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

<p><strong>1. Who is Crucialtec (114120)?</strong></p><ul>
<li>The company had long been known for its famous product called Optical TrackPad (OTP). But the entire OTP market had gone away with the dramatic collapse of Blackberry.</li>
<li>As a result, Crucialtec has made enormous efforts to shift its business foundation to a more promising area. The company made a bet on the Biometric TrackPad (BTP for short). The company’s huge bet on BTP started paying off.</li>
<li>Crucialtec’s BTP is now found in all of Huawei’s smartphones (Huawei is now the…</li>
</ul>

1. Who is Crucialtec (114120)?
The company had long been known for its famous product called Optical TrackPad (OTP). But the entire OTP market had gone away with the dramatic collapse of Blackberry.
As a result, Crucialtec has made enormous efforts to shift its business foundation to a more promising area. The company made a bet on the Biometric TrackPad (BTP for short). The company’s huge bet on BTP started paying off.
Crucialtec’s BTP is now found in all of Huawei’s smartphones (Huawei is now the…


Two Reasons Why You Should Buy Crucialtec (Fingerprint Sensor Maker) Now