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

DN Solutions IPO Might Skip OC—A Unique Trading Opportunity

DN Solutions IPO: OC’s Out, but the Hit-And-Run Setup Post-Listing Is Still in Play

Korea’s Financial Regs Drop New IPO Allocation and Delisting Rules: What It Means and What to Expect

Clepsydra Capital

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

Equity Capital Markets

Korea Stock Exchange KOSPI 200 / Equity Capital Markets

Korea Stock Exchange KOSPI 200 (KOSPI2 INDEX EQUITY)

<ul>
<li>This 40% rule will distort bookbuilding, force down-pricing, choke float post-listing, and amplify volatility.</li>
<li>Offshore investors like us benefit most—cheap IPO pricing with no lock-up. Local brokers see this as a giveaway to foreign funds and pushed back hard last Friday.</li>
<li>FSS won’t budge—40% lock-up is happening. If issues arise post-implementation, they might adjust later.</li>
</ul>


This 40% rule will distort bookbuilding, force down-pricing, choke float post-listing, and amplify volatility.
Offshore investors like us benefit most—cheap IPO pricing with no lock-up. Local brokers see this as a giveaway to foreign funds and pushed back hard last Friday.
FSS won’t budge—40% lock-up is happening. If issues arise post-implementation, they might adjust later.


Local Brokers Sound Off on 40% IPO Lock-Up—A Major Setup for Offshore Traders