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>This 10-name ETF saw Hynix stay above 30% over December’s last five sessions. FnGuide updates weights Jan 6, with TIGER rebalancing off Jan 5 close.</li>
<li>This ETF’s first ad-hoc rebalance plus ₩1T Q4 retail inflows push AUM to ₩2.9T, making it Korea’s largest sector ETF. Price swings could get wild.</li>
<li>Hynix dropping from 32% to 25% triggers ₩200B passive out, while eight smaller names soak cash. Single-day ad-hoc flow could drive notable price impact despite high volumes.</li>
</ul>


This 10-name ETF saw Hynix stay above 30% over December’s last five sessions. FnGuide updates weights Jan 6, with TIGER rebalancing off Jan 5 close.
This ETF’s first ad-hoc rebalance plus ₩1T Q4 retail inflows push AUM to ₩2.9T, making it Korea’s largest sector ETF. Price swings could get wild.
Hynix dropping from 32% to 25% triggers ₩200B passive out, while eight smaller names soak cash. Single-day ad-hoc flow could drive notable price impact despite high volumes.


Mirae Asset TIGER Fn Semiconductor Top 10 ETF (396500 KS)

Mirae Asset TIGER Fn Semiconductor Top 10 ETF

TIGER Semis ETF: Hynix Cut Spurs ₩200B Passive Out, 8 Smaller Names Soak Cash Jan 5

SK Hynix

TIGER Semis ETF: Hynix Cut Spurs ₩200B Passive Out, 8 Smaller Names Soak Cash Jan 5