KT&G Corporation (033780 KS): Synthetic Expert Call Transcript (23 Sep 2026)
Activists are losing legal leverage, but the defensive cost is rising: The Daejeon District Court's August 12, 2026 ruling, which rejected...
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KT&G: Buyback and Cancellation of 360 Billion Won & Market Share Gains From Lil Tonino Lamborghini
On 22 September, KT&G Corporation (033780 KS) announced that it plans to buyback and cancel 2.07 million shares (about 2% of outstanding shares)...
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KT&G: A New Shareholder Return Policy Worth 2.8 Trillion Won Over Next 3 Years
Flashlight Capital Partners (FCP), a Singapore-based activist fund, is going activist on KT&G again. FCP started its activist proposals on KT&G...
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KT&G: Share Cancellation of 1.7 Trillion Won and a Potential Hike in Cigarette Prices in 2026
KT&G Corporation announced that it will cancel its entire treasury shares (9.5% of outstanding shares) worth nearly 1.7 trillion won. A cigarette...
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Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform
In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the...
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