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

Three Ways of Settling Nexon Inheritance Tax Payment: Each Way's Ramifications

What We Should Know About the Nexon Inheritance Tax Dilemmas

Clepsydra Capital

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

Event-Driven

<ul>
<li>We should pay the most attention to what choices and decisions the bereaved family will make concerning the stakes and management rights of the deceased in NXC.</li>
<li>This opens the possibility that the KJJ's stake sale event in 2019 will happen again in the foreseeable future.</li>
<li>Under these circumstances, there is a possibility that short-term momentum trading aimed at tender offers to minority shareholders following the sale of Nexon's major shareholder stake will surge.</li>
</ul>


We should pay the most attention to what choices and decisions the bereaved family will make concerning the stakes and management rights of the deceased in NXC.
This opens the possibility that the KJJ's stake sale event in 2019 will happen again in the foreseeable future.
Under these circumstances, there is a possibility that short-term momentum trading aimed at tender offers to minority shareholders following the sale of Nexon's major shareholder stake will surge.


The Passing of Nexon Founder KJJ & Controlling Stake Sale Event 2.0