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

Key Points We Should Know Regarding the Current Status of EOFlow

What EOflow Insiders Are Saying on the Current Situation & An Objective Interpretation of It

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>We must acknowledge that the acquisition contract has not been withdrawn, signifying that we have averted the worst-case scenario.</li>
<li>During the shareholders' meeting on November 15th, it is crucial for us to pay attention to whether personnel from Medtronic are included in the list of new board candidates.</li>
<li>If that's the case, we can infer that Medtronic intends to go through with this deal, regardless of the litigation issues in the United States.</li>
</ul>


We must acknowledge that the acquisition contract has not been withdrawn, signifying that we have averted the worst-case scenario.
During the shareholders' meeting on November 15th, it is crucial for us to pay attention to whether personnel from Medtronic are included in the list of new board candidates.
If that's the case, we can infer that Medtronic intends to go through with this deal, regardless of the litigation issues in the United States.


EOFlow Situation: Latest Disclosure, Market Speculations, & Key Short-Term Focus

Eoflow

EOFlow Situation: Latest Disclosure, Market Speculations, & Key Short-Term Focus