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Sanghyun Park

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

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South Korea Event-Driven Equity Bottom-Up
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bearishKT Corp
10 Apr 2024 07:16

KT's Foreign Room Below 7.5%, Weight Down-Adjustment Expected in May, Resulting in 3x ADTV Outflow

​KT's foreign ownership declining impacts adjustment factor, potential outflow of shares, and suggests a long-short setup with SKT.

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bullishGS Holdings
08 Apr 2024 05:02

Observations on Post-Election Flows of Value-Up Stocks, Based on Recent Local Institutional Trades

This post outlines my observations on the post-election flows of Value-up beneficiary stocks, derived from recent local institutional trades.

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bullishHanmi Science
05 Apr 2024 12:44

Backstory on the Hanmi Science Showdown & KKR's Likely Tender Offer

This post delves into the backstory of Hanmi Science's recent showdown and the potential tender offer by KKR, who joined forces with the two...

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03 Apr 2024 13:13

Estimating Participation Rate for Hyundai HS Tender Offer, Currently at a 5% Spread

This post assesses the actual tendering participation rate for the Hyundai Home Shopping tender offer, currently at a 5% spread.

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416 Views
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bullishAustal Ltd
02 Apr 2024 13:33

What's Additionally Being Heard on Hanwha's Austal Deal from Korea's Local Scene

This post summarizes the additional news circulating in Korea's local scene on Hanwha Ocean's Austal acquisition deal, apart from what Reuters...

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