Sanghyun Park

1 week ago | smartkarma.com | Brian Freitas |Arun George |Sanghyun Park |Jesus Aguilar |Jesús Aguilar

In today’s briefing: Horizon Robotics (9660 HK): Southbound Stock Connect Inclusion Today & Upcoming Index Flows Tsuruha (3391 JP)/Welcia (3141 JP): Vote Musings Weekly Deals Digest (25 May) – Toyota Industries, Shibaura, ESR, Soundwill, Mayne Pharma, GMO Merger Arb Mondays (26 May) – Mayne, Seven & I, Shibaura, Welcia/Tsuruha, Nissin, ESR, Dickson Zomato/Eternal: The BIG Passive Selling Starts Clarifying a Few Points of Confusion Surrounding the Samsung Biologics Spin-Off Underwriting...

1 month ago | smartkarma.com | Sanghyun Park |Sumeet Singh |Jesus Aguilar |Jesús Aguilar |Xinyao Wang

In today’s briefing: 4 Key Movers in TIGER Top 10 in June Reshuffle Rigaku IPO Lockup – Large PE Investors Can Still Break Even Liquid Universe of European Ordinary and Preferred Shares: April ’25 Report MTVA: Positive Phase 1 MAD Data for DA-1726 Excellent Tolerability Profile and Mean Day 26 Weight Loss of 4.3% MIRA: Tests Show Positive Results Pre-IPO TCMTech – The Business Model and the Outlook 4 Key Movers in TIGER Top 10 in June Reshuffle Korea’s battery sector got wrecked, crushing...

1 month ago | smartkarma.com | Sanghyun Park |Travis Lundy |Douglas Kim |Jesus Aguilar |Jesús Aguilar

In today’s briefing: FSS Bans Arb in Local MM Books: Identifying Opportunities from Short-Term Inefficiencies TKP Corp (3479) – A Second Big Buyback In Short Order Quiddity HK Connect Northbound Tracker (Q1 2025 Vs 5 Previous Quarters) Dongwon F&B: Delisting and Incorporation as a Wholly Owned Subsidiary of Dongwon Industries Dropped the Line: Telefónica Disconnects from Peru Running on Fumes: Wood Group’s Last Shot with Sidara FSS Bans Arb in Local MM Books: Identifying Opportunities from...

2 months ago | smartkarma.com | Sanghyun Park |Arun George |Douglas Kim |Jesus Aguilar |Jesús Aguilar

In today’s briefing:Key Implications of SK Inc’s Disposal of SK SiltronAbacus Storage King (ASK AU): Ki Corp/Public Storage’s NBIO at A$1.47Potential Sale of a Controlling Stake in SK Siltron to Hahn & CoIndustrivärden’s Q1 2025: NAV Evolution, Discount, Target NAV, ReplicationKey Implications of SK Inc’s Disposal of SK SiltronSK Inc is selling SK Siltron to cut its 68% debt-to-equity ratio. The sale could reduce borrowings below ₩5T and lower debt ratio to 30-40%.

2 months ago | smartkarma.com | Brian Freitas |Travis Lundy |Sanghyun Park |Jesus Aguilar |Jesús Aguilar

In today’s briefing: Korea: Short Selling Is Back in March; Trade Ideas The Japan March-End Rebal and Dividend Trade SSE50 Index Rebalance Preview: Three Changes; Some Misses Schedule Info for Front-Running Korea Sector ETF Rebalancing Trades Hanwha Aerospace’s Monster Raise: Checking Key Angles Rio Tinto Dual-Listed Company (DLC) Unification Analysis Hanwha Aerospace: Rights Offering of 3.6 Trillion Won (Negative on Entire Korean Defense Sector) Quiddity Leaderboard STAR 50/100 Jun25:...