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

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Event-Driven

<ul>
<li>The possibility of SKC securing additional shares other than the planned 40% through a tender offer seems low. This is a basis for the recent short position build-up in ISC.</li>
<li>ISC began to experience an influx of short selling, leading to it being designated as an overheated short-selling stock, and short selling was restricted for one day on the 26th.</li>
<li>We need to pay attention to the potential disappointment in the market, which could lead to a sustained downward correction in the stock price.</li>
</ul>


The possibility of SKC securing additional shares other than the planned 40% through a tender offer seems low. This is a basis for the recent short position build-up in ISC.
ISC began to experience an influx of short selling, leading to it being designated as an overheated short-selling stock, and short selling was restricted for one day on the 26th.
We need to pay attention to the potential disappointment in the market, which could lead to a sustained downward correction in the stock price.


ISC's Tender Offer Possibility Is Decreasing, Indicating a Potential Shorting Opportunity

ISC Co Ltd

ISC's Tender Offer Possibility Is Decreasing, Indicating a Potential Shorting Opportunity