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

Samsung SDS' Regulatory Filing on BPO Unit Spinoff: Important Points & Recommendation

Samsung Vice Chairman Lee's Suspicious Deals Involving SDS Short-Selling: Possible Speculations

Samsung's Lee Seems to Go His Way with SDS: SDS Split-Up and Merge with C&T and SEC

Event-Driven

Samsung Electronics USA (Samsung Electronics’ wholly-owned corporation established in the US) acquired Joyent, cloud infrastructure provider at an undisclosed sum. * It is widely believed to be around USD200m and 300m (KRW234b to 351b). Samsung Electronics is saying that Joyent will be operated as a standalone company under Samsung Electronics USA.Why Joyent?It is not difficult to guess why Samsung Electronics needs its own cloud business. Samsung’s device business desperately needs something…

Samsung Electronics USA (Samsung Electronics’ wholly-owned corporation established in the US) acquired Joyent, cloud infrastructure provider at an undisclosed sum. * It is widely believed to be around USD200m and 300m (KRW234b to 351b). Samsung Electronics is saying that Joyent will be operated as a standalone company under Samsung Electronics USA.Why Joyent?It is not difficult to guess why Samsung Electronics needs its own cloud business. Samsung’s device business desperately needs something…

Samsung Electronics Buys Joyent: Background and Implications