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

Mecaro IPO Part 1 - IPO Prospectus Summary

SK Hynix Says It Will Not Give up Toshiba Voting Stakes - Why Hynix So Obsessed with Toshiba?

Equity Capital Markets

<p>SamE took a huge hit today after the MS report came out. This MS report tried to bring the memory chip sector's peak-out debate to our attention. Even among Korea's local money managers, this debate is still going very polarized. But guess what? <a href="https://www.smartkarma.com/entities/25992" target="_blank" data-smartkarma-citation="entities:25992:1">Mecaro Co Ltd (241770 KS)</a>, which may appear to be highly correlated to the Korean memory chip sector's booming cycle, got a wonderful reception by all types of investors for its initial public offering. Check this. its IPO price was set at ₩33,000, which…</p>

SamE took a huge hit today after the MS report came out. This MS report tried to bring the memory chip sector's peak-out debate to our attention. Even among Korea's local money managers, this debate is still going very polarized. But guess what? Mecaro Co Ltd (241770 KS), which may appear to be highly correlated to the Korean memory chip sector's booming cycle, got a wonderful reception by all types of investors for its initial public offering. Check this. its IPO price was set at ₩33,000, which…

Mecaro IPO Part 3 - Bookbuilding Result Review