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

Sanghyun Park

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

Korea / Special Sits, Pairs, Index Rebalancing

Dividend Record Date Changes Already in Progress in Korea: Trading Ramifications

Where Are We Now Regarding New Dividend Distribution Procedure in Korea?

Finally, a Risk-Free Dividend Arbitrage Trading Opportunity Is Presented in Korea: Feat. SK Inc

Korea FSC: Official Mandate of Appraisal Rights in Split-Offs & Trading Ramifications

Korea FSC's Official Rule Changes for Local IPOs & Key Takeaways

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

Clepsydra Capital

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

Event-Driven

Korea Stock Exchange KOSPI 200 / Event-Driven

Korea Stock Exchange KOSPI 200 (KOSPI2 INDEX EQUITY)

<ul>
<li>The new rules allow investors to decide whether to hold the stock until the dividend record date after knowing the dividend amount in advance.</li>
<li>The new rules will be applied starting with the annual dividends for this fiscal year. We will know this year's yearend dividend amount before deciding whether to receive it.</li>
<li>From a trading perspective, the yearend dividend arb targeting ex-date mispricing will no longer be effective, which will likely change the swing trading strategy at the beginning of the year.</li>
</ul>


The new rules allow investors to decide whether to hold the stock until the dividend record date after knowing the dividend amount in advance.
The new rules will be applied starting with the annual dividends for this fiscal year. We will know this year's yearend dividend amount before deciding whether to receive it.
From a trading perspective, the yearend dividend arb targeting ex-date mispricing will no longer be effective, which will likely change the swing trading strategy at the beginning of the year.


Official Changes in Korea FSC's Dividend Rules: Ramifications from a Trading Perspective