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

Japan & Korea @Smartkarma: Mercari, SK Telecom, Japan Governance and Toshiba & Sharp

Japan & Korea @Smartkarma:  Autos, Toshiba, NTT, JDI, North Korean Détente, and Trump Trade

Japan's Corporate Governance Code Amendments - A Much Bigger Stick for Activists and Stewards

Thematic (Sector/Industry)

South korea Consumer discretionary / Thematic (Sector/Industry)

<h2>Mercari: future growth path and potential M&amp;A targets</h2><p><a href="https://www.smartkarma.com/profiles/713" target="_blank" data-smartkarma-citation="accounts:713">Mio Kato, CFA</a> discusses what Mercari founder Shintarou Yamada highlighted in the recent press interviews. The main focus of these interviews with founder Shintarou Yamada has been on the additional growth areas Mercari could venture into including smartphone payments, AI usage for improving customer convenience/experience, and the potential global market scale which could be about 10 times that of the domestic market. But Mio says he is more…</p>

Mercari: future growth path and potential M&amp;A targetsMio Kato, CFA discusses what Mercari founder Shintarou Yamada highlighted in the recent press interviews. The main focus of these interviews with founder Shintarou Yamada has been on the additional growth areas Mercari could venture into including smartphone payments, AI usage for improving customer convenience/experience, and the potential global market scale which could be about 10 times that of the domestic market. But Mio says he is more…

Japan & Korea @Smartkarma: Mercari, Kim/Trump, AirBnB in Japan, Toshiba & MCorset IPO