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

DN Solutions IPO: OC’s Out, but the Hit-And-Run Setup Post-Listing Is Still in Play

DN Solutions IPO Officially Withdrawn: Background and Key Takeaways

Local Brokers Sound Off on 40% IPO Lock-Up—A Major Setup for Offshore Traders

Korea’s Financial Regs Drop New IPO Allocation and Delisting Rules: What It Means and What to Expect

Clepsydra Capital

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

Equity Capital Markets

Korea Stock Exchange KOSPI 200 / Equity Capital Markets

Korea Stock Exchange KOSPI 200 (KOSPI2 INDEX EQUITY)

<ul>
<li>With cautious foreign interest, DN Solutions' big IPO deal might skip the OC and go full local for bookbuilding, setting a new trend in Korean IPOs.</li>
<li>If foreign anchor orders drop, local players gain more negotiating power, leading to aggressive bidding and potentially a way more conservative IPO price.</li>
<li>Offshore funds passing investment review without an OC could grab more volume, benefiting from local-led down-pricing without lock-up restrictions.</li>
</ul>


With cautious foreign interest, DN Solutions' big IPO deal might skip the OC and go full local for bookbuilding, setting a new trend in Korean IPOs.
If foreign anchor orders drop, local players gain more negotiating power, leading to aggressive bidding and potentially a way more conservative IPO price.
Offshore funds passing investment review without an OC could grab more volume, benefiting from local-led down-pricing without lock-up restrictions.


DN Solutions IPO Might Skip OC—A Unique Trading Opportunity