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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KT (030200 KS/Buy)Portfolio Competitiveness Remains Strong
For 3Q25, KT posted consolidated revenue of around W7.1tr (+7.1% YoY; roughly 3% above the consensus), operating profit of W538.2bn...
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Takeaways from MWC 2026AI driving structural transformation of telecom
MWC 2026- The official theme of MWC 2026 was “The IQ Era,” highlighting the convergence of AI with connectivity and the role of intelligence 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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