Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Looking at Hyundai Mobis Spin-Off from a Swing Trading Perspective

Korea Sector Pair: Hyundai Mobis Vs. Kia and Hyundai Motor

Glovis Block Deals by Chung & Buy Mobis Shares: Unlikely to Happen

Korea Sector Pair Trade: Financials, Retail, & Industrials

Korea Sector Long/Short Pairs Trade Ideas

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

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

Event-Driven

<ul>
<li>A trading dynamic that is drawing attention is the possibility of Chung Eui-sun's purchase of a stake in Mobis, triggering to boost Mobis' relative share price to Hyundai Motor.</li>
<li>Chung may push ahead with the Glovis → Mobis swap using the substantially increased value of Glovis' stake. Carlyle, who serves as Chung's ally, may additionally park Chung's Glovis stake</li>
<li>Chung uses the proceeds to purchase a stake in Mobis. Unlike in 2020, likely, he will only purchase Mobis shares this time.</li>
</ul>


A trading dynamic that is drawing attention is the possibility of Chung Eui-sun's purchase of a stake in Mobis, triggering to boost Mobis' relative share price to Hyundai Motor.
Chung may push ahead with the Glovis → Mobis swap using the substantially increased value of Glovis' stake. Carlyle, who serves as Chung's ally, may additionally park Chung's Glovis stake
Chung uses the proceeds to purchase a stake in Mobis. Unlike in 2020, likely, he will only purchase Mobis shares this time.


チョン氏の現代モービス株買収の可能性で、大規模な取引が潜んでいる模様