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

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

Event-Driven

<ul>
<li>Lee Bok-hyun, FSS Chairman, unexpectedly reversed his stance and now opposes Choi's veto on the amendment, pushing for shareholder protection and adjustments in subordinate regs instead.</li>
<li>From a short-term trading angle, traders will focus on stocks with high volatility potential related to auditor appointments rather than the extension of directors' fiduciary duties to shareholders.</li>
<li>Large-Cap banks and non-bank stocks, with low controlling stakes and high foreign ownership, are likely to see significant short-term trading impact.</li>
</ul>


Lee Bok-hyun, FSS Chairman, unexpectedly reversed his stance and now opposes Choi's veto on the amendment, pushing for shareholder protection and adjustments in subordinate regs instead.
From a short-term trading angle, traders will focus on stocks with high volatility potential related to auditor appointments rather than the extension of directors' fiduciary duties to shareholders.
Large-Cap banks and non-bank stocks, with low controlling stakes and high foreign ownership, are likely to see significant short-term trading impact.


What We Need to Know About the Korean Commercial Act Amendment Right Now

Samsung Electronics

What We Need to Know About the Korean Commercial Act Amendment Right Now