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

Equity Bottom-Up

<p>Will there be any significant correlation between the arrival of Netflix to Korea and KT Skylife (053210)? Well, this might be somewhat an odd argument. But, I personally believe that KT Skylife is the company to watch with the arrival of Netflix.</p><p>We all know that we cannot have high expectations on KT Skylife’s subscriber growth potential. Obviously, subscriber growth is the best thing that can happen in terms of its stock price. But with the new regulation, KT (030200) and KT Skylife cannot…</p>

Will there be any significant correlation between the arrival of Netflix to Korea and KT Skylife (053210)? Well, this might be somewhat an odd argument. But, I personally believe that KT Skylife is the company to watch with the arrival of Netflix.We all know that we cannot have high expectations on KT Skylife’s subscriber growth potential. Obviously, subscriber growth is the best thing that can happen in terms of its stock price. But with the new regulation, KT (030200) and KT Skylife cannot…

KT Skylife (053210): Biggest Beneficiary of Netflix Arrival to Korea

Kt Skylife

KT Skylife (053210): Biggest Beneficiary of Netflix Arrival to Korea