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

Hyundai Engineering & Construction (000720 KS): Trading Points

A Guide to Thematic Equity ETFs in Korea for Uncrowded Flow Trading Opportunities

Launch of Kindex Nuclear Theme Deep Search ETF & Hanaro Nuclear ISelect ETF in Korea

The Blockchain Delusion. A (Mostly) Bearish Investment Thesis.

Clepsydra Capital

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

Event-Driven

Kepco Plant Service & Engineering / Event-Driven

Kepco Plant Service & Engineering (051600 KS)

<ul>
<li>Nuclear power is a landmark policy that Korea's current administration heavily pushes. In response, the local market has quickly launched nuclear thematic ETFs: KINDEX &amp; HANARO, which got listed today.</li>
<li>Nuclear power is likely to become the next big thing, AUM-wise, similar to the secondary battery-themed ETFs under the former administration.</li>
<li>Since most of these nuclear stocks have significantly smaller market caps than those battery ones, the actual flow impact is likely to be more significant.</li>
</ul>


Nuclear power is a landmark policy that Korea's current administration heavily pushes. In response, the local market has quickly launched nuclear thematic ETFs: KINDEX &amp; HANARO, which got listed today.
Nuclear power is likely to become the next big thing, AUM-wise, similar to the secondary battery-themed ETFs under the former administration.
Since most of these nuclear stocks have significantly smaller market caps than those battery ones, the actual flow impact is likely to be more significant.


Hyundai Engineering & Construction (000720 KS)

Kepco Engineering & Construction (052690 KS)

Daewoo Engineering & Construction (047040 KS)

Korea Electronic Power Industrial Development (130660 KS)

Korea Electronic Power Industrial Development

KIM KINDEX Nuclear Power Theme (433500 KS)

NH-Amundi HANARO Nuclear Power (434730 KS)

Two Nuclear ETFs Listed Today (KINDEX & HANARO): Passive Flow Outlook