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>There are 71 interim dividend stocks on KOSPI and KOSDAQ. Of these, 9 stocks pay quarterly dividends: 7 KOSPI and 2 KOSDAQ.</li>
<li>All except POSCO and Shinhan Financial employ an equal quarterly split. As expected, SKT offers the highest quarterly dividend yield. At the last closing price, it is 1.55%.</li>
<li>Since the absolute yield level is tight, it may not be appropriate to consider a dividend arb play, except for SKT. Nevertheless, it may act as short-term price momentum.</li>
</ul>


There are 71 interim dividend stocks on KOSPI and KOSDAQ. Of these, 9 stocks pay quarterly dividends: 7 KOSPI and 2 KOSDAQ.
All except POSCO and Shinhan Financial employ an equal quarterly split. As expected, SKT offers the highest quarterly dividend yield. At the last closing price, it is 1.55%.
Since the absolute yield level is tight, it may not be appropriate to consider a dividend arb play, except for SKT. Nevertheless, it may act as short-term price momentum.


KOSPI/KOSDAQ Quarterly Dividend Stocks: DPS & Yield Estimations

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Cross Asset Strategy

<ul>
<li>In this insight, we discuss the big divergence in COVID-19 cases in South Korean and Japan in the past several months. </li>
<li>There has been a MIRACLE of near elimination of COVID-19 cases and deaths in Japan. </li>
<li>The near elimination of COVID-19 cases in Japan could be a combination of factors including vaccination and social distancing. Plus, there is a big controversy on ivermectin's role in this.</li>
</ul>


In this insight, we discuss the big divergence in COVID-19 cases in South Korean and Japan in the past several months. 
There has been a MIRACLE of near elimination of COVID-19 cases and deaths in Japan. 
The near elimination of COVID-19 cases in Japan could be a combination of factors including vaccination and social distancing. Plus, there is a big controversy on ivermectin's role in this.


The Big Divergence in COVID-19 Cases in South Korea and Japan: Data, Miracle, & Mystery

Equity Bottom-Up

<ul>
<li>There has been a new, highly mutated COVID variant found in South Africa named Omicron by the WHO.</li>
<li>Is this the onset of the 'dark winter' that many people have warned? In this insight, we will provide further details of this new COVID variant Omicron.</li>
<li>While the world waits on more data on the Omicron variant, we believe SK Bioscience, SD Biosensor, and Seegene could soundly outperform the market in the next several weeks. </li>
</ul>


There has been a new, highly mutated COVID variant found in South Africa named Omicron by the WHO.
Is this the onset of the 'dark winter' that many people have warned? In this insight, we will provide further details of this new COVID variant Omicron.
While the world waits on more data on the Omicron variant, we believe SK Bioscience, SD Biosensor, and Seegene could soundly outperform the market in the next several weeks. 


The Highly Mutated Omicron COVID Variant - Onset of the Dark Winter?

Global Healthcare Analyst

Tina Banerjee

Thematic (Sector/Industry)

<ul>
<li>New Covid cases across the world is surging. New Covid-19 variant found in South Africa and Botswana is adding to fears.</li>
<li>This will bring the focus back to molecular diagnostic companies due to increasing demand for Covid testing.</li>
<li>We have listed few global diagnostic companies, which should benefit from this backdrop.</li>
</ul>


New Covid cases across the world is surging. New Covid-19 variant found in South Africa and Botswana is adding to fears.
This will bring the focus back to molecular diagnostic companies due to increasing demand for Covid testing.
We have listed few global diagnostic companies, which should benefit from this backdrop.


New Covid Variant Raises Fear: Stocks to Own to Buck the Trend

<ul>
<li>Another thing to consider in strategic trades aimed at the buying trend for yearend dividend hunting is the ₩1B majority shareholder transfer tax-triggered selling trend.</li>
<li>But the degree of direct conflict between the buying force targeting dividends and this factor at the point close to the ex-dividend date should not be as large as expected.</li>
<li>Considering a gradual preemptive sale of yearend tax evasion until the ex-dividend, we should consider shortening the trading time frame of the yearend dividend play close to the ex-dividend.</li>
</ul>


Another thing to consider in strategic trades aimed at the buying trend for yearend dividend hunting is the ₩1B majority shareholder transfer tax-triggered selling trend.
But the degree of direct conflict between the buying force targeting dividends and this factor at the point close to the ex-dividend date should not be as large as expected.
Considering a gradual preemptive sale of yearend tax evasion until the ex-dividend, we should consider shortening the trading time frame of the yearend dividend play close to the ex-dividend.


Yearend Dividend-Hunt Buying Vs. Majority Shareholder Transfer Tax-Triggered Selling

South Korea

Seegene, Inc. manufactures In Vitro Diagnostic (IVD) products mainly through molecular diagnostic method.  The Company provides diagnostic & screening products for cancer, sepsis, influenza and virus infection.

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Seegene Inc (096530 KS)

KOSPI/KOSDAQ Quarterly Dividend Stocks: DPS & Yield Estimations

This post lists all 71 interim dividend stocks, of which 9 are quarterly dividend stocks. It then estimates DPS and dividend yield of these 9...

Sanghyun Park

The Big Divergence in COVID-19 Cases in South Korea and Japan: Data, Miracle, & Mystery

In this insight, we discuss the big divergence in COVID-19 cases in South Korean and Japan in the past several months. There has been a MIRACLE of...

Douglas Kim

The Highly Mutated Omicron COVID Variant - Onset of the Dark Winter?

There has been a new, highly mutated COVID variant found in South Africa named Omicron by the WHO. In this insight, we will provide further details...

Douglas Kim

New Covid Variant Raises Fear: Stocks to Own to Buck the Trend

Amidst the rising fear for the new Covid variant, investors can focus on molecular diagnostic stocks, as testing demand will be increasing again.

Tina Banerjee

Yearend Dividend-Hunt Buying Vs. Majority Shareholder Transfer Tax-Triggered Selling

This post looks at the yearend dividend-hunt buying versus the ₩1B majority shareholder transfer tax-triggered selling trend.

Sanghyun Park

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