Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Breaking Down the Moving Parts in Samsung’s Third-Leg Buyback Play

Samsung Electronics’ Phase 2 Buyback Disposal Plan Virtually Finalized: Two Key Trading Implications

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

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

Event-Driven

<ul>
<li>Daily buyback flow data for Samsung (ord + pref) since last Nov compiled — Excel file attached below.</li>
<li>Started with ~1M/day (for ord), ramped up at 20–30%, then tapered post-60% — same playbook in both legs, with the second showing even more methodical, steady pacing.</li>
<li>Price action tracked buyback flow closely — especially in leg 2, where the mid-heavy-light volume pattern showed strong consistency.</li>
</ul>


Daily buyback flow data for Samsung (ord + pref) since last Nov compiled — Excel file attached below.
Started with ~1M/day (for ord), ramped up at 20–30%, then tapered post-60% — same playbook in both legs, with the second showing even more methodical, steady pacing.
Price action tracked buyback flow closely — especially in leg 2, where the mid-heavy-light volume pattern showed strong consistency.


Samsung Daily Buyback Flow Compiled (Excel): Notable Flow/Price Sync Pattern Identified