INSIGHT PROVIDER
Top 5%
Sanghyun Park

Sanghyun Park
Korea / Special Sits, Pairs, Index Rebalancing
Clepsydra Capital

2.1k
Insights
778.8k
Views
1.2k
Followers
South Korea Event-Driven Equity Bottom-Up
Refresh
28 Mar 2024 13:51

Local Color on HD Hyundai Marine Solution's Excessive IPO Valuation

This post conveys the sentiment among local IPO fund managers regarding the excessive valuation of the HD Hyundai Marine Solution IPO.

Logo
175 Views
Share
26 Mar 2024 16:45

HanaTour Management Sale: Minority Shareholder Tender Offer & Price Premium Assessment

This post delves into the HanaTour management rights sale, examining potential tender offers for minority shareholders and evaluating the level of...

Logo
226 Views
Share
22 Mar 2024 16:36

Korea NPS Abruptly Joins Corporate Value Up Program: According to Document Obtained from NPS

Three days ago, NPS announced three external managers for the Value-up initiative: Bearing, Woori, and Truston. Today, new information has surfaced...

Logo
850 Views
Share
bullishISC Co Ltd
22 Mar 2024 14:34

Sector ETF Rebalancing with Remarkable Price Impact History: ISC In, Wonik IPS Out

ISC (095340) is still likely to be included, while Wonik IPS (240810) is expected to be excluded. The substantial market cap gap indicates an...

Logo
738 Views
Share
bearishSamsung Card Co
21 Mar 2024 03:00

Noteworthy Price Movements Associated with 1Q Ex-Dates Trading Setups

This post explores noteworthy price movements occurring during 1Q ex-dates. Notably, many local money managers have honed in on this particular...

Logo
278 Views
Share
x