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

LG Energy Solution: Index Float Estimations & Immediate Flow Crunch Possibilities

LG Energy: Sector ETFs Special Rule Change & Local Active Managers' Preemptive Trading

LG Chem: Passive Outflow from Local Battery Sector Indexes

LG Energy: Listing Date (Jan 27) & Passive Flow by Date (KS200, MSCI Std, & FTSE AW)

LG Energy Solution IPO: Offering Details & Issues for Consideration

Gravity Works As WeWork Doesn't; Now Plan B

Bifurcated Chinese Express Market Developing

Clepsydra Capital

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

Equity Capital Markets

LG Energy Solution / Equity Capital Markets

<ul>
<li>The bankers began to receive pre-orders from overseas institutions from the 7th of this month. And it had already far exceeded the amount allocated to the institutions within a week.</li>
<li>But the market is genuinely concerned that the cause of the fire has not yet been clearly identified, which leads to concerns about whether this risk can be structurally prolonged.</li>
<li>It seems that the valuation attractiveness and the flow imbalance due to the tight float seem to offset concerns about the risks associated with NCM batteries.</li>
</ul>


The bankers began to receive pre-orders from overseas institutions from the 7th of this month. And it had already far exceeded the amount allocated to the institutions within a week.
But the market is genuinely concerned that the cause of the fire has not yet been clearly identified, which leads to concerns about whether this risk can be structurally prolonged.
It seems that the valuation attractiveness and the flow imbalance due to the tight float seem to offset concerns about the risks associated with NCM batteries.


LG Energy IPO: Great Pre-Order Success, but Still Worrying Aspects