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

Step-By-Step Guide to Spot Companies Postponing Dividend Base Date to April in Korea

KOSPI 200 Futures Calendar Spread Trading: Latest on Year-End Dividend Record Date Changes

Comprehensive List: 359 Companies on KOSPI & KOSDAQ Deferring Yearend Dividend Record Dates

Where Are We Now Regarding New Dividend Distribution Procedure in Korea?

Finally, a Risk-Free Dividend Arbitrage Trading Opportunity Is Presented in Korea: Feat. SK Inc

Dividend Record Date Changes Already in Progress in Korea: Trading Ramifications

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>The pivotal question now is the number of these companies that will effectively defer their year-end ex-dividend date to April next year.</li>
<li>The most reliable way to accurately confirm this would be to check how many of them will publicly announce the dividend reference date two weeks before the December year-end deadline.</li>
<li>This will serve as the most critical indicator in determining whether this year's year-end flow trading event, the most significant in Korea, will recur.</li>
</ul>


The pivotal question now is the number of these companies that will effectively defer their year-end ex-dividend date to April next year.
The most reliable way to accurately confirm this would be to check how many of them will publicly announce the dividend reference date two weeks before the December year-end deadline.
This will serve as the most critical indicator in determining whether this year's year-end flow trading event, the most significant in Korea, will recur.


Key Points to Consider at This Stage Regarding the Year-End Ex-Dividend Play

Mini Kospi 200 Futures

Key Points to Consider at This Stage Regarding the Year-End Ex-Dividend Play