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

<ul>
<li>Here’s a version under 30 words:Local tape is watching Life re-couple with SamE post KRW 2.5tn buyback, playing a high-beta proxy trade, with catalysts around 1H value-up guidance before May. </li>
<li>Local tape is keyed on Hong Ra-hee’s 0.25% SamE sale, signaling a buyback-heavy value-up, which could force Samsung Life to sell shares, fueling its outperformance vs. SamE.</li>
<li>Ahead of April–May SamE value-up, local tape is positioning Life vs. SamE for a sigma-long, with Hong Ra-hee’s stake sale boosting odds of a buyback-driven proxy trade</li>
</ul>


Here’s a version under 30 words:Local tape is watching Life re-couple with SamE post KRW 2.5tn buyback, playing a high-beta proxy trade, with catalysts around 1H value-up guidance before May. 
Local tape is keyed on Hong Ra-hee’s 0.25% SamE sale, signaling a buyback-heavy value-up, which could force Samsung Life to sell shares, fueling its outperformance vs. SamE.
Ahead of April–May SamE value-up, local tape is positioning Life vs. SamE for a sigma-long, with Hong Ra-hee’s stake sale boosting odds of a buyback-driven proxy trade


Local Tape Eyes Samsung Life as High-Beta SamE Proxy

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Thematic (Sector/Industry)

<ul>
<li>Cbus Property plans to acquire a stake in an Australian shopping mall for $919 million from Lendlease.</li>
<li>Samsung SRA has sold the Gangnam Tower in South Korea to a non-profit organization for $314 million.</li>
<li>IOI Properties has received conditional approval for a substantial $1.9 billion REIT in the latest updates.</li>
</ul>


Cbus Property plans to acquire a stake in an Australian shopping mall for $919 million from Lendlease.
Samsung SRA has sold the Gangnam Tower in South Korea to a non-profit organization for $314 million.
IOI Properties has received conditional approval for a substantial $1.9 billion REIT in the latest updates.


Asia Real Estate Tracker (11-Aug-2026): Cbus Property buys Aussie mall for $919M from Lendlease.

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>NPS and other local pension funds net sold approximately 2.5 trillion won in KOSPI included stocks in the past month (as of 23 June).</li>
<li>Top stocks net sold by the NPS and local pension funds in the past one month include Samsung Electro Mechanics, SK Square, and Mirae Asset Securities. </li>
<li>Top stocks net purchased  by the NPS and local pension funds in the past one month include Naver, SK Hynix, and Hyundai Mobis. </li>
</ul>


NPS and other local pension funds net sold approximately 2.5 trillion won in KOSPI included stocks in the past month (as of 23 June).
Top stocks net sold by the NPS and local pension funds in the past one month include Samsung Electro Mechanics, SK Square, and Mirae Asset Securities. 
Top stocks net purchased  by the NPS and local pension funds in the past one month include Naver, SK Hynix, and Hyundai Mobis. 


NPS: Net Seller of Korean Stocks in the Past Month (What Is It Buying and Selling?)

<ul><li>Australia Post is undertaking a major $276 million sale-and-leaseback deal for seven warehouses.</li><li>Microsoft plans to invest $10 billion in data centers and real estate in Japan and APAC region.</li><li>These transactions reflect significant movements in the APAC real estate market as of April 6, 2026.</li></ul>

Australia Post is undertaking a major $276 million sale-and-leaseback deal for seven warehouses.Microsoft plans to invest $10 billion in data centers and real estate in Japan and APAC region.These transactions reflect significant movements in the APAC real estate market as of April 6, 2026.

Asia Real Estate Tracker (07-Apr-2026): Australia Post markets seven warehouses in $276M deal.

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analysed the earning revision of component stocks of KOSPI 200 in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on Samsung Electronics, SK Innovation, KEPCO, S-Oil, KCC, LG Chem, SKCHEM.</li>
</ul>


We analysed the earning revision of component stocks of KOSPI 200 in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on Samsung Electronics, SK Innovation, KEPCO, S-Oil, KCC, LG Chem, SKCHEM.


KOSPI 200 Index Earning Revision (Sep): Samsung Electronics, SK Innovation, KEPCO, S-Oil, KCC

South Korea

Samsung Life Insurance Co., Ltd. provides insurance services. The Company offers life and health insurance services. Samsung Life Insurance serves customers in South Korea.

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Samsung Life Insurance (032830 KS)

Local Tape Eyes Samsung Life as High-Beta SamE Proxy

This post Introduces the local market flows targeting Samsung Life Insurance as a high-beta proxy trade on Samsung Electronics.

Sanghyun Park

Asia Real Estate Tracker (11-Aug-2026): Cbus Property buys Aussie mall for $919M from Lendlease.

Cbus Property will buy a stake in an Australian mall for $919M, Samsung SRA sold Gangnam Tower for $314M, and IOI Properties got conditional...

Asia Real Estate Tracker

NPS: Net Seller of Korean Stocks in the Past Month (What Is It Buying and Selling?)

NPS and local pension funds have started to net sell Korean stocks in the past month. This could accelerate in the coming weeks, which could...

Douglas Kim

Asia Real Estate Tracker (07-Apr-2026): Australia Post markets seven warehouses in $276M deal.

Australia Post is selling and leasing back seven warehouses for $276 million, while Microsoft plans a $10 billion investment in data centers across...

Asia Real Estate Tracker

KOSPI 200 Index Earning Revision (Sep): Samsung Electronics, SK Innovation, KEPCO, S-Oil, KCC

We analyzed KOSPI 200's consensus for Sep 2026 and highlighted changes of EPS in Samsung Electronics, SK Innovation, KEPCO, S-Oil, KCC, LG Chem,...

Ke Yan, CFA, FRM

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)