Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

SK Hynix (000660 KS) Tactical UPDATE Ahead of Sep 22’s MTD Opposition Deadline

Samsung Electronics (005930 KS) Tactical Outlook: Profit Targets

SK Hynix (000660): Dispute Resolved, Cash Intact.

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

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

Event-Driven

<ul>
<li>Fresh local chatter links Samsung and Hynix accelerating buyback completion to the DRAM price fixing litigation, with September 29 CMC and October 21 MTD as key binary events.</li>
<li>MTD denial could shift the narrative from supply discipline to coordinated supply discipline, with Micron's divergent stance and tight Samsung and Hynix inventories adding to legal overhang.</li>
<li>The key trading window may be Sep 29 to Oct 21, as the CMC could signal discovery scope and trigger front running of the MTD outcome.</li>
</ul>


Fresh local chatter links Samsung and Hynix accelerating buyback completion to the DRAM price fixing litigation, with September 29 CMC and October 21 MTD as key binary events.
MTD denial could shift the narrative from supply discipline to coordinated supply discipline, with Micron's divergent stance and tight Samsung and Hynix inventories adding to legal overhang.
The key trading window may be Sep 29 to Oct 21, as the CMC could signal discovery scope and trigger front running of the MTD outcome.


Samsung Electronics Pref Shares (005935 KS)

Trading Setup from Samsung and Hynix Timing Buyback Completion Around Litigation Key Dates