Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Samsung C/1P Trade: Capitalize on Unusual Price Movement Last Friday

Overlooked Aspects Concerning Samsung C/1P Pair Trade Amid 4Q Results

KRX Considers a 30% Cap on Samsung in March: Impact Estimation

Samsung Elec Is Getting Hot: Pairs Trading Approach with KODEX 200

Nov 26 MSCI EM Rebalancing on Korea & Samsung Elec

Samsung Elec C/1P Trade: 1P Still Overpriced Even with Year-End Dividend

Samsung Elec 30% Cap in KOSPI 200: Common Vs. KOSPI 200 Dynamics

Event-Driven

<p>This post is about my subjective assessment of the current situation surrounding Samsung Group restructuring. Of course, I tried to gather as many local reports and street sayings as possible, which I presumed to be objective enough for me to write a post. Yet, I have to tell you that most parts of these findings aren't sufficiently substantiated. So, if you don't want to bother yourself with an unsubstantiated possibility, please stay away from this post.</p>

This post is about my subjective assessment of the current situation surrounding Samsung Group restructuring. Of course, I tried to gather as many local reports and street sayings as possible, which I presumed to be objective enough for me to write a post. Yet, I have to tell you that most parts of these findings aren't sufficiently substantiated. So, if you don't want to bother yourself with an unsubstantiated possibility, please stay away from this post.

Samsung Fire & Marine Insurance (000810 KS)

Samsung Electronics Pref Shares (005935 KS)

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