Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

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

Event-Driven

<ul>
<li>Korea street is buzzing on SK governance revamp, with merger talk between SK Holdings and SK Square driving extreme price divergence.</li>
<li>Merger idea is highly radical with no conviction level intel, so likely noise, but outsized Holdings price action suggests the narrative could stick and keep driving flows near term.</li>
<li>Speculative chatter links early fab expansion news leak to boosting Holdings valuation via SK Ecoplant exposure, shaping relative trades across Holdings, Square, Hynix.</li>
</ul>


Korea street is buzzing on SK governance revamp, with merger talk between SK Holdings and SK Square driving extreme price divergence.
Merger idea is highly radical with no conviction level intel, so likely noise, but outsized Holdings price action suggests the narrative could stick and keep driving flows near term.
Speculative chatter links early fab expansion news leak to boosting Holdings valuation via SK Ecoplant exposure, shaping relative trades across Holdings, Square, Hynix.


On the SK Holdings/Square Merger Noise Circulating in the Local Market Since Yesterday

SK Inc

On the SK Holdings/Square Merger Noise Circulating in the Local Market Since Yesterday