KakaoBank

KOSPI Overhang Stocks: Krafton, Kakao Bank, SKIET, Samsung Elec, & Samsung SDS

Event-Driven
227 Views, 20 Jan 2022 15:30
EXECUTIVE SUMMARY
  • For Kakao Bank, the 6M IPO lockup (2.79%) will hit the market. Also, the possibility that the 4.48% stake held by Anchor/TPG will hit the market should be left open.
  • In Krafton's case, Tencent is the most notable player, owning 13.56%. It recently suggested a reduction in overseas holdings. So, some of this 13.56% stake should appear in the market.
  • The 4.84% stake held by Premier Superior is available after February 14. Samsung Electronics and Samsung SDS shares by the Samsung family are also likely to take place in February.
detail (4-minute read)
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Sanghyun Park
Korea / Special Sits, Pairs, Index Rebalancing
Clepsydra Capital
South KoreaEvent-DrivenEquity Bottom-Up

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

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