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

LG Holdings Post-Spinoff NAV Discounts & Stub Synthetic Pair Trading

Korea Stub Trades: F&F Holdings Pair in a Substantial Diversion with F&F's KOSPI 200 Inclusion

LG Corp: First Major Buyback in 22 Years + Improvement in Dividend Policy

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Clepsydra Capital

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

Event-Driven

<ul>
<li>The question now is whether this event can lead to a structural uptrend in LG Corp. I am skeptical about this.</li>
<li>LG Corp took a preemptive action to increase its attractiveness as a dividend stock to prevent a share price decline ahead of the listing of LG CNS.</li>
<li>However, this measure does not address the root cause of LG Corp's massive NAV discount. So, I would consider a short position setup for LG Corp.</li>
</ul>


The question now is whether this event can lead to a structural uptrend in LG Corp. I am skeptical about this.
LG Corp took a preemptive action to increase its attractiveness as a dividend stock to prevent a share price decline ahead of the listing of LG CNS.
However, this measure does not address the root cause of LG Corp's massive NAV discount. So, I would consider a short position setup for LG Corp.


Short LG Corp on the Unsustainable Price Spike