Korea / Special Situations, Clepsydra Capital

Sanghyun Park

Korea / Special Situations

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

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

Event-Driven

Samsung Kodex Kosdaq Global ETF / Event-Driven

Samsung Kodex Kosdaq Global ETF (461450 KS)

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<li>Premium Standard split driven by market cap financials and governance, 100 names with semi annual rebalance, watchlist carve out, plus dedicated index and ETF launches within one month post rollout.</li>
<li>Desks focus on KOSDAQ Global as Premium proxy, with strong screen overlap and KRX signals, driving outperformance versus KOSDAQ 150 now above 8 percent points YTD.</li>
<li>Desks overweight KOSDAQ Global or run long short versus KOSDAQ 150, with biotech focus on Classys Hugel Pharmaresearch, driven by Premium inclusion odds ahead of October rollout.</li>
</ul>


Premium Standard split driven by market cap financials and governance, 100 names with semi annual rebalance, watchlist carve out, plus dedicated index and ETF launches within one month post rollout.
Desks focus on KOSDAQ Global as Premium proxy, with strong screen overlap and KRX signals, driving outperformance versus KOSDAQ 150 now above 8 percent points YTD.
Desks overweight KOSDAQ Global or run long short versus KOSDAQ 150, with biotech focus on Classys Hugel Pharmaresearch, driven by Premium inclusion odds ahead of October rollout.


Intel on KOSDAQ Premium and Front Running Direction from Local Desks

South Korea

SAMSUNG KODEX KOSDAQ Global ETF is an exchange-traded fund incorporated in South Korea. The objective of the fund is to achieve return that closely replicates the performance of KOSDAQ Global Index.The fund invests more than 60% in equity,invests less than 40% in collective investment securities.

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Intel on KOSDAQ Premium and Front Running Direction from Local Desks

This post provides intel on the KOSDAQ Premium set to launch this October and how local desks are front running the flows and positioning.

Sanghyun Park