Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Key Findings on When to Enter Long-Short in the SKT Foreign Room Trade

SKT Foreign Room Heating Up — Time to Front-Run?

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

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

Event-Driven

<ul>
<li>SKT foreign room rising ahead of PIPC sanction decision today; fine confirmation could trigger ESG fund exits.</li>
<li>Large ESG money still in SKT; post-sanction exits could push foreign room past 25% sooner than expected — a key factor for trading setup.</li>
<li>Nov review momentum could hit early; post-fine, a foreign room surge toward 25% signals our entry, with the pullback setting up the SKT Nov inclusion trade.</li>
</ul>


SKT foreign room rising ahead of PIPC sanction decision today; fine confirmation could trigger ESG fund exits.
Large ESG money still in SKT; post-sanction exits could push foreign room past 25% sooner than expected — a key factor for trading setup.
Nov review momentum could hit early; post-fine, a foreign room surge toward 25% signals our entry, with the pullback setting up the SKT Nov inclusion trade.


SKT Foreign Room Play Heating up — Entry Could Come Sooner than Expected with Today’s Fine Out

SK Telecom

SKT Foreign Room Play Heating up — Entry Could Come Sooner than Expected with Today’s Fine Out