In today’s briefing:
- Flagging a New Passive Flow Trading Opportunity Triggered by Korea’s Divvy Policy Momentum
- EQT Partners – To Acquire a Controlling Stake In Douzone Bizon & A Tender Offer of Minority Shares?
Flagging a New Passive Flow Trading Opportunity Triggered by Korea’s Divvy Policy Momentum
- PLUS High Dividend ETF (161510 KS) reshuffle is now a key flow catalyst: June saw GS E&C and HD Hyundai out, Hyundai Motor in, with sharp one-day moves.
- December review shaping up as 2-in/2-out: Seoul Guarantee (031210) and LG Corp (003550) in, Shinhan (055550) and KB (105560) out.
- Passive flows: Shinhan/KB ~0.3–0.4x DTV, LG ~3x, Seoul Guarantee 5–6x. With AUM up 30% since June, upcoming adds face outsized passive impact.
EQT Partners – To Acquire a Controlling Stake In Douzone Bizon & A Tender Offer of Minority Shares?
- It was reported in Seoul Economic Daily today that EQT Partners is close to acquiring a controlling stake (31.4%) in Douzone Bizon (012510 KS).
- A 31.4% stake of Douzone is now worth 0.91 trillion won (with no premium or discount).
- Douzone’s chairman Kim has demanded up to twice the market cap of the company for the management rights premium.
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