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

HIMS IPO Part 2 - IPO Bookbuilding Results

KPS IPO Summary - Another Microcap OLED Stock to Test the Market

Equity Capital Markets

<p><a href="https://www.smartkarma.com/entities/24216" target="_blank" data-smartkarma-citation="entities:24216:1">HIMS Co., Ltd (238490 KS)</a> is very similar in many ways as <a href="https://www.smartkarma.com/entities/24202" target="_blank" data-smartkarma-citation="entities:24202:1">V-One Tech Co., Ltd (251630 KS)</a>. That is, like V-One Tech, HIMS is also specialized in machine vision for OLED production process. Just, HIMS' machine vision based OLED testing equipment monitors different areas of OLED panels. Already, we are hearing many positive reactions and responses from Korea's local institutions. First and foremost, everyone is kinda being excited by Korea's super OLED rally. Second, they are feeling HIMS' suggested IPO price (₩100bil market cap) is quite cheap. Third, Samsung's own investment arm called "Samsung Ventures - SVIC" is one of the company's early investors. SVIC is still holding 5% shares. Lastly, HIMS is turning profits.</p><p>Alright, let's find out whether this IPO stock is really worth our attention.</p>

HIMS Co., Ltd (238490 KS) is very similar in many ways as V-One Tech Co., Ltd (251630 KS). That is, like V-One Tech, HIMS is also specialized in machine vision for OLED production process. Just, HIMS' machine vision based OLED testing equipment monitors different areas of OLED panels. Already, we are hearing many positive reactions and responses from Korea's local institutions. First and foremost, everyone is kinda being excited by Korea's super OLED rally. Second, they are feeling HIMS' suggested IPO price (₩100bil market cap) is quite cheap. Third, Samsung's own investment arm called "Samsung Ventures - SVIC" is one of the company's early investors. SVIC is still holding 5% shares. Lastly, HIMS is turning profits.Alright, let's find out whether this IPO stock is really worth our attention.

HIMS IPO Summary - Another Solid OLED Stock IPO