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>The Rebuilding Korea Party's hints about this bill since Thursday are seen as a key reason Samsung Electronics' stock has stalled, despite hype around affiliate shareholder returns.</li>
<li>With polls dipping, Lee is shifting right. Given the political shifts, pushing through the controversial Samsung Life Act seems unlikely for now.</li>
<li>Instead of focusing on legislative chances, we should see Samsung Electronics' stock stall as a short-term entry opportunity ahead of the shareholder return announcement</li>
</ul>


The Rebuilding Korea Party's hints about this bill since Thursday are seen as a key reason Samsung Electronics' stock has stalled, despite hype around affiliate shareholder returns.
With polls dipping, Lee is shifting right. Given the political shifts, pushing through the controversial Samsung Life Act seems unlikely for now.
Instead of focusing on legislative chances, we should see Samsung Electronics' stock stall as a short-term entry opportunity ahead of the shareholder return announcement


삼성생명보험법안을 둘러싼 시장 우려에 대한 현실적 견해