Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Near-Term Flows to Watch on Mandatory Treasury Share Cancellation in Korea

What Was It in SK Inc that Got the Local Pension Funds Loading up Hard Today?

FSS Just Announced: Treasury Disclosure Threshold Cut to 1% — Trading Highlights

Korea Capital Market Reform Package Just Unveiled: Korea Premium Narrative Holds

Mandatory Cancellation of Existing Treasury Shares: A Historic Stock Market Event in the Making

Treasury Cancellation Bill Latest: 10% Holding Cap for Existing Ones — Targets Screened in Excel

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

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

Event-Driven

<ul>
<li>Major governance shake-up: &gt;KRW 2T companies face mandatory cumulative voting, giving minorities real board influence, while audit committee split votes expand from 1 to 2+, boosting independence.</li>
<li>Trade sweet spot is holdcos and brokers with high treasury stock and retail float. Bloated buybacks may drive cancellations, sparking quick momentum trades in messy-governance names.</li>
<li>Today, holdcos and brokers with 10%+ treasury stock and &gt;₩500bn market cap are leading pops, driving action and attracting fast-money flows.</li>
</ul>


Major governance shake-up: &gt;KRW 2T companies face mandatory cumulative voting, giving minorities real board influence, while audit committee split votes expand from 1 to 2+, boosting independence.
Trade sweet spot is holdcos and brokers with high treasury stock and retail float. Bloated buybacks may drive cancellations, sparking quick momentum trades in messy-governance names.
Today, holdcos and brokers with 10%+ treasury stock and &gt;₩500bn market cap are leading pops, driving action and attracting fast-money flows.


Surprise National Assembly Moves: 2nd Commercial Act Amendments & Yellow Envelope Law

Shinyoung Securities

Surprise National Assembly Moves: 2nd Commercial Act Amendments & Yellow Envelope Law