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.

Index Rebalance

<ul>
<li>FnGuide MKF500 rebal: Fadu finally added, SK Square and ISU Petasys surprisingly reclassified into semis, driving notable passive flow impact into the KRW 15tn semis ETF complex.</li>
<li>TIGER Semis Top 10 is pure free float MCAP screen, all three already Top 10, so inclusion basically locked if rankings hold.</li>
<li>Other five depend on keyword scoring so lower visibility, but still high inclusion odds; expect stacked FnGuide passive flows from June 12 through July and October driving heavy positioning.</li>
</ul>


FnGuide MKF500 rebal: Fadu finally added, SK Square and ISU Petasys surprisingly reclassified into semis, driving notable passive flow impact into the KRW 15tn semis ETF complex.
TIGER Semis Top 10 is pure free float MCAP screen, all three already Top 10, so inclusion basically locked if rankings hold.
Other five depend on keyword scoring so lower visibility, but still high inclusion odds; expect stacked FnGuide passive flows from June 12 through July and October driving heavy positioning.


FnGuide MKF500 Rebal: Fadu가 드디어 추가되었으며, 주요 놀라움은 SK Square와 ISU Petasys가 이제 반도체로 전환되었다는 점입니다.

Isupetasys

FnGuide MKF500 Rebal: Fadu가 드디어 추가되었으며, 주요 놀라움은 SK Square와 ISU Petasys가 이제 반도체로 전환되었다는 점입니다.