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>Local ETF desks are racing to launch KOSDAQ active ETFs. Samsung (KoAct), Hanwha (PLUS), and Timefolio (TIME) target early- to mid-next-month listings, tracking KOSDAQ or KOSDAQ 150.</li>
<li>Key to watch are which KOSDAQ names these active ETFs overweight. Despite index-tracking limits, massive recent retail inflows could drive significant short-term price action in their target stocks.</li>
<li>Massive KOSDAQ 150 and semiconductor ETF flows set up active ETF-driven moves. Desks will likely overweight 11 high-earnings, growth-ready names. These are the key plays to watch next month.</li>
</ul>


Local ETF desks are racing to launch KOSDAQ active ETFs. Samsung (KoAct), Hanwha (PLUS), and Timefolio (TIME) target early- to mid-next-month listings, tracking KOSDAQ or KOSDAQ 150.
Key to watch are which KOSDAQ names these active ETFs overweight. Despite index-tracking limits, massive recent retail inflows could drive significant short-term price action in their target stocks.
Massive KOSDAQ 150 and semiconductor ETF flows set up active ETF-driven moves. Desks will likely overweight 11 high-earnings, growth-ready names. These are the key plays to watch next month.


Screening Target Names for Active ETFs Set to Play KOSDAQ Re-Rating

KOSDAQ 150 Index

Screening Target Names for Active ETFs Set to Play KOSDAQ Re-Rating