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

Clarifying Samsung Life’s Position on How Samsung Electronics Structures Its Shareholder Returns

Samsung Life’s Official Move to Make Fire a Subsidiary: A Value-Up Play for Samsung's Big Three

Lee Jae-Yong’s Appeal Verdict: Unpacking the Drivers Behind Samsung Life’s Big Price Action

Samsung Electronics' Key Inflection Point: Lee Jae-Yong's Final Appeal Ruling on February 3

Clepsydra Capital

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

Event-Driven

<ul>
<li>The 2nd phase of the buyback, around 3T KRW with a 3-month window, could drop this week, likely by mid- or end-week.</li>
<li>The market's worried Samsung might not retire the shares this time and could handle them differently.</li>
<li>The latest talk is that Samsung will retire the shares immediately, like Phase 1. This could be an inflection point for solid short-term price action—time to set up positions.</li>
</ul>


The 2nd phase of the buyback, around 3T KRW with a 3-month window, could drop this week, likely by mid- or end-week.
The market's worried Samsung might not retire the shares this time and could handle them differently.
The latest talk is that Samsung will retire the shares immediately, like Phase 1. This could be an inflection point for solid short-term price action—time to set up positions.


Samsung Electronics Pref Shares (005935 KS)

Samsung's 10T KRW Buyback Phase 2: The Timing of the Drop and How the Structure Is Looking