Meritz Fire & Marine Insurance

MSCI Korea IR: Rise of Meritz Fire, Wemade Gone, Kakao Pay Still Tricky, & SK Square Certainty

Event-Driven
294 Views, 18 Jan 2022 13:16
EXECUTIVE SUMMARY
  • Additions: Meritz Financial Group and Meritz Fire (with a YTD price gain of over 40%) are very likely, and Kakao Pay is still the trickiest one.
  • Deletions: Shinpoong Pharm is the most likely one, but the others remain a slim possibility.
  • Float rate changes: SK Square is a certainty with the most significant impact, and SKIET and HMM deserve our attention.
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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