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

MSCI Korea Feb IR: Stocks with Float Change (SK Square, SKIET, & HMM)

Wemade: Strong Candidate for MSCI Small Cap→Standard Migration in Feb IR

SKT Split: Daily Trading Flow Before/After Trading Suspension

SK Telecom & SK Square Relisting Walkthrough on November 29

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>It seems like a good bet on the possibility of providing downside rigidity to SK Telecom's current share price until the end of the year ex-dividend.</li>
<li>The basis for judging that this 60% for SK Square is rather harsh is that it has several subsidiaries scheduled to be listed in the not-too-distant future.</li>
<li>In conclusion, both stocks are unlikely to rise dramatically, but at least they are highly likely to bottom out at the current share price and gradually move upward.</li>
</ul>


It seems like a good bet on the possibility of providing downside rigidity to SK Telecom's current share price until the end of the year ex-dividend.
The basis for judging that this 60% for SK Square is rather harsh is that it has several subsidiaries scheduled to be listed in the not-too-distant future.
In conclusion, both stocks are unlikely to rise dramatically, but at least they are highly likely to bottom out at the current share price and gradually move upward.


SK Telecom

SK Telecom & SK Square Valuations