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

KOSDAQ 150 Early Entry Candidates for December Rebalancing

Tracing Back TIGER (WISE) Battery ETF Rebalancing on October 13

Shorting Setup on Additions to KS200/KQ150 with KODEX Battery ETF Flow

Sungeel HiTech IPO - The Highest Ever Bookbuilding Demand Ratio for a Korean IPO

Clepsydra Capital

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

Event-Driven

<ul>
<li>So far, SungEel is in the top 50, currently ranked 38th. Given that the gap with 50th place is more than ₩100B, its early entry in December is very likely.</li>
<li>Rsupport is currently at the bottom with an average daily market cap of ₩0.27T. However, there are four other names under ₩0.30T, so we have to wait a little longer.</li>
<li>SungEel can expect a passive inflow equivalent to 1.0x ADTV. Combined with potential passive inflows from the local battery ETFs, it will form a quite solid flow momentum until December.</li>
</ul>


So far, SungEel is in the top 50, currently ranked 38th. Given that the gap with 50th place is more than ₩100B, its early entry in December is very likely.
Rsupport is currently at the bottom with an average daily market cap of ₩0.27T. However, there are four other names under ₩0.30T, so we have to wait a little longer.
SungEel can expect a passive inflow equivalent to 1.0x ADTV. Combined with potential passive inflows from the local battery ETFs, it will form a quite solid flow momentum until December.


SungEel HiTech: KOSDAQ 150 Early Entry in December

Sungeel Hitech

SungEel HiTech: KOSDAQ 150 Early Entry in December