KB Financial Group (105560 KS/Buy)Strong Capital Position to Support Higher Shareholder Returns
We lift our target price for KB Financial Group (KBFG) to W184,000, which we derived by applying a target P/B of 1.0x (unchanged) to our 2026F BPS.
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KRX Foreign Holding Weekly (Dec 12th): SK Hynix, ECOPRO, Samsung Electronics, Hyundai Motor
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, ECOPRO, Samsung Electronics, Hyundai...
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Korea's Dividend Narrative Is Back: Unpacking the DP's New Bill and Its Backstory
This post unpacks the Democratic Party's new dividend tax bill and the political backstory behind it, explaining why Korea's pro-dividend narrative...
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ADR Arb on Korean Divvy Names: A Side Play Riding the Policy-Driven Liquidity Wave
This post dives into ADR arbitrage on Korean dividend names — a savvy side play riding the wave of policy-driven liquidity.
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A Disappointment in the Works for New Dividend Tax Policy in Korea?
A key controversial issue is dividend taxes on dividends exceeding 300 million won. There is a room for some disappointment in the works regarding...
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