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

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Equity Bottom-Up

<p>LG Electronics is finally smiling with its new flagship smartphone. Its new flagship G5 (the world’s first modular smartphone) was well received on the first day of its launch in Korea. More than 15,000 units were sold on the launch day, which is 3 times the sales volume of G4.</p><p>Does this really imply a possible turnaround of LG’s long struggling smartphone business division (MC: mobile communication division)? Surely, it is too early to tell.. More importantly, we will have to see how LG will do…</p>

LG Electronics is finally smiling with its new flagship smartphone. Its new flagship G5 (the world’s first modular smartphone) was well received on the first day of its launch in Korea. More than 15,000 units were sold on the launch day, which is 3 times the sales volume of G4.Does this really imply a possible turnaround of LG’s long struggling smartphone business division (MC: mobile communication division)? Surely, it is too early to tell.. More importantly, we will have to see how LG will do…

LG Electronics

When Do We Start Buying LG Electronics?