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

Samsung Note 7 Incident Impact Reassessment

Note 7 Battery Replacement Impact Assessment: May Be A Good Thing for Samsung Group

Samsung Galaxy Note 7 Battery Explosion Case

Event-Driven

<p>ATL (Amperex Technology Limited) is in the limelight, thanks to SEC's Note 7 battery explosion. ATL is now SEC's sole battery provider for Note 7. ATL has already received extra battery orders (4 million units) from SEC, and the company will likely get more orders from SEC unless SEC completely abandons Note 7 (which is being discussed now). * ATL is TDK's wholly owned subsidiary. TDK acquired ATL in 2005 for US$100mil. Since then, both companies have kept an extremely close tie in many aspects.</p><p>…</p>

ATL (Amperex Technology Limited) is in the limelight, thanks to SEC's Note 7 battery explosion. ATL is now SEC's sole battery provider for Note 7. ATL has already received extra battery orders (4 million units) from SEC, and the company will likely get more orders from SEC unless SEC completely abandons Note 7 (which is being discussed now). * ATL is TDK's wholly owned subsidiary. TDK acquired ATL in 2005 for US$100mil. Since then, both companies have kept an extremely close tie in many aspects.…

Toray BSF's LiBS Is the Cause of Note 7 Battery Explosion? Unexpected Gift to SK Innovation