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

A Guide to Thematic Equity ETFs in Korea for Uncrowded Flow Trading Opportunities

Two Nuclear ETFs Listed Today (KINDEX & HANARO): Passive Flow Outlook

KRX Banks Index (KODEX ETF): September Rebalancing Preview

WISE Secondary Cell Rebalancing (TIGER ETF): Long/Short Tradable Names

Recap on WISE Theme Indexes (TIGER ETFs) Rebalancing Trading on April 14

Ecopro BM Offering: Deal Summary & Trading Dynamics

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>This ETF's AUM has stayed flat over the past three months, sitting at ₩1.3T. It has 28 constituents, and it is unlikely that there will be any addition/deletion.</li>
<li>SKIET is expected to have the most inflow relative to ADTV. Then, we have Ecopro BM, which will increase the number of shares through a rights offering.</li>
<li>On the other hand, among the top-tier stocks, SK Innovation, SKC, and Ecopro Co Ltd deserve our attention for shorting.</li>
</ul>


This ETF's AUM has stayed flat over the past three months, sitting at ₩1.3T. It has 28 constituents, and it is unlikely that there will be any addition/deletion.
SKIET is expected to have the most inflow relative to ADTV. Then, we have Ecopro BM, which will increase the number of shares through a rights offering.
On the other hand, among the top-tier stocks, SK Innovation, SKC, and Ecopro Co Ltd deserve our attention for shorting.


Mirae Asset TIGER Secondary Cell ETF (305540 KS)

Mirae Asset Tiger Media Contents ETF (228810 KS)

Mirae Asset Tiger Tour Leisure ETF (228800 KS)

TIGER Theme ETF "Secondary Cell" Rebalancing Projections: SKIET, Ecopro BM, SKI, SKC, & Ecopro