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

Equity Bottom-Up

Apparently, the following three factors have boosted SEC's share price in the past one month:1. Growing demand for 3D NANDNow, more people have a positive view on SEC's 3D NAND business outlook. This means that more optimistic view has been recently built on the outlook of the global SSD market. More and more corporate clients use SSD for their servers and storages. This has led to the formation of a positive view on SEC's 3D NAND business. The price difference between SSD and HDD will likely be…

Apparently, the following three factors have boosted SEC's share price in the past one month:1. Growing demand for 3D NANDNow, more people have a positive view on SEC's 3D NAND business outlook. This means that more optimistic view has been recently built on the outlook of the global SSD market. More and more corporate clients use SSD for their servers and storages. This has led to the formation of a positive view on SEC's 3D NAND business. The price difference between SSD and HDD will likely be…

Three Factors for Samsung Electronics' Recent Price Rally