Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

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<a href="https://www.smartkarma.com/entities/7389" target="_blank" data-smartkarma-citation="entities:7389:1">Doosan Heavy Industries (034020 KS)</a> was down 8.76% yesterday (Aug 3). Unsurprisingly and expectedly, the Korean government's nuclear phase-out policy is generally considered as the one to blame for Heavy's price plunge today.<table class="table table-striped"><tbody><tr><td colspan="2"><a href="https://www.smartkarma.com/entities/7389" target="_blank" data-smartkarma-citation="entities:7389:1">Doosan Heavy Industries (034020 KS)</a>'s price movement on Aug 3</td></tr><tr><td>Previous price</td><td>₩20,550</td></tr><tr><td>Opening price</td><td>₩20,450</td></tr><tr><td>Highest price</td><td>₩20,450</td></tr><tr><td>Lowest price</td><td>₩18,550</td></tr><tr><td>Closing price</td><td>₩18,750</td></tr><tr><td>Daily change %</td><td>-8.76%</td></tr><tr><td colspan="2">Source: DART</td></tr></tbody></table><div class="content-caption">(Doosan Heavy price chart in the last three months - Courtesy Naver Finance)</div><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/031/011/original/1.png?1501791749" class="editor-image img-responsive" data-smartkarma-image-id="31011"></figure><div class="content-highlight">For more details about the Korean government's nuclear phase-out policy, below is an excellent news article about this issue:<a href="http://www.businesskorea.co.kr/english/news/industry/18795-potential-victim-doosan-group-feeling-heat-korean-gov%E2%80%99t-nuclear-phase-out-policy" target="_blank">Doosan Group Feeling Heat from Korean Gov’t Nuclear Phase-out Policy</a>Source: Business Korea</div>ButSomething isn't quite right. This nuclear phase-out thing has been around for a while. Of course, this is a bad thing for Heavy. I'm not trying to argue that this is good for Heavy. But why yesterday?* Let's find out more about this.

Doosan Heavy Industries (034020 KS) was down 8.76% yesterday (Aug 3). Unsurprisingly and expectedly, the Korean government's nuclear phase-out policy is generally considered as the one to blame for Heavy's price plunge today.Doosan Heavy Industries (034020 KS)'s price movement on Aug 3Previous price₩20,550Opening price₩20,450Highest price₩20,450Lowest price₩18,550Closing price₩18,750Daily change %-8.76%Source: DART(Doosan Heavy price chart in the last three months - Courtesy Naver Finance)For more details about the Korean government's nuclear phase-out policy, below is an excellent news article about this issue:Doosan Group Feeling Heat from Korean Gov’t Nuclear Phase-out PolicySource: Business KoreaButSomething isn't quite right. This nuclear phase-out thing has been around for a while. Of course, this is a bad thing for Heavy. I'm not trying to argue that this is good for Heavy. But why yesterday?* Let's find out more about this.

Recap on Doosan Heavy's First Re-Fixing Day for ₩500bil BW

Doosan Enerbility

Recap on Doosan Heavy's First Re-Fixing Day for ₩500bil BW