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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Event-Driven

<p>Samsung Electronics (005930) and Samsung SDI (006400) are down 2.04% and 6.06%, respectively today. Samsung SDI’s smartphone battery used in Galaxy Note 7 is the problem. Samsung Electronics today announced that it would suspend domestic shipment of Note 7 until it clarifies the problem of exploding battery used in Note 7. In one week, more than 6 battery explosion cases (from Note 7 users) have been reported in Korea. Samsung Electronics finally decided to take it seriously.</p><p>In fact, this issue…</p>

Samsung Electronics (005930) and Samsung SDI (006400) are down 2.04% and 6.06%, respectively today. Samsung SDI’s smartphone battery used in Galaxy Note 7 is the problem. Samsung Electronics today announced that it would suspend domestic shipment of Note 7 until it clarifies the problem of exploding battery used in Note 7. In one week, more than 6 battery explosion cases (from Note 7 users) have been reported in Korea. Samsung Electronics finally decided to take it seriously.In fact, this issue…

Samsung Galaxy Note 7 Battery Explosion Case