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

Clepsydra Capital

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

Event-Driven

<ul>
<li>LG Electronics aims for 7% growth, a 7x EV/EBITDA multiple, and a ₩1,000 DPS with a 25% payout ratio, likely disclosing details by late October or early November.</li>
<li>LG Electronics' value-up disclosure highlights major non-financial companies' participation before the value-up index launch, driven by regulatory pressure and concerns about index inclusion.</li>
<li>Samsung and Hyundai are likely to disclose value-up plans by early September, prompting an upward revision of flow size predictions for the value-up index launch.</li>
</ul>


LG Electronics aims for 7% growth, a 7x EV/EBITDA multiple, and a ₩1,000 DPS with a 25% payout ratio, likely disclosing details by late October or early November.
LG Electronics' value-up disclosure highlights major non-financial companies' participation before the value-up index launch, driven by regulatory pressure and concerns about index inclusion.
Samsung and Hyundai are likely to disclose value-up plans by early September, prompting an upward revision of flow size predictions for the value-up index launch.


LG Electronics' Value-Up Disclosure Today: Impact on Initial Flow Sizing for the Value-Up Index