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

KRX K-New Deal Index Rebalancing: Detailed Methodology & Changes Preview

LG Energy: MSCI & FTSE Fast Entry Results & Passive Flows Schedule Update

LG Energy: Sector ETFs Special Rule Change & Local Active Managers' Preemptive Trading

LG Energy Themed ETFs Methodology Changes: Latest Situation Update

Local Battery ETFs Fast Entry Rule Changes: Official Regulatory Filings

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>The rebalancing trade of the WISE Secondary Cell ETF will take place tomorrow, January 13 (Thursday), supposedly at the close.</li>
<li>Those names with a significant passive impact among the stocks with a daily trading amount of +US$10M are: SKIET +0.71x ADTV, POSCO Chemical +0.46x ADTV, &amp; SoulBrain: -0.69x ADTV 
</li>
<li>
The most likely new addition is Enchem (348370) with a passive impact of 0.60x ADTV. So, I expect a significant level of price action tomorrow.</li>
</ul>


The rebalancing trade of the WISE Secondary Cell ETF will take place tomorrow, January 13 (Thursday), supposedly at the close.
Those names with a significant passive impact among the stocks with a daily trading amount of +US$10M are: SKIET +0.71x ADTV, POSCO Chemical +0.46x ADTV, &amp; SoulBrain: -0.69x ADTV 


The most likely new addition is Enchem (348370) with a passive impact of 0.60x ADTV. So, I expect a significant level of price action tomorrow.


TIGER Secondary Cell ETF Rebalancing Trading on January 13

SK IE Technology

TIGER Secondary Cell ETF Rebalancing Trading on January 13