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

Clepsydra Capital

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

Event-Driven

<ul>
<li>One noteworthy aspect is SK Square's strategic move towards gradually shifting its investment portfolio from platform businesses to companies within the semiconductor supply chain.</li>
<li>Given SK's aim to acquire a 1-2% stake as an anchor investor in ARM, selling the Krafton stake is necessary to secure sufficient funds for the potential ARM investment.</li>
<li>We may consider positioning to capitalize on SK Square's potential block deal for its Krafton stake, aligning with the schedule for selecting anchor investors in August for the ARM listing.</li>
</ul>


One noteworthy aspect is SK Square's strategic move towards gradually shifting its investment portfolio from platform businesses to companies within the semiconductor supply chain.
Given SK's aim to acquire a 1-2% stake as an anchor investor in ARM, selling the Krafton stake is necessary to secure sufficient funds for the potential ARM investment.
We may consider positioning to capitalize on SK Square's potential block deal for its Krafton stake, aligning with the schedule for selecting anchor investors in August for the ARM listing.


Seizing Shorting Opportunities on Krafton as ARM Seeks Anchor Investors