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Sanghyun Park

Sanghyun Park
Korea / Special Sits, Pairs, Index Rebalancing
Clepsydra Capital

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South Korea Event-Driven Equity Bottom-Up
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23 Dec 2024 02:42

Korea’s Dem Leader: PBR Under 0.3x Should Be Hostile M&A Targets – Names That Could Feel the Heat

The Democratic Party leader’s bold move: “A PBR under 0.3x is prime for a hostile M&A target.” Here are the stocks that could feel the heat.

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bullishSamyang Foods
19 Dec 2024 17:02

LS Electric, Then Hyundai Rotem, Now Samyang Foods and Hyundai Mipo: Same Proactive Flow?

LS Electric, then Hyundai Rotem, and now Samyang Foods and HD Hyundai Mipo—are they all driving the same proactive flow ahead of the Global Index's...

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19 Dec 2024 12:04

Korea FSC's Stabilization Fund: Breaking Down the Buzz and Flow Impact

This post breaks down the buzz around the Korean FSC potentially triggering the stabilization fund and digging into the flow impact from a market...

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bearishPosco DX
17 Dec 2024 23:10

A Passive Flow Trading Event that Sparked Wild Price Action in Korea Is Happening Again

A passive flow trading event that sparked some wild price action in Korea is happening again: the Global Index February rebalancing.

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608 Views
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17 Dec 2024 17:55

Lotte Shopping and Potentially Others Are Shaping up as Fresh Picks for Dividend Arbitrage Plays

Lotte Shopping and potentially some other stocks in the same boat are shaping up as fresh picks for the classic year-end dividend arbitrage plays.

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