, pairs, and index rebalancing trades in Korea.

Korea / Special Sits, Pairs, Index Rebalancing

May Lockup Release & April SSF Listing May Lead to Weird Trading Dynamics for Ecopro Materials

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Clepsydra Capital

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

Equity Capital Markets

EcoPro Materials / Equity Capital Markets

<ul>
<li>In Korea, the lockup period for block deals is set by the seller and underwriters, not by law, and can be adjusted if both parties agree.</li>
<li>BRV obtained consent from Goldman, UBS, and KB for a second block deal after assessing that many initial buyers had sold their shares.</li>
<li>Understanding this lockup structure provides key insights into predicting when the next block deal might occur.</li>
</ul>


In Korea, the lockup period for block deals is set by the seller and underwriters, not by law, and can be adjusted if both parties agree.
BRV obtained consent from Goldman, UBS, and KB for a second block deal after assessing that many initial buyers had sold their shares.
Understanding this lockup structure provides key insights into predicting when the next block deal might occur.


Clarifying BRV's Post-Block Deal Lockup Conditions Involving Ecopro Materials