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

The Week That Was In North Asia@Smartkarma: SK Lubricants, Celltrion, Renesas and Coincheck

SK Lubricants IPO - SK Energy's Possible Role in Recent Profit Improvement

JAL Likely to Acquire Jetstar Japan to Strengthen LCC Involvement

Thematic (Sector/Industry)

South korea Consumer discretionary / Thematic (Sector/Industry)

<p><em><strong>Below is the full list of Japan/Korea related reports published last week on Smartkarma.</strong></em></p><table class="table table-striped"><tbody>
<tr>
<td style="width: 92.25px;">Date</td>
<td style="width: 172.75px;">Insight provider</td>
<td style="width: 503px;">Insight title</td>
</tr>
<tr><td colspan="3" style="width: 92.25px;"><strong>Japan</strong></td></tr>
<tr>
<td style="width: 92.25px;">13-Apr</td>
<td style="width: 172.75px;"><a href="https://www.smartkarma.com/profiles/dion-stefan-buchner-m-d-fcap" target="_blank">Dion Stéfan Büchner M.D., FCAP</a></td>
<td style="width: 503px;"><a href="https://www.smartkarma.com/insights/japan-pharmaceuticals-the-week-that-was" target="_blank">Japan Pharmaceuticals: The Week that Was…</a></td>
</tr>
<tr>
<td style="width: 92.25px;">16-Apr</td>
<td style="width: 172.75px;"><a href="https://www.smartkarma.com/profiles/sc-capital" target="_blank">SC Capital</a></td>
<td style="width: 503px;"><a href="https://www.smartkarma.com/insights/hino-7205-fy3-19-looks-fragile-and-guidance-could-be-a-big-disappointment" target="_blank">Hino (7205)--FY3/19 Looks Fragile and Guidance Could Be a Big Disappointment</a></td>
</tr>
<tr>
<td style="width: 92.25px;">17-Apr</td>
<td style="width: 172.75px;"><a href="https://www.smartkarma.com/profiles/travis-lundy" target="_blank">Travis Lundy</a></td>
<td style="width: 503px;"><a href="https://www.smartkarma.com/insights/renault-nissan-more-noise-less-certainty-more-path-risk" target="_blank">Renault/Nissan - More Noise, Less Certainty, More Path Risk</a></td>
</tr>
<tr>
<td style="width: 92.25px;">17-Apr</td>
<td style="width: 172.75px;"><a href="https://www.smartkarma.com/profiles/chacko-jacob" target="_blank">Chacko Jacob</a></td>
<td style="width: 503px;"><a href="https://www.smartkarma.com/insights/yokohama-tires-new-growth-plan-focuses-on-expanding-off-road-premium-segments" target="_blank">Yokohama Tires' New Growth Plan Focuses On Expanding Off-Road &amp; Premium Segments</a></td>
</tr>
<tr>
<td style="width: 92.25px;">17-Apr</td>
<td style="width: 172.75px;"><a href="https://www.smartkarma.com/profiles/chacko-jacob" target="_blank">Chacko Jacob</a></td>
<td style="width: 503px;"><a href="https://www.smartkarma.com/insights/new-jv-with-goodyear-doesn-t-address-bridgestone-s-share-in-light-truck-segment" target="_blank">New JV With</a></td>
</tr>
</tbody></table>…

Below is the full list of Japan/Korea related reports published last week on Smartkarma.

Date
Insight provider
Insight title

Japan

13-Apr
Dion Stéfan Büchner M.D., FCAP
Japan Pharmaceuticals: The Week that Was…


16-Apr
SC Capital
Hino (7205)--FY3/19 Looks Fragile and Guidance Could Be a Big Disappointment


17-Apr
Travis Lundy
Renault/Nissan - More Noise, Less Certainty, More Path Risk


17-Apr
Chacko Jacob
Yokohama Tires' New Growth Plan Focuses On Expanding Off-Road &amp; Premium Segments


17-Apr
Chacko Jacob
New JV With

…

The Week That Was in NorthAsia@Smartkarma: Itochu/FamilyMart, Samsung, Suruga, & Renesas