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

Mirae Asset Tiger Top 10 ETF / Event-Driven

<ul>
<li>Ecopro Co will replace Celltrion Inc. Their float market cap difference is nearly 5 trillion won, so it doesn't seem likely that this will reverse by the end of November.</li>
<li>Ecopro may not have a very significant passive impact x ADTV, given its still high trading volume. On the other hand, Celltrion seems likely to be the target of traders.</li>
<li>From a trading perspective, it's important to focus on the potential price impact of this flow event on Celltrion, which could be amplified depending on the possibility of merger cancellation.</li>
</ul>


Ecopro Co will replace Celltrion Inc. Their float market cap difference is nearly 5 trillion won, so it doesn't seem likely that this will reverse by the end of November.
Ecopro may not have a very significant passive impact x ADTV, given its still high trading volume. On the other hand, Celltrion seems likely to be the target of traders.
From a trading perspective, it's important to focus on the potential price impact of this flow event on Celltrion, which could be amplified depending on the possibility of merger cancellation.


Single-Day ETF Flow Event Not to Be Missed in Korea in December