Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Samsung Electronics: Prefs Need to Catch Up

Gap Trades in Korean Prefs Vs Common Share Pairs in 3Q 2023

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

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

Event-Driven

Samsung Electronics Pref Shares / Event-Driven

Samsung Electronics Pref Shares (005935 KS)

<ul>
<li>The local market is increasingly convinced that Samsung Electronics' quarterly dividends for the latter half of this year will experience a reduction.</li>
<li>Samsung Electronics plans to apply the updated regulations from the 2024 1st quarter dividends, following the conclusion of the capital market law revision at the end of this year.</li>
<li>It might be prudent to refrain from trading that bets on a reduction in the 1P discount in the first half of this year.</li>
</ul>


The local market is increasingly convinced that Samsung Electronics' quarterly dividends for the latter half of this year will experience a reduction.
Samsung Electronics plans to apply the updated regulations from the 2024 1st quarter dividends, following the conclusion of the capital market law revision at the end of this year.
It might be prudent to refrain from trading that bets on a reduction in the 1P discount in the first half of this year.


Market Information About Samsung Electronics' Shareholder Return