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

Is Showbox Over-Valued? Perhaps Yes, but Certainly More to Consider

Equity Bottom-Up

<p>Korea now has the world’s highest number of cinema admissions per capita. Korea’s movie market (in terms of box office sales) is as large as India and slightly smaller than the United Kingdom and France. More amazingly, the domestic films account for almost 60 percent of the total box office sales. Korea is one of the very few countries whose domestic films attract more moviegoers than Hollywood blockbusters. Korea has the four major film studios just like the Big Six Hollywood film studios in…</p>

Korea now has the world’s highest number of cinema admissions per capita. Korea’s movie market (in terms of box office sales) is as large as India and slightly smaller than the United Kingdom and France. More amazingly, the domestic films account for almost 60 percent of the total box office sales. Korea is one of the very few countries whose domestic films attract more moviegoers than Hollywood blockbusters. Korea has the four major film studios just like the Big Six Hollywood film studios in…

Showbox (086980): Clearly in a Different League

Showbox Corp

Showbox (086980): Clearly in a Different League