Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Vitzrocell: Attractive Valuations and Potential Inclusion in KOSDAQ 150 Index

Equity Bottom-Up

Vitzrocell is the world’s third largest disposable (primary) lithium battery producer with market share of about 15.0 percent, just trailing the combination of SAFT and Tadrian (accounts for 50.0 percent of the total market) and Electrochem (accounts for 16.0 percent of the total market). The disposable lithium battery market is the globally monopolized market. Only 6 manufacturers dominate the entire market globally.Disposable (primary) lithium battery's global market size is estimated at about…

Vitzrocell is the world’s third largest disposable (primary) lithium battery producer with market share of about 15.0 percent, just trailing the combination of SAFT and Tadrian (accounts for 50.0 percent of the total market) and Electrochem (accounts for 16.0 percent of the total market). The disposable lithium battery market is the globally monopolized market. Only 6 manufacturers dominate the entire market globally.Disposable (primary) lithium battery's global market size is estimated at about…

Vitzrocell, Disposable Lithium Battery Maker, Has 20% Upside Potential with Growth of Smart Grid