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

Complete List of Two Koreas Economic Cooperation Related Stocks

Thematic (Sector/Industry)

South korea Consumer discretionary / Thematic (Sector/Industry)

HD Korea Shipbuilding & Offshore Engineering (009540 KS)

HD Korea Shipbuilding & Offshore Engineering

<p>Well, the June 12 North Korea-US summit was disappointing from a capital market perspective. No new news came out from this summit. So, at this point what we have to do would be to wait until we see more concrete signs of complete denuclearization or lifting of the UN/US economic/political sanctions against North Korea. Unsurprisingly, this somewhat negative sentiment was directly reflected in most of the two Koreas economic cooperation stocks last week (the week of June 11).</p><table class="table table-striped"><tbody>
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<td style="width: 247px;">Stock performance</td>
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Well, the June 12 North Korea-US summit was disappointing from a capital market perspective. No new news came out from this summit. So, at this point what we have to do would be to wait until we see more concrete signs of complete denuclearization or lifting of the UN/US economic/political sanctions against North Korea. Unsurprisingly, this somewhat negative sentiment was directly reflected in most of the two Koreas economic cooperation stocks last week (the week of June 11).

Stock performance

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Two Koreas Economic Cooperation Stocks - Status Update