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

Korean Financial Regulators Propose Changes to Dividends, IPOs, & Foreign Investor Registration

A Mandatory Disclosure in English for Listed Korean Companies Starting 2024

Korea FSC's Official Rule Changes for Local IPOs & Key Takeaways

Korea Finally Gaining Developed Market Status from MSCI? FKI Sent a Request to MSCI

MSCI Korea Index: Trade Approach on Highly Probable Names

MSCI Korea Index Review on Day 5 of Review Period: 5 Additions & 5 Deletions

Clepsydra Capital

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

Event-Driven

<ul>
<li>FSC's unveiled measures: 1. declare a dividend before determining which shareholder to receive, 2. scrap foreign investor ID, &amp; 3. widen price limit on a listing day &amp; allow "test-the-waters"</li>
<li>These are still drafts, but since they have already been coordinated with the Yoon administration, it is highly likely that they will be implemented in the not-too-distant future.</li>
<li>FSC will disclose detailed plans next month. We should rush to prepare for them, which significantly impacts the increase in foreign investors' trading volume and the IPO pricing.</li>
</ul>


FSC's unveiled measures: 1. declare a dividend before determining which shareholder to receive, 2. scrap foreign investor ID, &amp; 3. widen price limit on a listing day &amp; allow "test-the-waters"
These are still drafts, but since they have already been coordinated with the Yoon administration, it is highly likely that they will be implemented in the not-too-distant future.
FSC will disclose detailed plans next month. We should rush to prepare for them, which significantly impacts the increase in foreign investors' trading volume and the IPO pricing.


Korea FSC: Major Changes in Foreign Investor Registration & IPO Pricing

Samsung Electronics

Korea FSC: Major Changes in Foreign Investor Registration & IPO Pricing