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

A More Logical Take on Today’s Price Action for Korea Zinc and YPP

Korea Zinc’s Buyback Likely Hit Half Target—Watch for Next Moves

Korea Zinc's Buyback Results and Price Actions from Potential Sale of 9.85% Treasury to ESOP

Need a Game Plan to Tackle Korea Zinc's Buyback Tender with a 20% Proration Risk

Let’s Get Real About the Odds of MBK Launching a New Tender for YPP

MBK's Korea Zinc & Young Poong Precision Tender Results Officially Out

Clepsydra Capital

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

Event-Driven

<ul>
<li>Korea Zinc’s delisting daily trading volume cutoff is 20K, about 0.12% of the total. We might see volumes plummet, making it tough to maintain even that 20K level.</li>
<li>Keep an eye on trading opportunities; we have some time with delisting risks, but low trading volume could lead to being booted from the KOSPI 200 and Global Index.</li>
<li>This sell-off could spike short-term volatility and create great entry points for trading, especially after the court approved the buyback tender, denying MBK's injunction.</li>
</ul>


Korea Zinc’s delisting daily trading volume cutoff is 20K, about 0.12% of the total. We might see volumes plummet, making it tough to maintain even that 20K level.
Keep an eye on trading opportunities; we have some time with delisting risks, but low trading volume could lead to being booted from the KOSPI 200 and Global Index.
This sell-off could spike short-term volatility and create great entry points for trading, especially after the court approved the buyback tender, denying MBK's injunction.


Entry Opportunities from Delisting Risk Due to Korea Zinc's Post-Buyback Volume Drying Up