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

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Event-Driven

<p>Concerns are growing over a possibility that Hyundai Merchant Marine (HMM) may be excluded from the 2M alliance. One Korean newspaper reported yesterday that HMM signed a memorandum of understanding (MOU) with Maersk Line and MSC in July to join the 2M alliance, not a typical contract (the heads of agreement or HOA) that other companies sign to join an alliance.</p><p>It is true that the MOU signed by HMM has less legal force than a typical contract (HOA) to form an alliance among shipping companies…</p>

Concerns are growing over a possibility that Hyundai Merchant Marine (HMM) may be excluded from the 2M alliance. One Korean newspaper reported yesterday that HMM signed a memorandum of understanding (MOU) with Maersk Line and MSC in July to join the 2M alliance, not a typical contract (the heads of agreement or HOA) that other companies sign to join an alliance.It is true that the MOU signed by HMM has less legal force than a typical contract (HOA) to form an alliance among shipping companies…

Legality Issue of Hyundai Merchant Marine's MOU with 2M

HMM Co., Ltd.

Legality Issue of Hyundai Merchant Marine's MOU with 2M