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

Issues with WCP & SillaJen for KOSDAQ 150 Special Entry in December

KOSDAQ 150 Rebalancing: 7 Regular Changes + 2 Special Entries

KOSDAQ150 Index Rebalance Preview: Moving in the Right Direction

KOSDAQ 150 Rebalance in December Highlighted by Locals

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.

Event-Driven

<ul>
<li>The KRX gives three heads-up types: WARNING (illegal trading), ADMINISTRATIVE (insolvency), &amp; ATTENTION (inappropriate accounting). Those losing eligibility are ADMINISTRATIVE (KOSPI 200) and ADMINISTRATIVE + ATTENTION (KOSDAQ 150).</li>
<li>
Those designated as WARNING keep the eligibility for KOSPI 200/KOSDAQ 150 unless delisting is decided. We can find these heads-up designations on the KRX website, which is available in English.</li>
<li>
 Osstem is currently an ATTENTION issue, so ineligible at this point. Knotus was designated as a WARNING issue in June and underwent a trade suspension. Nevertheless, it maintains eligibility.</li>
</ul>


The KRX gives three heads-up types: WARNING (illegal trading), ADMINISTRATIVE (insolvency), &amp; ATTENTION (inappropriate accounting). Those losing eligibility are ADMINISTRATIVE (KOSPI 200) and ADMINISTRATIVE + ATTENTION (KOSDAQ 150).

Those designated as WARNING keep the eligibility for KOSPI 200/KOSDAQ 150 unless delisting is decided. We can find these heads-up designations on the KRX website, which is available in English.

 Osstem is currently an ATTENTION issue, so ineligible at this point. Knotus was designated as a WARNING issue in June and underwent a trade suspension. Nevertheless, it maintains eligibility.


Clarifying KRX's Confusing Heads-Up Designation System for KOSPI 200/KOSDAQ 150 Review

Osstem Implant

Clarifying KRX's Confusing Heads-Up Designation System for KOSPI 200/KOSDAQ 150 Review