POPA ReconIt was captured by an acquaintance we were talking about recently, and during the recent upward rally, the gap rate reached 1%. The reason…
It was captured by an acquaintance we were talking about recently, and during the recent upward rally, the gap rate reached 1%. The reason why the forward buying entity is the dealer delta hedge of counter parties arising from the CSOP SKH purchase is so risk-free arbitrage. Delta One teams in Korea are trading arbitrage to eat this gap, which has a significant impact on SK Hynix's net purchase of the main stock. Of course, when it goes down, it goes the other way. A structure where you have to sell more if you're pushed back.
The excerpt is quoted from a public Telegram channel, which owns its text.