Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

I investigate special situations, pairs, and index rebalancing trades in Korea.

Korea / Special Sits, Pairs, Index Rebalancing

Both C&T & SDS Are Still on the Table for Block Deals by Lee Seo-Hyun, Here's Why

Samsung C&T Shareholder Return: Directly Related to Lee Family's Inheritax Tax Issue

KOSPI 200 Flow Trading: Those Subject to a Significant Float Rate Change

Samsung Lee Family Inheritance Tax Payment Situation & Suggested Trading Positions

Gravity Works As WeWork Doesn't; Now Plan B

Clepsydra Capital

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

Equity Capital Markets

<ul>
<li>The term of Lee's trust contract with Hana Bank is from February 2nd to April 28th, and the volume is 1.95% of SO, the total remaining quantity owned by Lee.</li>
<li>The price movement on the day the previous block deals by the Lee family were executed was substantial. Of particular note is that SDS showed the most significant price impact.</li>
<li>We should focus on the possibility that a block deal will come to the market much earlier, as SDS is in short-term overbought territory from a valuation perspective.</li>
</ul>


The term of Lee's trust contract with Hana Bank is from February 2nd to April 28th, and the volume is 1.95% of SO, the total remaining quantity owned by Lee.
The price movement on the day the previous block deals by the Lee family were executed was substantial. Of particular note is that SDS showed the most significant price impact.
We should focus on the possibility that a block deal will come to the market much earlier, as SDS is in short-term overbought territory from a valuation perspective.


Discussing the Timing of the Samsung SDS Block Deal by Lee Seo-Hyun

Samsung Sds

Discussing the Timing of the Samsung SDS Block Deal by Lee Seo-Hyun