KT Treasury Burn: Flow Distortion & Sticky ADR Premium Trade Angle
This post looks at mandatory treasury burns from a KT underlying/ADR trade perspective, highlighting flow distortions, foreign cap constraints, and...
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Korea Corporate Value Up Weekly Review #1 [Week Ending 14 August 2026]
This is our inaugural issue of Korea Corporate Value Up Weekly. There were 12 companies in Korea that provided corporate value up announcements in...
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Top Bracket Dividend Tax Rate Lowered to 30% in Korea [Moderately Positive]
On 28 November, the Korean National Assembly reached an agreement on a tax reform plan to officially lower taxes on dividends income.
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Separate Dividend Tax Plan in Korea: A Push for a 25% Rate for Top Bracket
The final decision to lower top bracket dividend tax from 35% to 25% could be made in the next several days. There have been increasing local news...
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South Korea: Rebounding as Underweight Narrows
South Korea is back on the radar. Fund allocations have rebounded to 10.4%, with net positioning near equal weight for the first time in 17...
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