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

Overall Assessment of the Value-Up Policy-Related Aspects of the Tax Reform Plan Released Today

Clepsydra Capital

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

Event-Driven

Korea Stock Exchange Kospi Index / Event-Driven

Korea Stock Exchange Kospi Index (KOSPI INDEX)

<ul>
<li>A new tax support framework for Korea's value-up policy was introduced, but local markets argue that proportionate protection for minority shareholders is crucial for a significant market value increase.</li>
<li>Korean political leaders are united in supporting this amendment to the Commercial Act, with recent events increasing the likelihood of bipartisan support for this crucial change.</li>
<li>Given the administration's commitment to the value-up and recent negative sentiment towards recent restructurings at Doosan and SK, there's growing potential for minority shareholder protection to take root in Korea.</li>
</ul>


A new tax support framework for Korea's value-up policy was introduced, but local markets argue that proportionate protection for minority shareholders is crucial for a significant market value increase.
Korean political leaders are united in supporting this amendment to the Commercial Act, with recent events increasing the likelihood of bipartisan support for this crucial change.
Given the administration's commitment to the value-up and recent negative sentiment towards recent restructurings at Doosan and SK, there's growing potential for minority shareholder protection to take root in Korea.


Why Is Proportionate Shareholder Protection Key to Korea's Value-Up, and What Is Its Status?