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

Korean FSC's Official Disclosure of New Treasury Share Regulations & Potential Trading Dynamics

Identifying Specific Implementation Plans for Korea's Low-PBR Improvement Policy

Clepsydra Capital

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

Event-Driven

Korea Stock Exchange Kospi Index / Event-Driven

Korea Stock Exchange Kospi Index (KOSPI INDEX)

<ul>
<li>Local sources confirm government's focus on strengthening stock market for April election. Market expects aggressive policies for share cancellations, including corporate defense mechanisms.</li>
<li>Chosun Ilbo, a government-friendly and influential media outlet,  advocates for corporate defense mechanisms to boost share cancellations, shaping a political atmosphere.</li>
<li>This theme is likely to emerge in Korea's market. We must consider political dynamics and screen companies with high treasury shares for potential stock boosts.</li>
</ul>


Local sources confirm government's focus on strengthening stock market for April election. Market expects aggressive policies for share cancellations, including corporate defense mechanisms.
Chosun Ilbo, a government-friendly and influential media outlet,  advocates for corporate defense mechanisms to boost share cancellations, shaping a political atmosphere.
This theme is likely to emerge in Korea's market. We must consider political dynamics and screen companies with high treasury shares for potential stock boosts.


Emerging Korean Investment Theme: Potential Corporate Defense Mechanisms for Share Cancellations