Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

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>These are all indicative numbers. Both the per share price and the total deal value can be adjusted on the actual execution date</li>
<li>The November 2 to December 1 window reflects disclosure rules, not a 30 day sell down. Given the block plus PRS structure, base case is November 2.</li>
<li>November 2 is the settlement date, implying October 29 execution via pre market block trade, with October 28 close as the pricing reference.</li>
</ul>


These are all indicative numbers. Both the per share price and the total deal value can be adjusted on the actual execution date
The November 2 to December 1 window reflects disclosure rules, not a 30 day sell down. Given the block plus PRS structure, base case is November 2.
November 2 is the settlement date, implying October 29 execution via pre market block trade, with October 28 close as the pricing reference.


Clarifying the Confusion Around Chey’s SK Holdings Stake Sale Disclosure

SK Inc

Clarifying the Confusion Around Chey’s SK Holdings Stake Sale Disclosure