Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Surprise National Assembly Moves: 2nd Commercial Act Amendments & Yellow Envelope Law

Near-Term Flows to Watch on Mandatory Treasury Share Cancellation in Korea

What Was It in SK Inc that Got the Local Pension Funds Loading up Hard Today?

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

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

Event-Driven

Korea Stock Exchange Kospi Index / Event-Driven

Korea Stock Exchange Kospi Index (KOSPI INDEX)

<ul>
<li>M&amp;A valuations won’t rely solely on market prices, carve-outs favor parent shareholders, and mandatory tender offers plus IPO cornerstones lead, with tender offers live H1 next year.</li>
<li>Commercial Act tweaks have tackled governance, and the tax reform boosts dividends. Today's markets reform package addresses the last missing piece: giving minority shareholders a fair shake in M&amp;A scenarios.</li>
<li>Details and timelines remain unclear, but the package sets a roadmap to improve Korea’s equity risk-return profile, supporting DM inclusion upside and maintaining the Korea Premium narrative.</li>
</ul>


M&amp;A valuations won’t rely solely on market prices, carve-outs favor parent shareholders, and mandatory tender offers plus IPO cornerstones lead, with tender offers live H1 next year.
Commercial Act tweaks have tackled governance, and the tax reform boosts dividends. Today's markets reform package addresses the last missing piece: giving minority shareholders a fair shake in M&amp;A scenarios.
Details and timelines remain unclear, but the package sets a roadmap to improve Korea’s equity risk-return profile, supporting DM inclusion upside and maintaining the Korea Premium narrative.


Korea Capital Market Reform Package Just Unveiled: Korea Premium Narrative Holds